Technology in Practice

As a result of the pandemic we recognize that today’s business environment is complex and that those complexities hamper business growth. We know that employers face the daunting task of business continuity and growth during this crisis and as we are coming out of the crisis. Human resources is one of the most important components of the economic recovery. Without proper human resource management, company infrastructure becomes fragmented and inefficient, hindering the business’s strategic goals. To assist as we can in this manner, our Employee Solution group has launched a series of complimentary recorded HR focused webcasts designed to provide insights and suggestions how you can develop and address your organization’s strategic goals. Learn more about how you can implement workflows to address these important strategic goals and objectives. Sessions cover these areas: Creating and maintaining a safe working environment for employees Ensuring effective utilization and maximum development of human resources Achieving and maintain high morale among employees Enhancing employee capabilities to perform the present job and prepare for future job requirements Building a sense of employee engagement, teamwork and inter-team collaboration Here is a list of the webcast topics. You can watch them all on-demand here. Return to Work – Safety/OSHA Impact and Concerns: Whether you are partially operating or are completely restarting, you will need to safely address workplace readiness, new safety protocols, business continuity, and so much more. Are you ready? Emotional Intelligence Strategies for Organizations – This live webinar will center around Emotional Intelligence as it relates to these times. We will cover the need for it in all interactions between staff members and customers, as well as ensuring self-care to manage through the stress of it all. Recruiting, WOTC Prescreening & Electronic Onboarding – 35 million people are unemployed in numbers not seen since the Great Depression. As you ramp back up, you are going to get thousands of applicants for each job. This live webinar will cover finding the best candidates, tax credit options for new hires, and how you can most efficiently bring new staff on board. The Evolution of Employee Benefits – Employee benefits have evolved since the beginning of the year. Join this live webinar as we discuss the all the different topics centered around basic benefits, healthcare costs, innovative voluntary and fringe benefits and more. Further Conversations on COVID-19 Federal Stimulus – Join this webinar as we highlight “what’s new” and give the latest updates on the COVID-19-related federal stimulus.

If your organization has multiple sites, complex multi-national, and multi-company requirements and the need to standardize worldwide operations, you need a global ERP system. Sage X3’s international features make it easy to operate your business globally. Sage X3 supports multiple companies, business units and sites. Its multi-currency, multi-legislation and multi-language features allow you to run an agile, connected organization that reacts more quickly to changing customer demands—all while maintaining control. Built-In Features Designed for International Business With Sage X3 you can: Achieve faster customer response times by running an agile, connected organization across multiple companies, business units and sites Maintain one system of record across globally distributed operations for accurate planning and forecasting Maintain local compliance with multi-currency, multi-ledger, multi-legislation and multi-language functionalities Streamline international transactions and invoicing, adhering to local banking formats, and consolidate foreign operations for simpler financial reporting Automate tax declarative processes, from translations to electronic submissions, and adhere to local requirements .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%; } Are you interested in learning more about the international features and functionality of Sage X3? Contact us.

Within Acumatica did you know that you can see the Vendor, Customer, and Item a Journal Entry went to without any additional configuration? By clicking on the Column Configuration on the Journal Entry Lines, you can add the additional fields you want to see. It is really important to look at the Column Configuration on each screen to customize your data entry and information you want to display. Note: It is important that you set your “Post Option” to detail when setting up your Chart of Accounts. Contact us if you have any questions or would like more information about new features and enhancements in Acumatica.

