Eclipse Users Group (UFO) Newsletter                                                                                    June 2013
President's Update

Kris Hopkins

 

I hope everyone is all rested and caught up from attending Insights. Doesn't seem like it was just two weeks ago! It was great to reconnect with old friends, meet new friends, and network with as many people as possible. Those face to face talks with other users and Eclipse employees are very valuable.

 

Thank you to all who stopped by the booth and congratulations to drawing winners. Also thanks to all who stopped me and other board members to discuss issues that are important to you and your company. All of this feedback is very important and helps set the stage for our meetings with Epicor.

 

Hopefully you were able to attend the UFO session to get an update on what YOUR users group is working on. We are always looking for feedback on what we as a group can do for you. So please feel free to contact any of us at any time. Our contact information is on the UFO website.

 

The full UFO board had a meeting Monday before Insights to help us prepare for Insights and further plan for the remainder of the year. The UFO executive team also had meetings with Prevez Qureshi and the Epicor Executive team to discuss the roadmap for Eclipse. Both meetings were very productive. Out of those meetings we learned that Eclipse has more programmers on staff working on Eclipse then they have had in a long time. As you can tell from their roadmap there are a lot of good things coming in the future. They are also committed to trying to get more done on our IDEAS Site. They are going to start looking at the ideas that might not be ranked number one but are smaller ideas that they can use to help train and get these new programmers up to speed. So hopefully you will see a lot more IDEAS getting into the system over the next year.

 

As always if you have any feedback don't hesitate to contact myself, Mary Barlow, or any other UFO board member. 

In This Issue
Join Our Mailing List
Stay Connected

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June Training and New Videos Posted 
 Check out the details on all of these June classes and presentations on our website Click Here 
June 5th & 6th
New Hire #1 & 2 Eterm
Webinar Zerion Group
June 13th
SOE Advanced Eterm
Webinar Zerion Group
June 18th
From PO to ROI How to Deliver 
Value with BI
MITS Vendor Product
Presentation
June 20th
Control Files For Purchasing
Webinar Zerion Group
June 25th
Seeing eCommerce Differently
Computer Pundits Vendor Product
Presentation
June 26th
Vendor Credit Card
Payment Processing &
Reconciliation
UFO Roundtable - Laurie Gross,
Gross Electric Supply
June 27th
Product File Fields Used in
Purchasing
Webinar Zerion Group


June 30th Cut Off for Early Bird Discount
Registration for the UFO Las Vegas, NV
Training and Networking Conference, Sept. 19-20, 2013

 
New Videos Added to our website:
Contacts Why Use Them? / AP Basics /
AP Reconciling to PO / Freight-shipping-receiving-etc

Making Eclipse a Better Match For Your Business
Roy Olsen, Ponderosa Innovative Solutions, LLC 

  

One characteristic of a successful distributor is providing unique products or services that go beyond what their competitors offer. Many times this results in distinctive demands on their internal systems. While Eclipse has many features that provide for these, companies may find that some aspects of the system don't exactly meet their specific needs.

 

Adding specialized enhancements to Eclipse enables companies to remove the barriers or "rough edges" that previously caused a glitch or limitation on their business operations. Here are three areas in which a relatively simple enhancement can make a significant difference in a company's efficiency or effectiveness:

 

1. Customized Reporting - Simple changes to standard reports give you the information you need to more effectively run your business.

       - adding new columns to a report

       - changing the way a current report functions

       - developing a new report that isn't standard in Eclipse

 

2. Data Checking - Ease access to specific functions or uncover potential problems before they cause delays.

       - regularly check new customers or products being entered and correct missing or inconsistent data

       - quickly perform some action without drilling down into screens (i.e. setting customer hold status)

      

3. Exporting Data - Get more out of data generated by Eclipse by exporting it in the precise format needed for other applications.

-   email periodic price changes to salesperson or customer

-   send order acknowledgements in a different format (i.e. csv, xls, doc)

-   automatically send orders, pricing, etc. to customer via ftp or web services

 

Here are some real-world examples of issues that multiple companies have encountered:

  

Price Change Notifications

It's important to keep customers updated as product prices change, and an enhancement to Eclipse can automate this process. One approach is to regularly send customers a complete price list as a CSV, tab-delimited or XLS file for products they commonly purchase. The list of products is based on what they've purchased in the last year, plus any products for which they have an override in the price matrix. This list can be emailed or transferred to their system via FTP.

