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Epicor Kinetic Cloud Options: Cloud Mastery for Manufacturers

Epicor Kinetic Cloud Options: Cloud Mastery for Manufacturers

by | Nov 15, 2023 | Backup, Cloud, Epicor, Epicor 10, Epicor Kinetic, ERP, ERP Consulting, ERP Implementation, Hosting, Managed IT Services

Do you understand your Epicor Kinetic cloud options compared to on-prem ERP history?

In the realm of managed service providers (MSPs) and systems integrators (SIs), the names of giant cloud computing corporations like Azure and Google often loom large. However, the allure of these industry giants doesn’t always translate into the best choice for manufacturers and distributors seeking cloud solutions. Did you know that Enterprise Resource Planning (ERP) software comes with many deployment possibilities? Let’s have a closer look at how manufacturers can benefit from knowing their options when it comes to a solution like Epicor Kinetic ERP.

Epicor Kinetic Cloud Options

On-premise ERP isn’t exactly a thing of the past.

As a provider specializing in tailored solutions for all cloud-based services, EstesGroup offers personalized white-glove on-premise and in-the-cloud services that can align seamlessly with the unique needs of manufacturers and distributors, ensuring optimal outcomes and growth. But not all manufacturers will benefit from a move to the cloud. Some manufacturers benefit from a slower migration to full-cloud implementation. Herein lies the value of opting for a custom white-glove ERP consultancy for all of your technology needs that will support your unique ERP deployment:

  • On-premise ERP deployment: On-premise ERP deployment involves hosting the enterprise resource planning (ERP) software within an organization’s physical servers and infrastructure, providing direct control but requiring on-site management and maintenance.
  • Vendor-controlled deployment (Software as a Service or SaaS): Vendor-controlled deployment, commonly known as Software as a Service (SaaS), entails accessing ERP software hosted and managed by a third-party provider.
  • Private cloud deployment: Private cloud deployment involves hosting ERP applications on a dedicated cloud infrastructure exclusively for one organization. This option provides enhanced security, control, and customization compared to public cloud solutions.
  • Hybrid cloud deployment with custom integrations and software solutions: Hybrid cloud deployment combines on-premise, private, and public cloud solutions, allowing organizations to tailor their ERP strategy. Custom integrations and software solutions bridge different environments, offering flexibility, scalability, and efficient data management.

The best ERP deployment for your business begins with the best strategy for your business. With two decades of experience in ERP, the EstesGroup team comes to you with a full suite of on-premise and cloud-based expertise. 

Who doesn’t need customization and dedicated support?

If you are a growing manufacturing company, you will need to know that your ERP system and its underlying technology can support your ongoing operations, ensuring your successful future. Unlike the “big cloud” counterparts, custom white-glove cloud providers such as EstesGroup steer away from one-size-fits-all approaches. Instead, they empower organizations, like manufacturers and distributors, to customize and refine their solutions to match distinct requirements and unique teams.

Rather than contending with universal approaches and impersonal support, choosing a custom white-glove cloud provider allows manufacturers and distributors to craft tailored solutions and gain the personalized support they need. With a complex ERP system like Epicor Kinetic, you will need personalized support on both the functional and the technical end. EstesGroup provides unparalleled individual attention and support for manufacturing ERP solutions, allowing you to make the best choice for deployment when considering all of your Epicor Kinetic cloud options compared to on-premise deployment options. Partnering with EstesGroup offers exceptional flexibility and reliability while keeping costs for services and tools well within target.

Do your Epicor Kinetic cloud options come with hidden fees?

In addition to customization and support, partnerships with custom white-glove cloud providers like EstesGroup aid manufacturers and distributors in selecting cloud solutions that align with their budgets. The approaches of larger cloud computing companies can often be intricate and challenging to migrate, leading many organizations to contend with hidden fees that adversely impact their budgets.