How Do You Run Your Business? Do you use real strategic and tactical planning, or just hope for the best? I think we can all agree that having a good plan, based on real data – something you can take effective action on – is the better way. But let’s be honest – all too often we hope for the best. You see sales projections that look great, but in fact they are wishful thinking and not real. Or you look at your AR, your inventory, but the data is too much, cannot really see trends, dangers, or opportunities. Why Does This Happen? You have all the data, it’s in your Sage 300 ERP and in some cases CRM, but you are relying on historical reports, asking: what was my profit last year, last month, what are my over 90 days AR, how has my inventory changed compared to last year. All this information is a little too late. By the time AR is 90 days you are likely in trouble, turns into lower sales, excessive inventory, and other issues. What is the Solution? There are many great Business Intelligence tools for Sage 300. But they cost too much you might say. I don’t have time or staff to use them. Well think about that for a minute. Take the time to consider the real ROI, your Net at Work Account Manager or one of our solution specialists would be more than happy to help. In most cases you will see that these solutions pay for themselves in months. Then you are in the black. In today’s fast-moving digital economy, you have got to be able to act fast. In the distribution business, check out Netstock Predictor IA, an amazing tool for managing your inventory in a proactive way in these turbulent times. We also have a great solution for AR in TaiRox CRM. For more in-depth details and information please watch the videos below. Watch Recorded Webinar: Sage 300 & Business Intelligence – Which solution is the right fit for me? Watch Now Watch Recorded Webinar: Sage Intelligence (SI) for Sage 300 Watch Now Watch Recorded Webinar: Digitize Your Accounting Team! Automation Tools for Sage 300 Watch Now Watch Recorded Webinar: Netstock Predictor IA and Optimizer for Sage 300 Watch Now

To compete effectively in the digital selling environment, wholesale distributors need robust, user-friendly ecommerce storefronts and omnichannel platforms that can meet the needs of B2C and B2B customers that want their orders fulfilled accurately within one or two days. Meeting these demands is difficult using antiquated, disparate systems that weren’t designed to tackle the rigors of today’s ecommerce and omnichannel selling environment. Here are the key challenges that these technology systems are creating for distributors: Company systems are disconnected. Working with a web of disconnected, disparate systems that don’t communicate with one another, distributors are forced to piece together information across various departments, software platforms, and information repositories. This eats up time, money, and human resources while also impairing operational ability. A customer relationship management (CRM) systemthat’s not connected to inventory management or financials, for example, probably isn’t talking to the company’s ecommerce platform either. This lack of communication leads to poor data visibility, limited connectivity, and organizational silos. Information is never up to date. When staff members have to manually enter every single order that comes in, match invoices against those orders, pull those orders to manage customer service requests, and take myriad other steps as the orders are fulfilled, keeping the data up to date and accessible is nearly impossible. The disconnected technology systems drive the need for all of these manual steps. As a result, information is never up to date or accessible. Most integrations are manual. In a world where application programming interfaces (APIs) have streamlined the process of integrating both internal and external systems, manual, labor-intensive integrations have become a thing of the past. Still, most wholesale distributors are grappling with these manual integrations as they try to connect with their vendors and customers. Most of this is still handled manually, versus using a middleware program that integrates seamlessly and kept up to date automatically. Poor customer visibility. Today’s customers have high expectations. Without a comprehensive view of those buyers and their activities—made possible by data and information collected at various points along the customer’s journey—distributors can’t effectively interact with and serve them. Mandatory for both B2C and B2B distributors, the 360-degree customer view is impossible when systems are disconnected, thus creating significant information gaps and, subsequently, poor customer visibility. When CRM isn’t connected to ERP, there’s no way to get real-time visibility into order status and no good answer to the question, “Where’s my order?” The same visibility gaps impact inventory management, where knowing whether an item is in stock and ready to ship requires manual intervention. These issues stand in the way of a good customer experience and create major challenges for wholesale distributors who can’t effectively manage buyer expectations. Staff members that aren’t empowered to make decisions. Under pressure to compete more effectively with the Amazons and Walmarts of the world, wholesale distributors have to be agile, flexible, and responsive. They rely on their employees to help them reach these goals, but when those staff members don’t have accurate, up-to-date data at their fingertips—and when the departments they work in are siloed and disjointed—making quick decisions is difficult at best. Right now, all companies are trying to figure out how to grow revenue and manage shrinking delivery windows, both of which can only be attained when employees are empowered with good, accurate data. Fully-Integrated Next-Generation Omnichannel Ecosystems By implementing a unified next -generation cloud ERP that incorporates financials, CRM, inventory management, and other functionalities, distributors can vastly improve this customer service component without having to add headcount. Going a step further, the integration of that ERP with ecommerce creates a fully-integrated omnichannel ecosystem in a world that demands it. An ERP ecommerce integration is essential in connecting any and all of the distributors’ existing networks into the unified ERP. This helps distributors unleash the power of their businesses and the complete omnichannel/multichannel loop that all retailers, manufacturers, and distributors are striving for. For an extended look at this topic, access this white paper for a detailed look at how leading distributors are addressing these challenges to reach full potential in the online and offline selling environment.

