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How to Update Multiple Tables in Epicor DMT

How to Update Multiple Tables in Epicor DMT

Multi-table updates for Epicor implementation and beyond

As part of Epicor ERP’s overall implementation and optimization toolset, the Data Management Tool (DMT) is a fundamental aspect of a successful implementation strategy. It gives you the ability to load, update, and even remove data. These capabilities allow you to cleanly load the setup and master file data as part of an environment build activity prior to go-live. When a user imports data, DMT keeps upload and update behaviors in check so that data migration is efficient and effective.

Multiple Table Updates Data Management Tool Epicor

Epicor DMT also enables you to load live transactional records such as sales orders and purchase orders. These are essential to a successful cutover. Better yet, DMT possesses the ability to maintain records and improve the system’s data integrity long after the system is live. This allows an Epicor admin to efficiently clean up and even optimize the master file. This benefit also applies to transactional files in the live environment.

The Epicor ERP “Part” Routine

Within this context, one especially helpful capability involves the ability not only to update multiple columns of a table but to also update multiple related table records at once. For example, DMT’s “Part” routine allows for the creation and maintenance of records existing in the “Part” table. But DMT’s “Part Combined” routine allows not only for the creation of Part records. It also provides the ability to simultaneously add and/or update related Part Site (PartPlant), Part Warehouse (PartWhse), and Part Revision (PartRev) records. One could update these records individually, but Epicor provides the ability to perform multiple row updates in a single pass.

Sometimes DMT necessitates a multi-table setup in order to load and update data

For instance, the Resource table requires that you utilize the Resource Group routine to make updates to the Resource table. Let’s assume that you are the Epicor admin for your company. What if your operations manager decides to forgo using Epicor’s finite scheduling functionality? As such, you need to run an update to uncheck the Resource.Finite flag on all active resources. Should you search for a routine in DMT to update the “Resource” table, you will discover that none are available. Only the “Resource Group” load program is available:

Epicor ERP DMT Search Resource Group
DMT Engineering Resource Group
Fortunately, you can utilize the Resource Group load program to update the Resources related to all Resource Groups. Within Epicor’s Data Management Tool, multiple table update routines utilize a specific field naming convention to differentiate the primary table from its child tables:
 
  • Primary Table: The field names are sufficient—given that the program knows the table context, the parent table (in this case, the “ResourceGroup” table).
  • Child Table: Epicor utilizes a [ChildTableName]#[ChildFieldName] convention when defining the fields for the child table to be utilized.

For example, should you click the “Required” fields button for the “Resource Group” load, you will discover that to update the “Resource” table, you will need a number of key Resource Group fields but also the “Resource#ResourceID” and the “Resource#ResourceDescription” fields:

multiple table updates in Epicor DMT resource group required fields

This is also evident when using the “Template Builder…” functionality to create a load template. 

Given the above scenario, I opted to include the “Resource#Finite” field when creating the load template:

DMT Resource Group Template Builder
To perform the ResourceGroup-Resource parent-child table update to the finite-scheduling field that I had intended, I now have a load template with the following fields, named as follows:
 
  • Company
  • Plant
  • JCDept
  • ResourceGrpID
  • Description
  • Resource#ResourceID
  • Resource#Description
  • Resource#Finite

As is the convention with Epicor’s Data Management Tool loads, I entered my data into a spreadsheet:

DMT Resource Group Template

Finally, by loading the spreadsheet file into DMT, I can now perform the necessary update. The file, as defined below, loads without error:

Multiple Table Updates in Epicor DMT Resource Group Finite Update

Epicor’s Data Management Tool is replete with capabilities.

However, these features that are not always well documented or communicated. But with a little foreign key fiddling and a few Epicor consulting friends, DMT can be of great assistance to your Epicor ERP implementation.

