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Cre8tive Technology and Design Wins Gold and Silver Epicor Channel Partner Awards

  • 5 November 2012
  • cre8
  • 0 Comment
Categories: News

FOR IMMEDIATE RELEASE November 5, 2012   Cre8tive Technology and Design Wins Gold and Silver Epicor Channel Partner Awards   Epicor Software Corporation, a global leader in business software solutions for manufacturing, distribution, retail and services organizations, today announced the winners of the Epicor Americas 2012 Premium Partner Awards. The accolades were presented at an award's dinner for the partners at the Epicor sales conference, Ignite 2012, held at Caesars Palace in Las Vegas from October 14-18. Awards were presented…

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System Tracking Customization Using Sales Kits

  • 30 October 2012
  • cre8
  • 9 comment
Categories: ERP

Sales Kits can be used to designate a system in the field, so the components shipped as a kit can be tracked with details. This is useful primarily when a full service contract is not needed, or if service at the customer site is not performed. Parts for replacement are returned using standard RMA processing, or the entire kit is returned and refurbished, then sent out again. Screen examples: Figure 1 - Kits That Require Tracking Are Identified In a…

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Job Aggregation Customization

  • 30 August 2012
  • cre8
  • 0 Comment

Aggregation of like items can reduce the number of required transactions, for items like Job Time Entry. For many Manufacturers, an operation is repeated for several jobs, and they could process together (same setup, same process), but the Job Part is different, and so they are segregated into separate jobs, and must be transacted separately. This can be time consuming. A customization was defined to aggregate according to rules, to allow a single user to transact Job Time Entry for…

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Custom Product Configurator Delivered

  • 6 August 2012
  • cre8
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Product Configurator has the capability to do complex configuration, to the smallest details. In a recent project, Configurator defined not only the materials and operations, but also variable quantity per parent for the materials, variable Prod Std for operations, and variable upcharge per material.  This was accomplished primarily through a cross reference table and inventive application of rules. Screen examples:                  

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Scalable Fields Customization

  • 14 June 2012
  • cre8
  • 0 Comment
Categories: Epicor

When test results or other attributes are added on a regular basis, the ability to add a new field should be included in the customization. Scalability is always a concern when customization is needed. In the case below, Lab Results are uploaded into the Epicor 9 database, associated with a Customer ID. However, additional tests are added to the database on occasion, and new fields must be added. In order to make this scalable, field assignment was added as a…

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Forecast Pro Customized Integration to Epicor 9

  • 4 June 2012
  • cre8
  • 0 Comment
Categories: Epicor

Integration with an outside application, such as Forecast Pro, does not always mean loss of historical data. Data can be merged with data from a newly live Epicor installation for import into Forecast Pro, including parts for which there is no invoice history (new parts). Also, monthly export for Forecast Pro does not necessarily require monthly import back into E9. Screen Examples: Company Configuration Set to Monthly Export to Forecast Pro Exported Data - Parts With No Sales History are…

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Electronic Payment Numbers by Bank Account Customization for Epicor 9

  • 26 April 2012
  • cre8
  • 0 Comment
Categories: Epicor

Payment Numbers are assigned automatically by Epicor 9, but electronic payments can have a different sequence than check numbers, and don’t always start with 50000000. In order to support this, a customization was created to assign electronic payment numbers by Bank Account. Screen examples:          

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Sales Kit Random Alternative Components Epicor 9 Customization

  • 6 April 2012
  • cre8
  • 0 Comment
Categories: Epicor

When a sales kit component must be randomly assigned, manual  selection of the alternate is not feasible. In the case sited, a component was added to the Sales Kit Bill of Materials as a placeholder, with the system assigning an alternate component as part of Order Entry, based on rules. Was the same component shipped to the Ship to previously? How long ago? What component has the highest inventory volume? All of this was taken into account, and a customization…

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Tray Management and Tracking Customization

  • 3 April 2012
  • cre8
  • 0 Comment

Required: Tracking of issued components in a consignment warehouse, related to the lot tracked manufactured part. The finished good part is manufactured, and the issued materials documented as associated to the received lot number.  When transferred to a “consignment” warehouse, the finished good is dis-assembled into its components for consumption. The components must maintain identity to the finished good lot number, and will be processed by a sales order and shipment on consumption. Screen examples: Search for Lots by Customer…

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Manufacturer in Sales Order Customization – Delivered to Customer

  • 26 March 2012
  • cre8
  • 0 Comment

As part of a Distribution model, Manufacturer is a critical attribute for the management of costing and pricing. For this implementation, Manufacturer is equal to Supplier, and all materials are lot tracked, so the Manufacturer will be assigned by Lot. At Quote and Sales Order entry, the manufacturer drives pricing, and also allows computation of a gross margin based on the available lots. A dashboard of information was added to the List grid tab of both the Quote and the…


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