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 Consulting

Epicor 9 Consulting, Upgrades & Services   Epicor Consulting Services by Clients First Business Solutions Clients First knows that selecting and implementing an Enterprise Resource Planning (ERP) solution is a major project for a company.  Whether its a replacement for an existing solution or a first time implementation.  Reasons for change can run the gamut [...]

2013-07-05T13:19:54+00:00 July 5th, 2013|Epicor|Comments Off on Epicor Consulting

Epicor Implementation

Epicor Consulting - Tips for Successful Implementation Strategies for Epicor 9 1. Epicor Implementation Team Think about who you want on the implementation team. The quality of your team members is important to the success of the implementation. Each team member needs to have detailed knowledge of the current procedures. The Implementation team needs to [...]

2013-02-16T14:17:00+00:00 February 16th, 2013|Epicor|1 Comment

A post from a Happy Microsoft Dynamics AX (Axapta) User

Thanks to Naeem Sarwar at ITtoolbox.com for this post when people where asking about possible solutions for a Holding company. I am writing with assumption of, you are still in process of selecting ERP. I am a Project Manager working with Holding company from last two years. When I joined this Group we I was [...]

2012-02-19T07:30:46+00:00 February 19th, 2012|General ERP articles|Comments Off on A post from a Happy Microsoft Dynamics AX (Axapta) User

Microsoft Dynamics AX 2012– The New Reporting Engine

AX 2012 – New Reporting Functionality In Dynamics AX 2012 (Formally known as Axapta), extensive changes have been made in the area of reporting. SQL Server Reporting Services (SSRS) is the primary platform for reporting in the new version. The Report Development Environment in AX is easier to work with as it is now fully [...]

2011-06-24T15:15:07+00:00 June 24th, 2011|Microsoft Dynamics AX|Comments Off on Microsoft Dynamics AX 2012– The New Reporting Engine

Microsoft Dynamics NAV (Navision) Free educational and training webinar series.

Join us for a free educational webinar series Microsoft Dynamics Nav is an extremely robust tool. Take full advantage of the functionality Nav offers with the help of our expert. Chris Young, a Clients First Partner. Chris will enhance your knowledge and help you to leverage the power of Navision by providing instructional demonstrations and [...]

2010-07-19T09:51:42+00:00 July 19th, 2010|Microsoft Dynamics NAV|Comments Off on Microsoft Dynamics NAV (Navision) Free educational and training webinar series.

Dynamics AX 2009 Workflows Automate Business Processes

Microsoft Dynamics AX 2009 features a powerful workflow capability that allows companies to mirror their business processes in the system and then automate those processes. Here are a few examples of workflow templates that come with Dynamics AX (Formerlly Axapta) 2009 and how you can use them to automate and control your processes. Purchase Requisition [...]

2009-09-17T13:12:22+00:00 September 17th, 2009|Microsoft Dynamics AX|Comments Off on Dynamics AX 2009 Workflows Automate Business Processes

Efficiency Never Goes Out of Style

Today’s business world is filled with buzz words that change from year to year as business improvement techniques come and go. I recently read an article on résumés that emphasized such terms as “team player”, “results oriented”, etc., have gone the way of the dinosaurs. Process improvement models such as TQM (Total Quality Management) have [...]

2009-08-08T01:09:23+00:00 August 8th, 2009|Industry Insights|Comments Off on Efficiency Never Goes Out of Style

Microsoft Dynamics AX & NAV (Navision) Sales and Product Configurator

Sales and Product Configurator Does your ‘make-to-order’ or ‘engineer-to-order’ product come with a variety of options that change each time a product is ordered? Do you need to establish rules to know when you can select which o-ring to use based on product usage and rating? Do you need to create configurable subassemblies as well [...]

2009-07-24T14:16:35+00:00 July 24th, 2009|Made-to-Order Manufacturing, Microsoft Dynamics AX, Microsoft Dynamics NAV|Comments Off on Microsoft Dynamics AX & NAV (Navision) Sales and Product Configurator

SAP Business One 2007 – How to continue legacy system invoice number sequences

In some cases a company wishes to continue A/R invoice numbering from a legacy system in SAP Business One. In order to do this you would open Document Numbering under Administration >> System Initialization >> Document Numbering. On the line for A/R invoices click in First No. field and enter the number of the first [...]

2009-07-21T08:36:35+00:00 July 21st, 2009|Financials, SAP Business One|Comments Off on SAP Business One 2007 – How to continue legacy system invoice number sequences

Make text bigger in Microsoft Outlook (Zoom)

Make text bigger in Microsoft Outlook (Zoom) I just ran across this by accident.  If you use Outlook 2007 and find the text of your reading or composing email to be too small to read, you can actually set the zoom level which saves for future messages. While composing a new message, click on the [...]

2018-05-18T20:16:49+00:00 July 7th, 2009|General ERP articles|Comments Off on Make text bigger in Microsoft Outlook (Zoom)

The MIS Group Closes It’s Doors without Warning

July 6, 2009- In an unprecedented way, the MIS Group, one of Sage’s largest national VAR’s has gone out of business with no warning or take down period.  They were Sage Business Partner of the Year in 2008 and were based out of Dallas Texas with regional offices throughout the country. Employees were told the [...]

2009-07-06T13:46:37+00:00 July 6th, 2009|Industry Insights, SAGE|Comments Off on The MIS Group Closes It’s Doors without Warning

Distribution Software: Where Does It Fit Into the ERP Landscape?

Summary: Many ERP vendors offer distribution software as part of their suite of enterprise applications.  What types of solutions are available and what kind of functionality do you look for in a distribution software solution?  Read on for more information.  Distribution Software: An ERP Asset There are many, many distribution software packages on the market [...]

2009-06-11T06:50:59+00:00 June 11th, 2009|Distribution|4 Comments

Minimize Windows Live Messenger to the System Tray in Windows 7

Are you annoyed like me that Windows Messenger takes over a large chunk of your task bar, even when ‘minimized?”  Historically, it would minimize to the System Tray in the lower right but now it minimizes to the regular task bar as shown here: Thanks to ‘mynetx’s post here on the Windows Live blog for [...]

2009-06-07T09:31:20+00:00 June 7th, 2009|General ERP articles|Comments Off on Minimize Windows Live Messenger to the System Tray in Windows 7

Bing – Lookout Google, Microsoft’s Next Generation Search Engine

Microsoft has been quietly rebuilding their search engine technology.  It’s pretty well known that Live.com and msn search are mediocre at best when compared with Google or Yahoo. I think Microsoft was smart not to recycle the ‘live’ name as its too tainted at this point for an all new search technology so it looks [...]

2009-05-28T14:09:04+00:00 May 28th, 2009|General ERP articles|Comments Off on Bing – Lookout Google, Microsoft’s Next Generation Search Engine