Epicor Supplier Relationship Management 2020 Trends

Epicor Supplier Relationship Management 2020 Trends

In March 2020, before the shutdown, I traveled to a few customers and had an opportunity to talk supply chain with some of their commodity managers. Given the centrality of China-based supply chain sourcing, I wondered if pending restrictions on material movement between countries and potential productivity downturns overseas would affect these clients. At the time, the impact was uncertain—many of these companies had placed forward-buys on key commodities, such that they expected to have a bit of a buffer to ride out the ensuing uncertainty. Strategic supplier relationship management proved to be the ideal way to weather 2020 supply chain challenges.

Epicor Supply Chain Management

How do supply chains keep up with demands?

During the subsequent months, strange things abounded. On the home front, demand patterns changed drastically, trimming back the need for auxiliaries and tertiaries, leaving much of the stockpiled inventory pushed to a corner, waiting for needs to level off and go back to their old ways. In other markets and verticals, demand for certain products and services had gone through the roof, and companies struggled to realign their supply chains to support the fulfillment of surging demand.

 

This resulted in a great deal of wheeling and dealing, including searches for alternate suppliers. Local companies took on the manufacturing of components that had long been outsourced. These activities are ongoing for everyone balancing new supplier relationship management trends.

 

As situations continue to evolve, folks immersed in the supply chain community continue to try and understand just what can be learned from this strange turn of events. One point of interest has to do with the actual dynamics of demand. Strangely enough, it was not the downturn in supply that created the many supply chain challenges, but rather, it was the spiking nature of demand. Product and service demand did not decrease uniformly. Rather, it scraped bottom in certain product categories, markets and verticals, and sky-rocketed in specific niches.

As a supply chain manager, predicting such strange peaks and valleys would be a fool’s errand. Rather, the successes in Epicor SRM that I’ve encountered have had more to do with the ability to rapidly react to challenges than to anticipate them. This ability to react is normally due to a few key capabilities:

  • The ability to develop a broad supplier base. This means locating multiple potential sources of supply, in the event that one source of supply goes dark.
  • The ability to leverage alternate parts and methods to manufacture high-demand finished goods, in the event that primary components become unavailable.
  • A highly capable supplier relationship management toolset that can closely monitor and maintain incoming supply, as to ensure that incoming supply will meet the company’s needs and provide maximum reaction time, in the event that supply will not make it in on time.

SourceDay can assist in this final capability, which is the ability to organize supply in order to ensure that Epicor customers can support the shifting and shifty demand patterns of their own customer base.

Has 2020 changed your supplier relationship management strategy?

See how companies like yours respond to supply chain disruptions.

Watch a webinar to understand 2020 industry trends:

Covid-19’s Impact on Your Supply Chain 

Presented by our partner SourceDay

On September 17th, 2020

Covid-19’s Impact on Your Supply Chain

Latest Version Epicor Multi Warehouse Tips And Tricks

Latest Version Epicor Multi Warehouse Tips And Tricks

Epicor E10 Multi-Warehouse Inventory Management

 

Epicor E10 adds optimal supply chain functionality to your manufacturing business by providing comprehensive inventory management strategies, all within a single management system.  For example, the new ability to move parts between warehouses without assistance from the office allows for improved supply chain execution.  Inventory management is one of the core challenges in managing the data of an Enterprise Resource Planning (ERP) system.  Epicor’s version 905 ERP Inventory Management module has historically presented a number of its own unique challenges to employees in the warehouse and in the stockroom.  Epicor limits inventory transactions to the warehouses related to a given part.  In version 905, these limitations prevented inventory workers from making necessary part warehouse transactions without the assistance of an individual with access to Epicor’s part maintenance form.  Fortunately, Epicor’s latest version E10 multi-warehouse inventory management provides companies with much needed solutions.

