Select Page
Announcement: EstesGroup Awarded Epicor Managed Hosting Partner Certification

Announcement: EstesGroup Awarded Epicor Managed Hosting Partner Certification

Hosted Epicor Certified PartnerWe are proud to announce that EstesGroup is an Epicor Software Corporation Certified Managed Hosting Partner. EstesGroup is certified to host Epicor ERP and host Prophet 21 ERP systems. 

 

We are the only Epicor Partner to be Certified for Epicor Hosting, Epicor ERP Sales & Implementations, and Prophet 21 ERP Sales & Implementations.

 

This accreditation means that EstesGroup has met and exceeded Epicor Software Corporation’s rigid data center and expertise capability requirements for being awarded Certified Hosting Partner status. To learn more about these requirements please contact us.

 

“We are honored to be an Epicor-Certified Managed Hosting Partner for Epicor Software Corporation, and the only hosting partner to be certified for Epicor ERP and Prophet 21 ERP systems,” said Bruce Grant, CEO of EstesGroup. “Our company has both functional and technical consultants on staff who know Epicor ERP and Prophet 21 systems.  This means we not only know Managed IT, but we know the industry’s best-practice business processes and the underlying software as well. We provide a full-service solution to fit our clients’ needs.”

 

EstesGroup is Certified by Epicor Software Corporation to host and manage clients’ Epicor ERP and Prophet 21 ERP systems. As a Certified Managed Hosting Provider, EstesGroup guarantees better than 99.5% uptime Service Level Agreements (SLAs) for clients’ ERP systems (to see EstesGroup’s 99.7% SLA click here).  EstesGroup is also a Microsoft Partner with SQL Administration, Security Administration, O365, MS Exchange, and Disaster & Recovery expertise.

 

To learn more about EstesGroup’s EstesCloud Epicor Hosting, visit our Epicor ERP Hosting page.

Contact EstesGroup today to learn more about Epicor ERP Hosting or Prophet 21 ERP Hosting.

 

 

 

 

 

About EstesGroup

 

Headquartered in beautiful Loveland Colorado, and established in 2004, EstesGroup (www.estesgrp.com) employees averages 25+ years of discrete manufacturing and distribution industry experience which they leverage to ensure client success. Their employees are spread-out throughout the United States which maximizes talent and local presence for their clients. EstesGroup is a certified reseller, certified implementor, and certified hosting provider for Prophet 21 and Epicor ERP 10. They implement full service cloud, hosted, or on-premise solutions based on client needs and requirements.

 

 

About Epicor Software Corporation           

 

Epicor Software Corporation (www.epicor.com) is headquartered in Austin, Texas, and is a manufacturer of Enterprise Resource Planning software solutions. Today, over 20,000 customers in 150 countries around the world rely Epicor’s  expertise and solutions to improve performance and profitability.

 

Epicor and the Epicor logo are trademarks of Epicor Software Corporation, registered in the United States and other countries. Other trademarks used are the property of their respective owners. The product and service offerings depicted in this document are produced by EstesGroup and/or Epicor Software Corporation.

Data Center Location is Critical to Your Company’s Success and Survival

Data Center Location is Critical to Your Company’s Success and Survival

Looking California When You’re Feeling Minnesota: Where is the Best Data Center Location?

 

For manufacturing companies, the advent of “cloud computing” has raised a lot of questions.  Luckily, you don’t have to wander lonely as a cloud to find answers to your questions surrounding cloud solutions for your business.  Not as complicated as a cumulonimbus or as feathery as a cirrus, a cloud in the field of technology is as simple, or as complicated, as someone else’s computer.  But of the many questions a manufacturer may have, one frequently surfaces in relation to the location of the data: “So where is my data located, anyway?”

 

This isn’t a small squall of a question: if you are looking for an on-premise installation or a server stack in the cloud, your primary and secondary data centers’ location is a decision of atmospheric proportions—one with direct business impact.  

