Technology in Practice

Thanksgiving brings us together, even from afar. And while Thanksgiving may look and feel a little different for many of us this year, we hope you find a way to celebrate and that your holiday is filled with good food, good company, and plenty of pie! From our family to yours, Happy Thanksgiving from all of us at Net at Work. Val Domange, Sage X3 Consulting Manager Marianna Maxim, Sage X3 Project Manager Mike Shields, Sage X3 Project Manager Tom Dieterle, Sage X3 Senior Account Executive Mark Miller, Sage X3 Team Manager Lynn Eilerd-Du Toit, Sage X3 Finance Consultant Troy Brasel, Sage X3 Solution Architect Vijay Kothari, Sage X3 Team Manager Juliet Iorii, Sage X3 Solution Architect Samantha Marshall, Sage X3 Practice Director Jack Roque, Sage X3 Operations Consultant Ryan Schnieders, Sage X3 Operations Consultant Babajee Mahadea, Sage X3 Consultant Craig Coyne, Sage X3 Operations Consultant

Buy One, Get One Free (BOGO) pricing is a useful tool to encourage more sales of a product. When a customer purchases a certain quantity of one product, they get one or more of the same or a different product at no charge (i.e., free). Free product promotions are easy to set up in your Sage X3 system. With Sage X3 price lists, a free product can be associated to a line in the sales order. The free addition can be based on a line total, order total, or total quantity. It can be the same product, or a different product based on the configuration of a price list. You can define the price list setup in Setup > Sales > Price Lists > Setup (GESSPC): You can choose either ‘Same product’ or ‘Other product’ in the drop-down menu above. Save and validate the changes. Create a new price list record under Sales > Price List Entry (GESSPL): In the above example, if 5 or more quantities of 01-00003 were listed on the sales order, 1 free product, 01-00003 (defined in the Free product field), would be added to the order at a $0.00 price after the first line was added. Note that a different product other than the original product could be specified in this field. Sage X3 price lists are extremely flexible and powerful to support almost any pricing strategy that your sales team needs to implement. For more information, or for any questions regarding Sage X3, please contact us.

Sage recently announced changes to their policies for Sage HRMS Pre-Sales assistance for channel partners – effective October 20th, 2020. What this Means to Sage Partners If you have been utilizing Sage’s inside team to conduct demos, review technical requirements or qualify calls for Sage HRMS, this means you no longer have a contact within Sage to assist. Sage Partners are now required to purchase and complete Certifications for Sage HRMS Sales and Implementations. How We Can Assist Net at Work is prepared to assist your team with any Sage HRMS pre-sales needs. We understand that you may only sell to a handful of HRMS clients a year, so getting certified may not be a great use of your time or money, but it is a very sticky product that adds to your recurring revenue each year. We have a vast array of experience with Sage HRMS and the other endorsed products supporting HR and Payroll functions such as Time & Attendance, HR Actions, Performance Management and Talent Management. I invite you to join the 50+ Sage partners already in our Partner Alliance community who all continue to experience success as Alliance members. Our Sage Advocate partners recently gave us a 100% on a partner satisfaction survey (85% satisfaction across all 200 Alliance partners). Mark Dresser, our Employer Solutions Director, has over 24 years experience with Sage HRMS and the other endorsed publishers supporting HR and Payroll functions. Mark is a strong believer in the philosophy that the customer is the priority, and we do whatever it takes to provide answers, solutions, and knowledge, just as you would help a friend in need. Here is some of the pre-sale Sage HRMS support we can offer: Support Needs Analysis Create a Collaborative sales approach Product Demos Technical Review Product Overview Client Calls Support in closing the opportunity Contact Information To learn more or speak with a Sage HRMS specialist contact us at our dedicated Sage HRMS line: 1-877-208-1175 or email Mark Dresser. Additionally we have compiled a FAQ below for your convenience. FAQ Where can I receive a link to more Alliance partner information? Visit the Net at Work Partner Alliance Program website for more information. How long is the turnaround time to provide a demo? Net at Work can typically schedule a demo within 24 hours. Do you provide all the pricing and budget analysis? Yes, Net at Work can provide all the pricing. Is there a cost to participate? No, there is no cost to participate. Who do I contact to set up a call with a client? Please contact Mark Dresser, Employer Solutions Practice Director at Net at Work.

