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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘ERP’

What do you wish for?

Written by Aida de Reede - Heijbroek on . Posted in Exact Globe

Let me first introduce myself. A few months ago I did a career move towards product management and I will be responsible for Cross Border ERP. My goal for 2012 is to improve our software so it supports our international customers with multiple divisions worldwide even better. Some attention points for 2012 are as following:

  • Improve the roles and rights structure within Exact Globe (Next)
  • Improve the auditing and logging functionalities within Exact Globe (Next)
  • Support of intercompany financial transactions by using Exact Globe (Next) and Exact Synergy Enterprise

The roles and rights structure project was kicked off already in 2011 with rights per bank/cash journal, and in the coming Exact Globe product update 404 we will offer support of rights per sales and purchase journal. During 2012 we will continue with further enhancements to the roles and rights, which I will be sharing with you via this blog.

 We have also already started with improving the auditing and logging functionalities. One of the examples is the new log functionalities in the serial/ batch numbers that will be available as of product update 404. For a part of this auditing and logging project I would ask you as a user of Exact Globe for some input and opinions. During 2012 we want to improve the logbook for sales order, purchase orders, RMA/ RTV orders etc.

As you might know not all changed fields in these types of orders will be logged. To make sure the performance of the system is not affected I would like to make a selection of fields to be logged based on a direct input from our customers. They can be ‘nice to have’ and ‘must have’ and can come from the different sections of an order: Header, Conditions, Lines. I would highly appreciate your feedback so we can improve the software according to the needs of our customers.

I am looking forward to hearing  from you. Thank you!

Rafiki’s Corner: It is what you DON’t know that is important!

Written by Sander van Triet on . Posted in Exact Event Manager

We always seem to have a tendency in both life and business, to focus our energy on what has happened, with the promise to learn from those results, good, bad or indifferent. We then spend inordinate time evaluating what happened with the hope of replicating success or not repeating mistakes. Whilst that may sound promising and potentially drive long term results, what about the ability to drive short term results with high reward? That is something that gets my attention! How about you?

I briefly touched on this topic in my first Blog post, but I would like to explore this topic in a more detailed fashion here, as we gain ground to the release of the new Exact Event Manager 1.5.

Non-Event Management – The Swan amongst the ducks.

An ERP database is full of statically rich data that holds key points of interest for any organization, no matter the industry. We write reports to extract all kinds of information so that we gain insight into the current and past health of the business as a whole. Reports such as Accounts Receivable Aging Reports, Daily Sales Order listings, Trial Balances are plentiful within a varied and extensive customer base. These reports focus on what IS IN the database and then present the data in a meaningful and professional fashion. These reports work well and serve their purpose without question. However, there is one flaw in totally relying on this approach. What about data that a report cannot “see”? A report does not tell you what is NOT in the database or what did not happen, as it does not know about an implied business rule.  This is only accomplished through interpretation.

This is where Exact Event Manager really, really comes to the fore as a real benefit to ANY organization. The technology becomes the proverbial swan amongst the ducks of a database and the key to finding holes that can be plugged immediately, driving short term gains and wins.

So, what do I really mean when I talk about Non-Event mumbo jumbo? To answer this, here are some real life examples.

Looking for revenue opportunities?

We seem all too inclined to celebrate the success of a big sales order, and then report on it at some later time in a sales flash report. Great! Success is important to celebrate, but that specific order is done and gone. What about the next big sales order and where will it come from? What if you were able to uncover all those customers who have deviated from their normal buying patterns from the past? What would you think if you were alerted to ALL customers that had NOT purchased anything from you in the last 60 days? At the same time, what if you never had to remember to go and extract this information? Yup, let technology actually do some work for YOU for a change!

Deployment of Exact Event Manager will provide you with the ability to define this very business rule. It is a matter of configuring the system to query your primary ERP database where static sales information is stored, and have it look for all customers that have NOT had any activity in the past 60 days (or whatever number floats your boat). Then have Exact Event Manager drive those results out in the form of a Synergy Enterprise Workflow Request and / or an email to those responsible. Now, set this up to occur every on the 15th day of every month. Save the Event and off you go and get on with business. You now have a mechanism to uncover opportunities where you have had a relationship with a customer and can now identify any opportunity to better understand their change in buying behavior! You potentially have an immediate influence on the next big sale!

Meeting customer expectations – Do you really have enough inventory?

We all know that the customer is the very center of our universe. Making sure we can meet our commitments and promises to them becomes paramount as we stave off the competition. Every ERP database that I know stores information on inventory quantities and safety stock levels. Managing these safety stock levels is not something that is easy and simple to do. Balancing out these levels with the right stock levels and cash flow become a serious balancing act. Additionally, once inventory levels reach the safety stock threshold, it is normally too late. So what we end up doing  is we bump up those safety stock levels and then hold more inventory. This can be costly.