 

The Goods on Goods in Epicor E10

 

Epicor’s latest version supplies users with many tips and tricks for inventory management.  For manufacturers, tracking everything from raw to finished goods accurately and efficiently is critical to developing strategy based on company data.  Epicor’s inventory transaction programs, such as Quantity Adjustments, Job Receipt to Inventory, and Inventory Transfer, are used to affect the inventory levels of parts in varying ways.  But these programs require the parts in question to possess a “Part Warehouse” record setup, in the part master record, to be able to transact against the warehouse in question. 

 

In the past, record setup characteristically posed challenges to inventory workers since the individuals responsible for part maintenance were required to directly modify the part master record and add the necessary Part Warehouse to allow for the necessary transactions to occur.  In the most recent versions of Epicor’s E10 solution, however, the key inventory screens now possess the “right-click” capability to add allowable warehouses to the given part records, without the need to run to a data steward to make the changes. 

 

Let’s assume you had the following part – 10001000:

The part 10001000 has a primary warehouse of “Main”:

In fact, “Main” is the only warehouse tied to this part:

Epicor limits inventory transactions to the warehouses related to a given part—in this case, since the only warehouse linked to part 10001000 is the “Main” warehouse, inventory transactions are limited to the “Main” warehouse:

A Quick Right-Click Tip for Multiple Warehouse Management

 

To resolve the warehouse limitation, Epicor provides the ability to link additional warehouses to a given part with a simple right-click.

 

For example, from the Inventory Transfer screen, right-click the Warehouse field and select Open With…Add Warehouse:

Elsewhere, from the Quantity Adjustments screen, right-click the Warehouse field and select Open With…Part Warehouse Entry:

In all cases, the above steps open a screen that allows the user to assign an existing warehouse to the part.  Selecting the additional warehouse and clicking the “OK” button is all that is required to link the new warehouse to the part:

Looking at the part maintenance screen, the new warehouse has now been added:

The user will need to right-click once more and select “Refresh List” to refresh the dropdown values:

But once accomplished, the warehouse worker can now select from the new warehouse in question:

Waring the Warehouse Wares with Epicor

 

The word “ware” comes from a twofold etymology of caution and production, and Epicor E10 helps your business ware your wares: your manufactured goods are protected by a trustworthy and proven inventory management system across the entirety of your supply chain and beyond.  Epicor’s Inventory Management module effortlessly integrates with other cost-saving features.  Epicor’s version 10 Enterprise Resource Planning (ERP) application greatly expands on many of 905’s capabilities, simplifying multiple warehouse management for manufacturers.  The E10 version introduces many new tips and tricks for you to learn—features integrated to help your business stay profitable and competitive within the manufacturing industry.  E10’s new ability to add part warehouses at the time of creating an Epicor inventory transaction streamlines your business process and saves your team time and effort.  Epicor’s Inventory Management module works with other new E10 features to boost performance, profitability and growth, leading to dependable success at every step along the manufacturing line. 

 

Looking for more tips in navigating Epicor E10’s capabilities?  To learn more about multiple warehouse inventory management or other manufacturing management strategies, contact us.  EstesGroup is a Managed IT Services and ERP provider with comprehensive solutions for your business needs.

Interested learning more about Epicor ERP and how proper Part Setup is paramount to your business? Download our Part Setup & Manufacturing Best Practices Whitepaper today.

Prophet 21 Rebate Management is Right On the Money

Prophet 21 Rebate Management is Right On the Money

Right on the Money: Epicor Prophet 21 for Rebate Management 

 

Achieving profitability through distribution management software has never been easier.  With the technology available in Epicor’s Prophet 21, automation can quickly optimize workflow across the distribution spectrum.  In the critical area of rebate management, Prophet 21 rebate management modernizes supplier administration by streamlining the process of tracking and collecting.  This, in turn, minimizes administrative costs and maximizes overall profitability for your business. 

