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Custom Cloud: Public Cloud Choices, SaaS Challenges

Custom Cloud: Public Cloud Choices, SaaS Challenges

What to Do When ERP Turns SaaS

I once sat in at a sales conference for an ERP vendor and listened as the CEO explained sales strategy as it related to their ongoing movement to the cloud. He described the situation as one of configurability vs. customizability. There were some customers who could live with and work within the configurable features and capabilities of the base application as they existed “out-of-the-box.” These customers would be targets for the vendors single-tenant and multi-tenant cloud (or SaaS) offerings. For the subset of customers whose needs extended beyond the system’s base configuration, and were in need of custom functionality and integrations, the vendor would still offer the traditional perpetual license. This would allow customers with more complex needs to deploy their applications on-premise or in a private cloud.

ERP Public Cloud Software as a Service

That was the CEO’s perspective. Customers have their own perspective. 

Configuration & Customization to Order

I recently talked with a customer who was struggling to implement the cloud version of an ERP to the vendor’s public cloud. The customer had purchased the software based on a set of assumptions, assumptions that were not instantiated by the vendor’s public cloud (or SaaS) platform. For one, the customer had come from a highly customized in-house suite of applications, and had a highly developer-centric approach to application implementation: if the app didn’t do what you need, customize it so that it would do what you need.

This approach is anathema to ERP implementations in general, and as a customer implementing on a public cloud SaaS platform, the shock was only intensified. The customization toolset to which they believed themselves to be privy to was less than advertised. And the documentation that explained just what was and was not possible was all but nonexistent. As the customer put it, his team’s vast C# skillset went largely underutilized.

Frustrations abounded on all fronts. Creating the necessary reports and labels, whether through Bartender or SSRS had been a disaster, as both the licensing and underlying architecture made for an untenable situation. Development and deployment of new solutions was cumbersome and time-consuming, as it required the vendor to perform the deployment every time a change was made. Similarly, the approved third-party applications that they had purchased in conjunction with the base package didn’t integrate as well as advertised, and they turned out to be even less configurable than the base ERP system.

Worse still, the customer was a user of the ERP’s product configurator module. This mode was itself a mini-development platform, but its features were largely server-side and thus greatly hampered in the vendor’s SaaS platform. The ability to use the module to look up and retrieve data, for instance, was greatly limited on the SaaS architecture, and the customer struggled to construct configurators to handle their complex product needs. Beyond functionality, the overall performance of the application was a drag. For many customers, the move from whip-fast, green-screen legacy platform to a contemporary ERP brings an unfortunate surprise when it comes to basic performance at a user interaction level. But in this case, it was magnified by the performance of the underlying cloud platform.

It was a disheartening conversation and I struggled to offer suggestions, outside of a reimplementation under a perpetual license model. The strange thing was that the customer did not really even come to me looking for help. He was really just venting his frustrations. He had learned enough of the application, its architecture, and the Service-as-a-Software (SaaS) deployment model to know that whatever help he might receive, he was constrained by the architecture to which he had bound himself. The cloud, whose name implies boundless opportunity and possibility, had become a crippling constraint.  

Different ERP systems provide different levels of configurability and customizability. Some systems offer a basic platform with robust tools to use to build custom functionality with which to tailor the base platform. Others provide extensive configurability, as to avoid the need for additional tailoring. The systems that best combine configurability and customizability capabilities stand the best chance of supporting the needs of complex organizations. Even still, the unbridled requirements of a given company can often exceed the combined abilities of an ERP system to handle it.

This may necessitate the need for third-party integrations, to atone for liabilities in the base system. It may require integration to a pre-existing home-grown system, to address the specific needs of the organization. In the most extreme of cases, customers may look to modify the system’s source code to make the system do what it needs. At some point, it should be considered whether such extreme measures justify the investment in ERP at all. Sometimes it is simply a cultural conundrum: if an organization is unable to bend some of its needs to the will of the application, they may truly be better off with a homegrown system, and live with the liabilities that come with such a decision. 

