Editing a BAQ (Business Activity Query) someone else created

Epicor Quick Tip The question: Is there a way that you can edit a BAQ that was created by another user without having to copy the BAQ and renaming it?   Answer: In the BAQ Editor, Under action > select change author

2014-06-12T20:39:13+00:00 June 12th, 2014|Epicor|Comments Off on Editing a BAQ (Business Activity Query) someone else created

Insights 2014 – Epicor Customer Conference

  April 27-30, Mandalay Bay, Las Vegas, NV http://www.epicor.com/Customers/Insights   This year the Epicor Insights 2014 is being held in Las Vegas, NV.     Epicor Insights is a yearly gathering of over 4000 Epicor Customers, Epicor Partners, and Epicor Employees.   The Epicor conference is hosted by the Epicor Users Group and Epicor Corporation.   Why [...]

2014-01-22T09:56:50+00:00 January 22nd, 2014|Epicor|Comments Off on Insights 2014 – Epicor Customer Conference

Getting Financing–How a New ERP System Can Help

This article on our Microsoft Dynamics AX site is actually a applicable to anybody considering purchasing any new ERP system. It discusses the benefits of how a modern ERP solution can significantly impact how your bank and other financial backers view your business and can increase the odds of you getting the financing you are [...]

2013-09-19T09:11:41+00:00 September 19th, 2013|General ERP articles|Comments Off on Getting Financing–How a New ERP System Can Help

Technology Can’t Solve all Business Problems

By Mark Chinsky It is a common problem that seems to course through every consulting business. A consultant works on the client’s problem but implementing a new technology solution, only to discover that technology was only part of the original problem, and that it is personnel issues that are really at fault. When we rely [...]

2013-06-21T11:08:55+00:00 June 21st, 2013|General ERP articles|Comments Off on Technology Can’t Solve all Business Problems

Epicor Business Logic Tester–A little known feature

How to Test your Epicor Customizations against the Business Logic and Business Objects A little known utility sits uninstalled on your Epicor Server.  In the epicor905/utility folder you will find setup files for a program called “BL Tester” for Business Logic Tester. When you first run the application after installation, you will have to select [...]

2013-05-07T12:00:51+00:00 May 7th, 2013|Epicor|Comments Off on Epicor Business Logic Tester–A little known feature

Epicor 9 Performance Tuning

How to make sure Epicor 9 is running as fast as possible We have seen numerous instances in which Epicor in production isn’t always running as fast as it should be.  In many cases this is due to installation or environmental issues that can easily be addressed. This guide goes through, step and step, in [...]

2013-04-16T17:09:00+00:00 April 16th, 2013|Epicor|Comments Off on Epicor 9 Performance Tuning

Epicor 905.700 Schema. What’s changed?

Below is a document outlining all of the tables of Epicor 905.700 and color coded tables and fields that have been added, changed, or removed as well as tables. This should be helpful if you are contemplating a 905.6x to 905.7x upgrade and want to know if any of your customizations might be impacted by [...]

2013-03-20T14:44:38+00:00 March 20th, 2013|Epicor|Comments Off on Epicor 905.700 Schema. What’s changed?

Slow Epicor 9 Reporting Performance

My Reports are taking a long time to print – A common problem we see with customers we pick up that were installed prior to our involvement. Steps to Address On the application server, make sure you disable any type of ‘On Access Virus Scan’ for all directories that relate to where the XML results [...]

2013-02-28T15:35:35+00:00 February 28th, 2013|Epicor|1 Comment

Types of Inventory and Inventory Accounts for manufacturing company

Setup Tips In a Manufacturing company, you start from purchasing raw materials and end up selling finished products:  Purchase Raw Material >--(convert)--> Work-In-Process >--(convert)--> Finished Goods >>>>Sales of Finished Goods Thus, there are 3 types of inventory for a typical manufacturing company: 1) Raw Material Inventory - raw material to be used as input in manufacturing process 2) Work-in-Progress (WIP) Inventory - Goods which [...]

2013-02-04T11:54:56+00:00 February 4th, 2013|Epicor, SAP Business One|Comments Off on Types of Inventory and Inventory Accounts for manufacturing company

Epicor Insights 2013 Customer Conference Coming

Mark your calendars for May 13-16 at the Gaylord Opryland in Nashville, TN Epicor is holding their annual customer conference this year with over 3,000 customers expected to attend. There will be more hands on solution specific training than ever and tons of networking opportunities Gain insight on how to get the most out of [...]

2013-01-14T14:00:18+00:00 January 14th, 2013|Epicor|Comments Off on Epicor Insights 2013 Customer Conference Coming

Epicor 9 Quick Tip

Avoiding database corruption using Favorites When you create a Favorite or Shortcut in E9, you are not only pointing to the particular function such as Sales Order Entry, but also to a specific database and company.  This is how you can setup a favorites icon to, for example, open up Sales Order Entry for more [...]

2012-02-21T10:10:16+00:00 February 21st, 2012|Epicor|Comments Off on Epicor 9 Quick Tip

Epicor Multimedia Solution Overview

This post gives you an overview of Clients First's newest powerful solution for Manufacturing, Distribution and Service companies- Epicor 9. You'll have the opportunity to see how the solution is designed to service roles throughout your organization including Executive, Finance, IT, Operations and, Sales and Marketing. Remember that you can click on the "Full Screen" [...]

2012-02-05T14:28:57+00:00 February 5th, 2012|Epicor|Comments Off on Epicor Multimedia Solution Overview

Epicor ERP 9 and ERP 10 Demonstration and Training Video site goes live

Epicor 10 Demo Video and Training Site Epicor 9 and 10 Free Demonstration and Training Videos are now available Clients First Business Solutions is proud to announce our new site: www.epicor-training.com and linked site www.epicor-demo.com.  This new site contains numerous professional recorded and edited videos for your consumption.  All that is required is a simple [...]

2012-01-25T02:00:36+00:00 January 25th, 2012|Epicor|2 Comments

Cloud Computing for Epicor 9. Epicor Express receives Product of the Year Award

Epicor Corporation just announced that they have won a 2010 Product of the year award for their Epicor Express hosted software as a service solution.  The initial rollout occurred earlier this year focusing on smaller manufacturers with deployments of other editions and versions for larger companies coming later this year. The key to Epicor Express [...]

2011-01-17T15:23:27+00:00 January 17th, 2011|Epicor|Comments Off on Cloud Computing for Epicor 9. Epicor Express receives Product of the Year Award