[wp-disclaimer id="1282"]
Epicor® Crystal Reports Development

Home » Epicor® Crystal Reports Development

MENU

Dynamic Metals was in need of system change.  Both Culture and Processes needed improvement.  Multiple attempts have been made over the last 10 years with our current system to reimplement, upgrade and improve processes with little success.  Dynamic was stuck in manual mode and we needed assistance to break the culture and improve processes.  We met with PTS  to discuss our options.  We decided to utilize their services as they are familiar with our current system as well as the system we are in the process of implementing.  PTS  completed a thorough review of our current state understanding that we want to improve our processes using best practices with the new system.  The PTS staff has been knowledgeable, professional and is allowing us to implement with fewer resource hours from our staff.  With their assistance and guidance we have garnered enthusiasm throughout the organization for change that otherwise would have been a difficult task.  They have ensured with constant communication to mitigate any potential scheduling roadblocks in order to maintain the target schedule.  I look forward to completing the implementation and working with PTS on future improvements in our processes. I would certainly recommend PTS for consulting needs.

— Dynamic Metals • Aerospace and Defense Industry

“Morton Manufacturing utilizes Epicor® for MRP functionality. PTS helped us through projects when we ran into roadblocks.  Their advanced expertise was more than enough for the problems and concerns we were facing.  They are well versed in visual basic and C# and they completed our projects very quickly.

The results of their work were exactly what we wanted, and allowed us to continue moving forward.  We haven’t had any problems and we plan to use PTS again in the future.”

— Morton Manufacturing • Aerospace Industry

“The straight forward approach was a relief and I appreciate how the PTS team jumped straight in despite the complex challenges we faced. I was able to speak with Jim directly several times, which provided a great amount of comfort. I never had any trouble reaching him and/or a member of his team. 

The team at PTS assisted in arranging meetings in which we discussed complicated business process and procedure requirements. This sped up the improvement process significantly. PTS’ methodology was a perfect fit to quickly and thoroughly address our needs and provide solutions. 

The functional results that were produced as a result of Jim’s team were a key component in keeping operations running. Moreover, their skills for development are extraordinary. On top of his work, Jim’s team also provided excellent support. They dealt with questions ranging from the absolute basics to advanced easily and with an air of patience that can only be described as completely forgiving! In short, I would have no hesitation in recommending PTS to any prospective client.”

— The Oilgear Company • Hydraulic Pump Industry
Epicor® Crystal Reports Development
Accurate reports that can be customized to your needs are an essential part of budgeting, planning, regulatory compliance and a number of other business processes. One of the biggest benefits of an enterprise resource planning platform such as Epicor® is its robust data gathering capabilities. However, as many small businesses know, getting the platform to work with reporting software such as Crystal Reports can be a challenge.
PracticalTek, LLC is an independent Epicor® consultant that can help you use Epicor® Crystal Reports training to your advantage. We can help you modify and customize reports so you can drill down on the information you need to make smarter decisions.
Epicor® and Crystal Reports
Crystal Reports has the ability to pull data from multiple sources to create cohesive, accurate reports. Getting it to work seamlessly with Epicor® often requires modifying an existing template or creating a new business activity query (BAQ) — both processes which can be time consuming, or which may involve extensive trial and error that many small businesses don’t have the resources for.
That’s where PracticalTek comes in. We have extensive experience generating Crystal Reports with Epicor® and have a large archive of templates that can be modified to meet your needs. Some of the thousands of custom Epicor® reports we’ve created in the past have included:
  • Shipping reports that let you know who bought what, where it was sent and how it got there in a given week, month, quarter or other specified period of time
  • Detailed work-in-progress and jobs-in-progress reports that clearly show what you have ongoing, what’s overdue and which team members are available to take on additional work, among other things
  • Supplier delivery performance reports that identify which of your partners has been most effective at meeting their promises, and which have a history of unreliability
  • Part lead time reports, which make planning easier by showing you what’s in stock and what needs to be sent away for

…and more.

How PracticalTek Can Help
Together, Epicor® and Crystal Reports can be used to provide vital business intelligence for organizations in the manufacturing, warehousing and automotive industries, among others. PracticalTek can provide a number of services that help you maximize the usefulness of these two platforms:
  • Report generation and customization: We have generated thousands of Crystal Reports with both Epicor® 9 and Epicor® 10. If we don’t already have a template that can be easily modified to meet your requirements, we can quickly develop something that’s perfect for your business.
  • Training: We are also happy to provide Epicor® Crystal Reports training for your staff. On-site and remote training options are available — let us give you the tools necessary to make the best use of the systems and programs already at your disposal.
  • Troubleshooting and technical support: Trouble generating a Crystal Report with Epicor® 10 or a related platform? Unsure if the data you’re looking at is accurate? Call PracticalTek for one-on-one assistance from an experienced team member.
PracticalTek has created numerous Crystal Reports® for Epicor®. Below are a few example screenshots taken from the reports we’ve created. We have generated well over a thousand Crystal Reports® so it’s likely our archive has a report similar to what you are looking for.
Shipping Report
Shipping Report
Product Efficiency Report
PER
Detailed WIP Report
DWR
Jobs in Process
JIP
Dead WIP Report
DeadWIP
Material Issued to Jobs
MIJ
Supplier Delivery Performance
SDP
Late Order Report
LOR
Part Lead Times
PLT
Book to Bill
BTB
Expected Receiving’s
BTB
Vendors Flagged for Inspection
VFI
Inventory with NO Activity
INA
Supplier Receiving’s and DMRs
SRD
Sales Order Backlog
SOB
Supplier Ordered Quantity Vs. Received
SOQ

The information on this webpage is provided by PracticalTek, LLC to its prospective customers and clients conditioned on your acceptance of the terms and conditions of use as set forth herein. By reviewing, browsing, accessing, using and/or downloading information from this site, you agree that PracticalTek, LLC is providing and you are using the information provided for educational or training purposes and that PracticalTek, LLC is not receiving remuneration for providing this information. Furthermore, you agree not to sell, reproduce, modify or attempt to modify the information provided nor reproduce, publish or distribute the materials. Unless otherwise noted, all materials are subject to intellectual property rights including copyrights and trademarks held by or licensed to others. In no event shall PracticalTek, LLC be liable to you for accessing this website. PracticalTek LLC is an Independent provider of Epicor® services and is not a partner.