 

Whether choosing hosted or cloud solutions, your data center location is critical.  You must be wary of where exactly your data center servers are located, for all clouds are not created equal.  Downtime is the great fear when it comes to all things computing, and is often the result of natural disasters—and do you remember how long it took to get the power grid functioning in Puerto Rico after hurricane Maria?  Clearly, minimizing the risks of mother nature is a central concern.  Let’s take a down-to-earth look at some of the natural dangers facing your company’s data.

 

Earthquakes

 

When I worked in Arkansas a number of years ago, in an area that was on the edge of the New Madrid seismic zone, I noticed the strange cross-bracing in one of the factories, and I asked a local about it.  He explained the seismic risks in the area, and recounted the family lore about the quake of 1812.  Then he looked me square in the eye and said, “Whatever you do, don’t blame Arkansas—it wasn’t our fault.” 

 

It can be a surprise to discover that one the largest earthquakes in North America’s recorded history was not along the California coast but was actually along the New Madrid seismic zone in Missouri—of all places!  This was the quake that briefly caused the Mississippi River to run upstream back in 1812, the year almost exclusively famous for the conflict between America and England.  But while the Americans were locked in battle with the British on the East Coast, they were unwittingly losing the war with nature in the Midwest.   

 

This might serve as a warning if you locate your data center in a seismic zone—if your server gets death-rattled into oblivion, it’ll be your own fault.

 

 

Tornadoes

 

Nothing can lay your blades out like a deck of 52 quite like a tornado.  Tornadoes pry open buildings like nature’s proverbial can opener, allowing copious rain and debris to decorate your server room like a third grade art project, and you don’t want to see your data garnished with nature’s glitter.  Tornadoes pose a risk not only to your data center itself, but they also tend to knock out your primary—and even your secondary power supplies.  Backup generators are often located adjacent to a building, making them a potential target for mother nature’s twisted wrath.  So while a twister might leave a building unscathed, it might take out your external generator, rendering backup power systems useless.  Of course, that’s a moot point if the contents of your data center are laid out across the lawn like your laundry, for all to see.  Luckily, a proper data center location can help you avoid an unfortunate game of 52-pickup.

 

 

Floods

 

I reached out to one of my customers after a series of tornadoes ripped through Oklahoma, and he gave the all-clear: “The twisters missed us, but the water levels are so high, some folks can’t get into work.”  That is to say, a natural disaster can be more sneaky than a weather channel headline.  While things like tornadoes get a lot of attention, water levels can do a lot more damage over time.  As such, one might think twice about locating a data center on a floodplain.  While all my gamer buddies are hyped over water-cooled CPUs, I don’t quite think this is what they’re referring to. 

 

 

Hurricanes

 

Hurricanes amount to the worst of wind and water, with the ability to pummel your data center into paste from above, or dissolve it into a silicon solution from below.  And while the zone immediately affected by hurricanes is rather small, the extended zone where hurricane-related storms transform into inland berserkers is much larger.  Locating your stacks in a place that is far-removed from the hurricane fallout zone will serve you well in reducing wind and water risks. 

 

 

Heat

 

Another sneaky disaster when it comes to all things electronic is heat.  Not too long ago, I was in Charlotte, NC with a coworker.  One morning after breakfast, we were about to head to the customer site when my coworker ran back into the hotel to retrieve his coffee mug, leaving me in the parking lot.  I stood out in the morning heat for maybe a minute or two.  Now, being a Canadian, I generally overheat reading the newspaper, and the morning temp in Charlotte was obliterating.  By the time we got to carpooling, I was already a puddle.  And this was still in the early morning!  Servers are like Canadian consultants—they work better in temperate climates.  When choosing a shack to hang your racks, look to locate it in a place where your cooling systems won’t be fighting a losing battle with the heat index.  Servers generate enough heat on their own—they don’t need any help! 

 

The Cloud

 

While the notion of “The Cloud” brings with it visions of the ethereal, it is in reality quite terrestrial in nature.  Hosting a customer’s ERP system is a huge responsibility, and not one to be taken lightly.  The cloud itself can be just as risky as a hurricane.  As such, the EstesGroup is all about maximizing service while minimizing risk.  In support of our Epicor Hosting initiative, we keep our data center located in Michigan, which has a favorable climate for keeping servers cool as a cucumber, while avoiding the many environmental pitfalls noted above.  Moreover, by having our data center location in the Midwest, we provide centrality that allows us to rapidly service a broad region.  With optimal location and cloud infrastructure, the team at EstesGroup can serve your business needs by providing ideal solutions for your data, regardless of the weather. 

