Technology in Practice

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.

In this video we go over setting up a business event (formerly called Automation Notifications) in Acumatica Cloud ERP and how to configure them. Business events can be used to set up automated emails, text notifications, and even run import scenarios based on certain events that happen in the system. .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%; } Contact Us if you have any questions or would like more information about Acumatica features and enhancements.

When the COVID-19 crisis hit, many companies experienced unexpected challenges in their supply chain. Production and shipping delays, shortages of critical items, and other unforeseen complications resulted in supply chain disruption across the globe. As we move forward towards a state of recovery, companies can take note of valuable lessons learned during the crisis in order to implement procedures that will help strengthen their supply chain and gain a competitive advantage in the days ahead. #1: It’s Important to Identify Your Critical Supply Chain The pandemic uncovered significant flaws in the supply chain that resulted in unexpected shortages of critical materials. Specifically, shortages of personal protection equipment such as gloves, masks, and other vital medical supplies caused major concern for essential workers at the forefront of the pandemic. So, how can unexpected shortages of critical items be prevented? While many companies procure large numbers of products and services, not all components have the same criticality. Moving forward, it should be considered essential to identify, assess, and document the critical elements of your supply chain – going beyond the bill of materials and including components needed to build and ship products. Take stock. What does your Critical Supply Chain look like? Read the full whitepaper from our partner Expense Reduction Analysts or contact us for more information. Thank you to Dileep Kulkarni, Principal Consultant at Expense Reduction Analysts for contributing to this blog.

Acumatica is a comprehensive solution with vast capabilities in its Financial Management, Distribution Management, Manufacturing Management, Customer Management, Field Service Management, Project Accounting suites, and is highly configurable and extensible. Acumatica Editions All Acumatica application suites are web-based and integrate fully with one another while working on a centralized database. Four Acumatica customers increased gross margins by $1.3 million, reallocated 50% of IT time (saving $614,300), increased sales volume by 15%, and more. Calculate your ROI here. Financial Management Edition The Financial Management Suite includes a core set of financial modules used by almost every organization. Acumatica financials are designed for companies with complex requirements, yet are easy to use in smaller organizations. Distribution Management Edition The Distribution Management Suite integrates with the financial management suite as a full distribution solution. Some benefits of this suite are managing the complexities of distribution such as purchasing, ordering, tracking inventory, filling orders, advance pricing and discounting, delivering customer support, and much more. Manufacturing Management Edition The Manufacturing Management Suite is a complete, multi-site manufacturing control and planning system. It integrates your production planning and shop floor via scanners with customer management, sales orders, inventory, purchasing, accounting, and financial reporting. It uses flexible business processes to plan and control your manufacturing operations, including supply and demand planning, production scheduling, and more. Acumatica Cloud ERP offers you and your staff anytime, anywhere access to your critical business management functions to support operational continuity and business resilience. Customer Management Edition The Customer Management Suite integrates sales, marketing, and customer service with your financials to help you close more sales and improve customer loyalty. Field Service Management Edition The Field Service Management Edition provides service order scheduling and dispatch, equipment maintenance, service contracts, warranty tracking, real-time GPS tracking, mobile voice, and image reporting to name a few! All the applications are web-based and accessible from any device, anytime, anywhere, which is ideal for your field workforce. Project Accounting Edition The Project Accounting Suite delivers project objectives on time and on budget while managing complex reporting requirements. Projects are included in company-wide financial reports with full multi currency support. Contact us to learn how Acumatica Cloud ERP can transform your business?

In this video we cover how to add demo data to an existing system in Acumatica Cloud ERP. This will allow you to have access to the already built dashboards and inquiries that Acumatica offers. 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%; }