 

Another approach is to send only the products with prices that have changed between two dates (i.e. the previous notification date and the current date). Typically, this is provided in the body of an email and can be sent to either a sales rep, who can forward it after review, or directly to the customer.

 

 

Fill Rate Report Based on Available Stock
 
Ponderosa Fill Rate Rpt

 

 

Measuring service levels has become increasingly important in order for distributors to be competitive. However, the standard fill rate report in Eclipse isn't able to handle the case in which customers request their order be sent in multiple shipments unless the required date on each generation is correctly entered. Since require dates often are not consistently maintained, the fill report doesn't provide an accurate picture of service levels.

 

The issue is how to distinguish between items that have been backordered due to insufficient stock quantities and those that have been split into multiple shipments at the customer's request. An enhancement to Eclipse allows you to factor in the current stock quantity when the report is generated. Each shipment of a given line item is a separate line on the report and is evaluated based on the quantity left to ship, what was actually shipped and the current stock level for that product.

 

Summary

Tailoring Eclipse through the addition of enhancements enables companies to maximize the software's effectiveness for their business. This translates to efficiencies in time and effort, while providing staff and customers with the information they need in the way that best suits their specific business.

   

Ponderosa Innovative Solutions is the former Eclipse group of Optimum Solutions. Focused exclusively on Eclipse users, we develop enhancements and connectivity solutions tailored to the specific needs of our customers.

 

Ponderosa is seeking the input of UFO members like you on the development of enhancements that would be beneficial to your business. Please see the requests page our website www.pondersolutions.net/requests to suggest an enhancement.

 Ponderosa Logo 

Our contact info is:

Ponderosa Innovative Solutions, LLC

34036 Columbine Circle

Evergreen, CO 80439 

 

Phone: 303-716-9844

Email: info@pondersolutions.net

Website: http://www.pondersolutions.net

 SAVE
20%
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                                  OR
   10% on New Custom Programming
         Minimum of 4 hours or more

Offer Expires:  June 30, 2013 Contact email: Info@pondersolutions.net and mention this coupon
Enhancement Committee Update - Featured Ideas
Chris Bohn, Enhancement Committee Chair

Now that Epicor Insights is behind us, for those of you attending, hopefully you attended at least one of the sessions where the Eclipse roadmap was discussed with the major enhancements for the next year.  There are definitely some significant and welcome improvements coming but one of the missing aspects of that roadmap is the inclusion of your ideas from the Ideas site.  I want to assure you that your Eclipse Users Group Board of Directors represented your interests and stressed the importance of using the ideas from the site and incorporating them into the roadmap.  We believe our collective voices were heard and we will see a stronger focus on Eclipse Development utilizing the Ideas site to add additional improvements coming from your ideas.

 

Another positive from Insights is the exposure the Ideas site has received.  The volume of activity has spiked in the couple of weeks after Insights.  Keep up the good work and remember to vote.  I also encourage you to ensure you have a team of people at your company to review the Ideas Site.  Each person on your team monitors the communities that interest them and therefore we get feedback from the people regularly using the features represented by those communities and have a better understanding of the ideas posted.  

 

Thank you for your continued support!  

 

Featured Ideas

 

1) Accounting: Change Log needed in Tax Code Jurisdiction Maint.

Tax Code Jurisdiction Maintenance is one of the very few areas of Eclipse where there is no change log.  We really could use a change log in this screen.  We recently were audited by a couple of states and could not explain some errors since the error occurred in the Tax Code Jurisdiction Maintenance.  We couldn't see how long the error had existed or when it was corrected. 

 

2) Systems and Utilities: New Branch Wizard 

Why doesn't Eclipse create a new branch wizard? This may be an idea that someone else has come up with but there has to be an easier way to add new branches to the system.

   

To vote yea or nay, just search for the idea on the community!

"The UFO Advice Column" - User to User We All Improve
By "Uncle" Frank Ousterhout

Dear Uncle Frank,

                I have customers that seem to order the same stuff all the time. I am constantly reentering the same items on orders each day. Can this 'smart' Eclipse computer help me?

                Counterman Charlie from Chattanooga

   

 Dear Charlie,

                There are at least two ways to make your job easier and quicker. First is the use of Price Line Inquiries or Product Families. The other way is to use the Reorder Pad.

                When on the line of an order, enter a quantity of 1 and then for the product use '/[PRICELINE]' you will see items in that Price Line with a lot of information such as last sale date, last sale quantity, quantity available, last price, price now, etc. You can just enter quantities in the right spot and when you leave this area, ALL those quantities and items will be on the order.