What if you were able to receive notification, automatically, of inventory that is within 15% of the safety stock level? In other words, catch the issue before it becomes an issue. This means you can then employ a manual inspection of inventory, determine what the real needs may be based on seasonality etc, and adjust if necessary. Would that not have value in ANY inventory centric, make-to-stock, assemble-to-order business? Even a distributor benefits from this need.

The solution to this problem is within your grasp! Configure an alert to monitor your inventory safety stock levels, and look for those that are within 15% of the defined safety stock. When this does occur, dispatch an email to the inventory manager, automatically, with the details. In this case, configure this event to run daily, due to the nature of your business. Fire and forget!

These two examples are a subset of many industry proven uses. They have intrinsic value to any organization, no matter the industry. They are topics we can all relate to and I am sure strike a nerve with some people. These are just two of the examples of the capabilities of Exact Event Manager, where true value is simple an event away.

If you have any questions, please feel free to contact me! (matthew.bather@exact.com)

The release planning 2009 for Exact Globe, Exact Synergy and Exact Synergy Enterprise

Written by Bob Heinen on . Posted in Exact Globe, Exact Synergy

The overview below shows the release planning for Exact Globe, Exact Synergy and Exact Synergy Enterprise.

Exact Globe planning 2009

The release notes for product update 393 can be found here. For the upcoming product update 394 they’re available here on Exact’s customer portal (once product update 394 is Generally Available, all Release Notes are made publicly available).

Exact Synergy Enterprise planning 2009

The release notes for product update 241 are available here.

Photo credit: zone41

Exact Globe: How to use multiple addresses in a sales order process

Written by Bob Heinen on . Posted in Exact Globe

In the sales order process within Exact Globe, users can define different customers for  ‘Ordered by’, ‘Delivery to’ and ‘Invoice to’.

Now think about the following scenario: you’re a supplier and regularly selling to a customer, where this customer has a lot of branches. The customer orders the goods centrally and requires:

  • the delivery to be done to one of their branches
  • the order confirmation be sent to the email address of the contactperson at the branche.
  • Receive the invoice electronically via an email to purchasing department at the headoffice, not to the branche
  • As a supplier, you do want to keep your own  CRM system tidy, define as little customers and contacts as possible, but still be able to define exactly what addresses are relevant for this customer

The video shows how Exact Globe can support this scenario. It’s a step-by-step demo, without sound. For better readibility, please click the icon at the right-bottom corner of the video, to maximize the screen. Note that this is current functionality, I used product update 393 for the demo.

Photo credit: Trevor Gibbs (John)

New incoterms January 1, 2011

Written by Richard Smits on . Posted in Exact Globe

Incoterms or International Commercial terms are a series of international sales terms widely used in international commercial transactions. These are accepted by governments, legal authorities and practitioners worldwide for the interpretation of most commonly used terms in international trade.

As of January 1, 2011 the eighth edition, Incoterms 2010, have effect. The changes therein affect all of the five terms previously listed in section D, which are now obsoleted and replaced with these three: DAT (Delivered at Terminal), DAP (Delivered at Place), and DDP (Delivered Duty Paid). The new terms apply to all modes of transport.

Within Exact Globe, users can create, delete, activate and maintain incoterms themselves. The incoterms can be linked to the suppliers to be used for defaulting. Next to this you will be able to select the incoterms during entry of the purchase order or the Return to Vendor (RTV) order. Of course the incoterm can be used throughout the complete process after entry, like printing on purchase layout, displaying at the purchase history overview and during XML import/export.

Check your E-WMS table sizes and clean up old log files

Written by Bob Heinen on . Posted in Exact Globe

Regularly we receive back-ups of Exact Globe databases to analyse problems or help speed up support issues. Very often, the size of these databases could be limited by cleaning up historical E-WMS log files.

First you need to know what SQL tables take up most of the space. When executing this SQL script (with thanks to the author mentioned in that script), stored procedure Usp_GetTableSizes will be created. You only need to run this script once per database. After that, you can run the command usp_gettablesizes in a new SQL query window. The output will be a list of tables in the current database, sorted by number of records descending.