 

If you find yourself looking to the sky for answers to your worldly business questions, please give our team a call.

Epicor ERP and Your Anti-Virus: A Love-Hate Relationship

Epicor ERP and Your Anti-Virus: A Love-Hate Relationship

I’ve seen enough of Epicor ERP installations to know that a finely tuned system needs… fine-tuning. Perhaps that’s obvious, but nonetheless, I’ve seen many deployments where Epicor ERP is installed, but not set up optimally. One area that has my bits all scrunched up is anti-virus, sometime called anti-malware, or malware protection. I’ll just call it anti-virus for purposes of this discussion.

Each vendor does it a little differently, but there are three primary aspects to worry about.

  1. Real-time scanning
  2. Scheduled scans
  3. Injection into an application

 

Depending on the tool and the configuration, you might have one or all three at play, on both your SQL and Epicor ERP servers. Done right, they’ll do their job, keep you protected, and stay out of your way. Done wrong, and your performance, reliability, and up-time will suffer.

Now, in my humble opinion, a dedicated, patched, protected, and behind the firewall SQL server needs no anti-virus – it’s not a file server, nor a SharePoint server, nor do any end-users directly interact with it. Your installation might be different, check your exposure! Anti-Viruson a SQL server, improperly configured, will just slow it down and give you headaches. If you can avoid it, do so. Of course, your company policy might require AV installations on ALL servers. Please follow Microsoft’s guidance for choosing anti-virus software to run on SQL Servers, including their exclusions. Some AV software will recognize SQL and exclude automatically, but don’t assume that to be the case.

Epicor ERP is another animal. By definition, an Epicor ERP application server is also a file server and is often exposed to the internet in some capacity. Therefore, in addition to your firewalling, patching and backups, make sure to protect your Epicor ERP Application servers with anti-virus – with the proper exclusions.

Some anti-virus platforms let you do the exclusions on the end-point, others require a central management console. Many enterprises have a team to handle it. Either way, set up the exclusions and then test them by dropping a copy of the test malware Eicar (from eicar.org) into one of the folders. The file won’t execute (since it’s an OLD win16 file), but if AV is scanning that folder, it’ll pluck it out and you’ll know AV is active in that folder.

Replace the X: with the volumes you’ve deployed Epicor ERP on. Not all installations will have all these folders, depending on the extensions and add-ons deployed.

X:\Epicor* X:\Program Files (x86)\Common Files\Epicor Software Corporation* X:\Program Files (x86)\Common Files\Epicor Software* X:\Program Files (x86)\Common Files\Epicor* X:\Program Files (x86)\Epicor Software* X:\Program Files (x86)\Insite Software* X:\Program Files (x86)\Seagull* X:\ProgramData\Epicor Software Corporation*

X:\ProgramData\Epicor* X:\ProgramData\EpicorSearch* X:\InsiteShip* X:\APM* X:\Applications\EKM* X:\BarTender Formats* X:\BarTenderData* X:\BarTenderTaskList* X:\Program Files (x86)\Insite Software* X:\inetpub\wwwroot\(Servers) – replace with appropriate folders X:\inetpub\wwwroot\(Servers)-(extensions) – replace with appropriate folders

Don’t forget the Epicor clients – whether they be full Windows clients or Terminal Servers:

C:\ProgramData\Epicor* C:\Program Files\Epicor Software* C:\Program Files(x86)\Epicor Software*

 

Looking for assistance with your Servers? Contact Us and don’t worry, we’ve got IT covered.

 

The Top 5 Benefits of an ERP System

The Top 5 Benefits of an ERP System

The Top 5 Benefits of an ERP System

As any business knows, the right technology is crucial to success. However, the process of vetting and selecting an ERP software is often a challenging one. Many Small and Medium Business Solutions (SMBS) for instance have yet to adopt a platform as many fear the unknown of what sort of disruption it may cause in their business processes. Yet with an attentive Business Process Review conducted by a seasoned ERP consulting implementation team who know how to fully leverage a platform such as Epicor ERP or Prophet 21, you will be in great hands to advance your business initiatives in a scalable way.