Let’s face it, 2020 has been HARD. This time last year, no one was planning for a global pandemic or the havoc it would wreak on our lives—both personally and professionally. And while the pandemic is far from over, we have one big advantage over last year—we know it is here. Which means we can better plan for the ongoing uncertainty. Part of that planning includes assessing the solutions and software you use to manage your business—to ensure you maximize efficiency and improve productivity. For Sage X3 users, this translates into planning an upgrade to the latest version of Sage X3 and moving to the cloud. Last week, Net at Work and held a live webinar with Sage, to review the Sage X3 product roadmap. The webinar provided an update on the future direction of the product, what features have been released in 2020, and the exciting new features that are planned for 2021. If you missed the presentation, you can view the recorded webcast here. We know from the attendance and questions asked, that our clients found many reasons to plan for an upgrade next year! Exciting New Features Coming to Sage X3 New updated ADC screens for the handheld devices New Product Introduction module with revision comparisons, prototype management, and release workflow Web scheduling enhancements including Available to Promise/Capable to Promise Revenue recognition, progress, milestone, and recurring billing, time sheet enhancements New cash management features including improved bank reconciliation automation Bad debts and AR write-offs Functionality to support IFRS16 Leases New reports and functionality for simplified VAT and currency management Use Our Cloud for FREE While You Upgrade There are undeniable benefits to hosting your Sage X3 in the cloud. Our Cloud at Work hosting for Sage X3 provides enterprise-level hosting technology delivered a SaaS experience—its flexible, scalable and secure. For a limited time, we’ll let you use our cloud for FREE while you upgrade! Benefits of Cloud at Work Hosting for Sage X3: Best in Class: Sage Applications + Cloud Technology Designed and Managed by the Most Experienced Sage Team in North America Best-in class application support. Cloud at Work works seamlessly with your solution to fit your specific needs and business processes. Say goodbye to finger pointing between your application & cloud vendors. A Sage-focused Cloud Solution Patches, Fixes, Support & Training Included When you add the Sage X3 Xperience Service, all patches and fixes are included so you can be assured that your Sage X3 is always up-to-date. Plans include health checks, training, ongoing mentoring, and upgrades to keep your users plugged in to all new features and functionality. Enterprise Level Technology A SaaS Experience, Tailored to Fit Your Organization There is no “window within a window” using Cloud at Work. It looks, feels, and works in a SaaS fashion. Built to fit your needs, there are no limited on integrations or customizations, and with OnDemand licensing you can upgrade your SQL, OS, and MS Office at any time—at no cost. Peace of Mind Industry-standard Uptime, Monitoring and Ongoing Support With Cloud at Work, we host your entire production environment in a stable and secure environment with 24x7x365 monitoring and unlimited support tickets through our Cloud at Work support and Sage X3 application Xperience plans. For more information about upgrading Sage X3 or moving to Cloud at Work and taking advantage of our special offer, please contact us.