                Similarly, when you use the Reorder Pad, you see ALL the items that the customer purchased in the last year. You have the ability to Sort the list in various ways and with various Selections. Again, enter quantities and they will become the order.

 

                For Solar, the Reorder Pad is on the Edit Order menu OR you can just hit CTL-'O'. For Eterm, use Alt-'A' from the body of the order.

 

                When in the Reorder Pad, use your 'F11' Help key to learn more about this feature.

 

                Regards,

                Uncle Frank



Modernizing Eclipse Through 
Integrated Best-In-Class Solutions
 


Kore Technologies provides integrated data warehousing, eCommerce, and enterprise integration solutions for the Eclipse user community. We specialize in modernizing Eclipse through integrated best-in-class solutions to complement and extend the functionality of Eclipse.

 

Kore Technologies makes the DBTA 100 

Kore DBTA100

Kore Technologies is honored to have been selected for inclusion in the inaugural "DBTA 100", a list of the most important companies in data today.  

To read the full story, which includes Ken Dickinson's (managing partner and co-founder at Kore) "View from the Top" article, please visit www.dbta.com.

 

Enterprise Data Warehousing and Integration

Unleash Your Eclipse Data for faster, easier, and better reporting and analysis.

  

Kourier Integrator with SQL Accelerator plus Kore's Operational Data Store (ODS) for Eclipse is a turnkey solution for building and maintaining a Microsoft SQL Server data warehouse from the Eclipse database. Unleash your Eclipse data with a near real-time SQL data warehouse using Kore's Net Change Technology enabling you to create time sensitive reports and dashboards from your critical business data. In most cases your data warehouse can be up and running in less than a week using Kore's Fast Track Implementation program!

 

Kore U2SQL


Kourier Integrator can also help you integrate Eclipse with other business applications and databases used within your company using its Enterprise Application Integration capabilities (EAI). Popular examples include: CRM systems, Pricing and Inventory optimization, Forecasting, etc.

 

New Kourier Integrator Release Information

Kourier Integrator - Release 4 is expected to be available in June and will offer many new features and product improvements. Two often requested enhancements included the next release are:

  1. Native support for Microsoft SQL Server 2012 and Integration Services (SSIS), providing increased performance to meet the enterprise customers' requirements to move large amounts of data quickly.
  2. The ability to seamlessly integrate and consolidate information from multiple data sources used within the enterprise (such as MySQL, Oracle, Microsoft Access, and text files) in addition to UniData/UniVerse. This will provide companies the ability to manage data from their islands of automation using a single ETL/EAI solution.

Please visit the Kourier Integrator home page for more information.

 

KommerceServer eCommerce Suite: StoreFront | Portal | Mobile

 

Upgrade and Modernize your eCommerce capabilities and start Selling your products online more effectively!

 

 

KommerceServer webStoreFront is designed for manufacturers, distributors, and retailers with support for business-to-business (B2B) and business-to-consumer (B2C) environments. Most importantly, it's integrated with your Eclipse application to provide a comprehensive eCommerce solution that is modern looking, highly-functional and cost-effective.

   

Kore KSMobileimagesThe KommerceServer webPortal is an enterprise customer information portal that provides a complete view of information that originates from the webStoreFront and from the Eclipse application. Empower your customers with 24/7 secure, self-service access to their Eclipse order status, order history, in-transit shipments, and invoices.

Need Mobile device support? The KommerceServer Mobile Edition provides the capabiltiies of the webStoreFront and webPortal in a compact package that is optimized for presentation and ease of use on any mobile device. The mobile edition is configured to work more effectively on any smart phone, so it's easier for your customers to browse, search, and buy via their mobile device. 

Please visit the KommerceServer eCommerce Suite home page for more information.

  

 

New KommerceServer Features

 

Here are some recent key enhancements to the KommerceServer eCommerce Suite designed for distributor s and manufacturers:

  1. Dealer Locator System - Uses Google Maps integration to find the dealer nearest to the user for specific products and provides driving instructions.
  2. Configurable product catalog views by product class - multiple views lets you determine which layout is most appropriate for your products.
  3. RMA Support - provides entry, processing, notification and credit card payment for RMAs.

For more information or to schedule a personal product demonstration, please call us at 
866-763-5673 or e-mail

 

Kore Technologies -- "Solutions that work. People who care." 