When using E-WMS (or ICL, Pick-IT or Central Warehouse) some tables could contain a considerable number of records. These tables could be cleaned up periodically:

  • csPickitErrorReport
    This table contains all messages generated by the E-WMS (or ICL) services and from actions within the control centers. Probably you do not need history for more then, let’s say, 30 days. In that case you could schedule in SQL a query to run each night, like this:  DELETE FROM csPickitErrorReport WHERE syscreated < GETDATE()-30
    That will delete all records older than 30 days. When executing the first time, this can take considerable time !
  • csPickitStatistics
    This table contains a log of all actions performed within control centers and on the hand terminals. You could for instance measure orderpicker productivity from the data in this table. If you do not need this data (or not that old), you can use the same method as decribed above (for csPickitErrorReport) to delete old records periodically.
  • E-WMS ASP session history
    When using E-WMS ASP (Internet Explorer or ERF as client)  each screen and input on the hand terminals is logged into three session log tables. This is to provide insight in hand terminal sessions, or to check what wrong bar code or text was put in. This management screen can be accessed by using the URL http://myserver/myWMS/management (where myserver is your IIS server, and myWMS is your WMS web site name). At this time, this management screen only shows session information from Internet Explorer sessions, not from ERF sessions.When you do not need this session history, you can periodically clean up these session log tables (again saving last 30 days in this sample);
    delete CSPickItWebFormFields from CSPickItWebFormFields c join CSPickItWebRequests b on c.WebRequestID=b.ID join CSPickItWebSessions a on b.WebSessionID=a.ID where a.[DateTime] < GETDATE()-30
    delete CSPickItWebRequests from CSPickItWebRequests b join CSPickItWebSessions a on b.WebSessionID=a.ID where a.[DateTime] < GETDATE()-30
    delete from CSPickItWebSessions where [DateTime] < GETDATE()-30

Gartner rates Exact positive in its MarketScope report!

Written by Bob Heinen on . Posted in Exact Globe

In its MarketScope for Core Financial Management Applications 2009 report Gartner ranks among 10 Financial Application providers Exact, COA Solutions, Epicor, Infor, Lawson, Microsoft, Sage Group, and Unit4Agresso positive. Oracle and SAP have been rated as strong positive.

112 Reference Customers of the application vendors COA Solutions, Epicor, Exact, Infor, Lawson, Microsoft, Oracle, Sage Group, SAP and Unit4Agresso gave answers to 27 specific questions in four sections which covered

  • Experience with Implementing and using the core financial management applications
  • Experience in wording with the vendor, and their service and support capabilities
  • How well the applications had supported change in their business
  • Value for money and cost of ownership

The rating results

Overall, the interviewed Reference Customers have been very satisfied with the application in use. Just over 80% of the respondents were either positive or strong positive and none was strong negative.

(For the interpretation of the rating please see the explanation at the very end of this article)

Only vendors that fulfil the following 6 inclusion & exclusion criteria have been rated:

  1. Provide a suite of financial management applications that includes (at least) GL, AP, AR and FA.
  2. Provide financial management applications that are suitable for any organization regardless of industry.
  3. Target their financial applications at midsize and/or large organizations.
  4. Have at least 100 live users that have bought & implemented the application
  5. Generated at least $25 million in revenue
  6. Live customers in more than one of the regions North America, South America, EMEA, APAC

What Gartner says about Exact

“Exact has several SMB accounting offerings that are sold on a local, country-specific basis, along with ERP solutions for midsize companies, such as Exact Macola ES and Exact Globe. However, the primary midmarket financial management applications are part of the Exact Globe ERP suite. These are suitable for midsize organizations, but they also have strong international capabilities.”

SaaS Insights:
Gartner also surveyed several new Software-as-a-service (SaaS) vendors (CGI, Deltek, Intacct, NetSuite, Twinfield and Workday). There is no information or evaluation on Exact Online in this report by Gartner.

Although none of these vendors met the inclusion criteria for this MarketScope, Gartner anticipates that they will start gaining more market shares as their solutions mature and gain a wider customer base during the next two to five years.

Gartner confirms that midsize companies are starting to deploy SaaS based core financial applications, but still sees companies having concerns about security and integration with on-premises applications.

Nevertheless, the SaaS vendors will not disrupt this market in the next five years because the existing solutions are so well-established and functionally mature.

MarketScope Rating Framework

MarketScope Rating Framework


Gartner’s Midmarket ERP Magic Quadrant is out

Written by Bob Heinen on . Posted in Exact Globe

The Gartner Midmarket ERP Magic Quadrant has been released. For the first time, Exact Globe has been included. Gartner is one of the best known information technology research and advisory firms. The full report can be found here.

For those of you that don’t know Magic Quadrants, this is what Gartner says: “Magic Quadrants depict markets in the middle phases of their life cycle by using a two-dimensional matrix that evaluates vendors based on their completeness of vision and ability to execute. The Magic Quadrant has 15 weighted criteria that plot vendors based on their relative strengths in the market.” For more information you can have a look at the explanation of how Gartner evaluates vendors within a market.