Like never before, agility is critical to business survival, never mind growth. In the early days of the pandemic and still today, companies must be able to move quickly, and they need systems that can support rapid change. In a NetSuite Now On Air keynote titled, “Flexibility, Visibility & Control in Uncertain Times,” product management leaders Elham Ghassemzadeh and Joav Bally detailed several features in NetSuite 2020 Release 2 that give customers new ways to monitor the performance of their business and make necessary adjustments. When users tailor their NetSuite platform to meet their evolving needs, they usually do so with SuiteCloud, noted Ghassemzadeh, vice president of product management for SuiteCloud. “You might be restructuring your data, updating your workflows or scripts to accommodate shifts in supplier networks, reporting requirements and logistics planning, or any other aspect of your business,” she said. Ghassemzadeh broke down three features in NetSuite 2020 Release 2 that will help NetSuite administrators and developers meet evolving business needs: Customization Manager: The new tool makes it easier for administrators to manage the rollout of customizations, understand their impact and set role-based access controls. When an administrator updates a custom record’s required fields, access type or other characteristics, that change can now be reflected across any new custom records that use the same template. With the customization manager, if the administrator makes a certain field mandatory in one custom record, it can make that option required on all similar forms or SuiteScripts. This simplifies and centralizes administration of mandatory field settings and access controls, ensuring consistent and secure functionality across all user interfaces and application programming interface within the product. Performance Health Dashboard: The new performance health dashboard builds on NetSuite’s existing application performance monitoring (APM) tool. This dashboard displays the performance of records, SuiteScripts, saved searches and integrations, as well as concurrency limits, in one place, enabling admins to quickly and proactively prevent stability and performance issues. Open Source Developer Resources: The latest release provides access to open source tools including a Node.js based command line interface (CLI) that that gives developers direct access to SuiteCloud Development Framework capabilities such as continuous deployment from their IDE of choice, and the Jest-based testing framework for unit test and quality assurance of custom SuiteScript code modules.  These tools are now available from public repositories maintained on GitHub and npmjs. “Our goal is to make change management easy by putting users in control of every stage of the software development and deployment pipeline,” Ghassemzadeh said. SuiteAnalytics adds functionality to provide deeper insights In the second part of the keynote, Bally, vice president of product management for SuiteAnalytics, highlighted several new SuiteAnalytics features that will continue to help leaders develop a deeper understanding of different aspects of their company, informing strategy and improving decision-making. New features in the 2020 Release 2 include: Separated data sets and workbooks: The latest version of SuiteAnalytics splits up data sets and workbooks so users can include multiple data sets in a single workbook. Workbooks allow customers to visualize their data, and the ability to use a number of different data sets enables more advanced and comprehensive insights. Any updates to existing datasets will also be reflected in the relevant workbooks. Improved Formula Builder: The formula builder is both easier to use and has additional functionality in 2020 Release 2. The formula builder helps NetSuite users run calculations within the system, and it now checks for syntax errors in real time and offers more intuitive tools for editing and line numbering. In a demo, Bally showed how a company could link multiple data sets to a workbook and then create a calculation in the formula builder to measure quota attainment for each sales rep. NetSuite Analytics Warehouse: This new offering builds on SuiteAnalytics by leveraging Oracle Analytics Cloud and Oracle Autonomous Data Warehouse technologies.“By leveraging the power of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse, NetSuite customers can slice and dice NetSuite data in multiple ways, bringing in data from third parties, as well as performing advanced scenarios like historical analysis based on data snapshots or predictive analytics,” Bally said. Today, there are more than 6,000 SuiteAnalytics customers, who have collectively created nearly 35,000 workbooks and data sets and used 53,000 workbook templates, Bally said. These new features will only add to the valuable insights these customers glean and give them a stronger pulse of their businesses. Learn more about optimizing SuiteAnalytics – the reporting functions built into NetSuite This article originally appeared on NetSuite.com and was written by Ian McCue.

