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Epicor® Crystal Reports Development

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“Imarda has faced several business challenges recently as we have been undergoing significant growth for our i360 product. This growth has resulted in increased manufacturing volumes, and complicated BOM’s (Bill of Materials) and increased billing to be produced from an aging ERP system (Epicor® Vantage 8) that is in need of replacement.

Imarda had done an amount of work with PTS in the past and I contacted Jim from PTS in the hope this company could assist. Jim’s team jumped straight in aware of the challenges we faced. I was able to talk to Jim directly several times which provided a huge amount of comfort and even though the time zones were different I never had any issues reaching him or a member of his team. Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up

Their straight forward approach was a relief. The team at PTS assisted in arranging meetings, eliciting the answers from iMarda staff with questions backed up from years of experience in Epicor®. This sped up the business improvement process significantly. Their agile methodology was a perfect fit as we needed to jump between issues often very quickly and due to the nature of our remote staff the timing of such meetings was often at short notice. The functional results that were produced as a result of Jim’s team were a key component in keeping the operations process running within Imarda.

On top of this work, Jim’s team also provided excellent support, as our lack of knowledge with Epicor® due to staff churn again left us challenged with internal support options. Jim’s team dealt with questions ranging from the absolute basics to advanced questions 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.”

— Imarda • Transportation Fleet Industry

Stanley Machining needed a quick turnaround on development and creation of many complex
dashboards to help streamline our business flow.
PTS (Practical Technical Solutions) expertise in the field of Vantage/Epicor® was a tremendous
help in the creation of these dashboards and has since streamlined the way we process certain
information in our plant. Not only was the response from their team quick and professional,
there rate per hour is extremely competitive.
I would go so far as to say. Epicor® can learn some lessons from PTS in regards to their consulting,
implementation and billing process.
Stanley Machining would recommend PTS as a trusted source in assisting with any ERP
challenges.

— Stanley Machining & Tool • Steel Machining Industry

“General Formulations is a mid-sized manufacturing company currently using Epicor® for our manufacturing system. We have used PTS for a number of tasks including custom SSRS reports, custom dashboards, BPM’s, and Go Live Support. I have found PTS knowledgeable, talented and extremely capable in the work that they have done for our company. I have worked with Jim, Sam, Jarrad, and Glenn and found them all to be consummate professionals with great attitude and ability. I can recommend PTS with the greatest confidence to anyone looking for top-notch help in implementation and customization of Epicor®.”

 

“I do want to say I have been very impressed with PTS and in helping us deal with this problem. (Our consultant) has been great and I know he hasn’t been alone in assisting us on this. Your help is greatly appreciated, and PTS is a great partner.”

— General Formulations • Pressure Sensitive Films 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.