Software Discount
15%
Kore Technologies is offering a 15% discount
on one perpetual license of
KommerceServer webStoreFront or Kourier Integrator

when you call us at 866-763-5673 and mention this coupon
 and approve a contract by September 28, 2013. 

Offer Expires 06/30/13 Please contact Kore at 866-763-5673 and mention this coupon
Martketing Committee Update
by Robert Hascall, Marketing Committee Chair

Thanks for stopping by!

On behalf of the marketing committee, I would like to thank everyone for stopping by the UFO booth at Insights!  I personally enjoyed meeting new people and connecting with colleagues.  I want also to thank those who volunteered to make the UFO booth a reality.  Most notably Cyndi Skweres and Charlene Locke who stepped forward for the event planning.  And of course, Mary and Suzanne who are the backbone of the UFO operation!

 

Drawing Winners!

We hope that everyone had the chance to stop by the booth to enter into our nine drawings for a $50 gift card.  We would like to congratulate Dan Ediger of Kriz Davis, Julie Driscoll of Connor Co., Martin Lockwood of Aaron and Co., Nathan Jarmon of Texas Plumbing Supply, Patrick Dohogne of Cape Electrical, Sam Sparks of Wiseway Supply, Terry Burton of Womack Electric, Dawn Tanseco of US Supply and Michelle Thompson of Johnstone Supply.  All were winners of $50 American Express gift cards.  Check our Facebook page for pictures of the winners!

 

Upcoming Event

Don't forget to sign up for the Eclipse Users Group Training & Networking Conference to be held in Las Vegas on September 19 & 20.  There are tracks for purchasing, inventory, product life-cycle & dead stock, warehouse management, PDW, pricing in addition to user & management topics.  This event will be unique to Insights in that it will only be attended by Eclipse users.  Click here to see the flyer for complete info.  


Opportunities to Contribute

Also, don't forget that we're paying you to share your expertise with the Eclipse Users Group membership in the monthly newsletter.  If you have a tip or process to share, send a summary to Mary at edufo@eclipseuser.com to be reviewed and scheduled.  When your completed article is used in the newsletter, we send you a $50 gift card for your contribution.  It's just our way of saying thank you.

 

Attention: Las Vegas Conference Attendees

by Mary Barlow, ED UFO

 

 

We have over 58 attendees registered for the Las Vegas Training and Networking Conference which is a great start, but not all of you have made your hotel reservations.

 

You need to make your reservations right away because we only have a set number of rooms in the current block. We do have the ability to add rooms however, we need to do that as quickly as possible before someone else takes them.

 

The hotel registration information is on the Class Detail page for each Track and Day on our Training Classes page remember you must be logged into the web page to register for classes but you can see the information below without being logged in. Click Here for Conference Classes.

Location:
Hyatt Place, Las Vegas, NV

To secure the special group rate your reservation must be booked by:
August 15, 2013

To book simply click on the link below: 
Event Hotel Reservation

Or go to:  

1. www.lasvegas.place.hyatt.com
2. Choose your check-in date and check-out date. Your arrival and departure dates must be between the dates of September 17, through September 21, 2013. There is a very limited number of rooms for Friday (9/20) night because they have another event beginning that night. So make your reservations early.
3. Click on offers and gift certificates.

4. Enter group code G-ECLI in the box labeled Group/Corporate #.

5. You then hit the check availability button.
6. From here verify that your group name is specified next to rate details and if everything matches then hit book.
*** If you have trouble booking please contact the hotel at 702-369-3366***

 

Don't forget that the Early Bird Conference Registration Discount ends on June 30, 2013.
New and Returning Members - Welcome!

New

B&S Electric Supply, Atlanta, GA

Denney Electric Supply, Ambler, PA

Johnstone Supply #53, JR Balsan, Downingtown, PA

Schumacher & Seiler, Timonium, MD


Returning

Power & Bolt, Ft Myers, FL

Sonepar, Philadelphia, PA


Eclipse Users Group/UFO | 813-643-1001 | edufo@eclipseuser.com | http://www.eclipseuser.com
1104 N Parsons Ave
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Brandon, FL 33510
Disclaimer  The information contained in this newsletter is for general information purposes only. The information is provided by UFO and while we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to this newsletter or the information, products, services, or related graphics contained in the newsletter for any purpose. Any reliance you place on such information is therefore strictly at your own risk. In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data arising out of, or in connection with, the use of the information in this newsletter.

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All Rights Reserved.