- Видео 153
- Просмотров 102 097
EstesGroup
США
Добавлен 12 авг 2014
EstesGroup is a managed IT and cloud services provider for business of all sizes across all industries. Since 2004, EstesGroup has also served as the leading Enterprise Resource Planning (ERP) consultancy for manufacturers & distributors. We implement, customize, optimize and host Epicor Kinetic & Prophet 21 ERP, Sage, SYSPRO, QuickBooks, and more. We provide full-circle cloud solutions for businesses - one source, one invoice, one team. If you need an IT, Cloud, or ERP service or solution, EstesGroup brings you a complete suite (with 24/7/365 support) to help you gain control, improve visibility, and increase security across your entire network. Services include managed application hosting, private & hybrid cloud solutions, virtual office setup, remote worker support, cybersecurity & compliance, business risk management, backup & disaster recovery, and more. We help our customers save time & money, meet ERP & IT goals & find unexpected success along the way!
Policy-Led IT - An EstesGroup Cybersecurity Awareness Month Webinar
As a proud Cybersecurity Champion, in partnership with the NCA and CISA, EstesGroup reinforces our team's commitment to fostering a more secure digital landscape through education and empowerment. In this Cybersecurity Awareness Month webinar, VP of Services Bill McCord unveils the strategic framework of Policy-Led IT and its pivotal role in modern cybersecurity architecture. Brad Feakes, President of EstesGroup, and Nate Hood, VP of Sales, join Bill McCord to explore real-world applications and industry trends in AI.
Key Insights:
→ The foundational principles of policy-led IT implementation
→ Strategic approaches to cybersecurity risk management
→ Deep dive into the EstesCare Guard service ...
Key Insights:
→ The foundational principles of policy-led IT implementation
→ Strategic approaches to cybersecurity risk management
→ Deep dive into the EstesCare Guard service ...
Просмотров: 22
Видео
Unified A/R Unlocks Automation for Prophet 21
Просмотров 544 месяца назад
Unified A/R's A/R Automation for Prophet 21 is a robust cloud-based solution engineered to streamline and elevate accounts receivable operations within the Epicor Prophet 21 ERP ecosystem. Seamlessly integrating with Prophet 21, this technology empowers businesses with advanced functionalities aimed at optimizing efficiency and expediting the order-to-cash cycle. Key advantages of this solution...
EstesGroup TALKING TECH with Jason Palmer
Просмотров 246 месяцев назад
EstesGroup's Brad Feakes sits down with Jason Palmer from Unified A/R to discuss the intricate journey from concept to creation in the tech realm. Beyond the moment of inspiration lies a world of development challenges and strategic decisions. Delve into the behind-the-scenes dynamics as Brad Feakes from EstesGroup and Jason Palmer unpack the technical inception and evolution of Unified A/R's c...
Sam Oshay of Recurrency in Conversation with Brad Feakes of EstesGroup
Просмотров 1228 месяцев назад
Ready to learn more about sales automation platforms and discover how they're revolutionizing internal efficiency and external customer satisfaction within the Prophet 21 ecosystem? This exclusive, in-depth conversation with the visionary Sam Oshay, Founder and CEO of Recurrency, takes you on a captivating journey through his family business roots to the creation of one of the most important co...
Epicor, Entrepreneurship & Energy Drinks: Casey Currie + Estes LIVE
Просмотров 998 месяцев назад
Casey Currie is an off-road racing virtuoso, a family man, and a business leader at Currie Enterprises. In this recording of a live-streamed conversation held in celebration of EstesGroup's 20th anniversary, Estes' Brad Feakes sits down with Currie to discuss his racing career, his journey selecting and implementing Epicor's Kinetic ERP solution at Currie Enterprises, and his lessons learned wh...
EstesGroup in Conversation with Uni Bryant
Просмотров 468 месяцев назад
In celebration of EstesGroup's 20th anniversary, we are conducting a series of interviews with some of the friends and colleagues we have met along the way. In this conversation, Estes' Brad Feakes meets with Uni Bryant, the Director of Customer Success at Rubber Tree Systems, a leader in Sales Automation. Uni Bryant has lived through the customer experience of Sales Automation solutions and ha...
