by Erica Pelosi | Dec 15, 2025 | Uncategorized, Blog
The holiday season is a magical time for distributors – but it’s also one of the most challenging. As customers scramble to secure gifts and businesses try to meet soaring demand, the stakes have never been higher. Too much inventory means tied-up capital and...
by Erica Pelosi | Sep 23, 2025 | Uncategorized, Blog
If you’re a manufacturer dealing with production delays, missed deadlines, or idle machines, there’s a good chance the real culprit isn’t your team – it’s your scheduling system. Paper schedules, spreadsheets, or outdated software might have worked before, but...
by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Purpose Use this procedure to delete posted payments. Process Summarized Select Posted payment from search Change the apply date Click on Void. Void Payment Entry Menu Path Financial Management/Accounts Payable/General Operations/Void Payment Entry Voiding Payment...
by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Purpose Use this procedure to transfer the bank balance from one bank account to another bank account. Bank Funds Transfer Menu Path Financial Management/Accounts Payable/General Operations/Bank Funds Transfer Creating Bank Fund Transfer...
by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Purpose Use this procedure to create, print and post invoice payments, manual payments, and miscellaneous payments. Process Summarized Create GroupSelect ‘New Group’Enter group ID,Select Bank. Select Payment date. Create Invoice payment, From the new menu select ‘New...
by Erica Pelosi | Aug 4, 2025 | Uncategorized, Epicor KC
Purpose Use this procedure to update bank balance and enter bank fees or charges. Bank Adjustment Entry Menu Path Financial Management/Accounts Payable/General Operations/Bank Adjustment Entry Creating Group In the Group, click New to add a new...