DRaaS for SaaS: When the Public Cloud Vendor Needs to Adapt

Beyond configurability and customizability, the questions of functionality and integration as they relate to an ERP system’s deployment model complicate matters further. The textbook cases regarding ERP customization nightmares from the 1990s all occurred within an on-premise context. The evolution of cloud computing had not yet thrown this new variable into the mix. But with the improvement of server processing power, the expansion of data centers, and the ability to pass larger and larger amounts of data over networks, ERP vendors were able to construct ERP applications that conformed to the public cloud software-as-a-service (SaaS) deployment model.

This shift toward a SaaS model allowed for highly available and highly scalable ERP solutions, whose subscription-based model provided ERP services for a monthly rate. But in doing so, the features and capabilities that these vendors offered were often scaled back significantly, when compared to their on-premise, perpetual license predecessors. Similarly, the integration capabilities of such platforms were drastically reduced to the web APIs that the ERP SaaS platform supported. This made the extension of the application’s capabilities much more difficult to achieve. For customers needing robust and expansive ERP functionality, as was the case with my customer above, the results of a mismatch between business requirements, customization tendencies, and deployment models can lead to a perfect storm of failure and disillusion. 

How does one avoid such a problematic situation? To begin with, there are some key questions to answer at the time of software selection before you’ve signed the dotted line:

  • Firstly, you need to understand the background of your own organization. Are you coming from a standard system or from a highly-tailored home-grown system? Are your business requirements of the variety that are commonly managed by a packaged system? Is the shift from your current system to the future system a small shuffle or a quantum leap?
  • You also need to understand your own expectations for the new system: are you trying to fit your organization into the system, or are you trying to tailor the system to fit your business? Do you see an ERP system as a packaged application or a custom development platform? Companies differ in this approach, and this greatly affects how they intend to use the system, so you need to be explicit about your expectations.
  • Finally, it should be noted that in many cases, a software’s public cloud version will differ markedly in functionality from its cloud cousin. As such, be careful to understand the version from which the Sales Engineers are basing their demonstrations. If you’re looking at a cloud deployment, ensure that the sales team demonstrates the application, as you will experience it as a customer, and not the products more robust, on-premise version.

Cloud services are as unique as business processes, and SaaS companies / SaaS, or public cloud, applications aren’t always as “internet connection, web browser, go” like they’re often advertised to be.

If your corporate office is mandating some form of “cloud” solution, understand that not all clouds are created equal. A system’s deployment mode is not as simple as choosing between an on-premise dinosaur and a public cloud popsicle. One significant alternative to the SaaS vs on-premise dichotomy is a private cloud deployment. Private cloud allows an ERP customer to install an on-premise, perpetual license version of the software, but in a virtual cloud environment. This allows customers to leverage the full set of capabilities, functionality, and integration opportunities that the software offers. For customers bent on heavy tailoring and customization, this allows them to leverage the full set of tools tailor the application to the customer’s specific needs. Further still, this model makes integrations much easier, as it provides access to the application and database server layers, as needed, which can greatly simplify integration architectures. 

Cloud Customs of Custom Code

A company’s implementation story should be neither a laughable comedy nor a disheartening tragedy. With planning and discretion, companies can formulate a successful narrative. Are you in search of an ERP story with a happy ending? Talk to us, and we’ll spin you a yarn.

You can consolidate everything from software licensing and updates to hardware inventory management with EstesCloud Managed Application Hosting. We offer custom solutions for web-based transactions. We might not be famous like Amazon web services, but our private cloud, hybrid cloud, IaaS, and PaaS solutions offer you the personal attention of world-class IT and ERP consultants.

ERP Deployment Options & Cloud Services

Infrastructure as a Service

Platform as a Service

Software as a Service

IT Management Models

In pure form, a public cloud deployment limits your control and troubles cybersecurity and compliance management efforts. Know your enterprise resource planning options before you deploy. The cloud should be one of your most powerful tools as you move your company forward. But cloud computing terminology is hazy, and cloud migration can be a step backward if the deployment model isn’t a good fit. Do you understand your cloud options? Our cloud ERP experts can walk you through the cloud spectrum and help you find the best platform for your business. When a complex ERP like Epicor’s Prophet 21 is going through client-server architecture changes, EstesGroup consultants are here to answer questions so that you can focus on your business, rather than on its supporting software.