For the ultimate ERP experience, choose an expert ERP and IT consultancy, ensuring that your team can comprehend solutions, pricing models, and contracts with clarity. The simplicity of your cloud solutions and transparent pricing and fee schedules are invaluable benefits of choosing a custom white-glove cloud provider. Choose a cloud provider that takes pride in its commitment to transparency, a quality often overshadowed when dealing with larger cloud computing companies. This transparency allows your organization to stay on budget, reduce costs, and expect effortless growth.

Navigating the selection process for a cloud computing partner can be a formidable task.

For manufacturers and distributors, choosing a custom white-glove cloud provider like EstesGroup over industry giants like Azure and Google could prove to be the superior option. A partnership with EstesGroup grants organizations the flexibility to choose customized plans, transparency in solutions, pricing models, and contracts, along with the essential support, reliability, and performance. Rather than grappling with universal approaches and hidden fees, a custom cloud provider assists manufacturers and distributors in tailoring solutions to their specific needs while staying on budget.

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An Introduction to the SYSPRO Database

An Introduction to the SYSPRO Database

by | Nov 1, 2023 | Cloud, Distribution, ERP, ERP Consulting, ERP Implementation, Hosting, Managed IT Services, Manufacturing Innovation, SYSPRO

An Introduction to the SYSPRO SQL Database Structure

In the early versions of SYSPRO, the ERP’s data was entirely stored in C-ISAM files. These C-ISAM files were essentially text files containing system data. They could cause a lot of trouble if you had to investigate or troubleshoot data problems as they were lacking a stable framework to review and analyze them. Thankfully, a modern SQL database structure was introduced between SYSPRO 6.1 and 7. In today’s SYSPRO 8 version, essentially all components of the ERP have now been converted and are stored in traditional SQL database tables. Knowing what SYSPRO’s database looks like becomes a vital tool if you are tasked to troubleshoot data problems, analyze company data, or build SQL queries to pull data for custom reports.

SYSPRO SQL Database Structure

So what does a SYSPRO database structure look like? 

The “System-Wide” Database

Both SYSPRO 7 and SYSPRO 8 contain what SYSPRO calls the “system-wide” database. While the name of the database can be customized to the business’ liking, it is commonly named “sysprodb” by default. The database contains information about operators, administrative settings, system information, and licensing details. Any data pertaining to system-wide configurations that span all SYSPRO companies will be found in this database. Particularly important tables to take note of in this database are:

  • AdmOperator – Contains data of all operators on file in SYSPRO along with their role, group, and other access level details. 
  • AdmSysVersion – Header table containing the database version details of the SYSPRO environment.
  • SysproAdmin – Table containing a list of the companies in your SYSPRO environment. This table becomes relevant when creating test companies or setting up SYSPRO’s default test databases. 

The Company Databases

Each company created in SYSPRO will have its own database and default company tables. By default, SYSPRO names these companies ‘SysproCompany’ along with the company’s ID at the end. Ex, SysproCompanyT, SysproCompanyA, etc. These are the databases where your company’s transactional data is stored. 

At a first glance, these databases can be overwhelming. A standard SYSPRO database can have over 1000 tables in it. The good thing is that while this full list of tables compromises all of SYSPRO’s functionality, it is unlikely that your environment is both licensed and actively using SYSPRO’s full suite of products. This means that most of these tables will be empty and will not be worth much of your attention.

Instead, there are about 25 – 50 tables in any given environment that sees most of the action. To provide a cheat sheet, here are some of the commonly used tables in SYSPRO that are essential to the daily use of SYSPRO:

