Upcoming Events and Updates for Prophet 21 2024 – June 2025

As we move forward with the release of Prophet 21 2024.2, here’s a detailed look at key dates, events, and updates to help you prepare. Stay on track with this schedule to ensure your systems and teams are ready for upgrades and enhancements.

---

Date: Thursday, November 21, 2024

Webinar: What’s New in Prophet 21 Release 2024.2 Cloud Upgrade

---

Date: Friday, December 6, 2024

Flex customers must submit an EpicCare ticket by Friday, December 6 at 5:00 PM Central Time if they wish to defer their upgrade. Those who do not submit a ticket will follow the on-cadence upgrade and update schedule.

---

Dates: Tuesday, December 10 – Wednesday, December 11, 2024

During this time, your Pilot and additional environments will be unavailable as Epicor performs the upgrade. Afterward, you’ll have over five weeks to test the new features in the Pilot environment.
Upgrade window: Tuesday, December 10, 7:00 PM – Wednesday, December 11, 6:00 AM Local Datacenter Time.

---

Dates: Tuesday, January 7 – Wednesday, January 8, 2025
Regions: Canada, UK

Customers in Canada and the UK will receive one Pilot update before the Production upgrade.
Update window: Tuesday, January 7, 7:00 PM – Wednesday, January 8, 6:00 AM Local Datacenter Time.

---

Dates: Friday, January 17 – Saturday, January 18, 2025
Regions: Canada, UK

Canada and UK customers will experience a downtime during this production upgrade. Epicor will notify customers once the upgrade is complete via status.epicor.com.
Upgrade window: Friday, January 17, 10:00 PM – Saturday, January 18, 9:00 AM Local Datacenter Time.

---

Play/Pilot Environment Update

Dates: Tuesday, February 11 – Wednesday, February 12, 2025

Quality enhancements will be applied to your Play/Pilot environment.
Update window: Tuesday, February 11, 7:00 PM – Wednesday, February 12, 6:00 AM Local Datacenter Time.

---

Production Environment Update

Dates: Tuesday, February 18 – Wednesday, February 19, 2025

Quality enhancements will be applied to your Production environment.
Update window: Tuesday, February 18, 10:00 PM – Wednesday, February 19, 4:00 AM Local Datacenter Time.

---

Play/Pilot Environment Update

Dates: Tuesday, March 11 – Wednesday, March 12, 2025

Quality enhancements will be applied to your Play/Pilot environment.
Update window: Tuesday, March 11, 7:00 PM – Wednesday, March 12, 6:00 AM Local Datacenter Time.

---

Production Environment Update

Dates: Tuesday, March 18 – Wednesday, March 19, 2025

Quality enhancements will be applied to your Production environment.
Update window: Tuesday, March 18, 10:00 PM – Wednesday, March 19, 4:00 AM Local Datacenter Time.

---

Play/Pilot Environment Update

Dates: Tuesday, April 8 – Wednesday, April 9, 2025

Quality enhancements will be applied to your Play/Pilot environment.
Update window: Tuesday, April 8, 7:00 PM – Wednesday, April 9, 6:00 AM Local Datacenter Time.

---

Production Environment Update

Dates: Tuesday, April 15 – Wednesday, April 16, 2025

Quality enhancements will be applied to your Production environment.
Update window: Tuesday, April 15, 10:00 PM – Wednesday, April 16, 4:00 AM Local Datacenter Time.

---

Play/Pilot Environment Update

Dates: Tuesday, May 13 – Wednesday, May 14, 2025

Quality enhancements will be applied to your Play/Pilot environment.
Update window: Tuesday, May 13, 7:00 PM – Wednesday, May 14, 6:00 AM Local Datacenter Time.

---

Production Environment Update

Dates: Tuesday, May 20 – Wednesday, May 21, 2025

Quality enhancements will be applied to your Production environment.
Update window: Tuesday, May 20, 10:00 PM – Wednesday, May 21, 4:00 AM Local Datacenter Time.

---

Play/Pilot Environment Update

Dates: Tuesday, June 10 – Wednesday, June 11, 2025

Quality enhancements will be applied to your Play/Pilot environment.
Update window: Tuesday, June 10, 7:00 PM – Wednesday, June 11, 6:00 AM Local Datacenter Time.

---

Production Environment Update

Dates: Tuesday, June 17 – Wednesday, June 18, 2025

Quality enhancements will be applied to your Production environment.
Update window: Tuesday, June 17, 10:00 PM – Wednesday, June 18, 4:00 AM Local Datacenter Time.

