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

The History of Microsoft Dynamics ERP Systems – SL, GP, AX & NAV

Microsoft has multiple ERP solutions that were acquired at different points in the past.  They had somewhat different target markets and capabilities and there still exists some market confusion, especially with the  similar names. Microsoft Dynamics SL Dynamics SL was originally known as Solomon Software and was acquired by Great Plains who was later acquired [...]

2018-04-23T22:01:57+00:00 April 26th, 2017|General ERP articles|Comments Off on The History of Microsoft Dynamics ERP Systems – SL, GP, AX & NAV

Authorized Partner and Certified Consultants for Epicor ERP

Clients First Business Solutions is an Epicor Gold Authorized Implementation Partner and is staffed by 100% Epicor Certified team members for Epicor ERP. Why being an Epicor ERP Authorized Partner and Certified Consultant is important to you? There are people and firms claiming to be Epicor consultants throughout the interwebs.  In many cases, they may [...]

2018-04-23T22:01:57+00:00 April 25th, 2017|Epicor|Comments Off on Authorized Partner and Certified Consultants for Epicor ERP

SAP Business One.. To Go Version 9.2

This detailed document (Over 250 pages) for SAP Business One, Version 9.2 is the latest iteration of this overview which goes through module by module, screen by screen for most setup and configuration and use cases for SAP Business One. Here you should be able to find whatever you need for your SAP Business One [...]

2018-04-23T22:01:58+00:00 March 6th, 2017|SAP Business One|Comments Off on SAP Business One.. To Go Version 9.2

Epicor Embedded Education…What is it?

Epicor ERP 9 and Epicor ERP 10 (Formally Vantage and Vista) offer a unique module called “Embedded Education”.  We have found many customers are confused by what it is and why they might want it. Out of the box, Epicor includes one of the most robust online Help systems available.  It includes native English well [...]

2018-04-23T22:24:53+00:00 May 8th, 2015|Epicor|Comments Off on Epicor Embedded Education…What is it?

A Successful Dynamics NAV 2015 Usergroup Presented

On Tuesday March 24 Clients First had over 50 people attend our Spring 2015 Microsoft Dynamics NAV User Group at the Microsoft conference center in Iselin NJ. Numerous topics were covered including: Microsoft Dynamics NAV 2015 New features and capabilities Using NAV with Microsoft Excel Using Microsoft Azure with Microsoft Dynamics NAV Business Continuity, Disaster [...]

2015-03-27T15:38:43+00:00 March 27th, 2015|General ERP articles|Comments Off on A Successful Dynamics NAV 2015 Usergroup Presented

How Many Companies use Microsoft Dynamics?

We often here the question from prospects and others, "How many companies use Microsoft Dynamics NAV or Microsoft Dynamics AX etc. Well Microsoft has just released its 2015 worldwide breakdown a their Convergence Conference that Clients First is attending. Here are the numbers: Microsoft Dynamics® AX 20,000 companies Microsoft Dynamics® GP 47,000 companies Microsoft Dynamics® [...]

2015-03-17T13:39:22+00:00 March 17th, 2015|General ERP articles|Comments Off on How Many Companies use Microsoft Dynamics?

What new features are there between Dynamics NAV (Navision) versions?

Microsoft has a great (but somewhat hidden) page that allows you to compare the differences in features and functionality between the version of Microsoft Dynamics NAV you are on and the version you may be considering between versions 4.0 to the latest 2015.  If you are on a version older than 4.0, contact us and [...]

2015-03-12T11:28:49+00:00 March 12th, 2015|General ERP articles|Comments Off on What new features are there between Dynamics NAV (Navision) versions?

What’s New in Sage ERP 100 through Version 4.00 to Sage ERP 100 2015

A great document showing the workflow and functionality changes that have occured since Sage MAS90 & Sage MAS200 4.00 all the way through Sage ERP 100. Using this document you can see all the functionality that you might be missing from the version you are currently on to the most current version.  Simply upgrade (we [...]

2015-03-10T13:54:08+00:00 March 10th, 2015|SAGE|Comments Off on What’s New in Sage ERP 100 through Version 4.00 to Sage ERP 100 2015

Tasks open without focus on the foreground screen or minimized when using Terminal Server 2008

  For Sage ERP 100, MAS90, or MAS200 Version Reported: 4.40 Subject: Tasks open minimized or "out of focus" when connecting through Windows 2008 Terminal Server Possible Resolution: Note: Use extreme caution when editing the registry. If the registry is edited incorrectly, Windows may not function properly or may not run at all. Sage Customer [...]

2015-02-27T16:40:12+00:00 February 27th, 2015|General ERP articles|Comments Off on Tasks open without focus on the foreground screen or minimized when using Terminal Server 2008

Upcoming Dynamics NAV User Group (Northeast)

Come join us at Microsoft’s facility on March 24th in Iselin, New Jersey for our FREE Microsoft Dynamics NAV 2015 User Group Conference. Gain valuable insight on maximizing your investment in your Microsoft Dynamics NAV (Navision) Software. Microsoft® Dynamics NAV 2015 (Navision) was released in October of 2014, and provides several changes that help business reduce costs, drive [...]

2015-02-25T15:36:49+00:00 February 25th, 2015|General ERP articles|Comments Off on Upcoming Dynamics NAV User Group (Northeast)

Dynamics NAV (Navision) SOX Compliancy Enhancement

A solution to assist you in your Sarbanes Oxley compliancy requirements Clients First has designed and built an enhancement suite for Microsoft Dynamics NAV to assist with your companies Sarbanes Oxley compliance requirements. The primary functionality of this enhancement ensures that the person who enters journals in NAV is NOT the same person who posts [...]

2014-12-17T17:13:17+00:00 December 17th, 2014|General ERP articles|Comments Off on Dynamics NAV (Navision) SOX Compliancy Enhancement

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

Microsoft Dynamics NAV 2013 now certified on Microsoft SQL 2014

  Over the last few months, the Microsoft Dynamics NAV team has been testing compatibility with this new version of SQL Server.  Microsoft is proud to announce that Microsoft Dynamics NAV 2013, Microsoft Dynamics NAV 2013 R2, and Microsoft Dynamics NAV 2009 R2 are compatible with SQL Server 2014! Please note that this applies to [...]

2014-09-03T08:49:40+00:00 September 3rd, 2014|General ERP articles|Comments Off on Microsoft Dynamics NAV 2013 now certified on Microsoft SQL 2014

Setting Up Accounts Payable Expense Distribution Tables in Sage 100 ERP (MAS90, MAS200)

Setting up Templates for Distributing GL Accounts in Accounts Payable Not everybody is aware that a few years ago Sage added the ability to setup templates so that when you post an AP bill it would get allocated to a variety of GL Accounts on the fly.  I actually designed this enhancement when it was [...]

2014-08-29T16:04:36+00:00 August 29th, 2014|SAGE|Comments Off on Setting Up Accounts Payable Expense Distribution Tables in Sage 100 ERP (MAS90, MAS200)