  • ApInvoice – Supplier invoices
  • ApSupplier – Supplier header details
  • ApSupplierAddr – Addresses for the suppliers
  • ArCustomer – Customer header details
  • ArInvoice – Customer invoices
  • ArTrnDetail – Details about each invoice. Used extensively for sales reporting
  • BomOperations – Operations against a BOM
  • BomStructure – Structure against a BOM
  • InvMaster – Master for all stock codes in SYSPRO
  • InvMovements – Inventory transaction details against each SKU
  • InvPrice – Sell prices against each SKU
  • InvWarehouse – Master table for inventory counts of each SKU
  • PorMasterHdr – Purchase order header
  • PorMasterDetail – Purchase order details
  • SorMaster – Sales order master
  • SorDetail – Sales order details
  • WipMaster – Master for jobs
  • WipJobAllLab – Labor details against jobs
  • WipJobAllMat – Material details against jobs
  • WipJobPost – History of material/labor issued to jobs

The “Deployment” Database

Unique to SYSPRO 8, this database handles information relating to the release version of your SYSPRO environment. The “SYSPRO 8 Installer” tool uses this database exclusively to verify which products are available to you and whether any recent updates have become available. In addition, it contains information about which machines have SYSPRO clients installed on them and which versions they have installed. 

Admins, do you grasp the SYSPRO database structure for efficient data troubleshooting and analysis?

This covers the databases you will see in a usual SYSPRO environment. Knowing what SYSPRO’s database structure looks like is essential for any SYSPRO admin to effectively be able to find, troubleshoot, and analyze vital company data. 

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Overcoming Epicor Cutover Challenges: A Tale of Cryptic Errors

Overcoming Epicor Cutover Challenges: A Tale of Cryptic Errors

by | Oct 26, 2023 | Epicor, Epicor 10, Epicor Administration, Epicor Kinetic, ERP, Hosting, Managed IT Services

Epicor Admin Quick Tip: Regen After a Refresh

I once had an Epicor go-live brought to its knees by an administrative snafu – as cutover weekend neared, the Epicor admin refreshed the Epicor production environment with a copy of the Epicor Pilot database. Such a step is not uncommon in an Epicor cutover. But this had not been the first time that a production refresh had occurred, and there had been subsequent customization activities developed since the last Epicor database refresh. As such, there were several Epicor user-defined fields that were present in the Pilot database but new to Production. This small discrepancy created unexpected hardship to all involved.

Epicor Cutover Database Admin

Chaos to Resolution in Epicor

The net result for the Epicor core team that was cutting over to the new system over the weekend was a litany of cryptic Epicor error messages, abysmal system performance, and a near mutiny by the Epicor user community. After roping in a few Epicor administrative experts, we were able to discern the discrepancy, regenerate the data model, and move beyond this hurdle. But the memory of that small Epicor system administration rule-of-thumb gone wrong stuck with me, long after the project had wrapped up.

One reason for this latent memory is that it finds itself refreshed by new instances – just recently, I found an end user reaching out to me over some cryptic errors in a test environment, an Epicor environment that had just recently been refreshed from a seed database. My first question: “Did you regenerate the Epicor data model after refreshing the Epicor database?” Problem solved, albeit this time, without the pitchforks and torches.

Echoes of CRC Errors 

Does this issue sound familiar? For those of us whose Epicor administrator duties go back to Epicor 905, Epicor Vantage, or some earlier Progress-based version, these issues might be likened to the familiar “CRC errors” that once plagued our Epicor custom solutions. In that case, a field had most often been added to the database, and that field caused an existing Progress-based compiled assembly to malfunction. The table structure at the database level did not match the table structure at the application level, and chaos ensued.

Sometimes, the resolution to an Epicor issue is simple. In this case, a simple Epicor admin policy would be to regenerate the data model when refreshing an Epicor environment. This ensures that you will not have any mismatch with your Epicor UD fields, and that the users can jump in without issue.

This is especially true in an environment where custom solutions are being developed, as is the case with many Epicor implementation projects, where changes are most often occurring. This can also be the case in Epicor projects that are heavy in the use of the Epicor Product Configurator module, or longtime Epicor customers who have undergone a significant amount of Epicor customization.

