2024-02-03 05:30
We are continuing our discussion on job contracts by showing how to apply them to Prophet 21 sales orders. If you missed our videos on creating job contracts and the setup process, I r… Read More
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2024-01-27 21:19
In today’s video, we are discussing the basics of using Job Contracts in Prophet 21. Follow along for more in-depth videos on more advanced functions coming soon.
How to… Read More
2024-01-19 18:16
In today’s video, we’ll discuss creating job contracts and cover which Customer Maintenance settings you need to enable to effectively use contracts for a cus… Read More
2024-01-12 13:00
In today’s video, we are talking about adding sales price pages, books, and libraries to customers in Prophet 21. In our last two tutorials, we covered the basics of the Sales Price Pa… Read More
2024-01-05 13:00
In this tutorial, we are reviewing customer pricing within Prophet 21, focusing on the sales price book and library combination. If you’ve been following along, we talked about the sal… Read More
2023-12-29 13:00
Today’s video reviews the page book library system within Prophet 21, specifically, the basics of the sales price page. I say basics because there are many different functions within t… Read More
2023-12-22 13:00
In this guide, we are going to cover the basics of purchase order entry and the manual way to enter a PO in Prophet 21.
Entering Purchase Order Details
When you manuall… Read More
2023-12-15 21:22
Today, we will review how to process returns in Prophet 21—using Previous Sales within the Order Entry screen. Like the Previous Requests window, the Previous Sales screen is launched… Read More
2023-12-08 18:33
In today’s Prophet 21 (P21) tutorial video, we’re diving into the Vendor Supplier Management screen. This window helps provide a comprehensive overview of vendor-supplier informa… Read More
2023-11-27 13:00
Welcome to our latest blog post where we discuss importing Mass Update templates in Epicor’s Prophet 21 (P21). We will go over choosing columns, selecting which items to update, and sc… Read More
2023-11-20 13:00
In today’s blog post, we’re sharing how to edit Excel Exports for Mass Updates in Epicor’s Prophet 21 (P21). If you’re using P21, you’ve likely used the Mass Up… Read More
2023-11-17 13:00
In today’s guide, we will continue reviewing the Mass Update function in Epicor’s Prophet 21 by focusing on building grids and query exports in the Excel Query screen. We’l… Read More
2023-11-13 13:00
In today’s post, we’re continuing our series on the Mass Update function within Epicor’s Prophet 21 and focusing on the Excel query screen.
Overviewing the Excel Quer… Read More
2023-11-10 13:00
In today’s Prophet 21 training video, we’re continuing our series on Mass Updates, specifically focusing on the job status feature (including the error log). This function is rel… Read More
2023-11-06 13:00
In today’s Mass Update video, learn how to use columns to run a Mass Update in Prophet 21 using the basic screen method.
Example Scenario:
Someone brought it to my attention… Read More
2023-11-03 12:00
In today’s video, we will cover the basic side of the Mass Update screen in Epicor’s Prophet 21. There are two ways to run a mass update in P21—basic and Excel queries. Thi… Read More
2023-10-30 12:00
In today’s video, we are continuing our Mass Update series and covering how to set basic filter criteria for queries in Prophet 21. We will also show you how to save and download a que… Read More
2023-10-27 12:00
Today’s video is the first installation of our P21 Mass Update tutorial series. In this video, we will show how to set role permissions and limit individual user permissions for Mass U… Read More
2023-10-23 12:00
Customer Master Inquiry (CMI) is an essential tool for managing customer information in Prophet 21. It provides a comprehensive view of customer data, including contact information, sales hi… Read More
2023-10-20 12:00
In this video, we will continue reviewing transfers, focusing on transfer shipping in Prophet 21. We will cover the fundamentals of printing a packing list and delve into the concept of unde… Read More
2023-10-16 12:00
In today’s video, we are talking about processing transfers in Epicor’s Prophet 21. We will review the Transfer Receipts window in Prophet 21 as well as how to under-receive tran… Read More
2023-10-13 12:00
In today’s video, we will discuss how to enter transfer orders using Transfer Entry in Prophet 21.
The Transfer Entry window is used to create transfers manually… Read More
2023-10-09 12:00
Today’s video is about transfer backorders in Prophet 21. We are going to talk about how they work, what their purpose is in Prophet 21, and how to view your transfer backorders. We wi… Read More
2023-10-06 12:00
In today’s video, we will talk about how to set Transfer Days Maintenance in Prophet 21. This is the first in a series of videos on how to use P21’s Transfer functions.
Fi… Read More
2023-10-02 12:00
In this tutorial, we will discuss running PORG in the web version of Prophet 21. We will cover various tabs including the Item tab, Status lines, Calculation tab, Supplier Summary tab, and m… Read More
2023-09-29 12:00
In today’s video, we are starting a new series focused on the Purchase Order Requirements/Generation (also known as PORG) window in the web version of Prophet 21. In this video, we wil… Read More
2023-09-25 12:00
In today’s video, we will discuss order and line dispositions in Prophet 21. We will review some basic disposition definitions and helpful tips for best practices.
According to Epic… Read More
2023-09-22 12:00
In today’s video, we will be talking about posting and deleting cycle count batches in Prophet 21. This is one of our last topics on inventory cycle counts.
How to post Cycle Co… Read More
2023-09-18 12:00
In this Cycle Count tutorial, we will talk about the Physical Count vs. On-Hand discrepancy report in Prophet 21.
Physical Count Window:
The Physical Count screen is where… Read More
2023-09-15 12:00
In today’s video, we are going to continue talking about cycle counts in Prophet 21 and how to enter physical counts.