Net at Work’s Sage X3 team is growing again. To better support our ever-increasing number of clients, we have added 9 new members to our Sage X3 team this quarter. They bring decades of expertise to the team in the areas of Process and Discrete Manufacturing, Chemical, Supply Chain and Complex Distribution, Financial Services, Project Management, and more. We are pleased to welcome…. Eric Sluss Team Manager, Sage X3 esluss@netatwork.com | Direct: 646-532-6848 Eric Sluss specializes in leading global ERP and technology transformation programs. His experience spans the full lifecycle of ERP and technology activities including business case development, business process transformation and implementation, and post-implementation stabilization. Eric’s experience includes global project and program management; finance and operations transformation; alignment of IT strategy to business initiatives; pricing strategy and execution; and organizational change. He has served Fortune 1000 companies in the manufacturing, industrial products, and energy industries. Additionally, Eric has led successful pricing and ERP initiatives at the portfolio companies of private equity firms. Stephen Watt Software Developer, Sage X3 swatt@netatwork.com | Direct: 646-293-1706 Stephen began working at Sage in 2013 with the Construction and Real Estate product line and became a Professional Services consultant in 2016. Over the next 2 years, Stephen received in-depth technical training while transitioning to software development full-time. Stephen is a certified Developer and Technical Consultant for Sage X3. Thomas Brendel Software Developer, Sage X3 tbrendel@netatwork.com | Direct: 646-532-6847 Thomas has been designing, developing, and implementing customizations in Sage X3 since 2016. He holds a BS in Computer Science from Georgia State University, with a concentration in databases. Scott Shifko Senior Software Developer, Sage X3 sshifko@netatwork.com | Direct: 646-532-6844 Scott has been developing software for over 23 years, the last 20 of them have been for Sage X3. Over those years, he has worked with customer over a wide variety of industries. He specializes in designing, optimizing and developing Sage X3 modifications. Scott holds a BS in Computer Science and is Sage certified as both an X3 Technical Consultant and as an X3 Developer. Steve Walters Technical Manager, Sage X3 swalters@netatwork.com | Direct: 646-532-6864 Steven Walters has worked in ERP consulting and implementation for 10 years. Prior to joining Net at Work, he spent over 6years working at Sage on delivering Sage X3 for their customers and several years before that in other ERP software. He holds certifications in Sage X3 for technical implementation, consulting, and development as well as a certificate for Sage CRM implementation. He uses his deep technical knowledge, combined with business and people sensibility to provide value for the individuals and companies with which he works. Steven also holds a BS in Information Systems, a BA in Psychology and an MIS in Management. His mix of skills and interests brings a unique approach to problem-solving and a strong understanding of complex situations and how to navigate them successfully. He has spent much of his more recent career focused on supporting his colleagues in order to provide increased expertise in the community to better serve our clients. Steve Homolak Senior Consultant, Sage X3 shomolak@netatwork.com | Direct: 646-532-6843 Steve has made a career of developing teams, processes and competitiveness to drive profitable growth. He has amassed a diverse set of business experience in the chemical, tire and manufacturing industries. Throughout his career in various leadership and management roles, he has developed and relied heavily upon good information systems. Prior to Net at Work, he was with Sage for over 4 years where he developed expertise in X3 Distribution and Manufacturing, and accomplished many successful implementations. By combining his business and consulting experience with X3’s fully integrated ERP capabilities, he is able to help clients improve their companies through the most efficient processes and best business practices. He has an MBA from Cleveland State University and has been certified in Lean Manufacturing, Business Consulting and Continuous Process Improvements. He has four grown children and resides with his wife in Cleveland, Ohio. Ian deLeon Consultant, Sage X3 ideleon@netatwork.com | Direct: 226-774-3890 Ian de Leon has over 23 years of experience in the ERP workspace. He has been working with Sage products since 1997 and has extensive experience in developing proof-of-concept engagements, providing technical assistance, and delivering product documentation and training to customers across the globe. He enjoys working with clients to identify and interpret their complex requirements and takes pride in being able to resolve those requirements through innovative software solutions. Ian holds considerable product knowledge across all areas of both Sage 300 and Sage X3 (he is certified in the Sage 300 Technical, Financials, and Distribution modules and holds certifications for the Sage X3 Technical and Financials product lines. Ian is continuously taking on learning new product lines and is also proficient at the Sage Intelligence, Sage Enterprise Intelligence, Avalara, and the Paya products. John Cooper Project Manager, Sage X3 jcooper@netatwork.com | Direct: 646-293-1787 John brings over 20 years of ERP System implementations and project management experience to Net at Work and has worked with Sage X3 since 2018. John has been a Consultant, Report Writer, Business Analyst, Project Manager and Team Lead. John has extensive experience in many industries, including not for profit, financial services and agriculture (both U.S. and Canada). Karen Rae Project Manager, Sage X3 krae @netatwork.com | Direct: 646-532-6844 Karen Rae is a Senior Project Manager with over 20 years’ experience leading global software implementation teams with multiple ERP and HCM vendors across North America. Karen has also held roles in PMO Management, Practice and Operations Management. She has worked with over 300 customer in various industries including manufacturing, distribution, government, food and beverage, professional services, communications, entertainment, pharmaceutical and nutraceutical, leading teams through the delivery of strategic initiatives to facilitate change. Karen is passionate about customer success, building relationships based on trust and advocating for the customer.

