Salesforce Quick Hits Series: Process Builder

Lightning Process Builder for Chatter in a Demo by Salesforce Architect Chad Smith

In this installment of our Salesforce Quick Hits Series, Salesforce Architect Chad Smith discusses the Salesforce Process Builder and demonstrates two uses that can help organizations automate business processes for greater efficiency. First discussed during Dreamforce ’14, Lightning Process Builder is now generally available as part of the Spring ’15 release. As Chad mentions in the…

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Written by Laura Thompson Laura Thompson on Friday, May 22, 2015 in Salesforce, Tips & Tricks

Tips and Tricks: Epicor Inspection Processing

Epicor Inspection Processing

Epicor Inspection Processing The heart of the Epicor Quality module is the ability to Pass/Fail non-conforming parts using Inspection Processing. Populating the Quality Workbench can be done by manually writing a non-conformance or by taking action to electronically populate the workbench. It should be noted that the inspection process in Epicor is a two-step process…

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Written by Tony Byers Tony Byers on Monday, May 18, 2015 in ERP, Tips & Tricks

The Importance of Simple Technology

SuiteWorld 2015 NetSuite

We had a great time at NetSuite’s SuiteWorld user conference the other week in San Jose. Just look at these happy faces! We heard a lot of great things while we were at the conference including exciting product and visionary keynotes from NetSuite leaders about where technology is going and how the cloud is enabling faster,…

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Written by Laura Ginsburg Laura Ginsburg on Sunday, May 17, 2015 in Configure Price Quote, IQ / CPQ, NetSuite

Epicor Field Service: To Service or Not to Service?

Tracking field service in Epicor

Did you purchase the Epicor field service module but haven’t yet implemented it?  Or maybe you have a service component of your business which you’re half-heartedly tracking or tracking outside of Epicor altogether. There are a few core ‘gets’ with the field service module: Track Warranty Offer (extended) Service Contract (Service) Call Center Warranty codes…

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Written by Monique Wentz Monique Wentz on Monday, May 4, 2015 in ERP, Tips & Tricks

Physical Inventories Are Being Replaced by Cycle Count Programs

Physical Inventories Are Being Replaced By Cycle Count

Physical Inventories are becoming less and less common as companies deploy Cycle Count Programs. Various reasons are causing companies to look at cycle counts as a more robust method of managing their inventory on-hand balances. Management and control of inventory is critical to manufacturers and distributors – Failure to maintain control of your inventory can…

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Written by Tony Byers Tony Byers on Monday, April 27, 2015 in ERP

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