Physical Counts: Criteria
Start at the Physical Count sc… Read More
2023-09-11 12:00
In today’s video, we are talking about manual cycle counts in Prophet 21. Cycle counting is a method used to count portions of inventory by scheduled cycles instead of your entire inve… Read More
2023-09-08 12:00
In today’s video, we are talking about the Transaction Master Inquiry screen in Prophet 21. P21 has a lot of inquiry screens, but this is one of my favorites. It gives you a good view… Read More
2023-09-07 13:52
We had a great time at WWUG Connect 2023 where we met with partners, old friends and clients, and made potential new ones.
Atlas was a platinum sponsor with a double booth right at the fr… Read More
2023-09-06 15:47
In today’s video, we are going to talk about creating a Cycle Count Report in Prophet 21.
In a previous video, we covered the basic settings that each location needs in order t… Read More
2023-09-01 14:22
In today’s video, we will talk about doing inventory returns and shipping those returns in Prophet 21.
Start by opening the Inventory Return screen.
Enter your Location, Vendor, S… Read More
2023-08-28 12:04
Today is the first tutorial in the Cycle Counts series, and we are talking about Cycle Count Location Maintenance in Prophet 21. Over the next few weeks, we will be talking about several dif… Read More
2023-08-25 12:00
In today’s video, we will talk about grid filtering in the web version of Prophet 21. It is a handy tool with several different options for filtering data.
Everywhere you see grid… Read More
2023-08-21 12:00
In today’s video, we are talking about merging items in Prophet 21. This is a useful tool if somebody created a part number and used it, but then realized they already had an existing… Read More
2023-08-18 12:00
Today’s video will show you how to ship a sales order from a pick ticket in the Prophet 21 shipping module.
You can use the quick search from the main menu to access the shipping… Read More
2023-08-14 12:00
In today’s video, we are going to give a quick overview of the basics of doing an RMA receipt (a return receipt) in Prophet 21.
How to enter an RMA Return Receipt in Prophet 2… Read More
2023-08-11 12:00
In today’s tutorial, we are going to talk about Lot Adjustment in Prophet 21. Everybody loves Lots. Right?
In this video, we are going to talk specifically about what a Lot Adjust… Read More
2023-08-07 12:00
In this video, we will cover some basic formatting and screen cleanup for DynaChange fields in Prophet 21 including removing, hiding, and editing fields and aligning text.
There are a l… Read More
2023-08-04 12:00
In this video, we will talk about how to enter an RMA Return in the Order Entry screen of Prophet 21.
RMA stands for Return Material Authorization. Through P21, we use RMA Entry to acce… Read More
2023-07-31 12:00
We have done several training tutorials on using the Dynachange Screen Designer in Prophet 21. So far, we have discussed adding drag-and-drop fields and applying simple edits to basic fields… Read More
2023-07-28 12:29
In today’s video, we will talk about lost sales codes, how to create them, and where you assign them to different parts of Prophet 21.
Creating a Lost Sales Code:
Start by ope… Read More
2023-07-24 12:00
In today’s video, we are going to talk about how you can use Dynachange Screen Designer to edit several basic fields in Order Entry.
In the last Dynachange video, we added Deliver… Read More
2023-07-21 12:00
In today’s video, we are going to talk about some basics of using the document links feature in Prophet 21.
The Document Links tab appears in many different places in Prophet 21… Read More
2023-07-17 12:00
In today’s video, we will talk about setting buying limits also known as purchase approval thresholds for individual users.
Purchase Approval Thresholds are set in the indiv… Read More
2023-07-14 12:00
In this video, we’ll do a quick explanation of how to Validate Open Orders in Prophet 21, which is basically releasing credit holds.
How to Validate Open Orders in Prophet 21:
S… Read More
2023-07-10 12:00
In today’s video, we are going to talk about Dynachange Rules and adding fields to connect different tabs in Prophet 21.
What is Prophet 21 Dynachange?
The Dyna… Read More
2023-07-07 12:00
In today’s quick video, we are going to show you the two basic ways for printing a Sales Order Pick Ticket in Prophet 21 Order Entry.
Start by opening up a Sal… Read More
2023-07-03 12:00
Today’s quick video discusses emailing from the Order Entry screen in P21. We will also overview email acknowledgments, quotes, and other features within Order Entry.
How does ema… Read More
2023-06-30 12:00
This video will cover a more advanced Prophet 21 topic: Navigation Creation with Dynachange.
A Dynachange Navigation button is also known as a drill down or drill in. T… Read More
2023-06-26 12:00
In today’s video, we will talk about linking backorders to open Purchase Orders from within Order Entry.
Last time we did a video about this, we discussed starting in the Purc… Read More
2023-06-22 12:00
In today’s video, we are talking about the Drill Downs feature in Prophet 21.
If you scroll through and look at different folders in Prophet 21, you will see Drill Down repe… Read More
2023-06-19 12:00
In today’s video, we will talk about the basics of converting a PO (Purchase Order) to a Voucher in Prophet 21.
How to Use Convert PO to Voucher in Prophet 21:
Step 1: Collect P… Read More
2023-06-15 12:00
In this quick video, we will talk about the Location Supplier Maintenance screen in Prophet 21.
This will seem very familiar to you if you deal with supplier maintenance on a regular basi… Read More
2023-06-12 12:00
In today’s video, we will discuss how to use Class Maintenance in Prophet 21. We will also show how to set classes, where to choose them, and their main purpose in Prophet 21… Read More
2023-06-06 14:10
Many Prophet 21 users struggle with how to use Quick Search (or smart search) to find a quote for a particular customer in their system.
Example: You are looking for Quote No. 1000193 fo… Read More
2023-06-05 12:00
In today’s training video, we are going to talk about how to set up Supplier Pricing Maintenance for a new supplier in Prophet 21.
It is important to note that afte… Read More
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
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
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