Enterprise Resource Planning (ERP) in the Cloud
Просмотров 1529 месяцев назад
Cloud-based Enterprise Resource Planning (ERP) systems offer a range of benefits including speed, sophistication, stability, security, and remote access: → Enhanced security and data privacy → Customizable solutions tailored to specific business needs → Reliable performance with dedicated resources → Scalability for future growth → Compliance with industry regulations → Mobile operation enablem...
EstesGroup LIVE with Sarah Scudder
Просмотров 399 месяцев назад
Sarah Scudder is a mover, a shaker, and a podcast maker. She stands at the crossroads of supply chain dynamics and marketing pyrotechnics. In this ESTES LIVE '24 event, one in a series of interviews celebrating EstesGroup's 20th anniversary, Brad Feakes, Estes' President, sits down with Sarah and discusses the twists and turns of her career, from aspiring couturier to playing supply-side croque...
EstesGroup LIVE with Dan Aldridge
Просмотров 10910 месяцев назад
Brad Feakes, President of EstesGroup, begins EstesGroup's 20th year in conversation with ERP wizard Dan Aldridge. This is the first interview in a series of 2024 discussions curated to celebrate EstesGroup's evolution from a small ERP consultancy in Colorado to its current position as the leading managed IT, ERP, and cloud services firm for manufacturers and distributors around the world. Dan A...
Web UI Migrations: Brad Feakes of EstesGroup at the Estes Fall '23 P21 Summit
Просмотров 159Год назад
One of the most significant challenges facing the Prophet 21 user community at the end of 2023 is the migration to the P21 Web UI. An exorbitant number of Epicor clients have yet to move to Prophet 21's web-based user interface. Many of them have made what they've felt to be the best possible compromise and have moved to version 2021.1 - the last version to support both the Web UI and the legac...
"SQL Server Query Optimization" by Brad Vandenbogaerde of EstesGroup
Просмотров 86Год назад
A P21 database administrator went to a restaurant, but didn’t stick around, because there were no tables available... that is to say, when it comes to customizing your Prophet 21 application, if you have no SQL skills, the joke is on you! Now, you don’t need to be a Jedi Grand Master to write a good query - any good Padawan can successfully get data out of the system. But even before you start ...
Path for Automations Today: Ayshwarya Wilton of DCKAP at the Estes Fall '23 P21 Summit
Просмотров 44Год назад
Ayshwarya Wilton is a Senior Business Analyst and Solutions Consultant at DCKAP, and she brings over a decade of expertise to her role. In her current work in the distribution space, she focuses on designing and implementing robust integration solutions tailored to the needs of distributors, B2B, and B2C marketplaces. In her presentation "Pave the Way for Automations Today," she quickly shows w...
Prophet 21 Best Practices: Brent Merritt at the Estes Fall '23 P21 Summit
Просмотров 149Год назад
EstesGroup's Brent Merritt, one of the best Epicor Prophet 21 consultants in the distribution community, shared his expertise at the Estes Fall '23 P21 Summit. With experience in both infrastructure and application areas, Brent presented on P21 infrastructure best practices on September 21st, 2023, at an online gathering of distribution industry leaders and P21 super users. Brent's insights are...
Prophet 21 APIs: Jordan Harding of Conveyance at the Estes Fall '23 P21 Summit
Просмотров 210Год назад
In the distribution industry landscape, the promise of seamless connections is evident, but the path is often complex, with steep learning curves and limited documentation. On September 21st, Jordan Harding of Conveyance Solutions came to the Estes Fall '23 P21 Summit ready to help distribution industry leaders and Epicor P21 users with the Prophet 21 API, a powerful tool that frequently leaves...