Streamlining Your Purchasing Process: The Hidden Gem in Your Supply Chain

Business Need: The Problem with Complexity

Have you ever found yourself wondering why something so simple ends up being so time-consuming? For many businesses, purchasers spend unnecessary time on repetitive steps to ensure specific purchase orders (POs) are sent to the right vendors. These extra steps not only consume valuable time but also leave room for costly errors—errors that ripple across the supply chain, delaying operations and impacting customer satisfaction.

This inefficiency may feel small, but over time, it becomes a roadblock to growth and excellence. The question is: How can we remove these barriers without compromising accuracy?

---

Proposed Solution: A Smarter Way to Handle POs

The answer lies in understanding the patterns hidden within your processes. By identifying commonalities in purchase orders and writing intelligent rules to manage them, businesses can automate what was once manual and error-prone. This involves altering forms—logos, names, addresses—to ensure the right information reaches the right vendor every time, with no extra effort required.

It’s not just about automating; it’s about making the entire process smarter. It’s about letting your team focus on what matters most, while technology handles the rest. When processes become seamless, your business moves faster, with fewer mistakes and greater confidence.

---

Outcome Achieved: The Power of Efficiency

One company implemented this approach and saw immediate results. Purchasers saved hours every month—time that could be redirected toward strategic initiatives. More importantly, errors in sending POs were eliminated entirely, creating a newfound sense of trust and reliability in the supply chain.

The impact was profound: smoother operations, fewer disruptions, and a team empowered to focus on growth instead of troubleshooting.

---

Key Takeaways: Don’t Let Small Details Derail Big Plans

Sometimes, the smallest inefficiencies hide the biggest opportunities. By uncovering these gems in your processes, you can unlock significant time savings, reduce errors, and keep your supply chain running like a well-oiled machine.

Are you ready to transform your purchasing process and find the hidden gems in your operations? Contact us today to learn how we can help you implement solutions that save time, reduce costs, and drive your business forward.

P21WWUG Connect 2023: A Thriving Community of Growth and Networking

In the dynamic world of business software solutions, staying connected and informed is paramount. The P21WWUG Connect 2023 conference, held in Dallas, proved to be an exciting and invaluable experience for all those involved. As attendees, we were pleased and excited to be part of an event that showcased the tremendous growth within the P21 community and the immense value it brings to businesses.

The Power of Connection

One of the most remarkable aspects of P21WWUG Connect 2023 was the record-breaking attendance. The fact that this event saw the largest gathering to date speaks volumes about the growth and vibrancy of the P21 community. It’s a testament to the relevance and importance of this conference within the industry.

A Professional Showcase

From the moment we stepped into the conference venue, it was evident that this event was meticulously organized and professionally presented. Every detail was thoughtfully considered, from the informative sessions to the engaging workshops. The dedication of the organizers to providing a top-notch experience was palpable.

Balancing Work and Play

While professionalism was at the forefront, P21WWUG Connect 2023 also knew how to inject a healthy dose of fun into the mix. The social events were a highlight, providing the perfect setting for attendees to unwind, connect on a personal level, and forge lasting bonds. It’s not every day that business owners and managers get to enjoy a blend of work and leisure in such a seamless manner.

A Platform for Open Dialogue

One of the most rewarding aspects of the conference was the opportunity to engage in candid discussions with fellow attendees. Business challenges were openly discussed, and solutions were explored collectively. The atmosphere was one of openness and camaraderie, making it easy to connect with like-minded individuals who were eager to share their experiences and insights.

New Connections, Old Friends

P21WWUG Connect 2023 was a reunion of sorts. We had the pleasure of rekindling relationships with old friends and industry peers, reaffirming the sense of community within the P21 network. Additionally, we made new contacts, expanding our professional network and opening doors to potential collaborations and partnerships.

Looking Ahead to 2024

As the event came to a close, there was a shared sense of accomplishment and excitement for what lies ahead. With the announcement of the next conference in Chicago on August 25-27, 2024, attendees left Dallas with a sense of anticipation. The countdown to the next gathering has already begun, promising another opportunity for growth, learning, and connection.

In Conclusion

P21WWUG Connect 2023 was indeed time well spent. It underscored the vitality of the P21 community, the value of connecting with peers, and the importance of staying informed in a rapidly evolving industry. As we reflect on our experience in Dallas, we eagerly await the next chapter in Chicago, where we will once again come together to celebrate our shared passion for P21 and the opportunities it brings to businesses.

Stay tuned for more updates and insights as we continue to navigate the ever-changing landscape of business software solutions. Until then, mark your calendars for P21WWUG Connect 2024 in Chicago – we’ll see you there!

