2023-06-01 12:00
Find Item is a way to search for multiple items and build a Sales Order directly from a single Prophet 21 screen.
I refer to creating an order this way as a ‘notepad.’ This funct… Read More
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2023-05-31 12:00
Today’s video goes over how to use Units of Measure in Prophet 21 and how to add an all-unit measure. We’re also sharing some tips to help you avoid pitfalls when using different… Read More
2023-05-25 12:00
Today’s Prophet 21 tutorial covers how to run inventory ranking and how to reclassify your ABC classes.
We will take you through a step-by-step process on how to use Prophet 21… Read More
2023-05-22 12:00
In today’s P21 training tutorial, we will talk about Item Master Inquiry in Prophet 21.
IMI is an invaluable tool for inventory management with P21 as it gives you all of the de… Read More
2023-05-19 12:06
This tutorial is an overview of the two methods for converting a quote into a sales order in Epicor’s Prophet 21.
How to Convert a Quote to a Sales Order in P21:
There are two opt… Read More
2023-05-17 12:00
In this general tips video, I will walk you through how to use Keyboard Shortcuts in the web version of Epicor’s Prophet 21.
Where Are Keyboard Shortcuts in P21?
Depending… Read More
2023-05-12 12:00
Today’s video is an overview of how to use the Filtered Usage feature in Prophet 21’s Item History window. We will also cover how to update inventory at a location item level… Read More
2023-05-08 12:00
Today’s P21 tutorial shows you how to use ABC Class Maintenance in Epicor’s Prophet 21. We will also review some basic settings you need to understand in class maintenance and hi… Read More
2023-05-05 12:00
Today’s tutorial is an in-depth overview of how to use the Up To Replenishment method for purchasing. Up To is one of the most common Advanced Forecasting methods… Read More
2023-05-01 12:00
In today’s P21 training tutorial, we are going to talk about Min Max and how it affects purchasing. It is a pretty straightforward and simple-to-use process.
What is Min Max?… Read More
2023-04-28 12:00
This video training shows how to use the Notes function in Prophet 21 windows. We will review order notes and order line notes. This tutorial applies to many areas of P21 (For example, Purch… Read More
2023-04-24 12:00
Today’s tutorial is an overview of how to use Net Stock in Epicor’s Prophet 21. The Net Stock calculation is a vitally important part of the purchasing workflow. It also plays he… Read More
2023-04-21 13:00
This video and tutorial break down the Direct Ship function in Prophet 21 and give you a few quick tips for Sales Order Entry.
Example:
I have an order with a line quantity of 100… Read More
2023-04-17 12:00
Today’s video is an overview of how to use the basics of Order Entry in the web version of Prophet 21.
What is Order Entry in P21?
Order Entry is a fundamental tool for r… Read More
2023-04-14 13:00
Today’s video is a tutorial on how to set Safety Stock Days in Prophet 21. Safety Stock Days can affect your calculations for things like ‘Up To’ when using P21 for your Pu… Read More
2023-04-10 13:51
This is a quick tutorial to show you how to rename an item in Prophet 21 with the Edit an Item ID function. (Thanks to a viewer for requesting this tutorial.)
How to Rename an It… Read More
2023-04-05 15:29
How to use Quick Item Entry in Prophet 21 to enter multiple items quickly without even having to touch your mouse (which is not always simple in this system).
Step 1:
Start the order… Read More
2023-04-03 15:59
This video tutorial shows how to link a backordered item to an open line on a purchase order. Linking Backorders in Prophet 21 is a useful tool if you need to circumvent the auto-allocation… Read More
2023-03-29 19:51
In today’s video, we are going to cover how to run the Previous Requests function in Prophet 21.
What is the Previous Requests function?
This function allows… Read More
2023-03-27 14:17
Today’s tutorial is a step-by-step training on how to use the Inventory Adjustments feature within Epicor’s Prophet 21.
Step 1:
Enter the Location ID.
Ste… Read More
2023-03-24 13:34
How to use Credit and Rebill in Prophet 21
In this video, I’m going to show you the basics of utilizing credit and rebill in a Prophet 21 environment.
Before we get started, I… Read More
2023-03-20 13:19
How to export data from grids within P21:
Right-click + Export
In the Find Order search window, right-click in the open space, and press the Export button. P21 will download everyth… Read More
2023-03-17 13:36
In today’s video, we’re going to cover how to reverse a Purchase Order Receipt in Epicor’s Prophet 21.
Occasionally, there will be a problem wit… Read More
2023-03-13 13:55
How to add an About Widget to your home portal:
Click the “Add Widget” button.
Hit the (+) symbol.
