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Welcome to the February 2014 WI EUG Meeting

Welcome to the February 2014 WI EUG Meeting. Agenda. 8:00 - 8:30A Sign in (Boxed lunch sign up) (G3 Mosinee Plant Tour Sign up) 8:30 - 8:45A Opening Remarks (Mission) 8:45 - 9:15A Using “XL Connect” as a tool to enhance Vantage (Speaker: Pete Reynolds: Biz Net Software)

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Welcome to the February 2014 WI EUG Meeting

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  1. Welcome to the February 2014 WI EUG Meeting

  2. Agenda • 8:00 - 8:30A Sign in (Boxed lunch sign up) (G3 Mosinee Plant Tour Sign up) • 8:30 - 8:45A Opening Remarks (Mission) • 8:45 - 9:15A Using “XL Connect” as a tool to enhance Vantage (Speaker: Pete Reynolds: Biz Net Software) • http://www.biznetsoftware.com/video-center/#585 • 9:15 - 10:00A Full Group Discussion • 10:00 - 10:30A Break • 10:30 -  11:00A The Sales Tax Landscape is Shifting: Are you Ready? • (Speaker: Patty Loessberg – Avalara)   • “Tax Connect” and “The Marketplace Fairness Act” and its impact on businesses especially in the Manufacturing and Distribution sectors. • 11:00 -  12:00P Focused Discussions • 12:00 – 1:00P Lunch/Networking = Box lunches ($ 8.95) or NTC Cafeteria (ala carte menu) will be available • 1:00P – Rally for tour group procession to G3 Industries • 1:30P - ? G3 Industries Plant Tour

  3. Housekeeping • Just a reminder – does everyone have a parking permit prominently displayed in their front window? • Signup for Box-Lunch vs. Cafeteria • G3 Tour signup • Bathroom Locations • Feel free to indulge foods and drinks during breaks. They are all paid for. Take one for the ride home. • Use of the WI-EUG Website and access the members listing? • Password: wieug14 • Reminder: This is a professional group for EUG communications; not for hiring Epicor professionals away from other companies within the EUG. • If you would to present a topic at the next meeting; please contact Jeff or Leo.

  4. Opening • Next meeting of the Southeastern Wisconsin User Group will be June 12th 2014 • Looking for topics/speakers • Next meeting of the Central Wisconsin User Group will be July 24th 2014 • Looking for topics/speakers • Reference our web site at www.wi-eug.org

  5. Epicor Insights 2014 • April 27th – 30th at Mandalay Bay, Las Vegas • Who’s attending • National EUG Member = BIG SAVINGS • In the past we have gotten together as a group at the conference

  6. Epicor Insights 2014 - Agenda

  7. Tips and Tricks • In a searchable field (Part, Customer) type a few letters and hit <Ctrl>+s – it will bring up a search window.  Can save several clicks· • Dual monitor trick – Windows key + arrow button will take a screen from a second monitor and return it to a primary monitor • Control + Insert will copy error text from E9

  8. Using XL Connect as a tool to enhance Vantage • Pete Reynolds from Biz Net Software will be presenting. • http://www.biznetsoftware.com/video-center/#585

  9. Discussion Topics

  10. Discussion Topic #1 • Is there a good reference that described a little more in detail of the changes between V8 and E9 in terms of the Finance Module? • Is there a recommendation of (re)training of Finance personnel before getting too far into Epicor 9 conversion? • Jeff Henslee M-B Companies Inc.

  11. Discussion Topic #2 • Does anyone have an Aged Inventory by Date suggestions, recommendations, solutions for finished goods inventory? • Leo Sullivan – G3 Industries

  12. Discussion Topic #3 • Can someone quickly describe the changes to: • Cycle counting in Epicor 9 • Physical Inventory Processing in E9 • Jeff Henslee – M-B Companies Inc.

  13. Discussion Topic #4 • Does anyone deal with linking jobs to other jobs of the same part number? • Example: Tooling and Engineering Jobs that we would like to link to the first production Job… • The Production Job is linked so that it cannot start until the end of the Engineering Job…. • Brian Schiller – G3 Industries

  14. Discussion Topic #5 • Is there away to override move time on an operation for a given part or even at an operational level? • Brian Schiller – G3 Industries

  15. Discussion Topic #6 • Is there a way to track Employee Efficiency on a multiple resource or multiple operator operation with concurrent setup and/or production standards? • Brian Schiller – G3 Industries

  16. Please sign up for networking lunch right away We will not re-gather at the end of the meeting Break10:00 – 10:30

  17. The Sales Tax Landscape is Shifting: Are You Ready? • Patty Loessberg, a Channel Development Manager at Avalara, discusses the changing shape of the sales tax landscape. Topics of Discussion include: • Sales Tax Facts • Sales Tax Environment • What is Nexus? • Marketplace Fairness Act of 2013 (MFA) • Challenges of Sales Tax Compliance

  18. Networking lunch delivered in the kitchen area around 12:15 Discussion Groups11:00 – 12:00

  19. Thank you for attending and participating! Upcoming DatesInsights – April 27th – 30thSoutheast regional user group – June 12thNorth central Regional user group – July 24th

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