Technology in Practice

Forrester Research has named Oracle NetSuite a leader in two recent reports, The Forrester Wave™: Digital Operations Platforms For Services Businesses, Q3 2020 and The Forrester Wave™: Digital Operations Platforms For Distribution Businesses, Q3 2020. NetSuite was one of only three vendors to be named as leaders among 12 that qualified for evaluation in a Forrester Wave report covering the services sector and eight that qualified for the Wave report covering the distribution sector. In both cases, Oracle was also named a leader. Forrester Waves are exhaustively researched guides for buyers of technology purchasing options. Forrester cited NetSuite’s capabilities in enabling companies to cater their deployments to the specific needs of their businesses. “NetSuite has a modern, flexible platform that allows for easy tailoring,” Forrester analysts wrote in both reports. “So if there’s something the vast suite can’t accomplish natively, you can extend it yourself (developer tools are another strength) or use partner services or apps.” As more organizations have turned to cloud-based ERP, Forrester notes that platforms that improve use of next-generation automation and artificial intelligence will set themselves apart. “Vendors that can provide modern, flexible, and AI-driven solutions position themselves to successfully deliver digital business transformation to their customers,” the reports state. More practically speaking, Forrester reports that the ease of working with NetSuite’s software and the strength of its core functionality both resonate with customers. “NetSuite customers like that the solution is relatively easy and fast to deploy (with some small deployments taking only 30 days), and the company’s billing and revenue management functionality is a particular strength.” Forrester’s recognition of NetSuite underscores the company’s strong standing in the marketplace. It comes just months after NetSuite was named a leader on Gartner’s 2020 Magic Quadrant for cloud core financial management systems for midsize, large and global enterprises.

Human resources is, for the most part, irrelevant and has been for some time. Does that upset you? I’ve spoken to countless business owners and executives that look for ways to work around HR instead of with HR. Why? Because they view HR as the rock in road. When other business divisions are focused on the bottom line, HR focuses compliance, procedures, rules, and making people “happy.” Want to change the perception of HR in the world? Then we must embrace the concept that the sole purpose of HR must be on affecting the business. Just like every other department that gets paid to bring solutions to business challenges, HR better understand how the people of the business help the business succeed, not the other way around. In this book, Strategic HR: Driving Bottom Line Result Through Your People, HR is encouraged to embrace change. To let go of the status quo, of rules, of procedures, to rise up from mediocrity, to no longer be the bastion of the “this is how we do things” mentality. HR professionals must be strategic thinkers and well-rounded business professionals. The HR function must be staffed by the best and brightest minds in business and to once and for all squash the mindset of business leaders who believe “anyone can do HR.” “Strategic HR” shows HR and business executives how to move beyond developing rules and procedures and focus instead on developing processes and strategies. To stop worrying only about the legal ramifications of decisions and worry about the business ramifications of decisions, too. If you’re reading this and wondering, “Okay, but how do we make that happen?” That’s what this book will explore. If HR would focus solely on business success, it would have the coveted “seat at the table.” It would be respected as business partners. Its contribution would be easily measured and no longer seen as overhead, but a necessary investment for growth and success. Business executives: it’s time to expect more from HR! “Strategic HR” is for anyone who recognizes that business can only succeed through its people and is looking for the roadmap to get there! Contents include: Building employee alignment, Charting HR’s course in your organization, The impact of HR strategy, Succession planning, Learning and development, Developing an organizational culture that drives results, Building work teams to support the culture, Creating a culture of engagement, Incenting through variable pay, and Taking a strategic look at your HR function. I know this to be true: HR can be easy; we make it hard. The road map is here, the blueprints designed, it’s time to act! The only way your business can be successful is through people. Get the people equation right and customer satisfaction and profits will skyrocket. I promise if you are willing to put in the time, effort, and yes dollars into the contents of this book, you will see a return on your investment many times over! Special bonus! If you are a SHRM certified professional and are looking for ways to earn credits, “Strategic HR” is SHRM approved for earning recertification credits for your credentials! Thank you to our Guest Author, Ed Krow HR Strategist/Keynote Speaker/Author

Starting in Acumatica 2020 R2, users can now limit access to customer accounts to employees of the specific company or branch.  These capabilities are now available if the new Customer Visibility Restriction feature has been enabled on the Enable/Disable Features (CS100000) form within Acumatica. On the Customers (AR303000) form, the Restrict Visibility To box has been added to the Financial. Settings section on the Financial tab, as shown in the screenshot below. In this box, users can select a company or a branch that will work with the customer exclusively. Contact Us if you have any questions or would like more information about Acumatica features and enhancements.