The About Widget includes information such as Username… Read More
2023-03-08 22:39
Today’s post is a quick tutorial on how to save your user configurations in search windows within Prophet 21. The great thing about setting user configurations is that you can cater th… Read More
2023-03-03 19:38
Today’s video is a quick tutorial on how to create a new year in your Prophet 21 database.
Understanding how to work this setting is obviously important when you’re goin… Read More
2023-02-23 22:15
In Line search (also known as smart search) is a valuable tool, especially for new users of Epicor’s Prophet 21. It works anywhere in P21 where you are able to search and allows you to… Read More
2023-02-23 21:47
In this video we’re going to talk about the review cycle and how it affects the calculation for your order point in your “Up To” Replenishment Method.
Video Transcript:… Read More
2023-02-22 17:08
How to change Published Lead Time in P21.
What is Published Lead Time?
Lead time is the time it takes to go from creating a PO to when the item is available in your inventory… Read More
2023-02-15 20:15
In this video we’re going to quickly cover how to run demand year maintenance.
How to tell if Demand Year Maintenance has not been run:
First, you need to open your Item Master… Read More
2023-02-13 19:34
Create a new item from an existing item in Epicor’s Prophet 21.
What is the copy item function in P21?
The copy item function in Epicor’s Prophet 21 can be u… Read More
2023-02-10 21:28
In this video, we’re going to discuss lead time and several things you need to understand about it in P21.
Video Transcript:
Setting Up Lead Time Source
We will star… Read More
2023-01-03 15:59
Part of our mission as tool builders is to build connections within our local community. Curt’s Closet is one of the organizations we partner with in pursuit of that mission. We work w… Read More
2023-01-03 12:25
Magento Open Source / Adobe Commerce have a lot of features to support B2B customer experience. If you are building a store, there are different ways you can approach it. The first question… Read More
2021-07-19 17:00
Inventory forecasting helps planners predict future inventory levels and make decisions based on data. However, forecasting formulas are only relevant for products that are selling… Read More
2021-07-09 14:56
Life is easiest when we know exactly what products people want and when they want them. Unfortunately, we don’t live in a perfect world, and item demand is affected by increas… Read More
2021-07-04 05:19
When your actual shipment times aren’t matching the plan, it’s time to adjust the forecast.
There are several factors that can affect supply and demand, including:
Major econo… Read More
2021-06-26 02:04
Long Lead Times aren’t what many inventory managers want to deal with, but long lead times are not the enemy, and if you know how to prepare for them, you will be able to run an eff… Read More
2021-06-18 14:00
If you want to maintain an efficient inventory and keep the right amount of product on the shelves, you have to know your lead time. It doesn’t matter if you carry 10 or 1,000… Read More
2021-06-11 21:18
A stock item is something we purposely and proactively keep on the shelf, even when we don’t have a live sales order for it. Stock items will presumably become cash within a r… Read More
2021-06-03 17:15
The cloud, once a buzzword, is used in everyday conversations. It seems everyone is putting something into the cloud, and the industry would have you believe that on-premise systems… Read More
2021-05-27 16:03
The cost of inventory is so much more than what you pay for an item. You also have to store that inventory in a warehouse and have the associated costs of utilities, rent, payroll… Read More
2021-05-20 16:43
Before determining how to plan for sporadic items, let’s first define a sporadic item.
A sporadic item is, first and foremost, stockable. You want to keep it on the shelf, eve… Read More
2021-05-14 18:51
Data is precious. You can’t efficiently run an inventory management system without it, so determining how to store information is a big decision. There are pros and cons… Read More
2021-05-07 20:18
Demand planners and purchasing managers must predict buying patterns, calculate lead times, and ensure they have enough cushion to carry them to the next shipment without giving up all th… Read More
2021-03-11 02:22
The Prophet 21 Web Application is the primary way you will deliver Prophet 21 to users, if you are not already doing so. The sun is setting on the desktop application, and your forw… Read More
2021-03-11 00:13
The Epicor Prophet 21 web version is almost at a point where it is the only way to access P21. We are rapidly approaching the end of the line for the desktop client. This is a… Read More
2020-10-28 15:24
Remote Monitoring as an Additional Layer of Security
One of the key checks in a good remote monitoring solution is keeping track of failed logins and other security audit issues. There are t… Read More
2020-10-28 14:34
You remember the commercial….”I am not a security guard, I am a security monitor….I only alert you when there’s a problem….There’s a problem”?&nb&hell…Read More
2020-10-16 17:57
No service or product comes for free. Every expense needs to add value to the equation, and the value must outweigh the expense. This is just fundamentally good business practice. Sometimes… Read More
2020-10-07 20:23
The Benefits of Cloud-Based Infrastructure
Cloud-based infrastructure is rapidly being adopted across industries. That said, many organizations are still new to the value of cloud computing… Read More
2020-04-22 15:08
Falling demand, unfortunately is a reality that most distributors are facing, or will face at some point in the near future. As of the time of this writing, late April 2020, the realit… Read More
2020-04-19 14:32
Check For Stock In Other Locations When Saving An Order
Inventory Management is as equally important across multiple locations.