In this video you’ll learn the basics about creating user defined fields in Acumatica Cloud ERP. We will cover using attributes to create them and give you an introduction to another method using customization projects. Contact us if you have any questions or would like more information about new features and enhancements in Acumatica. .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%; }

Acumatica 2020 R1 adds the ability to apply scan expense receipts from its mobile app. In Acumatica ERP 2020 R1, users can now scan expense receipts to simplify the process of creating records on the Expense Receipts screen. When a user takes a photo of a receipt from this screen on the Acumatica mobile app, the system analyzes the photo, recognizes values on the photo, and maps them to fields on the Expense Receipts screen. If the system maps any of the fields to values in the photo incorrectly, the user can correct the mapping. To use this feature, the Image Recognition Service feature must be enabled on the Enable/Disable Features (CS100000) form. Contact us if you want the full list of new features and enhancements in Acumatica Cloud ERP

Acumatica ERP 2020 R1 added the ability to easily see check applications. A new inquiry form, Check Register (AP404500), lets Acumatica Cloud ERP users find out whether a particular check number has been used and, if it has, by which AP check. On the Release Payments (AP505200) form, a user can return a printed AP check to the Pending Print status for further reprinting. The Acumatica user can either reprint the AP check with the same number (the system will reuse the check number) or with a new number (the system will void the previous check number). The Check Register inquiry enables visibility of the voided check numbers. The screenshot below shows the inquiry with the cash account, payment method, and check number specified in the Selection area. Contact us if you want the full list of new features and enhancements, including Matrix Inventory.

Sage X3 comes with a standard out-of-the-box, Orders to Ship Calendar. The benefit of using this gadget is to give the user insight into all orders based on required delivery date from a calendar visualization perspective. This allows for better tracking of both late and future shipments that need to be fulfilled. Adding the Calendar Gadget to a Homepage The calendar gadget has been created as a menu item that can be added to a homepage. Go to Administration > Authoring > Pages. Identify the homepage that you want to add the gadget to. For our example, we will be using the NAexecutive page. Click ‘Edit’ In the top right corner, select Actions > Edit page content. You can now determine where you want to place the calendar gadget. We created a new tab and added the gadget. NOTE: The gear icon near the refresh icon allows you to edit the name of the tab. Within the ‘Add New Gadgets’ prompt, select Calendar > Stock > Stock > Orders To Ship. That’s it, you’re done. Modifying the Calendar Gadget Sometimes you may want to modify the calendar gadget. For example, you may want to add order status to the description within the gadget so it shows both order number and order status. Go to Setup > Interactive dashboard > Dashboard views. Search for code RSTO0051. Locate row 6 (this is if you want it in the header) and 7 (if you want it in the detail) in the visual component section. Select the ellipsis icon Select the column you desire, we are choosing Line Status in our case. You can add more based on the graphical query tool. Repeat step 3a and 3b for Row 7 4.  Click ‘Save’ That’s it, you’re done. You can click on the order, and dynamically go into the transaction.   For help adding the standard Orders to Ship gadget, or any other Sage X3 question, please contact us. Net at Work and COVID-19: Resources for Sage X3 Users