Streamlining the P21 Sales Process: Andy Garrett of Web Connect at the Estes Fall '23 P21 Summit
Просмотров 35Год назад
Streamlining the P21 Sales Process: Andy Garrett of Web Connect at the Estes Fall '23 P21 Summit
Brad Feakes Interviews Courtney Engels of Avalara
Просмотров 31Год назад
Brad Feakes Interviews Courtney Engels of Avalara
Brad Feakes Interviews Aaron Pallares of DCKAP
Просмотров 32Год назад
Brad Feakes Interviews Aaron Pallares of DCKAP
Brad Feakes Interviews Andy Garrett of Web Connect for P21
Просмотров 11Год назад
Brad Feakes Interviews Andy Garrett of Web Connect for P21
Nate Hood on the P21WWUG Community at CONNECT 2023
Просмотров 42Год назад
Nate Hood on the P21WWUG Community at CONNECT 2023
Bill McCord on Web UI Challenges at P21WWUG CONNECT 2023
Просмотров 35Год назад
Bill McCord on Web UI Challenges at P21WWUG CONNECT 2023
CONNECT '23 - SQL Server Tips from Caleb Monteil
Просмотров 32Год назад
CONNECT '23 - SQL Server Tips from Caleb Monteil
CONNECT '23: Brad Feakes interviews Jason Palmer (Unified A/R)
Просмотров 56Год назад
CONNECT '23: Brad Feakes interviews Jason Palmer (Unified A/R)
Customer Success Story: Mosaic Tile in EstesCloud
Просмотров 590Год назад
Customer Success Story: Mosaic Tile in EstesCloud
SimpleApps: Prophet 21 E-Commerce Integration Considerations
Просмотров 65Год назад
SimpleApps: Prophet 21 E-Commerce Integration Considerations
The Distributor’s Guide To Breaking Operational Silos
Просмотров 44Год назад
The Distributor’s Guide To Breaking Operational Silos
A Day in the Life of a Salesperson Using White Cup CRM and BI
Просмотров 174Год назад
A Day in the Life of a Salesperson Using White Cup CRM and BI
Technology to Manage Freight Costs During a Recession
Просмотров 30Год назад
Technology to Manage Freight Costs During a Recession
In the video when you point out the material has the backflush checkmark you mention about discussing that in the last session. Is that last session on video up here?
Great video! Epicor user guide was pretty confusing by itself. I just started at a mfg company that had random hardware configured with backflush over 10 years ago and have no inventory control. I want to pull my hair out most days 😭
P r o m o s m 😏
At the 22:46 mark in the video you stated that DSS-1010 was a Non-Stock Item. I believe you meant that it was a Stock Item.
Do you have any videos that specifically speak to and explain the "On-the-fly" parts and how to use this functionality in epicor?
42 mins in locking of the jobs, is this something that then the part can be re-stocked at the component level or the finished goods level without a warehouse set up or do you need to then change the parts classificiation within the master data to show that its now not gone from started to finsihed items for make to order, its now gone from components to make to stock - in turn 2 classifications against 1 part number?
How we can use backflush for part with lot controlled? how we can setup? while Epicor recommend: "Serial number controlled, lot controlled, or dimensionally controlled inventory CANNOT be backflushed."
That's a tough one. Epicor backflushing will not work for lot-controlled parts - no internal logic to determine from which lot to pick. I've seen two options here int he past: implement custom lot tracking functionality, or implement customer auto-issuing functionality - something like a BPM that auto-issues material when the related operation completes. You'd need to specify the logic for how it would pick from multiple lots when issuing materials.
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How could I connect SSMS to Eipcor Saas or how could I update tables in Epicor Saas? thx!
Hey Mike, not sure what the story is there. All our work is in the context of on-prem/private cloud environments. Not honeslty sure what is all permissible within a SaaS ecosystem. Probably best to talk with your provider to see what's available.
💪 𝐩𝐫𝐨𝐦𝐨𝐬𝐦
Excellent video. Its tough learning the intricacies of a new system and workorders and backflushing( or production reporting ) are a big deal but this answers a bunch of questions I had. Thanks!
Hi Brad, thank you for the good explanation. It’s helpful for me to get a better understanding about epicor.
Can I get this PPT?
Sure thing Joe--drop me a note and I'll send it your way: bfeakes@estesgrp.com
Is defining a part as stocked but with no inventory level the same as defining it as non-stock with pull as assembly unchecked (make direct checked)?