Feeling the pressure to upgrade your ERP system to a new SaaS version? Know your options before you commit to the public cloud. Get a free demo and consultation with our cloud experts today.

Principles of Successful Supplier Relationship Management

Principles of Successful Supplier Relationship Management

A Shifting Landscape is Changing Supplier Relationships

The past year underscored the impact and the importance of supply chains more than ever. For manufacturers and distributors, the criticality of a robust and flexible supply chain cannot be understated. Supply chains are dynamic—shifting forces raise new concerns, and what was a given yesterday could be a curveball tomorrow. Many of these things, in the broad context of the global supply chain, are outside of our control. That said, even with the variables that come from an evolving climate such as the current day, there are still many things we can control—things that we can do to better manage our specific supply chains.

Supplier Relationship Management Supplier with engineer checking on production in factory

New Supply Chain Challenges Require Adaptive Tools and Processes

Developing tight supplier relationships is key to managing changes in lead time, delivery, prices, and products.

ERP System Management

Change and Opportunity

For many companies, managing the manageable comes through a tighter integration with suppliers. And in many cases, this is accomplished through collaboration platforms such as SourceDay. Portal-based integrations allow customers to work with their suppliers to manage purchase order requests, acknowledgements, expedite requests, exception handling, changes, and the variety of related processes and tools that come with supplier relationship management (SRM) systems. In working with our Epicor ERP and Prophet 21 customers, we’ve seen several principles embodied through the use of such platforms.

Automation

In manufacturing and distribution environments, Automation is often thought of as an improvement inefficiency. Automation in supply chains goes well beyond the simple idea of efficiency. Automation is fundamental to a portal platform like SourceDay, as it provides the bedrock for supply chain effectiveness and its related principles. For example, moving the process of acknowledging a PO from a collection of emails, text messages, and phone calls into a single point of contact builds the foundation for everything that follows: visibility, measurement, collaboration, etc.

Visibility

Fundamental to the successful execution of a supply chain is the visibility of supply and demand between customer and supplier. Changes to global supply chains cascade changes onto suppliers, and concomitantly, their customer base. Lead times, lot sizes, pricing—all can be affected, and keeping these changes organized and updated in your ERP system begins with a customer’s clear “line-of-site” to their supplier’s reality as it evolves. Good data is fundamental to the function of a business system, as it drives all the behaviors of the system, and of the related users. This can be an either-or:

  • Is your data up to date and accurate such that you are making reasonable requests to your supplier?
  • Is the data in your system sending your buyers on supply missions that are doomed to fail?

Companies that can leverage the real-time feedback from suppliers are best equipped to make the act of acquisition a successful endeavor.

Collaboration

The value of a reciprocal relationship between customers and suppliers cannot be underestimated. Beyond the benefits already stated, visibility is fundamental to the development of a successful partnership with your suppliers. The creation of a clear communication pipeline between customers and suppliers allows for more collaborative options, including the ability to quickly adjust dates, shift demand patterns, manage pricing and course-correct, all early in the buying cycle, while options are still available.

KPIs and Metrics

Metrics are key to accountability; you cannot fix what you cannot measure. Can you quantify your suppliers on time delivery performance? Or do you need to perform an extraction from your ERP system, massage the data, such that it can be presented to the organization? Just as metrics are key to accountability, automation is key to developing consistent and timely metrics. For instance, the automation of the process of tabulating plan-vs-actual data without human intervention makes real-time visibility and measurement a reality. 

But what are the metrics you need to successfully manage your supply chain? Supplier delivery performance is an obvious choice. What about acknowledgement rates? Are your suppliers doing a good job of acknowledging your purchase orders? Can you quantify this? Supply chain researchers have found that acknowledgement rates strongly correlate with on-time delivery performance. Thus, a company can view a supplier’s acknowledgement score as a leading indicator of their ultimate delivery performance. As such, when you bring in a new supplier, you should have the tools to quickly assess how well they are acknowledging their POs, even before shipments arrive.