The question we hear most often from businesses is “Why should we migrate to an enterprise resource planning (ERP) system?” Typically when we discuss this topic further with our prospective clients, the top concerns inspiring this question center around upfront costs, security, data clarity, and maintenance fees. Below, we discuss why you should consider making the move.

The Primary Benefits of an ERP System

1. Exponential ROI Benefits

According to an Epicor-Forrester collaborative study, organizations that deployed the Epicor ERP system for 3 years recognized a $9.3 million PV (present value) benefit. This number was calculated after subtracting the costs of the Epicor ERP implementation consulting. All in all, the ROI was 264%.

2. End-To-End Visibility Across The Organization

According to the Epicor-Forrester report, the most compelling financial benefit of the ERP deployment was realized through improved inventory and supply chain management. With the Epicor ERP software, you get a bird’s-eye view of inventory levels. Data is consolidated and shared from disparate sources, which facilitates improved employee collaboration and better decision-making, both of which lead to cost-effective product inventory levels. Businesses that leveraged Epicor ERP’s real-time data capabilities realized:

  • $4.4 million PV inventory benefits,
  • More than $65,000 PV supply chain management benefits,
  • 10% increase in inventory ordering accuracy,
  • 67% reduction in inventory counting efforts,
  • 5% improvement in buyer productivity,
  • $250,000 annual savings in rework reductions.

Improved data quality facilitates agility and enables businesses to identify new market opportunities. With real-time visibility, data is no longer held captive in siloed sources. Instead, it can be unleashed to extract insights that facilitate greater growth.

3. Strengthened Network Security

Today, cloud-based ERP solutions are popular because of their lower upfront costs. Unlike on-premise ERP solutions, cloud-based ERPs store data in virtual servers. This negates the need to maintain expensive equipment on-site and retain a dedicated IT staff.

Also, implementing expensive, time-consuming software updates become unnecessary with a cloud-based solution since all updates are done automatically. Such a platform also comes with powerful backup and disaster recovery features. Epicor ERP’s Watchdog ISS ensures the security of your databases and network infrastructure through:

  • Virus and spyware protection,
  • Automation of security updates,
  • Centralized backups of critical data,
  • Hacker detection/prevention,
  • Intrusion protection and deep packet inspection of network traffic,
  • Firewall updates and management.

According to the Epicor-Forrester report, businesses that replaced legacy systems with Epicor saved $800,000 in IT maintenance fees and infrastructure costs.

4. Easy Compliance With Regulatory Requirements

It’s no secret that non-compliance to privacy regulations results in alarmingly high costs. For example, businesses that commit infringements of any GDPR article may expect to pay between €2 to 4 million in fines. Similarly, Health Insurance Portability and Accountability Act (HIPAA) infringements can result in crippling fines from between US $100 to $50,000 per violation. With Epicor ERP, businesses realized a $50,000 Pharmacovigilance (PV) compliance, risk, and governance benefit.

5. Increased Competitive Advantage Across The Global Marketplace

As the global marketplace evolves, businesses must leverage new tools to remain competitive. According to Gartner, augmented analytics represents the next wave of technology most likely to impact modern businesses. To that end, Epicor ERP’s latest global version equips businesses with critical real-time insights to drive powerful operational benefits. For example:

  • The Epicor Virtual Agent can use its AI capabilities to adjust inventory and production levels based on market conditions and historical data,
  • Epicor IoT integration with the Microsoft Azure IoT framework allows businesses to extract data from IoT sensors and gain insights to support more agile business processes,
  • With Epicor DocStar, common fields in forms are automatically filled. The reduced need for manual processing will result in accelerated sales and fulfillment velocity.

As the above reveals, Epicor ERP provides crucial benefits for businesses across the global stage. At its heart, the Epicor ERP platform represents 45 years of continued commitment to business growth and success.