Post-Model Regen

Now that you’ve regenerated the data model, don’t forget the subsequent step of retrieving a copy of the Epicor database’s data model, so that the application server in question can store it locally, for use by the application itself. At a minimum, the Epicor admin should recycle the application pool for the application server instance in question – this is accomplished from the administration console. Now, I’ve had some administrators tell me that it is preferable to start and stop the ERP application pool, rather than simply recycle it. The difference between stopping and recycling an IIS application pool demands its own article, so I will stop at mentioning this controversy for the time being, without discussing its resolution.

Epicor Regen After Refresh

Epicor Cutover Success

The art of efficient Epicor system administration often boils down to steering clear of preventable pitfalls. The instance described here serves as a prime illustration of a minor adjustment that can avert substantial issues. By ensuring the proper regeneration of the data model and taking the necessary steps to maintain database consistency, ERP administrators can fortify their systems against disruptions.

Do you need help with your Epicor cutover or are you looking for more admin tips?

If you find yourself seeking guidance in the realm of ERP administration, don’t hesitate to reach out. Our Epicor Kinetic consultants can assist you in navigating the intricacies of your ERP environment, ensuring smooth operations and enhanced productivity for your organization. EstesGroup brings your company functional, technical, and custom solutions for Kinetic ERP. Manufacturers will benefit from our full-suite of services and solutions, including on-premise expertise and 24/7/365 IT and ERP consultants. From third-party integrations to private cloud and hybrid cloud managed services, Estes provides everything your team needs to succeed before, during, and after go-live.

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Global Cybersecurity Strengthens Digital Defense

Global Cybersecurity Strengthens Digital Defense

by | Oct 2, 2023 | Cloud, Disaster Recovery, ERP Consulting, Managed IT Services, Network Security, Security

EstesGroup Announces Commitment to Growing Global Cybersecurity Success during Cybersecurity Awareness Month 2023

Now in its 20th year, Cybersecurity Awareness Month 2023 is highlighting the growing importance of cybersecurity in our daily lives and encouraging individuals and businesses to take important cybersecurity steps to stay safe online.

Global Cybersecurity Champion 2023

EstesGroup is committed to cybersecurity education and training.

What is Cybersecurity Awareness Month?

By participating in the 20th Cybersecurity Awareness Month, our IT consultants are helping increase awareness surrounding the need for increased national and global cybersecurity. Disaster recovery and backup solutions are no longer enough for businesses, especially for manufacturers and distributors. Founded in 2004, Cybersecurity Awareness Month, held each October, is the world’s foremost initiative aimed at promoting cybersecurity awareness and best practices. Cybersecurity Awareness Month is a collaborative effort among businesses, government agencies, colleges and universities, associations, nonprofit organizations, tribal communities, and individuals committed to educating others on online safety.

From mobile to connected home devices, technology is deeply intertwined with our lives. And while the evolution of technology accelerates, cybercriminals are working just as hard to find ways to compromise technology and disrupt personal and business life. For 20 Octobers and counting, Cybersecurity Awareness Month aims to highlight some of the emerging challenges that exist in the world of cybersecurity today and provide straightforward actionable guidance that anyone can follow to create a safe and secure digital world for themselves and their loved ones.

Starting this year, the new theme of Cybersecurity Awareness Month is Secure Our World, with the main messaging revolving around four key cybersecurity best practices:

  • Understanding the benefits of using a password manager and dispelling existing myths around password manager security and ease of use
  • Turning on multi-factor authentication on personal devices and business networks
  • Recognizing and reporting phishing – still one of the primary threat actions used by cybercriminals today
  • Installing updates on a regular basis and turning on automated updates

Global Cybersecurity Partnerships

Cybersecurity Awareness Month continues to build momentum and impact with the goal of providing everyone with the information they need to stay safer and more secure online. EstesGroup is proud to support this far-reaching online safety awareness and education initiative which is co-managed by the Cybersecurity and Infrastructure Security Agency and the National Cybersecurity Alliance.