 

Prophet 21 Leaves No Money on the Table 

 

With Mardi Gras upon us, if you were a Mississippi gambler playing your odds on one of the French Quarter’s finest felts, you’d want to maximize whatever deals were available—without showing your cards prematurely or leaving any money on the table.  In a similar shake, the key to successful rebate management lies in the ability to define a robust set of conditions based on varying supplier parameters.  This allows for automated downstream processing and transactional accuracy.  This minimizes the internal costs of administering rebates, while maximizing those available.  Prophet 21’s vendor rebates support a similar strategy of capitalizing on what’s available, leaving no money on the vendor’s proverbial felt. 

 

mardi gras retail store discount management

 

Prophet 21 Makes Payables Playable  

 

Because Prophet 21 is a highly configurable application, it can meet the needs of a variety of different vendor scenarios.  Setup for rebates begins with the overall system settings.  The System Settings form allows users to configure enhanced rebate functionality.  Under the general settings within the Account Payable business area, “Enhanced rebate functionality” can be enabled.  This sets the stage for further downstream system configuration. 

 

Financial settings are made at the company level, where default general ledger accounts for rebates and rebate allowances are defined.  Subsequent settings occur at the vendor and customer levels.  Prophet 21 rebate tracking can be enabled for individual vendors—and this allows P-21 users to differentiate between rebate-applicable and non-rebate-applicable suppliers.  Further settings at vendor level enable the user to override the rebate and the rebate allowance accounts defined at the company.  At the vendor level, rebate variance-handling settings can also be defined.  At the customer level, the default rebate location can be optionally defined.  

 

The jackpot of P-21’s automated rebate functionality resides within the Sales Pricing pages.  A number of possible rebate methods can be defined within these screens, including the following: 

 

  • The Value Method: This specifies a cost-after-rebate valuewhich is subsequently compared to the base cost at the time of invoicing to determine a rebate amount. 
  • The Multiplier Method: This allows you to specify your costs as a percentage of the primary supplier cost, with the remaining value at time of invoicing resulting in your rebate.
  • The Flat Method: This allows for a flat rebate amount to be placed against the supplier cost.

 

When automated rebate capture is not possible, you can determine manual rebates through Prophet 21’s Manual Rebate Entry screen.  For payments, P-21 supports check and debit memos, which are applied with the AP module as if they were cash receipts.  Beyond automated and manual rebates, Prophet 21’s EDI solution supports outgoing rebate requests to vendors and incoming rebate payments from them.  And in the event that a rebate needs to be reversed, the Rebate Reversals screen allows you to completely reverse the original posting. 

 

Prophet 21 Means You Don’t Have to Gamble to Grow   

 

Epicor Software Corporation has a strong reputation for providing powerful functionality for the distribution industry.  With real-time tracking and optimal automation, Prophet 21 immediately boosts profitability and enables further success by bringing cloud and e-commerce technology to any distributor looking to grow or transform business.  With fast implementation at minimal investment, Prophet 21 ERP allows you to keep your purse strings tight and leave no money on the table. 

 

 

Want to learn more about Prophet 21’s distribution features? Read our blog on Prophet 21 Rental Management.

 

 

Do you have questions about Prophet 21 Rebate Management? Let us know by filling out the form below and we will contact you shortly to help make your distribution business run better with Prophet 21.

 

Manufacturers are in Love with Epicor ERP

Manufacturers are in Love with Epicor ERP

ERP!  ERP!  How do I love thee?  Let me count the ways!

 

I’ve often remarked that the best way to get a company to fall in love with their legacy ERP (Enterprise Resource Planning) system is to implement a new one.  When I was a customer, we moved from one of Baan’s flagship products to Epicor’s Vantage 803.  ERP implementation is an exercise in nostalgia…  With uh or ah or awe, does anyone out there remember Baan, or Vantage, for that matter?

 

I do remember the end user community at cutover:  “Well, back in the Baan days we could do this, and we could that, and oh, I miss the Baan days…”— Folks who had never had a good thing to say about their enterprise system were suddenly swooning over it, now that it was on the outs.