The EstesGroup, a certified Epicor partner, stands ready to help your business realize operational efficiencies and solve existing infrastructure challenges. Contact us today for more information!

What’s It Good For Anyway? Why You Need to Include Epicor ERP in Your Manufacturing ERP Software Selection

What’s It Good For Anyway? Why You Need to Include Epicor ERP in Your Manufacturing ERP Software Selection

The Epicor ERP consulting life is a tale of many worlds.  There is the world of travel, with its flights and sights, with its energy pulsing through everything, making me feel at times like I’m still the college student backpacking across Canada with a copy of Jack Kerouac’s On the Road in one pocket and Joseph Campbell’s The Hero’s Journey in the other.  And then there is the solitary work of the hotel: the late-night coding, the endless hours studying a new module, feeling as if stranded on a strange and seemingly uninhabited island, like Robinson Crusoe, searching for a fellow IT islander to help me understand my new world.  This country, with its beautiful natural landscapes and stunning human-created terrain, is a vast and amazing place, and the more of it I see, the more it humbles me with its immensity and variety. 

 

An old chum of mine, a WWII vet, and thus a rather well-traveled man in his own right, would often interrogate me over the spaces and places I’ve been with the simple question, “So wha’s it good fer, anyway?”  

 

He was looking for something about my new acquaintances and places that distinguished them from other populations or locations.  To his entreaty, I’d tell him of some local natural wonder, or some landmark, a historical site of interest, or else a local signature building, like Louis Sullivan’s “jewel box” bank in Owatonna, MN, or Frank Lloyd Wright’s Price Tower in Bartlesville, OK.  “I see,” he’d respond once I was done, nodding approvingly at whatever little tidbit I offered.  

Customers in the midst of an Enterprise Resource Planning (ERP) software selection cycle have an outlook not unlike that of my old friend.  They are trying to understand how different enterprise platforms compare with one another and whether those differences hold any specific extraordinary meaning.  When customers in search of an ERP system come to me looking for insight into the Epicor ERP application, their question is usually the same one my old friend posed to me so many times: “So, what’s it good for, anyway?”  The answer to such a question should help a customer understand whether or not a given ERP platform is the best fit for them, and is thus an important question to ask and answer thoroughly. 

 

So, what is Epicor ERP good for anyway? 

Epicor’s ERP application is a mature manufacturing platform that provides considerable functionality to assist manufacturing companies in a variety of industry verticals.  Among the many capabilities of the application are the following:

 

Support for Deep Bills of Materials (BOM): 

 

Companies with large, complex product often need ERP systems that can handle deep bills of materials (BOMs).  Epicor ERP’s engineering capacities match these needs, offering the ability to define extensive bills of materials for complex products, for the definition of standard product through the part (item) master module and also at the quote and job (work order) modules, allowing for the definition of product at key points of the sales and fulfillment cycles.

 

Robust Quoting Module:  

 

Speaking of the quote module, Epicor ERP’s estimating capabilities are extensive, and allow companies to handle Requests for Proposal (RFP) with speed and efficiency, while providing the necessary information to ensure accuracy.  The ability to build a cost model from a bill of material, and routing at the quote line, allows the salesperson to understand costs before determining prices, and the quote worksheet capabilities allow for a variety of cost-based markups and discounts.  The module also integrates with Epicor ERP’s product configurator, enabling systematic feature-based quoting.  Moreover, the Epicor ERP platform allows for quotes to be pushed to sales orders, ensuring a seamless transition from pipeline to backlog. 

 

Well-Integrated and Fully Functional Product Configurator Module

 

Many software vendors run away from developing integrated configure-price-quote (CPQ) modules, opting instead to let their partner community fill in this gaping hole.  Epicor ERP took the opposite approach and built a robust product configuration module.  The module integrates with the quote, sales order and job (work order) modules, allowing for reconfiguration at each step, as customer requirements become better-defined.  Epicor ERP’s product configurator allows components to take formerly engineer-to-order products and standardize them, based on the product’s characteristics needed, the time of sale, and a set of rule-based actions to generate the bill of materials at the time of manufacture.  This eliminates the need for companies to define every product from scratch.  It also eliminates the need to build out an extensive array of stock-keeping units to address each permutation and combination of options. 