The last thing anyone wants to hear is a customer’s orde… Read More
2020-03-22 22:02
NOTE: This is not a blog post meant to just give you general ideas. We are going to go in high detail on cash flow (like 2400 words deep), and hopefully you will come away with t… Read More
2020-03-22 15:05
Introduction
This post provides a sample of the steps required to use the SQL SERVER MANAGEMENT STUDIO user interface to create an automatic job that runs as a timed event. This proces… Read More
2020-03-15 02:59
The number of questions we are getting about managing through gaps in inventory and supply chain has been on the rise in recent days and weeks. Certainly, there are plenty of good reas… Read More
2020-03-13 17:00
I once heard someone say, “There are 2 kinds of companies: companies who are disruptors, and companies who are being disrupted.” I wish I could remember who said it, becaus… Read More
2020-02-29 04:19
All of the recent volatility in the markets and the world in general got me thinking…the US economy has been pretty vibrant and on an upward trend for a fairly long while, and eventua… Read More
2019-08-01 17:00
How To Use Document Links
Like most businesses, you probably has a lot of files related to orders, customers, vendor etc. to keep track of. For example, you might want to keep your pic… Read More
2019-07-09 19:52
Creating an “Easy Button” for Check Run Uploads in Prophet 21
A client recently approached us about solving a few ongoing issues with their process for sending a check/payable fi… Read More
2019-07-08 17:51
Recently, a customer came to us with a very interesting issue. They wanted to use Wireless PO and Transfer receipts in P21, but they needed a way to positively identify when an i… Read More
2019-06-17 02:40
Managing Inventory for Different Order Types
P21’s Inventory Management System has a one to one relationship with allocating items to a primary bin. This means, you can have t… Read More
2019-06-17 02:29
How Auto Allocations Work in P21
P21 auto allocations not only save a ton of time, but it can drastically reduce end user error. In system settings, you can choose to either manually r… Read More
2018-11-26 15:00
Comparing the P21 Web Client 18.2 to 18.1
Recently, Epicor has released the P21 Web Client 18.2. This release has brought along many changes that alter what we covered in our original… Read More
2018-10-31 23:33
With the release of 2018.2, we arrive the fourth major release of the Prophet 21 Web Client by Epicor. The question I am starting to be asked more and more is, “Is it ok to… Read More
2018-07-17 15:00
The Inventory and Open Order Tabs
In today’s post, we are going to be discussing the Inventory and Open Order tabs in Item Master Inquiry. If you haven’t seen our post on t… Read More
2018-07-10 22:29
Item Master Inquiry Basics
Important skills to have under your belt are the Item Master Inquiry basics. This is a commonly used window amongst most P21 users. However, with all o… Read More
2018-07-03 15:00
How to Create a New Customer
Creating a new Customer in Prophet 21 can sometimes seem like a daunting task. Customer Maintenance has a large number of tabs with required fields buried… Read More
2018-06-29 15:00
What Are Reason Codes?
In our video on RMA Entry (linked here), I mentioned a tab called the Reason Codes tab. While you enter your RMA, you may find that the Reason Codes tab is disabled! T… Read More
2018-06-19 15:00
RMA Entry
Today’s post is all about RMA Entry in Prophet 21! If you are new to P21, or you’ve never done an RMA before, it can be confusing to understand. In today&rs&hell…Read More
2018-06-14 23:42
Creating a New Item in P21
Today, we are going to be learning how to create a new item in P21. If you’ve never done it before, creating a new item can be a hassle. You&rsqu&hell…Read More
2018-06-12 14:02
P21 Web Client Ribbon Layout
In our final video on the P21 Web Client, we are going to be discussing the P21 Web Client Ribbon Layout. While the new layout is generally the same as the… Read More
2018-06-05 00:39
P21 Web Client Home Widgets
The P21 Web Client has come with a lot of new and useful features. A great new feature is the P21 Web Client Home widgets. As users, we currently have… Read More
2018-05-29 15:00
Jumping Into Ice Cold Water
Welcome back to FreeingERP! Today is a very exciting day as we will be taking our first look at the all-new P21 Web Client! As I mentioned in last wee… Read More
2018-05-22 17:21
In this week’s video, we are going to be discussing part two of Order Entry. Specifically, we are going to be discussing four more tabs: Order Notes, Front Counter, Prices, and O… Read More
2018-05-15 15:26
One of the quickest windows to learn to use within P21 is Order Entry. It is a basic tool that, depending on your position in your company, you may or may not find yourself using every… Read More
2018-05-08 15:14