IT Disaster Recovery

In the field of Information Technology (IT), two important terms that are commonly used when discussing data retention and disaster recovery are Recovery Time Objective (RTO) and Recovery Point Objective (RPO). These two terms are critical to ensuring that an organization can recover from a disaster, whether it’s a natural disaster, cyber-attack, or any other unexpected event that can cause data loss.

Recovery Time Objective (RTO) refers to the maximum amount of time an organization can tolerate for a system or service to be unavailable or down before it starts to cause significant harm to the business. This is a critical metric that helps organizations determine how quickly they need to recover from an outage to minimize the impact on their operations, customers, and reputation.

For example, if an e-commerce website has an RTO of 4 hours, it means that the organization must have a recovery plan in place that can restore the website and its services within 4 hours of an outage. The RTO should be based on the specific needs of the organization, the criticality of the system or service, and the potential risks associated with a prolonged outage.

Recovery Point Objective (RPO), on the other hand, refers to the maximum amount of data loss that an organization can tolerate in the event of a disaster. This metric helps organizations determine how frequently they need to back up their data and how much data they can afford to lose in the event of a disaster.

For example, if an organization has an RPO of 1 hour, it means that the backup process must be performed at least every hour to ensure that no more than one hour’s worth of data is lost in the event of a disaster. The RPO should be based on the criticality of the data, the frequency of changes, and the potential impact of data loss.

Both RTO and RPO are important metrics that must be considered when designing a disaster recovery plan. While RTO focuses on how quickly an organization can recover, RPO focuses on how much data can be lost. By defining both RTO and RPO, organizations can ensure that their disaster recovery plan is comprehensive, effective, and tailored to their specific needs.

In conclusion, RTO and RPO are critical terms that IT professionals and organizations must understand when developing a disaster recovery plan. By defining these metrics, organizations can ensure that they can recover from a disaster quickly, minimize data loss, and protect their operations, customers, and reputation. It is important to regularly review and update these metrics to ensure that the disaster recovery plan remains relevant and effective over time.

Lean Versus 6 Sigma

Lean and Six Sigma are two methodologies that have gained immense popularity in the manufacturing and service industries over the years. Both methods aim to eliminate waste, increase efficiency, and improve quality, but they differ in their approaches to achieving these goals.

Lean is a methodology that focuses on identifying and eliminating non-value-adding activities in a process. These activities are also known as waste, and they include defects, overproduction, waiting, non-utilized talent, transportation, inventory, motion, and extra-processing. By eliminating these wastes, lean aims to increase efficiency and reduce lead times, thereby reducing costs and improving customer satisfaction.

On the other hand, Six Sigma is a methodology that focuses on reducing variation in a process. Variation can be defined as the deviation from the mean or expected value. Six Sigma aims to reduce variation to a level that is considered statistically insignificant, which means that the process will produce fewer defects and higher-quality products or services. Six Sigma follows the DMAIC (Define, Measure, Analyze, Improve, and Control) process to identify and eliminate the root causes of defects and reduce variation.

Although both methodologies share the same goal of improving the process and increasing efficiency, there are some fundamental differences between them.

Firstly, Lean is more focused on reducing waste, while Six Sigma is more focused on reducing variation. Lean aims to eliminate all non-value-adding activities in the process, regardless of whether they cause defects or not. In contrast, Six Sigma focuses on reducing defects and improving quality by identifying and eliminating the root causes of variation.

Secondly, Lean is more focused on improving the flow of the process, while Six Sigma is more focused on improving the capability of the process. Lean aims to create a smooth and uninterrupted flow of work, while Six Sigma aims to reduce the variability of the process to produce consistent and predictable results.

Lastly, Lean is more focused on improving the entire process, while Six Sigma is more focused on improving specific parts of the process. Lean aims to optimize the entire process from start to finish, while Six Sigma focuses on improving specific parts of the process that are causing defects or problems.

In conclusion, both Lean and Six Sigma are effective methodologies for improving processes and increasing efficiency. The choice between Lean and Six Sigma depends on the specific needs and goals of the organization. If the organization is looking to reduce waste and improve the flow of the process, then Lean may be the best option. However, if the organization is looking to reduce defects and improve quality by reducing variation, then Six Sigma may be the best option.

Why API?

Application Programming Interfaces (APIs) have become an integral part of modern software development. APIs are a set of protocols, routines, and tools for building software applications that specify how software components should interact with each other. In this blog post, we will discuss the benefits of APIs and how they are used in modern software development.

1. Simplify Integration

APIs simplify the integration of different software systems. An API acts as a bridge between different software components, allowing them to communicate and exchange data. This makes it easier to integrate different software systems and applications, reducing the complexity of software development.