 

The Ability to Handle True Engineer-to-Order (ETO) and Configure-to-Order (CTO): 

 

For customers who work in a true ETO environment, where every product is so unique that it requires custom engineering, Epicor ERP supports the flow of such products through the application using “parts on the fly”—products that redefined at the quote, order, and/or job levels, but do not exist in the part (item) master.  This allows companies to define and deliver products without having to clutter their part master file with such “one-off” products.  Additionally, Epicor ERP’s partner product CADLink allows for the transfer of bill of material data from CAD systems to the ERP application.  This allows engineers to develop product models in their CAD system and then efficiently transfer the data to Epicor ERP, to support the production and delivery of the custom product in question. 

 

Support of Mixed Mode Manufacturing: 

 

Few companies operate exclusively in a make-to-order or a make-to-stock model.  While companies may produce some products only as needed, it is often financially impossible to do this with all items, especially high-volume products.  Epicor ERP’s ability to mix and match fulfillment methodologies allows customers to aggregate stocked supply for efficiency, while supplying make-to-order products directly, allowing for greater visibility and priority.  Such capabilities allow companies to leverage the benefits of both models. 

 

The ability to combine Discrete and Project-Based Manufacturing: 

 

According to the textbooks, project manufacturing functions at an aggregate or “bucket” level, where labor and materials are rolled up against a single entity, as opposed to discrete manufacturing, where discrete items are built, shipped, and invoiced.  In practice, Project manufacturers frequently operate in hybrid models, where the needs of the market demand more than simple project manufacturing approaches.  Epicor ERP’s project module integrates with its quoting, order management, and job management modules, providing the ability to handle large “buckets” of work while also supporting the delivery of discrete goods, while rolling up costs and revenues for all items sold under the same umbrella.  Further still, Epicor ERP’s project module provides planning tools that allow oversight to the many facets of a project.  This allows companies to execute large projects with the necessary level of detail to match customer expectations, while also supporting internal cost, revenue, and delivery objectives. 

 

Fully-Featured Manufacturing Execution System (MES): 

 

Epicor ERP offers a seamless transition from planning to shop floor control with their Manufacturing Execution System (MES) module.  MES supports all aspects of shop floor management: production control, material issue, material movement, and shipping.  Employee records can be configured to allow access to one or more areas within MES, based on employee roles.  The use of MES within a manufacturing environment allows for the real-time collection of manufacturing information, providing status to the shop floor activities to the whole organization.  Also, by providing the ability to track actual labor in real time, MES supports a customer’s expanding need to understand actual production performance. 

 

A Robust Material Resource Planning (MRP) Engine and the Related Tools to Support the Planning of Manufactured Supply: 

 

The use of Material Resource Planning MRP-based planning methods can be problematic in to-order organizations, but Epicor ERP’s MRP module ties tightly to its job management and inventory modules to provide mixed mode supply in support of various forms of demand.  Users can run MRP based on the facility in question, based on a product family or a commodity class, or even on a specific product itself.  This reduces the time required to generate the needed supply records.  MRP can also be scheduled on a routine basis, and offers the traditional regenerative and net change options.  Multi-level pegging capabilities can also be woven into the fray, in order to give users the ability to trace the supply to each discrete source of demand.  Epicor ERP also provides a number of tools to review the output of MRP, review exceptions, and convert MRPs supply selections into actionable work orders. 

 

Analytics: 

 

Epicor ERP offers a number of different analytics capabilities.  At the simplest levels, Epicor ERP provides the ability to create reusable queries that serve as the foundation for real time reporting tools.  Moreover, Epicor ERP’s Business Activity Queries form the foundation of Epicor ERP’s new Data Discovery (EDD) platform.  Data Discovery allows for the creation of real-time Key Performance Indicators (KPIs), which can be deployed to an Epicor ERP user’s homepage, providing metrics to allow managers to gauge their business performance across the workday.  Additionally, Epicor ERP’s Data Analytics platform provides the ability to cube Epicor ERP data and analyze it across multiple dimensions. 