Hi Scott, There are some different issues here. We’ll assume that there is a part “Parent” and another manufactured part “Child” in the bill of materials. Marking Child as “pull as assembly” on the method in Engineering Workbench will direct Epicor to create a subassembly on the job making the part Parent instead of expecting that part Child will be issued from inventory stock. In this case, you would manufacture Child as a subset of Parent on a single job instead of having a job created for each Parent and Child. Marking a part as “non-stock” means that you aren’t going to manufacture the part and put it in stock as a normal practice. When you put the part on an order line, you’ll see the “make direct” checkbox on the order release filled. Epicor will expect that you are making the part specifically for this order release and you will ship directly from the job instead of putting in into stock. You can override this behavior on the order release by unchecking the make direct checkbox. Defining a part as non-stock doesn’t mean you can never manufacture the part to stock, but that’s the normal way you’re going to treat it. Does this help? Thanks, Joe Trent
@@rmcmillegm Thanks for the reply! I don't think my original question was actually what I needed to know but you did answer a question I was having about "pull as assembly" and the child showing as a subset of the parent on a single job. Another question: we have a part of a system that is created on the fly based on a configured height (machining operation). It seems like this would be a make direct non-stock part but you said that it's difficult (requires a lot of code) to do with an OTF part. Is there any way around it?
@@mellowhead1 There’s a lot of info we don't know so it's hard to answer this new question. If it’s on-the-fly it can’t be a non-stock part. Hope this helps!
😒 քʀօʍօֆʍ
I have used ERP software for over 30 years. I however, I have only been using Epicor for the past month. These Estes videos have been a fantastic way for me to learn much faster than I would have normally. While Brad Feakes seems less than thrilled about being in Wisconsin, I personally love being here. Granted, I am down near Madison. We had an issue arise today. We had entered forecasted demand, which MRP drives down through manufactured assemblies. However, we are not seeing the demand in either Time Phased Inquiry, or Suggested Purchase Orders. No settings like Planning Time Fences, Days of Supply, etc. are set. However, I have seen online that Suggested PO's might only occur if there is a firm Job, not a planned order. If correct, that could be our issue. Curious if anyone subscribed to this channel might have an answer.
Hey Todd, welcome to the Epicor world. I only dump on Wisconsin when it’s cold, and it’s been cold a lot lately 😊. I conferred with my team. If the Generate Suggestions process didn’t run yet, it would make sense that it didn’t show up. But it is indeed strange that the forecast is not showing up in Time Phase. Time Phase looks at the PartDtl table, among others, to compile its information. There should be a trigger that writes to the PartDtl table when the forecast was entered, so there could be a problem here. That might be affected by how the forecast was entered. If you have any questions, you can ping me directly at bfeakes@estesgrp.com.
@@estesgroupestescloud Thank you Brad. I will contact you privately. We have run Generate Suggestions a bunch of times. I will send an email in a bit. Thank you!!
Great video, thanks
can you recommend any manual for part tracker tools?
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Super helpful. Thank you! Question: I am finding an occasional material requirement that should be listed as a requirement but is not. I see no reason why it isn't. Are there any complaints that occasionally the data isn't 100% accurate?
Your videos are so helpful! Thank you!
This was very helpful. Thank you.
Thanks for making and sahring this video. Case study-based examples and solutions are way more helpful than all the Epicor field helps.
Hi is it Possible to improve the speed of DMT Upload
NOPE
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how did you create this?
Hi Lasandas! This is the Dashboard for Year to Date Sales. We work with clients to make personalized dashboards based on the data they need to see. Otherwise, whenever you are in a grid view like the screen shown, you have access to some native grouping and summary type tools. Is there something we can help you with?
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nice video Brad
Hi Ben, Nice Video. @kushil
Thank you! Give us a call at 1-888-300-2340
Great job, thanks Matt,
Thanks Brian, feel free to share it! Are you working with many clients around the EPICOR ERP space?
how to edit a open sales order with Epicor Espress 10
+uknown Given : what is it that you would like to Edit? For the most part a Sales Order is unlocked unless there is a binding transaction behind it that needs to be dealt with. But quantity, price, dates, etc can all be edited on the release tab.
+EstesGroup i would like to edit the Qty of Pcs ordered. or even cancel a line for an Item entry, can we cancel sales order when there in credit hold?