Putting the Pieces Together for Wholesome Supplier Relationships

As companies implement and optimize their ERP investments, the search to better fine tune and extend their systems becomes the next priority. We’ve found that the extension of the supply chain thought vendor portals such as SourceDay to be one key way that companies maximize their ERP investments and optimize their internal and external business processes.

Are you in search of the next step to your ERP implementation? Come to our most excellent session with SourceDay on “Bridging the Gap Between Epicor and Suppliers for Distribution Companies” and learn how their solution can help you with supplier relationships.

Prophet 21 Event: Servers, Financials & Supply Chains

Prophet 21 Event: Servers, Financials & Supply Chains

With summer in full swing, distributors are on the move, crossing docks, splitting shipments, and delivering goods by the truckload to a diverse array of customers. It is a time for expansion—of old trade routes of supply chains and of new opportunities as our reopening country rediscovers its possibilities.

Female Attending a Virtual Epicor Prophet 21 Event

Attend a 2021 Prophet 21 event in person or online

With user conferences back in the schedule for 2021, P21 users are highly anticipating the Prophet 21 user conference P21WWUG CONNECT in mid-August. This event serves as a focal point for the P21 user community and as a bookend for a busy summer. At the onset of the summer season, we thought it would be helpful to host our P21 summer summit as a prelude to the larger Prophet 21 community event. This also gives you the opportunity to open the summer with some new ideas for using your P21 application to its fullest capabilities.

Events like this are a great opportunity to review your application’s capabilities and find ways to improve internal processes, discover ways to reduce costs, and reveal methods to improve information flow and presentation. You’ll also surface steps you can take to better integrate Prophet 21 with suppliers and customers.

Our summer 2021 Prophet 21® event takes place on June 24, from 10:00 AM to 1:30 PM (Central Time). Three panelists will discuss topics pertinent to the P21® user community. The event is free, and all are welcome! This summit will also provide an insider’s view of the Epicor Prophet 21® solution for any distributor who is looking for growth opportunities that only a new software can provide.

Prophet 21 Event Itinerary

Server Best Practices for the Epicor P21 Environment

10 AM – 11 AM (CST)

Daryl Sirota, Executive Director of Technical Services at EstesGroup, will discuss server best practices for P21. Understanding the optimal means for deploying the Prophet 21 application has never been more important, especially with Epicor’s move to a new client-server architecture. Daryl will discuss some of the key considerations when deploying and maintaining your server stack. Daryl leverages 35+ years of IT experience to help customers develop server and cloud architectures that are robust, flexible and reliable. A veteran systems engineer and Microsoft expert, Daryl provides the stable technical foundations that allow customers to focus on their business. Attend this Prophet 21 event if you’d like to know how to create a private cloud for your ERP software.

Creating Financial Statements Using Financial Line Express

11 AM – Noon (CST)

Terri Gage, Senior Consultant at EstesGroup, will discuss the creation of Financial Statements. P21 customers express frustration in successfully creating financial statements, but the often forgotten Financial Line Express can bring ample help to your financial reporting needs. A longtime project manager, implementation consultant, and Prophet 21 specialist, Terri works with organizations to help them successfully implement and fully benefit from the P21 application, actualizing their goals of sustained profitability and business excellence.

Bridging the Gap Between Epicor and Suppliers for Distribution Companies

12:00 PM – 1:00 PM (CST)

Jim Frye, Enterprise Sales Director at SourceDay, will discuss how distribution companies bridge the gap between their Prophet 21 system and their supply chains. Distributors need to do many things to help secure their supply chains as the ground shifts beneath them, automating the mundane and improving collaboration, visibility, and accountability between them and their varied suppliers. Jim leverages 30+ years of experience working with Global Manufacturing Companies, big and small. His passion is to help organizations facilitate growth, reduce operating costs, and increase profitability through supply chain efficiency.