Two of the most commonly used tabs in PORG (excluding the Criteria tab) are the Item and Calculation tabs. These tabs are incredibly useful and make looking at data for items quick and… Read More
2018-04-26 23:44
Welcome back to FreeingERP! Today, we’re going to be covering part one of two for PORG! Unfortunately, I am not referring to the adorable little space puffins from The Las… Read More
2018-04-26 15:00
In today’s video, we are going to be covering part two of Purchase Order Receipts. If you missed out on part one, you can find it (here). During this video, we are going to… Read More
2018-04-24 15:00
This week on our series of Prophet 21 training and how to videos, we are going to be focusing on Purchase Order Receipts. From now on videos will be biweekly and will be posted every T… Read More
2018-04-17 15:00
Last Tuesday we went over the basics of Purchase Order Entry in Prophet 21, where we discussed topics such as the Purchase Order and Items tabs. In this week’s video we wil… Read More
2018-04-11 01:10
https://www.youtube.com/watch?v=S7tkYIjYa9UPurchase Order Entry: Prophet 21 How ToToday, I want to go over some of the basics of Purchase Order Entry. There are aspects of Purchase Ord… Read More
2018-04-11 01:10
Purchase Order Entry
Today, I want to go over some of the basics of Purchase Order Entry. There are aspects of Purchase Order Entry that we all use every day. In this vi… Read More
2018-03-27 14:12
Today we are going to talk about moving items in your warehouse using Bin Adjustment in Epicor Prophet 21. Bin adjustments, and a similar screen called Bin Inventory Movement are a qui… Read More
2018-03-13 12:17
The Pricing Service tool for Epicor Prophet 21 is a very powerful tool for managing your item related data. If you are not using it to keep your supplier pricing and item data cleaned… Read More
2018-03-07 02:24
One of the issues I see from time to time with companies who are using Epicor’s Prophet 21 ERP system is confusion about when to Production Orders vs. Secondary Process. I can se… Read More
2018-02-20 15:18
In the world of demand forecasting, sporadic items can be among the most difficult items to deal with. These items do not have regular enough usage data for a forecasting formula to ha… Read More
2018-02-13 15:41
A common place where people using transfers is the concept of the transfer backorder. This P21 tutorial is going to shed some light on what the transfer backorder is, and how to manage… Read More
2018-02-06 15:07
I believe that when you deploy any ERP system, whether it is Epicor’s or anyone else’s, there are some big things that you have to get right. Prophet 21 purchase pricing is… Read More
2018-01-30 15:18
How many times have you been working in Epicor P21 and thought, “Why can’t that box just be checked for me?”. Good news! If you have Dynachange Business Rules f… Read More
2018-01-23 14:54
For Epicor Prophet 21 users who are trying to do some amount of manufacturing, a common issue that arises is the concept of the remnant. Remnants (also called drops, leftovers, etc.) a… Read More
2018-01-16 15:29
Today’s Prophet 21 help related post is going to focus in the secondary process / manufacturing area. Though the Epicor P21 system is not strictly speaking designed for manufactu… Read More
2018-01-09 15:14
Secondary process, or process transaction, is a versatile feature of Epicor’s Prophet 21 distribution ERP system. Strictly speaking, the thought behind this feature is centered a… Read More
2018-01-02 15:18
A common question amongst those who administrate the Epicor Prophet 21 ERP system revolves around Microsoft SQL Server and the setting that controls compatibility level on the Prophet 21 dat… Read More
2017-12-26 16:47
The more I talk to users and system administrators about the Epicor Prophet 21 web client, the more I get asked about Prophet 21 performance in the web client versus the traditional desktop… Read More
2017-12-19 14:34
Today’s post is going to be all about helping system administrators with the web client. Previously, I have talked about getting your DynaChange Business Rules web client ready… Read More
2017-12-12 14:25
The Epicor Prophet 21 Forecasting system has a lot of moving parts. It is definitely one of the most complicated parts of the P21 ERP system in my opinion. It seems like every ti… Read More
2017-12-05 15:56
Epicor Prophet 21 inventory management depends heavily on the PO Requirements/Generation window, commonly known as PORG. At the heart of PORG is the Calculation tab, which tells you ho… Read More
2017-11-28 15:39
During Insights 2017, Epicor officially announced the web browser version of Prophet 21. By the end of June, we saw the first production release of P21 version 2017.1. As of the… Read More
2017-11-21 14:35
The Prophet 21 database, which runs on Microsoft SQL Server, is large and highly complex. To get the best performance from the system, administrators should make sure that they have at… Read More
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