Net at Work’s Sage X3 team is growing again. To better support our ever-increasing number of clients, we have added 7 new members to our Sage X3 team this quarter. They bring decades of expertise to the team in the areas of Project Management, Food & Beverage, Pharmaceuticals, and Chemical. Please take a moment to learn more about the skills each brings to our practice. We are pleased to welcome…. Mark Miller Sage X3 Team Manager mmiller@netatwork.com | Direct: 646-517-1012 Mark has over 10 years’ experience implementing the Sage X3 product in various roles. Additionally, he has multiple years working with ERP application implementations providing clients with knowledge and guidance. He has managed multiple internal and external companywide ERP implementations. He has a strong manufacturing and distribution background combined with X3 interaction. Mark continues to build on his 30 plus year career in successively more responsible roles in manufacturing, inventory, planning, shipping and production reporting, gaining experience and insight through project managing ERP implementations, transitioning into corporate information technology management and consulting. Scott Graybill Solutions Architect sgraybill@netatwork.com | Direct: 646-293-1731 Scott brings over 20 years of technical experience including 10+ years implementing Sage X3. During his tenure, he has consulted across multiple industries including but not limited to distribution, manufacturing, transportation, food and beverage, pharma/nutraceutical and chemical. He enjoys learning about a customer’s needs, then defining, designing and implementing that vison in the Sage X3 product. Prior to working with Sage X3, Scott designed and implemented Warehouse Management and Shipping Interface Systems. Scott holds a BS in Computer Science and an MBA in Information Systems. Mike Shields Project Manager mshileds@netatwork.com | Direct: 646-585-8813 Michael brings over 15 years of enterprise systems implementation and project management experience to Net at Work. He has served companies in the manufacturing, industrial products, and energy industries. He has primarily worked with Sage X3 for the past few years, having led or been a key contributor in deploying the solution for global distribution companies. His client focus, and strong personal commitment to project success and collaborative attitude in projects have been key traits that have helped him succeed in those endeavors. Norm Hawkins Software Developer, Sage X3 nhawkins@netatwork.com | Direct: 646-293-1778 Norm has been working with Sage X3 for 13 years doing ERP customizations, technical training/support and Crystal reports. His background includes software development across several platforms and a wide variety of industries from automotive to robotics. He specializes in productivity enhancements and Crystal Reports design for Sage X3. Norm is Sage certified as both a X3 Technical Consultant and X3 ERP Developer. Don Morey Account Executive, Sage X3 Dmorey@netatwork.com | Direct: 920-981-4325 Don has been working in the enterprise application software space for 20+ years and Sage X3 for 5+ years. His expertise spans many industries including discrete & process manufacturing, consumer products goods, regulated industries, wholesale distribution, among others. He combines a strong functional and technical background with excellent communications and interpersonal skills in helping clients evaluate the best possible combination of products and services to meet their business needs, goals and objectives. Mark Pinard Sales Engineer, Sage X3 mpinard@netatwork.com | Direct: 646-517-6075 Mark has been working in ERP market for over 25 years. He has two Bachelor of Science degrees, one in Business Administration and Computer Sciences. He has over 13 years of experience demonstrating Sage ERP X3 into complex business environments. Mark has extensive experience with process manufacturing verticals, food & beverage, chemical, pharmaceuticals, life sciences and discrete manufacturing. Mary Simon Consultant, Sage X3 msimon@netatwork.com | Direct: 646-517-6078 Mary is a Chemical and Materials Engineer. In the 1990s she owned a software/internet company automation business installing POS software and hardware in small to medium businesses. She has worked with Sage X3 for over 6 years starting in X3 support then as a PSG consultant. She has experience with many of the ISVs that integrate with X3. She has successfully implemented X3 into a number of distribution and manufacturing companies. As a Professional Service consultant at Net at Work she continues to help companies complete implementation of X3 in a cost effective and timely fashion.

Acumatica gives you the ability to turn on Audit History for most screens within Acumatica. You can see the History by clicking on the Tools Menu on each screen and selecting Audit History. However, if Audit History is not turned on, you will only see this To turn on Audit History, follow these steps: 1) In the Enable / Disable Features Screen (CS100000) within System Management, enable “Field-Level Security” 2) Under the Audit Screen (SM205510) select the screen name you want to track. Make sure to enable Audit History in the top section. Then select the tables you want to track. Tip: • There are many tables on each screen so make sure to look at the multiple pages of tables for each screen. • The more you track, the larger your Acumatica database will be come. Please consider this if your database limit is small. 3) Once completed, you will be able to see all history for the records on that screen. Contact us if you have any questions or would like more information about Acumatica features and enhancements.

Sage recently announced that the Sage Advocate program will officially end on October 21, 2020.  For smaller Sage resellers this is just the latest addition to what is already a perfect storm of challenges in the industry – all within a pandemic that has brought sweeping change in the global business environment.  These evolving market conditions have caused many Sage resellers to revisit their business plans, strategy and timelines, and partners are turning to the Net at Work Alliance Program for options and solutions. Since its launch in 2013, under the leadership of Tom Miller, the Partner Alliance Program has grown to include a community of 200 partners; 45 are Sage resellers and 20 of those are members of the Sage Advocate Program. A recent survey of the Net at Work Alliance partners indicated that 85% of our partners are satisfied with the program, including 100% of our Sage Advocate partners.   Here are a few examples of partner comments captured in the recent survey:  “I like being able to expand our ability to find solutions for clients when we do not internally possess the skillset to do so. I also appreciate the referrals to our firm when we are able to provide a skillset”  “The people are great as is the value to my customers, and the program has had a positive financial impact on my business” “We’re heading into our third year in the program and it has been a huge help”  The Net at Work Alliance Program offers options to Sage partners based on their needs and where they are in their company lifecycle.  Whether it is our reseller program, a purchase of the customer base or a full merger and acquisition conversation, we always meet our partners at their point of business inflection and maximize the value of their business. We are committed to working with partners in turning today’s challenges into opportunities, enabling you to unleash the power of your business and better serve your clients today and well into the future.  For more information please visit us at www.netatwork.com/alliance/ or email me directly at irabinovich@netatwork.com.

In this video we cover connecting excel to a generic inquiry using Odata. This is useful if you would like to use excel to filter and sort data using excel rather than using the functionality inside Acumatica. 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%; }