 

Those are just some of what Epicor ERP is good for, so why not give it a look?

 

Having worked with the Epicor ERP application (and prior versions) for two decades, I’ve seen its horizons expand, both from a technology and functionality perspective, and this trend continues.  A few weeks ago, I took the interstate from Syracuse, NY to North Philly, and the drive through Pennsylvania’s breathtaking slice of the Appalachians left my mouth open in amazement as my car seemed to float me in a space above the lines.  And the company I left behind me in Syracuse, after we celebrated the culmination of a two-year project that brought them live with the newest Epicor ERP system, filled me with as great of awe.  I advise manufacturing companies in search of a new ERP to give Epicor ERP a test drive.  It’s a system that inspires human greatness and allows companies to build wondrous IT landscapes for consultants like me to travel in, surrounded by flights and sights of creativity, of new worlds.

 

Questions or desiring additional information about Epicor ERP? Contact Us to Talk with an Expert:

Did you like this blog? Check out “Why On Earth Do I Need an ERP System?”

Is Your Epicor ERP ID Code Schema Costing You Money?

Is Your Epicor ERP ID Code Schema Costing You Money?

ERP Deployment

This Blog is Part 2 of a 2 Part Post.

In our previous blog about ID Codes, we talked about the importance of planning which ID Code schema you might want to use and the pros & cons of non-intelligent ID Codes.  Read Part 1: Defining and Setting Up ID Codes in Epicor ERP

 

So let’s get to the real issue… Is Your ERP ID Code Schema Costing You Money?

By establishing non-intelligent ID Codes, you eliminate the need to rework, or revamp your schema during an implementation.  This saves both time and money.

That’s why choosing the proper ID Code schema to reference your groups is critical to your project, implementation, and your client’s success. Now, let’s look at intelligent ID Codes and what they can offer.

Advantages of intelligent ID Codes:

Significant ID Codes offer time savings downstream, and they can help prevent data entry mistakes and improve manufacturing efficiency.  Here’s how:

  • Search efficiency:  With this type of scheme you can group similar codes in your design documentation and spreadsheets and then more easily sort and search among them.  You can also create queries and reports more efficiently, by just pulling in the code, not the description.
  • Error reduction: This type of ID Code scheme provides a frame of reference for each group by specifying the group to which it belongs.  If an employee needs to quickly verify the validity of a group of data, you can use that group ID code to pull that information, sort, filter, etc, and check to see if there is data in the wrong group.

 

Disadvantages of intelligent ID Codes:

While there are many benefits to using a significant ID Code scheme, this type of schema also has some shortcomings.  For this type of scheme to work well in an organization, employees must be familiar with the former and current code schema structure (if there is one). Such a scheme also demands ongoing attention and can introduce delays in your processes. Here’s why:

  • Training and knowledge required:  Since these ID Codes have some meaning and significance to the group it represents, the stakes are high if the group is not properly defined. The person assigning the ID Code must know how and when to create a new group.  An incorrectly classified Class ID can be misused because of the information implied by the code itself.
  • Ongoing maintenance:  A new Class ID that does not fit the current scheme will require an evaluation of the entire scheme and definition.  The logic of the ID Code system must be understood and carefully maintained, and group sizes planned in advance.  For example, if all the significant digits in a string (o 0-8) have been used before, and there’s a similar group that must be set up, now you have the. potential of two groups with similar ID Codes, and employees possibly not paying attention to the description, leading to errors.  What do you do?  You need to spend time upfront planning for how to avoid this type of conundrum and how to address any challenges when they arise.  When mistakes do occur, how is this handled and what is the best way to fix the error(s)?   You will spend significant time updating the system and training (or re-training) people on the changes.

 

So Which ID Code Schema Should Your Company Use? Intelligent or Non-Intelligent?

Ultimately at the end of the day, the decision is made by the customer, or end user of the product.  As a consultant and trusted adviser, it is our responsibility to offer the pros and cons with each option, and to allow you to make the best decision for your organization.

 

Have questions as to what ID Code Schema is best for your company? Want to talk with the blog author? Contact Us.