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Freight / Misc. Charge Customization – Epicor ERP Custom Software Solution

  • 14 March 2013
  • cre8
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Categories: Epicor

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Certain customers require the ability to restrict certain orders from being processed either by forcing them to verify certain details or execute a necessary process before removing the restrictions. Standard Epicor Software does not allow automatic ‘Order Hold’ removal/placement after verifying Misc. Charges (Freight). A custom software solution was designed to have the user execute a ‘Check Freight’ process before being able to submit an order. The Sales Order Entry form was updated to include a new “Check Freight” button.…

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Myths and Realities of “Top to Shop” in Manufacturing – Part 2 of Series

  • 13 March 2013
  • cre8
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Categories: Manufacturing

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For nearly two decades analysts, journalists, and industry experts have warned manufacturers about the consequences of a disconnect between the shop floor (the production line) and the top floor (senior management up to C-suite).  With all that has been written on the subject, it’s surprising that few manufacturers have even tried to connect the shop floor to the top floor to enhance the extended supply chain. Those that have taken action without success failed to address the fundamental requirements of…

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Picking Queue Manager – Epicor ERP Custom Software Solution

  • 7 March 2013
  • cre8
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Categories: Epicor

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The picking/packing process through Standard Epicor Software is done in separate steps. A custom software solution was created in which the ‘Material Request Queue’ UI (User Interface) was tailored to allow a more efficient process. These modifications can be described in two parts: The transactions displayed in the form were narrowed down to only include those relevant to the shipping department and a ‘Sales Order/Ship To’ filter was added to list specific records: Clicking the ‘Order Number’ button will bring…

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Myths and Realities of “Top to Shop” in Manufacturing – a Two Part Series

  • 6 March 2013
  • cre8
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Categories: Manufacturing

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                        For nearly two decades analysts, journalists, and industry experts have warned manufacturers about the consequences of a disconnect between the shop floor (the production line) and the top floor (senior management up to C-suite).  With all that has been written on the subject, it’s surprising that few manufacturers have even tried to connect the shop floor to the top floor to enhance the extended supply chain. Those that…

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Accounts Receivable Cash Receipt / Debit Upload – Epicor ERP Custom Software Solution

  • 28 February 2013
  • cre8
  • 2 comment
Categories: Epicor

Standard Epicor Software does not allow automatic creation of Cash Receipts Groups for A/R Cash Receipts and Debits to be applied to. If large amount of Receipts and Debits need to be applied to different invoices, adding them manually can seriously impact productivity. A custom software solution was created to automate this process by importing data from a csv (comma separated values) file. A Service Connect workflow was created which sorts, validates, and processes the data from such file: (An…

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Four Ways to Better Production Efficiency with Your ERP Software

  • 28 February 2013
  • cre8
  • 7 comment
Categories: ERP

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Imagine what you could do with real-time monitoring and control for your production and process manufacturing operations. You could improve productivity, work more efficiently and profitably, and make better decisions based on the manufacturing performance of your plant or entire enterprise. You can do all this with the help of a Manufacturing Execution System (MES). Here are four ways to better your production efficiency with a manufacturing execution system. Step 1: Manage Family Molds Family molding can be a real…

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Integration with 3PL (Third Party Logistics Provider) Updated Post – Epicor ERP Custom Software Solution

  • 13 February 2013
  • cre8
  • 2 comment
Categories: Epicor

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Integration with 3PL (Third Party Logistics Provider) – Epicor ERP Custom Software Solution A custom software solution was created to integrate Epicor Software and a 3PL (Third Party Logistics Provider). Each plant in the Epicor Software system is a location for the provider and holds inventory in one of three (3) statuses: Available to ship, nettable but not available to ship, and non-nettable. This solution maintains and synchronizes inventory while allowing allocation and tracking of serial numbers between the logistics…

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Planning for a Successful ERP Implementation – Part 6 in a 6 part series

  • 6 February 2013
  • cre8
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Categories: ERP

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Companies justify moving to a standard enterprise resource planning (ERP) solution based on a number of compelling reasons. By supporting a single system rather than several smaller and disparate systems, they can enjoy economies of scale.  Additionally, having single application architecture with fewer user interfaces creates lower integration costs. And through common tasks automation (as well as easier access to more information), best practice systems and procedures allow for efficiencies not available when using multiple systems.  While the case for…

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Planning for a Successful ERP Implementation – Part 5 in a 6 part series

  • 30 January 2013
  • cre8
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Categories: ERP

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Planning for a Successful ERP Implementation - Part 5 in a 6 part series   Companies justify moving to a standard enterprise resource planning (ERP) solution based on a number of compelling reasons. By supporting a single system rather than several smaller and disparate systems, they can enjoy economies of scale.  Additionally, having single application architecture with fewer user interfaces creates lower integration costs. And through common tasks automation (as well as easier access to more information), best practice systems…

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WareHouse Extension Functionality – Epicor ERP Custom Software Solution

  • 30 January 2013
  • cre8
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Categories: Epicor

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Standard Epicor Software adds a single Primary Warehouse when a new Part is created. When a Warehouse is created, Standard Epicor Software requires it be manually added to each part individually. If a plant has many parts and warehouses, adding all warehouses to a part or a single warehouse to all parts can have a serious productivity impact. A custom software solution was created to allow the user add multiple warehouses to a new part, or a new warehouse to…


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