As previously announced in July 2017, Adobe will stop distributing and updating Flash Player after December 31, 2020. All Sage X3 clients on versions prior to V11 will be impacted. After December 31, 2020, the next time the browsers are updated, clients will no longer be able to do the following: Edit process flows Edit graphical requesters Use the CRM Calendar Use any flash component embedded in a screen This is a difficult event for Net at Work or Sage to prepare our clients for since browser updates are usually automatic. What you should expect to experience For clients on Sage X3 v11, Sage is releasing a patch (Syracuse patch + application hotfix) to replace the Flash components. Custom process flows and graphical requesters will be updated by the patches and you can continue to edit in the new technology (manual re-adjustments may be required). CRM Calendar will also be updated. You must be on P18 of V11. For clients on Sage X3 v12, graphical requesters are already in HTML. P23 contains the new components to replace Flash for editing the process flows. CRM Calendar will also be updated. P24 will include additional functionality to process flows. If you do not act on this information before the end of the year, the Flash components on the screen that you attempt to use (as outlined above) will show grey puzzle pieces in place of the old Flash components.  Not all the patches and information is available yet from Sage, but make sure to follow up with us in November at the latest to be covered for January 2021. We will provide another blog post closer to the end of year with updates. Please contact us as soon as possible if you are concerned that the Flash EOL will negatively impact your operations and/or experience with Sage X3.

Have you ever reordered columns in a grid in Sage X3 and then not been able to revert back to the Sage default order? Or, have you ever changed the order of the columns in the left list and inadvertently changed the size of the frames? In this blog post, we will review the steps to restore the layout of the page back to the Sage default settings. One of the benefits of Sage X3 is the ability to easily change the page layouts to suit your specific preferences. You can change the order of lists or use the drag and drop feature to switch the order of columns in grids. As an example, on the Sales Order Window, Lines grid, you can drag Allocated qty. over next to Ship Site, and it will stay there even if you log out and log back in. Clearing the cache doesn’t restore the default settings. Neither does revalidating the entry transaction and screens. The ability to manipulate the view is a great feature, but what if you don’t want it to stay that way? How do you revert back to the default layout? Restoring the Sage Default Layout NOTE: You must be on version 7.1 patch 6 or higher. 1. Navigate to the page layout that has been modified. 2. Using your keyboard, press ESC+W+Z. 3. Click Yes. Your on-screen layout is now back to the default setting. This should remove any personalization you have on the screen. For more information about resetting the column of grids in Sage X3, or other how-to tips, please contact us.

In this video we’ll go over how to set up budgets in Acumatica Cloud ERP. We also dive into how to compare budgets with previous years inside the Acumatica system. 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%; }

Many businesses tell us that one of the biggest challenges with their data is having no single source of truth, yet they still use Excel every day. Why not have the best of both worlds? Velixo bridges the gap between Acumatica and Excel, by giving you easy access to your data and the insights you seek. Acumatica is the central system of records and Excel the presentation layer. With Velixo, you can build your own reports in Excel with live Acumatica data in less than 5 minutes. Velixo includes benefits such as: Excel Functions specially designed to work with your Acumatica General Ledger, Projects and Generic Inquiries Powerful Filtering and Selection Consolidation GL, Budget and Project Forecast Writeback Automated Report Distribution Integrated Security Smart Refresh Smart Drilldown Unlimited User Licensing Put an end to manual operations and eliminate human error Velixo adds over 60 functions to Excel that help you retrieve real-time data from Acumatica. Our simple functions remove the need for manual operations, complex calculations or VLOOKUPs, giving you 100% accurate and fully drillable data without the need to manually update the spreadsheets to reflect the most current data. Everything is live, real-time and interactive. Velixo also turns Excel report generation and distribution into a one-click process, saving you time and reducing room for error even further. Build reports that look the way you like, whenever you need them, without having the IT department on speed dial. You can make data come to life in Excel. 
Velixo empowers every Excel user in your organization to quickly and easily build highly accurate and fully drillable reports and dashboards that refresh automatically. 
 It’s simple yet effective execution allows your entire team to benefit, helping your business make better decisions. The best part is – you don’t need to spend hours or weeks learning how to use a new software. If you know Excel, you can do it! You can even set up dashboards and reports that can be viewed on almost any device, thanks to Excel Online and the Excel application available for iOS and Android devices. Everyone knows Excel, and that’s all you need to know to use Velixo – you’ll say “Cheers!” to your IT team when you meet them for Happy Hour. Easily reconcile your data Reconciling the data in Excel spreadsheets with your ERP is easy thanks to Velixo and Smart Drilldown. You can select any cell referencing ERP data, even formulas, and calculations, and drill all the way down to the original documents and transactions linked to these cells. In Acumatica, drill-down even gives you access to notes and attachments linked to the document – it’s a virtual filing cabinet at your fingertips! Collaborate with others With 750 million Excel users, Excel has a large community that requires collaboration. With the newest versions of Excel, you can use the co-authoring function, which basically means numerous people can be working on a spreadsheet at once and the changes are instantaneous. Similar to Google Sheets, you can work as a team in one spreadsheet. Find out more about co-authoring here. Threaded Comments are also available in the latest version of Excel for Microsoft 365 subscribers, enabling discussions within the workbook. Comments have a ‘reply box’. When people reply, you can see several comments connected together, showing a virtual conversation in the workbook. If you need to discuss data with other people, then use a comment. Interested in a full demo? With hundreds of customers worldwide, Velixo Reports is the premier solution to eliminating tedious and time consuming reporting methods, all within Excel. Seeing is Believing! Contact us and we’ll be happy to schedule a 1:1, personalized demonstration of Velixo. By Guest Author Lauren Ryan, Chief Marketing Officer at Velixo