Our event concludes with an open Q&A session, allowing users to raise questions regarding the sessions themselves and the Prophet 21 application in general. Operations management strategies. Cloud server integration steps. Cloud hosting service risks. Prophet 21 cloud platform options. Global supply chain trends. Operation system updates. Dedicated servers, multiple servers, SaaS… from Prophet 21 consulting to server hosting, we have answers to your P21 ERP and IT questions.

Do you have questions you’ve been meaning to ask a consultant, but haven’t wanted to shell out the cash? 

Now is your chance to do it–on our time and our dime!

Epicor’s Prophet 21 user community is founded on collaboration.

Come collaborate with us on June 24.

This event can also help distributors who are considering a new enterprise resource planning (ERP) software.

Cyber Security

Understanding the New Client Architecture of Prophet 21

Understanding the New Client Architecture of Prophet 21

Software development never stands still. I remember a time where I felt like I had finally come to understand DataSets, DataTables, DataRows and DataViews, only to have a much more experienced developer inform me that the System.Data namespace was old, antiquated, and no longer used in the development of cutting-edge applications. I had walked the prescribed trail, only to realize that it dead-ended in a software swamp.

Epicor Prophet 21 Warehouse Worker

The implications of such rapid movements in application development are significant, as software vendors often find themselves down similar dead ends and are forced to backtrack their way out of them. I liken software applications to my great-grandaddy’s venerable old axe: two new heads and seven new handles later, yet still seen by everyone in the family as the same axe.

Like the axe, Epicor’s Prophet 21 ERP application has been refitted over time. P21 helps distribution companies with a variety of features and capabilities. But like many such applications, the vendor found that over time, there was a need to reshape the application as to better position it for future use. Limitations to the existing architecture could not support the long-term needs of the industry. For that reason, Epicor has been reworking and fine-tuning its P21 architecture, moving towards a more scalable, interoperable and accessible application. Understanding where P21 has been and where it’s going can be of great use for customers, as to help them chart a course for the future. 

The Old Prophet 21

Epicor’s E10 application followed an infrastructure that separated the user client, the application server, and the database itself. For someone coming from Epicor 10, P21’s original architecture might look a little strange. Traditionally, P21 employed a fat client architecture, in which a large amount of business logic was housed in the 32-bit client itself, and this client communicated with the database. A liability of this approach was the difficulty in deploying a full API that could be accessed externally. Also, this model created natural limits to the number of clients that could share a single terminal server, due to the size and scope of the fat client.

The New Epicor Model

As Epicor sought to develop a more robust and accessible platform, changes were made both to the client and the overall architecture. Epicor’s updated architecture inserted a new layer, referred to as the “Middleware Server,” that serves as an intermediary between the client and the database, and provides the foundation for API-level interactions. 

Logic that had previously resided in the “fat client” desktop version was moved into the middleware layer. This architecture more closely resembles Epicor’s E10 application server-based architecture. Communication with the middleware server occurs using Secure Socket Layer (SSL) protocol. This allows you to connect without the need for direct access to the network or a VPN connection. A web connection and an SSL certificate are all you need.

Beyond the API benefits, another benefit of this approach comes from performance, as the middleware server supports as much as twice as many clients as can be supported by a terminal server with the traditional fat client. For customers with high user counts, Prophet 21’s new architecture supports multiple load-balanced middleware servers.

Client Types: Understanding Your New P21 Options

From a client interaction perspective, two new options were developed to support the new architecture:

  • Web Client: The web client is a browser-based capability, allowing customers to access their system from a PC, a tablet or a mobile device.
  • Hybrid Client: The hybrid client meets the needs of customers who like the look and feel of a traditional desktop application, but wish to leverage the capabilities and features of the updated web client. The hybrid client installs like a normal Windows application, and connects directly to the middleware server, without the use of a browser.

Desktop Client – A Line in the Sand

Initially, Epicor’s web client lacked some of the functionality available with the traditional client, making things like DynaChange screen modifications difficult to accomplish without a traditional client. But as Epicor ramped up the capabilities of the web client, these differences have fallen off, such that as of spring of 2021, new P21 features will be available only in the web and hybrid clients. 

