Sage 300 ERP Inter Entity Transactions facilitates doing business between branches, divisions, departments, funds, projects, trusts or multiple companies held within one or across Sage 300 ERP databases.
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Manufacturers are keenly attuned to productivity and profitability. Many have embraced enterprise resource planning systems (ERP), business intelligence software (BI), customer relationship management (CRM) and many other technological solutions to improve efficiency and revenues.
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“We’d love to use a CRM, but I’m afraid my staff won’t use it.”
“We just bought a new CRM system but I can’t get the team to enter their data.”
“Our CRM system is great...for the people who know how to use it. The rest of us are confused.”
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Many businesses find that, instead of rejoicing when the company implements an
ERP system, some employees cling to their spreadsheets as if to a life raft. Whether it’s through fear of the unknown or misunderstanding of the role of ERP in their lives, these spreadsheet-o-philes love their formulas and charts.
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Historically, traditional software companies have solely relied on sales data to propel their profit and loss indicators, with forecasting closely driven by contract activity and sales estimates for that bench marking period.
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If you are setting up a new inventory module, these steps will help you get started on the right foot:
1) Under IC Setup / Options turn on the function to ‘Use only defined UOM’.
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It is often the case that we find our customers making the same mistakes when it comes to their CRM system – especially during implementations. Implementations are big projects, however many organizations go into the project with a “lets get this over with” frame of mind. In our experience, this doesn’t usually go over well. With this mind set.
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Did you ever play the “telephone” game when you were a child? That’s the game where one person whispers a message to a player, then in turn whispers it to another player, and so on until the last person has to state the message out loud. Hilarity often ensues when the final person repeats the message because it’s so different from the original. It always proves
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