How to Update Job Operations from Customer Shipment Entry in Epicor ERP

    Update Job Operations from Customer Shipment Entry

    Using customizations in Epicor you can update a completely different object from the screen you are currently working on.

    For example, when I set a Customer Shipment Entry as “Shipped” by checking the “ReadyToInvoice” checkbox, I was then able...

    Leadership Skills CFOs need for a Successful ERP Project

    Leadership Skills CFOs need for a Successful ERP Project

    CFOs can have a major role in the success of an ERP implementation. I gained valuable experience during my first Epicor ERP implementation at a former company. As CFO, I was the project manager. Other CFOs may play more of an executive...

    Save Time in Epicor ERP: Add Sign Off Line to Job Traveler Reports

    On November 23, 2013, Posted by TJ McDowell, In Power Tips: Epicor ERP, Technology Tips & Tricks With No Comments

    Save Time in Epicor ERP: Add Sign Off Line to Job Traveler Reports

    Time saving tips for Epicor are always helpful. I wanted to share a tip that has helped our clients save time in Epicor ERP. In this brief tutorial, I show how easy it is to add a sign off line to job traveler reports. Check out...

    Have You Checked Out the Microsoft CRM Customer Center?

    I took the chance to look at Microsoft Dynamic CRM's online customer care center. There are sections for sales, service, marketing and admin roles. The video section is great for easy tips. If you have less than one minute you can view "Two fast ways to get back to your recent work" only 31...

    Stop Missing Out: 5 Ecommerce Tips for Manufacturers

    Stop Missing Out: 5 Ecommerce Tips for Manufacturers

    Manufacturers and distributors without ecommerce capabilities are missing out. Traditional strategies loom large in the B2B world with paper contracts, phone deals and dedicated face-to-face sales people. While we would never advocate giving...

    What Manufacturing Executives Can Learn from the Healthcare Rollout

    What Manufacturing Executives Can Learn from the Healthcare Rollout

    As a company, which specializes in software deployments, we have been paying close attention to the roll-out of the new healthcare site. The mishaps that have mired the website are an all too frequent and often preventable...

    Microsoft Dynamics CRM Partners with InsideView

    Did you know that with Microsoft Dynamics CRM (2013) you get the powerful sales tool InsideView? Microsoft wants its users to “enable amazing customer experiences.” With the roll-out of Dynamics CRM 2013, Microsoft wanted to up their focus on customer-centricity.

    InsideView’s tool called Social...

    Manufacturing Resurgence Affects Aerospace & Defense Company

    Manufacturing Resurgence Affects Aerospace & Defense Company

    American manufacturing is making a resurgence. And with headlines like that, it is possible to see reshoring trends reflected more prominently in the data. The NAM/IndustryWeek 2013 Q3 Survey found manufacturing is “picking up steam.”...

    The Global Edge, Manufacturing as a Strategic Partnership?

    The Global Edge, Manufacturing as a Strategic Partnership?

    Can global manufacturing create more strategic partnerships? Recent reports are citing the surge in American Manufacturing. And with these reports will be the need to evaluate partnerships and global positioning.

    The Boston Consulting...

    New to the Tech Industry? Here Is My Advice

    On November 07, 2013, Posted by Paul Arthur, In The Datix Insider, Datix: Under the Hood With No Comments

    My route to a career in the tech industry has not been a direct one. It’s not that I didn’t have an interest in the field. In high school I learned some basic programming and briefly dreamed of developing educational computer games as a career. But my interests were always broad, and I ended up...

    CRM and ERP Integration Accelerate Go Live Time

    CRM and ERP Integration Accelerate Go Live Time

    How will CRM and ERP Integration improve my go live time? When we help our clients implement ERP systems, particularly Epicor ERP, we found they often had existing CRM systems. We used a cloud-based method to create a CRM and ERP connector, and a...

    ERP Implementation Completed on Time and On Budget?

     

    ERP Implementation Completed on Time and On Budget?

    I read an article on Proformative called ERP Implementation Failure Cost Me My Job- Here is What I learned. After the initial shocker of this headline I had to read more. Basically, the author, who opted to stay anonymous wrote the post as a...

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