About EstesGroup

EstesGroup offers cutting-edge technology, global cybersecurity solutions, and private and hybrid cloud services and solutions tailored to empower businesses in today’s digital landscape. Our comprehensive suite of services encompasses cloud infrastructure, software solutions, and managed services designed to streamline operations, enhance agility, and maximize efficiency. Whether you’re seeking to migrate to the cloud, optimize existing systems, or harness the potential of emerging technologies, EstesGroup’s expertise and innovative solutions ensure a seamless transition and sustained growth. With a steadfast commitment to data security and compliance, our technology solutions provide peace of mind, safeguarding your valuable assets and helping you navigate the complexities of ever-evolving regulatory environments. Partner with EstesGroup to unlock the full potential of technology, accelerate business growth, and stay ahead in an increasingly competitive global market.

About Cybersecurity Awareness Month


Cybersecurity Awareness Month is designed to engage and educate public- and private-sector partners through events and initiatives with the goal of raising awareness about cybersecurity to increase the resiliency of the nation in the event of a cyber incident. Since the Presidential proclamation establishing Cybersecurity Awareness Month in 2004, the initiative has been formally recognized by Congress, federal, state, and local governments and leaders from industry and academia. This united effort is necessary to maintain a cyberspace that is safer and more resilient and remains a source of tremendous opportunity and growth for years to come.

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Elastic Computing Revolutionizes Business Dynamics

Elastic Computing Revolutionizes Business Dynamics

by | Sep 26, 2023 | Backup, Business Consulting, Business Direction, Cloud, Disaster Recovery, Distribution, ERP, Managed IT Services, Prophet 21, Security, SYSPRO

Cloud Resources are Changing the Manufacturing and Distribution Industry Landscapes

In the world of cloud options for businesses, elastic computing refers to the ability to dynamically scale computing resources up or down based on demand, without the need for significant manual intervention. It involves the use of cloud computing and virtualization technologies to provide flexibility and cost-efficiency in managing IT infrastructure. This allows for greater flexibility and scalability, as resources can be easily scaled up or down based on dynamic business needs. Cloud computing also eliminates the need for organizations to invest in and maintain their own physical infrastructure, such as on-site servers, reducing costs and increasing efficiency.

Elastic Computing Cloud Servers

What is Virtualization?

Virtualization, on the other hand, involves creating a virtual version of a device or resource, such as a server, operating system, or storage device. This virtualization technology allows multiple virtual instances to run on a single physical machine, effectively maximizing the utilization of hardware resources. By consolidating multiple virtual machines onto a single physical server, organizations can reduce the number of physical servers required, leading to cost savings in terms of hardware, power, and cooling.

Bringing Cloud and Virtualization Together

When combined, cloud computing and virtualization technologies offer numerous benefits for managing IT infrastructure. Firstly, they provide flexibility in terms of resource allocation. With cloud computing, organizations can easily scale up or down their computing resources based on their needs, ensuring that they have the right amount of resources at any given time. Virtualization allows for the efficient utilization of hardware resources, enabling organizations to make the most of their existing infrastructure.

Pay-As-You-Go, Quick-To-Market Technologies

At the end of the day, new cloud-based technologies offer cost savings throughout the entire business ecosystem. By leveraging cloud computing, organizations can avoid the upfront costs associated with purchasing and maintaining physical infrastructure. Instead, they can pay for the resources they actually use on a pay-as-you-go basis. 

Virtualization further reduces costs by allowing organizations to consolidate their hardware resources, reducing the number of physical servers required and the associated costs of power, cooling, and maintenance.

Additionally, cloud computing and virtualization technologies enhance the agility and scalability of IT infrastructure. With cloud computing, organizations can quickly provision and deploy resources, allowing for faster time-to-market for new applications and services. Virtualization enables organizations to easily scale their infrastructure up or down based on demand, ensuring that they can meet changing business needs without disruption.

Furthermore, these technologies improve the reliability and availability of IT infrastructure. Cloud computing providers typically offer robust infrastructure with built-in redundancy and failover mechanisms, ensuring high availability of services.