2. Enable Cross-Platform Development

APIs enable cross-platform development, allowing developers to build software applications that work on different platforms and devices. With APIs, developers can build software components that work seamlessly on different platforms, such as desktops, mobile devices, and the web.

3. Promote Reusability

APIs promote reusability by allowing developers to reuse software components across different applications. This reduces the time and effort required to develop software applications and improves the quality of the software by leveraging proven and tested software components.

4. Enhance Security

APIs enhance the security of software applications by providing a standardized and secure way for different software components to communicate with each other. APIs use secure protocols such as HTTPS and OAuth to ensure that data is transmitted securely between different software components.

5. Improve Performance

APIs improve the performance of software applications by reducing the amount of data that needs to be transferred between different software components. APIs allow developers to send and receive only the necessary data, reducing the bandwidth requirements and improving the performance of software applications.

6. Facilitate Innovation

APIs facilitate innovation by providing developers with access to new and innovative software components. APIs enable developers to build software applications that leverage the latest technologies and services, such as machine learning, artificial intelligence, and blockchain.

Conclusion

APIs are essential tools for modern software development. They simplify integration, enable cross-platform development, promote reusability, enhance security, improve performance, and facilitate innovation. APIs have become the backbone of modern software development, providing developers with the tools they need to build innovative and secure software applications. As businesses continue to rely more on software applications, APIs will continue to play a critical role in the development of these applications.

SSRS Or PowerBI?

When it comes to data visualization and reporting, businesses have many options to choose from. Two of the most popular options are SQL Server Reporting Services (SSRS) and Power BI. Both tools are developed by Microsoft and are used for different purposes. In this blog post, we will compare the two and discuss their strengths and weaknesses.

SQL Server Reporting Services (SSRS)

SQL Server Reporting Services (SSRS) is a server-based reporting platform that allows businesses to create, manage, and deliver reports. It is a mature tool that has been around for over a decade and has a large user base. The tool is designed to work with SQL Server and other data sources, and it is primarily used for creating paginated reports.

Strengths of SSRS

1. Ease of Use: The SSRS Reporting Web interface is designed to be easy to use, even for non-technical users. The tool has a simple and intuitive interface, and it does not require any programming knowledge.
2. Customization: SSRS allows for a high degree of customization. Users can create custom report templates, styles, and themes to match their brand or business requirements.
3. Scalability: SSRS is highly scalable and can handle large datasets with ease. It is designed to work with SQL Server and can leverage the database engine’s scalability features.

Weaknesses of SSRS

1. Limited Data Visualization: SSRS is primarily designed for creating paginated reports. It is not ideal for creating interactive visualizations or dashboards.
2. Limited Integration: SSRS has limited integration with other Microsoft tools. It cannot integrate with Power BI, which limits its capabilities.
3. Complexity: SSRS can be complex for non-technical users to setup. The tool requires a deep level of SQL techniques.

Power BI

Power BI is a business intelligence tool that allows businesses to analyze data and create interactive visualizations and dashboards. It is a relatively new tool compared to SSRS and is part of the Microsoft Power Platform.

Strengths of Power BI

1. Data Visualization: Power BI is designed for creating interactive visualizations and dashboards. It offers a wide range of chart types, including maps, gauges, and custom visuals.
2. Integration: Power BI integrates with other Microsoft tools, including Excel, SharePoint, and Teams. It also has a direct connection to SQL Server and other data sources.
3. Mobility: Power BI is designed to be mobile-friendly. Reports and dashboards created in Power BI can be accessed from anywhere using a web browser or mobile app.

Weaknesses of Power BI

1. Complexity: Power BI can be complex for non-technical users. The tool requires some level of technical knowledge to create and manage reports and dashboards.
2. Licensing: Power BI is a licensed tool, and the cost can be a barrier for small businesses.

Conclusion

Both SSRS and Power BI have their strengths and weaknesses, and the choice between the two depends on the business’s requirements. SSRS is a great option for businesses that require paginated reports and do not need advanced data visualization. Power BI is ideal for businesses that need interactive visualizations and dashboards, and it integrates well with other Microsoft tools. Ultimately, businesses should evaluate their needs and choose the tool that best meets their requirements.

Warehouse Slotting Techniques: Improving Efficiency and Productivity

Warehouse slotting is the process of determining the most efficient placement of products within a warehouse. This can be done manually or through the use of software and is crucial for improving the overall efficiency and productivity of the warehouse operation.

