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Best Practice ERP: Migration Checklists

Many of you whom I have met personally know that I am an instrument rated pilot.  As a pilot I use checklists before during and after every flight.  They are a very important part of aviation for many reasons.  Checklists promote safety by ensuring that critical tasks are completed.  They also ensure that these tasks are done in sequence and that they are performed at the right time.  For example, it is generally considered too late to put your gear down after landing.  Finally, they ensure that everyone in aviation behaves and works in a consistent manner.  The stakes are high so discipline is essential.

Migrating from one release of xTuple to the next, like flying an airplane, is a straight forward process so long as you have basic skills and a plan for utilizing them.  To reduce risk and ensure business continuity and data continuity you should follow a migration checklist that, like an aviation checklist, ensures you perform all required tasks, in sequence, and at the right time.   Read more »

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Best Practice ERP: Cycle Counting

Cycle counting is a topic that normally comes up during or shortly after the “up-and-running” phase of an implementation is complete. It is a technique that is easily implemented but almost always incorrectly. Why? Because the philosophy most firms adopt for cycle counting is often contrary to its intended purpose, so, even with flawless execution they get poor results.

What is the right philosophy you ask? Simple. Cycle counting is a means by which a firm validates that it's inventory management processes and procedures result in a target level for inventory accuracy. For those of you familiar with Statistical Quality Control, it is similar in concept to ensuring that a manufacturing process is in control. Read more »

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New Financial Reporting Engine (FRE) Video

The FRE is the very flexible financial reporting tool that enables you to create core financial reports like Income Statements and Balances sheets as well as custom reports including Working Capital reports and Profit Center P/L reports.

Like everything in xTuple the FRE has continued to evolve with large and small improvements over time. But, the FRE video had not kept up, that is until now. A new video that introduces the audience to FRE basics has been posted and can now be accessed hereRead more »

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New xTuple ERP Full Business Process Flow Video

The video collection continues to grow covering a wide array of topics. The latest addition shows, in a single video, the execution of a comprehensive business process flow from end-to-end. It covers inventory management, purchasing, manufacturing, sales, accounts receivable and accounts payable in a single integrated flow. It is a great way to get acquainted with the application or learn something new and the navigation is performed completely from the tool bar buttons – no menus. Read more »

 

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