Often, when you place a call to Helpdesk support, the first question you are asked is “What version are you on”? In this blog, we will review how to find your Sage X3 version and patch level number. Note: If you attempt to follow our instructions and find that you don’t have access to that section of the menu, you may not have the necessary Administrator permissions and should find someone on your team who does (or contact the Net at Work team to access for you.) Once we find out what version of Sage X3 you are using, our team can inform you of the most recent patches for your version and what you need to do to become current. We can also advise you on what those patches will deliver and whether installing the most recent ones are worth investing your time. Also, if you would like to get notifications for patches released by Sage, please contact your Account Manager. Tom or Jaleidy are happy to help. You can also find the latest patches available by visiting the “What’s new” section of the Sage X3 Online Help Center. To Find Your Sage X3 Version Number In Sage X3 V9 Go to Administration > Utilities > About and click on the name of the production folder. In Sage X3 V11 Go to Administration > Utilities > About and click on the name of the production folder. In Sage X3 V12 Go to Administration > Utilities > About and click on the name of the production folder. Visit the Sage X3 Online Help Center to Check for New Releases In Sage X3 V12 1. Click on the question mark icon in the upper right-hand corner and choose the ‘Online Help Center’ option. 2. Click on the ‘What’s new’ tab and select ‘Release Notes’. 3. This will open a new window where you can find the release notes. For more information about finding your Sage X3 version number or checking for new releases, please contact us.

Inventory multi-counting reduces the risk of errors during the stock count process. Allowing users to count the same stock multiple times and track each stock count ensures any variances are identified and guarantees the accuracy of the complete count. The multi-count process is exactly the same as the original single count process except that you have the option to enter multiple individual counts for the same stock. In this blog we will review the steps involved to create multi-stock counts in Sage X3. STEPS TO CREATE MULTI-STOCK COUNT Navigate: All > Stock > Counts > Stock count session Go to Stock count session Click on New Enter Stock site Enter mandatory fields Select the Multiple counts checkbox at the bottom of the page     In the Selections tab, select the Category to be counted Create Stock count session Now generate lists by clicking on the Generation button Check the generated lists from the Lists tab     The next step is to enter our count. Use the Actions button, the list grid line, or navigate to the Stock count screen and select a list to count On the Stock count screen, you can see that new column fields have been added to the header to keep track of multiple counts On the lines grid, a new column labelled with an asterisk (*) is added when you are doing multiple counts When the value of column * is +, that means there is multi-counting to do When the value of column * changes to +1, that means the count is being counted by first count manager If the value of column * is changed to *1, that means the count is counted by first count manager When the value of column * changes to +2, that means the count is being counted by second count manager And if the value of column * is changed to *2, that means the count is completed by both the count managers When the multiple count is over, this column is cleared     You can delete the lines you don’t want to count by using the Actions button and selecting Product deletion To begin your count, the first thing you need to do is assign the count manager. Enter the name of Count manager 1 and then enter that count managers stock count in the Counted stock STK 1 column     Click Save Follow the same process for Count 2     If there is a discrepancy between the two counts, a third Count manager can be added to enter the final count     Note you can make modifications to the final count until it has been validated. Once validated, no changes can be made to the count To complete the process, do your Validation Now you can Close the count to restrict further processing     Once the counting process is complete, you can print the final count report. In V11, Sage added a new report specifically for printing multi-counts. Select INVBORA     Go to Stock line selection     You will find different options here to print the report: All – allows you to print all lines Counted – only print the lines counted in the final count To be counted – print the lines to be counted Counted with variances – only prints the lines where a variance exists between the counts Counted 1 – prints count 1 Counted 2 – prints count 2     For now, Select the All option Click Print     Finally we can see the adjusted stock count in stock movement inquiry screen Navigate: Stock > inquiries > stock transaction by date Here you will see the stock changes for increased/decreased stock. For more information on inventory multi-counting in Sage X3, please contact us.