Epicor will slowly migrate away from traditional desktop application. By the fall 0f 2021, Epicor will no longer develop and release new versions of the desktop client. By the end of the year, Epicor will no longer release fixes for the desktop client. For P21 customers, this will require all users to migrate to the new architecture, both to retain support and to capitalize on the benefits of the newer releases.

The bottom line for P21 customers is clear: they can migrate to the new architecture or else work on the legacy platform, in an unimproved and unsupported state. In making this move, there are a few additional considerations to be made relative to the Prophet 21 deployment options available.

SaaS or Private Cloud Hosting for Epicor P21 Applications

Customers may opt to choose Epicor’s SaaS solution and place their application under Epicor’s control. This amounts to making two significant shifts, and many customers may not be sufficiently confident in Epicor’s SaaS solution to make the move. For customers suspect of SaaS, but looking for cloud options to host their new P21 architecture, private cloud hosting for ERP combines the new architecture with P21’s full functionality, without the hardware investments that come with an on-premise install.

Do you need help understanding your P21 deployment options? Do you need help migrating your existing architecture to take advantage of Epicor’s new features and capabilities? Give us a call — we are the #1 Prophet 21 consultancy in the nation, and we’d love to make you our “client”!

Warehouse & Inventory Management

Are you a wholesale distributor and planning for new P21 features and capabilities? Please take our survey as a step towards understanding the new client architecture of Prophet 21 and how it relates to your future!

COVID-19 Remote Work Support: Message from CEO Bruce Grant

COVID-19 Remote Work Support: Message from CEO Bruce Grant

COVID-19 Remote Work Support: Message From EstesGroup

Dear Clients, Partners & Friends– 

I wanted to share an update on what EstesGroup is doing today to keep our community safe and our delivery services moving forward, as well as specific steps we are taking to continue to deliver the solutions your business relies on.  I encourage you to regularly check our website, which contains the latest operational updates and links to additional information on specific events.  We will also be reaching out individually to clients and partners over the next several days.

 

EstesGroup Continuity and Wellness Activities Update

 

Remote Work Tests
As part of our ongoing preparedness with respect to the COVID-19 spread, we are activating business continuity plans to continually test various teams’ remote work capabilities. This is done to ensure we maintain service levels and resolution times, regardless of where our teams are physically located.  We were founded as a remote-work company, and we have refined our tools and procedures over the past 16 years of operations.  As such, we feel confident that we can continue to deliver the exceptional remote service you have come to depend on from EstesGroup.

 

Limited Travel
In line with CDC recommendations, we have decided to limit much of our team’s travel schedules. Our teams are ready and able to conduct most of our delivery work virtually, as they have for many years. While we’ll miss our face time, we feel this is the right choice to support the health of everyone.

 

Remote Delivery Enablement
Some of our clients have asked for assistance in preparing their teams for better remote and home-based work, including security, access, backup, and remote connectivity.  We welcome any questions you may have or assistance you may require in helping to make your remote working environments as efficient and effective as possible.

 

Health and Safety
Finally, the health and safety of our colleagues, their families, and our communities are the highest priority. We continue to encourage everyone to follow the preventive measures recommended by the CDC to stay healthy and slow the spread of the virus, including:

  • Clean your hands frequently
  • Avoid touching your face
  • Stay home if you feel ill

EstesGroup is well-positioned and prepared to work through this pandemic. Although we feel our plan is good for our partners, our colleagues, and our community, confusion may arise as we move through this situation. We ask for your patience as the situation progresses.  Please feel free to reach out at any time with questions or concerns.

 

As always, stay safe and healthy, 

Bruce Grant / CEO
970.372.4526 office
703.624.2759 mobile
[email protected]   
www.estesgrp.com

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, P21 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, especially when deployed through P21 managed hosting in EstesCloud. 

 

 

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

 

 

Would you like to see how Prophet 21 helps businesses like yours save time & money while lowering risks and stress? Please fill out the form below to get a P21 demo, and we will contact you shortly to help make your distribution business run better with Prophet 21.