Here are some of the most commonly used warehouse slotting techniques:

1. Fixed Slotting: In this method, products are assigned to specific locations in the warehouse and do not change over time. This is most suitable for items that are not frequently moved or have a stable demand.
2. Dynamic Slotting: This technique involves regularly re-assigning products to new locations based on changing demand patterns and inventory levels. This method is best suited for items with rapidly changing demand or seasonal trends.
3. Frequency Slotting: This method assigns the most frequently picked items to the most accessible locations within the warehouse, ensuring that these items are readily available and reduce pick times.
4. Cube Utilization Slotting: This technique involves maximizing the utilization of warehouse space by considering the size and shape of products when determining the placement within the warehouse.
5. Zone Slotting: This method involves dividing the warehouse into different zones based on the type of products, picking frequency, and other criteria. Products are then placed within the appropriate zone to improve the efficiency of the picking process.

In conclusion, implementing effective warehouse slotting techniques can significantly improve the overall efficiency and productivity of your warehouse operations. It’s important to regularly review and adjust your slotting strategy to ensure that it remains effective as your warehouse and inventory change over time.

Selecting the right partner

Selecting the right consultant for your ERP project is a crucial step in ensuring the success of your implementation. An ERP (Enterprise Resource Planning) system is a complex and integrated software solution that can streamline and automate many of the critical processes within your organization. It can provide significant benefits, such as improved efficiency, better visibility into data, and reduced costs. However, it can also be challenging to implement, and selecting the right consultant is key to ensuring that your ERP project is successful.

The first step in selecting the right consultant is to define your project’s specific requirements. This includes determining the scope of the project, the specific features and functionality that you need, and the timelines for implementation. Once you have a clear understanding of your project’s requirements, you can begin to research potential consultants.

When researching potential consultants, it’s essential to consider the following factors:

1. Experience: The consultant should have a proven track record of successfully implementing ERP systems similar to yours. They should have experience in your industry and understand the unique challenges and requirements that come with it.
2. Technical skills: The consultant should have a strong understanding of the technical aspects of ERP systems and be able to provide solutions to any technical challenges that may arise during the implementation process.
3. Communication: The consultant should have excellent communication skills and be able to effectively communicate with your team throughout the project. They should also be able to provide regular updates on the project’s progress and address any concerns that may arise.
4. Cost: It’s important to have a budget in mind and find a consultant that can provide the services you need within that budget.
5. Reputation: It’s important to do some research on the consultant’s reputation. You can look at online reviews, testimonials, or ask for references from their previous clients.

Once you’ve narrowed down your list of potential consultants, it’s important to interview them to get a better sense of their qualifications and how they would approach your project. This is also an opportunity to discuss any specific concerns or questions you may have.

In conclusion, selecting the right consultant for your ERP project is a critical step in ensuring its success. By defining your project’s specific requirements, researching potential consultants, considering the factors mentioned above, and interviewing them, you can find a consultant who can provide the expertise and guidance you need to successfully implement your ERP system.

Custom SQL Reporting

Custom SQL reporting is a powerful tool that allows businesses to extract, analyze, and present data in a way that is tailored to their specific needs. It is a flexible and efficient way to access and interpret data from a variety of sources, making it a valuable tool for businesses of all sizes and industries.

One of the main benefits of custom SQL reporting is the ability to gain a deeper understanding of your business’s performance. Custom SQL reporting allows you to extract data from multiple sources and combine it in a way that is meaningful to your business. This can help you to identify patterns and trends that you may have otherwise missed, giving you valuable insights into your business’s performance.

Another benefit of custom SQL reporting is the ability to make data-driven decisions. By having access to accurate and up-to-date data, businesses can make informed decisions that are based on real-world data rather than assumptions or guesses. This can help businesses to be more agile and responsive to changes in the market, and ultimately, to be more successful.

Custom SQL reporting also offers businesses the ability to automate reporting tasks. By using custom SQL scripts, businesses can automate the process of extracting, analyzing, and presenting data, saving time and reducing the risk of errors. This can help businesses to be more efficient and productive, allowing them to focus on other important tasks.

Custom SQL reporting also allows businesses to create visually appealing and easy-to-interpret reports. By using tools such as SQL reporting services, businesses can create dynamic and interactive reports that can be customized to meet the specific needs of different audiences. This can help businesses to effectively communicate their findings and make data more accessible to a wider range of stakeholders.

In conclusion, custom SQL reporting is a powerful tool that can help businesses to extract, analyze, and present data in a way that is tailored to their specific needs. By gaining a deeper understanding of your business’s performance, making data-driven decisions, automating reporting tasks, and creating visually appealing and easy-to-interpret reports, businesses can be more successful. However, it is important to note that it requires knowledge of SQL and a good understanding of the data structure, so it’s a good idea to have a dedicated team or outsource the service to professionals.