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

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?

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 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

Oil and Gas Industry ERP and Epicor

Using Epicor ERP 10 (and 9) in the Oil & Gas Industries Oil and Gas industry companies often have a diverse set of requirements.  For many ERP systems, meeting all these requirements is either impossible, or requires a multitude of third party ‘add ons’ to close the functional gaps.  Some systems handle field service well, [...]

2014-08-12T13:52:01+00:00 August 12th, 2014|Epicor|Comments Off on Oil and Gas Industry ERP and Epicor

Microsoft Dynamics NAV 2015, A look Ahead

By Chandler Hutchison Among Microsoft’s array of ERP solutions, NAV has been the enterprise accounting software of choice by distributors, manufacturers and other organizations alike. Users have come to expect Microsoft to roll out upgrades for these ERP solutions either once a year or every other year.  So for all of you NAV people on [...]

2014-07-12T13:12:33+00:00 July 12th, 2014|General ERP articles|8 Comments

7 Reasons why Dynamics NAV & NAV-X are one of the best Distribution Solutions

by Chandler Hutchison More than 100,000 organizations throughout the world are currently using Dynamics NAV. Delivering the perfect tool for performing a variety of processes, from basic accounting to complex distribution operations, NAV is one of the best solutions you can find to streamline your activities and increase efficiency. Besides offering a specialized system that can help [...]

2014-06-28T13:11:17+00:00 June 28th, 2014|General ERP articles|Comments Off on 7 Reasons why Dynamics NAV & NAV-X are one of the best Distribution Solutions

Microsoft Dynamics ERP–Growth Statistics

  The latest statistics are out relative to the overall install base, unit and percentage growth of all four Microsoft Dynamics ERP and CRM products. This includes: Microsoft Dynamics AX Microsoft Dynamics GP Microsoft Dynamics NAV Microsoft Dynamics SL Microsoft Dynamics CRM The conclusion is hands down Microsoft Dynamics NAV is the install base leader.  [...]

2014-03-03T09:06:42+00:00 March 3rd, 2014|General ERP articles|Comments Off on Microsoft Dynamics ERP–Growth Statistics

Epicor 9 Quick Tip

Inquiry History Some Epicor screens keep track of the data you have been using.  This works very similar to who Microsoft Office works.  This history is found on the File menu.   The first time you open a screen like Customer maintenance the File menu looks like this:   Look up Addison, Boeing and Dalton. [...]

2013-10-09T14:20:27+00:00 October 9th, 2013|Epicor|Comments Off on Epicor 9 Quick Tip

Item Reservations Quick Tip

Reservations in Microsoft Dynamics NAV (Navision) Reservation can be used in 2 scenarios: 1) Salesperson reserves inventory or inbound items for a specific sales order. 2) Production planners reserves inventory or inbound items for a firm planned production order. Reservation at Sales Order can be made from the following sources: 1) Inventory 2) Purchase Order Line 3) [...]

2013-10-09T14:14:47+00:00 October 9th, 2013|General ERP articles|Comments Off on Item Reservations Quick Tip