Epicor 9 and Epicor 10 Financials Tips & Tricks

Little Known Features in Epicor ERP Financials The Epicor ERP application is comprised of many financials features. In this issue, you can review useful financials features that are available in the Epicor 9.05 application but may not be very well known. Asset Mass Changes Use Asset Mass Changes to issue mass changes to assets, including [...]

2018-05-15T16:09:22+00:00 May 15th, 2018|Epicor|Comments Off on Epicor 9 and Epicor 10 Financials Tips & Tricks

Epicor ERP 10 (and 9) Product Configurator

Configure to Order and Engineer to Order Solutions with Epicor Epicor stands with very small company in its ability to allow a customized series of questions to be asked of a user in various places of the system and based on those answers, to be able to automatically build a bill of materials, a routing [...]

2014-12-02T15:24:01+00:00 December 2nd, 2014|Epicor|Comments Off on Epicor ERP 10 (and 9) Product Configurator

Epicor 9 and Epicor 10 Financials Tips & Tricks

    Little Known Features in Epicor ERP Financials     The Epicor ERP application is comprised of many financials features. In this issue, you can review useful financials features that are available in the Epicor 9.05 application but may not be very well known.   Asset Mass Changes   Use Asset Mass Changes to [...]

2018-05-14T18:50:57+00:00 November 7th, 2014|Epicor|Comments Off on Epicor 9 and Epicor 10 Financials Tips & Tricks

Epicor Email Integration

  One of the nice features in Epicor is its built in integration with email.   This feature is embedded in many Epicor screens.   The following example is Sales Orders entry and a customer contact.  By right-clicking on a contact name and choosing “Email”, you can email the contact.      Of course the contact must [...]

2013-07-06T11:11:40+00:00 July 6th, 2013|Epicor|Comments Off on Epicor Email Integration

What’s new in SAP Business One 9.0

New Features in SAP Business One 9 This is Issue One of Clients First Business Solution’s Blog Series, “What’s New is SAP Business One 9.0.”  Over the coming weeks, we’ll publish functional instructions for customers on how to leverage these new features in a working 9.0 version of SAP Business One.  If you have questions [...]

2013-06-09T19:30:07+00:00 June 9th, 2013|SAP Business One|Comments Off on What’s new in SAP Business One 9.0

SAP Business One Tip – How to determine the next available FIFO layer and its remaining quantity?

Have you ever wanted to know what FIFO layer in your on-hand inventory is going to be used next, its unit cost and how much of it remains on hand? When an item is managed by FIFO (First in First Out), layers are created in the system as stock receipts are posted in the OITM [...]

2013-04-10T11:22:41+00:00 April 10th, 2013|SAP Business One|Comments Off on SAP Business One Tip – How to determine the next available FIFO layer and its remaining quantity?

SAP Business One – Open Receivables balance by Customer Query

  SAP Business One Support and Tips Here's a quick tip.  Use the query below to get a nice report of one line per Group, per Business Partner of their current open Balance.  You can sign up for many tips like this at our new SAP Support Site at: business-one-sap.com If you need help with [...]

2013-04-02T09:45:09+00:00 April 2nd, 2013|SAP Business One|Comments Off on SAP Business One – Open Receivables balance by Customer Query

Our new Clients First SAP Business One website

A screenshot of our all new SAP Business One Support Site   One stop for everything SAP Business One from Clients First Business Solutions We are proud to announce the roll out of our brand new SAP Business One specific website.  This site contains all the information about our world class SAP Business One [...]

2013-03-27T09:58:10+00:00 March 27th, 2013|General ERP articles|Comments Off on Our new Clients First SAP Business One website

Epicor Hardware Configuration and Sizing Guide

Here is the latest versions for Epicor 9.05.7xx.  This Guide describes the Hardware, Operating System and Database Recommendations Use this guide to figure out what type of hardware to obtain for your upcoming Epicor installation.  The guide also talks about virtualization but Epicor takes a 'not warranted' type of approach to this issue, but yet [...]

2013-01-29T14:14:33+00:00 January 29th, 2013|Epicor|Comments Off on Epicor Hardware Configuration and Sizing Guide

Epicor Support | Epicor 9 Support | Epicor Help

Epicor 9 ERP, Vantage and Vista Support from Clients First is delivered with Reliability and Responsiveness One of the most important things to look for in an Epicor 9 business partner is support after buying the product. It has always been a philosophy at Clients First Business Solutions which has granted us extremely high client [...]

2012-02-10T17:31:00+00:00 February 10th, 2012|Epicor|Comments Off on Epicor Support | Epicor 9 Support | Epicor Help

MAS90 Support & MAS200 Support and Help, Consulting and Upgrades

MAS 90 Support and MAS 200 Support   MAS 90 Support and MAS 200 Support: If you use Sage MAS90, MAS200, or MAS500 distribution and accounting software, Clients First Business Solutions, LLC wants to be your go to partner for ongoing service,help, support, report writing, upgrades and maintenance. […]

2011-03-18T05:25:39+00:00 March 18th, 2011|General ERP articles|Comments Off on MAS90 Support & MAS200 Support and Help, Consulting and Upgrades

Clients First Fall Dynamics NAV (Navision) Newsletter

This particular issue has both Dynamics NAV and general business related articles so whether you use Dynamics NAV or not, there is alot of great content here. Topics Include: Microsoft Customer Source ERP Optimization Champion Containers, a Success Story Bio Analytics- Business Intelligence for Dynamics. General NAV tips & tricks from Chris Young, our resident [...]

2009-11-06T14:56:40+00:00 November 6th, 2009|Microsoft Dynamics NAV|Comments Off on Clients First Fall Dynamics NAV (Navision) Newsletter

Outlook Integration for SAP Business One

You may not be aware, but SAP Business One includes integration to Microsoft Outlook for free as an add-in that ships with the base product.  This allows you to exchange and share data to keep everybody up to date about account and Business Partner developments, business opportunities, appointments, contacts and tasks.  You can have this [...]

2009-10-05T07:25:05+00:00 October 5th, 2009|SAP Business One|Comments Off on Outlook Integration for SAP Business One

Microsoft Dynamics NAV 2009 SP1 Released

This latest Service pack is now officially compatible with Microsoft Windows 7 and Microsoft Windows Server 2008 R2. Microsoft is still testing Microsoft Dynamics NAV 5.0 SP1 with Microsoft Windows 7 and Microsoft Windows Server 2008 R2. Furthermore, the compatibility for Microsoft Windows Server 2008 R2 does not include Business Notification for Microsoft Dynamics NAV [...]

2009-09-30T08:32:35+00:00 September 30th, 2009|Microsoft Dynamics NAV|Comments Off on Microsoft Dynamics NAV 2009 SP1 Released

SAP Business One 8.8 – What's New?

Here is a new overview guide of what’s new in the upcoming release of SAP Business One 8.8 scheduled for Q1 2010. Highlights include: Full native SAP Business Objects Crystal Reports Integration All built in forms are now Crystal Based Most built in reports are Crystal Based Custom reports can be created and added in [...]

2009-09-22T07:08:18+00:00 September 22nd, 2009|SAP Business One|Comments Off on SAP Business One 8.8 – What's New?