Virtualization also enhances reliability by isolating virtual machines from each other, preventing issues in one virtual machine from affecting others.

The use of cloud computing and virtualization technologies in managing IT infrastructure provides organizations with flexibility, cost-efficiency, agility, scalability, reliability, and availability. By leveraging these technologies, organizations can optimize their resource utilization, reduce costs, and improve their overall IT operations. Here are the top 10 benefits of elastic computing for manufacturing and distribution businesses:

Scalability

Elastic computing allows businesses to easily scale their IT infrastructure to accommodate fluctuating demand, ensuring that resources are available when needed without over-provisioning.

Cost Efficiency

By scaling resources up or down as required, businesses can optimize their IT costs, paying only for the computing power they actually use, reducing overall expenses.

Resource Optimization

It enables efficient use of computing resources, avoiding underutilization during periods of low demand and preventing resource bottlenecks during peak periods.

Improved Performance

Elasticity ensures that applications and systems can maintain consistent performance levels even during traffic spikes or increased workloads.

Flexibility

Businesses can quickly adapt to changing market conditions or unexpected events, such as seasonal variations in demand or unforeseen disruptions by adjusting computing resources in real time.

Reduced Downtime

Elastic computing minimizes the risk of system failures or downtime due to resource constraints, as additional resources can be provisioned automatically in response to increased load.

Enhanced Disaster Recovery

Elastic computing can support robust disaster recovery and backup solutions, enabling businesses to replicate their systems across multiple locations or cloud regions for data redundancy and resilience.

Global Reach

Businesses can leverage cloud providers’ global data center networks to expand their operations into new regions and markets without the need for physical infrastructure investments.

Resource Isolation

Elastic computing can provide resource isolation and security, ensuring that applications and data remain protected even when sharing cloud infrastructure with other users.

Agility and Innovation

With the ability to rapidly provision and experiment with new resources and technologies, businesses can innovate more quickly and bring new products or services to market faster.

The Value in Cloud Elasticity

In manufacturing and distribution, elastic computing is particularly valuable because it allows companies to handle seasonal demand fluctuations, respond to supply chain disruptions, and efficiently manage their IT costs. In today’s fast-paced and ever-changing marketplace, businesses need to be agile in order to stay competitive. This means being able to quickly adapt to new trends, technologies, and customer demands. Agility allows companies to respond swiftly to market changes, seize new opportunities, and stay ahead of the competition.

However, agility alone is not enough. Businesses also need to ensure the reliability and performance of their critical systems. These systems are the backbone of the organization, supporting key operations and processes. Any downtime or performance issues can have severe consequences, such as lost revenue, damaged reputation, and dissatisfied customers.

By combining agility with reliability and performance, businesses can achieve a winning formula. They can swiftly respond to market changes while maintaining the stability and efficiency of their critical systems. This requires a careful balance between innovation and stability, as well as a robust infrastructure and effective risk management strategies.

Agility enables businesses to quickly adapt their strategies, products, and services to meet changing customer needs and preferences. It allows them to experiment, iterate, and pivot as necessary, without being tied down by rigid processes or outdated technologies. This flexibility is crucial in a dynamic marketplace where customer expectations are constantly evolving.

On the other hand, reliability and performance ensure that businesses can deliver on their promises consistently. Customers expect products and services to work flawlessly, without any disruptions or delays. Critical systems, such as e-commerce platforms, supply chain management systems, or customer support systems, need to be highly available, scalable, and efficient. This requires robust infrastructure, rigorous testing, and proactive monitoring to identify and address any issues before they impact the business.

Why Manufacturers and Distributors are Choosing EstesCloud

Businesses need both agility, reliability, and performance to thrive in today’s dynamic manufacturing and distribution industry landscape. Agility allows companies to adapt and innovate, while reliability and performance ensure that their critical systems can support their operations effectively. By striking the right balance between these two factors, businesses can remain competitive, deliver exceptional customer experiences, and achieve long-term success.