There have been massive disruptions to supply and demand in the past several years, this year in particular, and the lack of predictability makes it very difficult for companies to operate — it disrupts the business plans, operational plans, demand plans and supply plans they rely on. And this works both ways: some products have garnered so much demand that businesses can’t produce them quickly enough while others have become obsolete, practically overnight. The final week of the NetSuite Now On Air virtual conference focuses on supply chain excellence and operational efficiency. Kicking off this week, Laura Maready, vertical product manager for retail, apparel, footwear & accessories and health & beauty, shared some of the new supply chain product enhancements in NetSuite that will enable businesses to be more agile, operate more efficiently and collaborate more effectively in her keynote session. The Autonomous Supply Chain “It’s difficult in today’s environment to keep good customers supplied, optimize both inventory and supply chains and identify alternate routes, vendors and sources of supply without a strong system that provides the insights that businesses need.” Maready said. They all need to work together seamlessly. An autonomous supply chain that can make those decisions automatically, with little to no human intervention, empowers businesses to act intelligently and ensures they are able to react appropriately. Maready outlined three of the key components of the autonomous supply chain — unified planning, smart inventory management and efficient execution. Some of NetSuite’s new functionality ensures the right products are available at the right location, at the right time and within budget. Unified Planning NetSuite’s supply planning tool has been completely reengineered to support the modern product company. The addition of materials requirements planning (MRP) to the supply planning platform gives you the ability to react to events and disruptions to the supply chain in real time, unlike traditional overnight processes. A holistic view of financial, sales, product, services and people planning lets businesses perform advanced modeling and overlay those results across different departments to understand the total impact on proposed changes across the organization. MRP and supply planning can compare actual demand with forecasts to ensure you have the right materials in the right locations to satisfy your aggregated demand. Advanced Order Management helps aggregate and stage shipments using just-in-time rules and algorithms and helps fulfill orders in the most efficient way using geographic location and shipping rules. The planner workbench allows planners to focus on areas that require human intervention, implement alternative strategies, collaborate across all departments and continuously improve their plans. Smart Inventory Management NetSuite provides automation that improves both supply chain efficiencies and customer satisfaction at the same time. NetSuite’s Advanced Order Management uses configurable business rules to automate the final step of getting the product to the customer at the right time. For every order that comes into the system, NetSuite analyzes key information to automatically execute the most efficient fulfillment scenario. Automatically select the most efficient fulfillment location for orders utilizing global inventory availability as well as geographic location. Using reallocation functionality, you can re-assign inventory to fulfill priority orders first. Based on prioritization rules, NetSuite looks at inbound shipments that haven’t been received into stock yet and allocates inventory to open orders. Streamline Execution With NetSuite’s mobile functionality, users can complete production tasks directly from a mobile device, ensuring more accurate data entry and decreasing the time required to make, pick, pack and ship items. The mobile solution allows you to update work orders directly from the mobile device and walks you through the process of picking the materials required for the build, and prompts the user for confirmation at each step with a scan to ensure data accuracy and record the actual production quantity. The multi-order picking process feature can optimize order picking by allowing users to pick based on pre-defined waves to consolidate shipments. The mobile device item quantities are updated in real time as users scan bins while they pick. With the Quality Management SuiteApp, users can now perform inspections prior to shipment to ensure that the goods going out meet quality guidelines. What’s Next for NetSuite? In the future, NetSuite’s allocation and fulfillment engine will be even more intelligent. Utilizing machine learning, the system will identify strategies to optimize inventory allocation based on values like revenue, profitability, customer satisfaction and tactical time frames such as quarter or year end. This will reduce the problem of having too much inventory in some areas and too little supply in others. The autonomous supply chain works across all functions of your supply chain, from planning to execution, to help you adapt to changing business environments. Using NetSuite’s intelligence and automation, “you’re better prepared to improve your processes and product flows, ensuring you deliver the right product, at the right time, at the right cost” Maready said. This post was written by Abby Jenkins, NetSuite Product Marketing Manager for Supply Chain and was originally posted on NetSuite.com

In this video we’ll look at Acumatica inventory and how to set up physical counts inside Acumatica Cloud ERP. Some examples are physical inventory types and cycles. Watch the full video below. Contact Us if you have any questions or would like more information about Acumatica features and enhancements. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }

In Acumatica 2020 R2, Credit Terms for customers has added the ability to require Prepayments while taking a sales order. The new section Order Prepayments Settings only appears when the user selects the Customers option in the Visible To in the General Settings. When entering a Sales Order a user can change the predefined prepayment percentage for a single sales order without changing the credit terms of the customer. Contact Us if you have any questions or would like more information about Acumatica features and enhancements.