 

Having heard nothing but complaints about our legacy ERP up until cutover, I didn’t know what to tell them.  At a loss for words, I found myself quoting Lord Alfred Tennyson: “’Tis better to have loved and lost than never to have loved at all.”

 

I soon discovered that most end users in your average manufacturing company are not especially fond of nineteenth century British Romanticism, especially at cutover weekend.

 

Most companies don’t exactly love their ERP systems, even in a friendlies sort of way.  I knew one fellow who had the source code of his ERP heavily modified to suit his exact needs.  Of course, he loved his ERP—every time he used it, he was looking in a mirror.

 

For the rest of us, ERP is more like finding a roommate rather than a soulmate.

 

Even still, there are a lot of things about Epicor ERP’s Epicor 10 platform that can spur admiration—even affection.  Last year, I wrote an article about Epicor’s E10 platform, looking to answer the question: “what’s it good for anyway?” It turns out that E10 is good for a lot of things:

 

In this series, we will further expound on the core capabilities mentioned above, and work to explain how these capabilities distinguish Epicor E10 from its competitors.

 

What’s it good for anyway?

 

Companies in the midst of a software selection cycle are looking for things to love about a given system—things that will differentiate an ERP system from its competitors and that will ultimately help raise the business to greater levels of performance.  With the New Year moving right along and Valentine’s Day on the horizon, are you ready to love your ERP in 2020 style?   Whether you’re looking for some new Epicor E10 roomies or looking for someone to draw hearts around a new flame of a system, the EstesGroup team is ready to help you love the ERP you’re with.

Interested in learning more about Epicor ERP 10 customizations and how good consultants can help manufacturing companies? Give us a call.

To begin looking closely at Epicor’s full ERP power, download one of our white papers.

 

 

Latest Version Epicor Multi Warehouse Tips And Tricks

Epicor ERP Multi-Level Pegging & Supply Chain Management

Blessings and Curses of Supply Chain Inventory

 

Inventory. That word can hold a lot of different meanings for manufacturing companies. Production Personnel see it as the ingredients for making their products. Supply Chain Professionals base much of their career on it. Accountants see it a major corporate cost. Executives see it as both an expense and potential sales.

 

All of these views are correct and each hold merit. Without inventory, parts can’t be built. Without parts to sell, companies can’t grow. As Inventory can represent a significant expense, managing these costs efficiently can increase the bottom line and offer significant competitive advantages.

 

The key to an optimized inventory is only buying what you need, when you need it. While simple in concept, the execution can be very, very difficult. For those manufacturing companies that manufacture products with a deep Bill of Material, managing the what and when of raw materials can become a monumental undertaking.

 

It is that very example that Epicor can provide a powerful tool with their Multi-Level Pegging Process. Going beyond just looking at the material demands of the top-level assembly, the multi-level pegging process will calculate the material needs of all of the indented bill-of-materials on a job. Have a part that takes a manufactured sub-assembly, and that sub-assembly takes another sub-assembly to make it? The Multi-level pegging process will capture all of those materials demands. And Epicor displays all the pertinent information regarding those materials on their built-in Multi-level Pegging Dashboard.

 

Strategic information such as the quantities needed, and material status is provided in an easy-to-read format. Additional details such as is the material currently available, is it on order, or has it been generated are also displayed.

For those companies wishing to optimize their inventory, having the materials at the right quantities at the right time, the Epicor Multi-Level Pegging process provides a powerful tool for manufacturing and material professionals to achieve that lofty goal.

 

This functionality is only part of what the Multi-Level Pegging process can do for your company.

 

Do you have questions about Multi-Level Pegging and Supply Chain Management? Let us know, Contact Us Today.

Epicor ERP is a complex software and at the heart of the application is Part Setup.

Is your Epicor ERP designed with Part Setup Methods and Manufacturing Best Practices in mind?

Find out by downloading the Parts Setup Best Practices PDF today.