Ready to move your business to the cloud? In the cloud and ready for a better cloud environment?

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SYSPRO Data Integrity: A Guide to Balance Functions

SYSPRO Data Integrity: A Guide to Balance Functions

by | Sep 19, 2023 | Business Consulting, Distribution, ERP, ERP Consulting, ERP Implementation, Hosting, Managed IT Services, Software, SYSPRO

How to Ensure Data Integrity Within SYSPRO – Balance Functions Explained

Ensuring data integrity is a top priority for any software product, especially for an ERP such as SYSPRO. As users go about performing their daily activities, various problems can arise, even with the most mature ERP systems. The most common issues seen within SYSPRO that can lead to data instability are users being disconnected, programs freezing up, or business objects unexpectedly stopping in the middle of processing. With tens (or potentially hundreds) of daily active users, it is imperative for your business that the data within SYSPRO stays consistent. So how does SYSPRO combat data integrity problems and maintain the overall stability of its data? The answer is SYSPRO balance functions!

SYSPRO Data Integrity Balance Functions

A balance function in SYSPRO is a detailed process used to correct and adjust database information if discrepancies are detected. They are built in to SYSPRO’s Period-End programs and are supposed to be run prior to posting GL entries or performing Month-End/Year-End tasks. SYSPRO’s balance functions can help “balance” a module by comparing user transaction data to its own control totals and correcting any noticed discrepancies. Some examples of these discrepancies that it can correct include:

  • GL journal entries that have not been properly completed or are still marked with “in-process” flags if they were abandoned. Users unexpectedly disconnecting from the system can be a cause of this.
  • Failed inventory transactions. Minor hiccups from bugs or networking issues during inventory transactions can result in inaccurate inventory counts. For example, a stock code may display as having available quantity on-hand but an attempt to issue or release the quantity results in errors.
  • Specific key documents being locked down by users for maintenance that fail to be released once complete. Again, a potential result of unexpected user disconnects or program errors. These are commonly encountered within sales/purchase order entry and customer/supplier setups programs.

Scheduling SYSPRO Data Integrity Tasks

While most SYSPRO environments generally only run these balance functions during their period-end tasks, it is strongly recommended to schedule balance functions to run regularly. Sites with heavy user activity (including custom business object activity) may want to run balance functions overnight several days throughout the week. The result of this will be an improved and overall smoother SYSPRO experience for all users.

Balance functions are not found separately within their own respective program. Instead, they are usually part of and located within period-end programs. The naming convention of some of these programs may not be clear and it is not easy to identify all of them. As such, here is a full list of the programs within SYSPRO that contain or can perform the functionality of a “balance function”:

  • AP Period End
  • AR Period End
  • AR Bank Deposit Slip
  • Cash Book Period End
  • Assets Period End
  • Inventory Period End
  • Sales Order Purge
  • Purchase Order Purge
  • GRN Purge
  • Sales Analysis Update

It is imperative to understand that some of these programs contain critical data-altering functionality within SYSPRO relating to period-end module closures or purging of data. You should tread with caution when accessing these programs and ensure you only have “Balance” selected. NOT any unwanted options pertaining to period-end and/or data purge functionality! 

Some of the above-listed programs may have an option called “Reset lowest unprocessed journal”. As it is not always checked by default, it is recommended to enable this option prior to executing a balance function. It performs an additional data-stability feature intended to fix GL journal issues. 

SYSPRO Data Integrity Balance Functions AR Period Example

SYSPRO environments that are not familiar with the power of balance functions can (and will) encounter unwanted issues and potentially unstable data problems. Knowing how to utilize, execute, and schedule balance functions is key to ensuring your SYSPRO environment’s data remains both stable and trouble-free.

Ready to discover how an EstesGroup ERP consultant tackles data integrity challenges & ensures your company’s success? Chat with us now or sign up for a free demo to see what your business would look like in EstesCloud!

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