https://p21video.epicor.com/detail/video/5799275708001/identifying-lost-sales-reason-codes 2020-03-02T18:11:58.278Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ec8ea2be-b0a1-42c9-b1b6-c9ac60da814b/1ae98bae-0c6b-4e28-8e14-271603fd8b58/1024x544/match/image.jpg Identifying Lost Sales Reason Codes Before you can track lost sales, create your Lost Sale Reason Codes. Learn how to create reason codes to use when tracking lost sales. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5799275708001 78 2018-06-19T14:19:18.673Z Sales https://p21video.epicor.com https://p21video.epicor.com/detail/video/5799867870001/tracking-lost-sales-on-the-order-level 2024-08-16T10:42:34.709Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0aa056fb-bbf0-4f76-964c-bde4c7ee7f9f/090440d0-4281-4903-b0a4-f509f875fefc/1280x720/match/image.jpg Tracking Lost Sales on the Order Level Knowing why you didn't make a sale is vital to staying on top of your performance. Learn how to track reasons for lost sales when you cancel an entire order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5799867870001 59 2018-06-20T19:08:06.975Z Sales https://p21video.epicor.com https://p21video.epicor.com/detail/video/5799858626001/tracking-lost-sales-on-the-item-level 2025-04-18T04:30:45.360Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/60bb6ad6-cc54-45b7-9df1-f31f1dd7c8cd/dca37458-148f-46d9-9f3d-9a758fcc6278/1280x720/match/image.jpg Tracking Lost Sales on the Item Level You can track the reason for lost sales on a line-item level. Learn how here. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5799858626001 38 2018-06-20T19:13:39.178Z Sales https://p21video.epicor.com https://p21video.epicor.com/detail/video/6021789520001/how-do-i-exclude-a-credit-card-remittance-on-a-sales-order 2019-08-19T15:05:21.247Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0d046765-6a49-44d2-bfdb-cc1eef709bb8/44177cd1-74a6-42ab-b115-2b53f224d054/1280x720/match/image.jpg How do I exclude a credit card remittance on a sales order? You took a credit card on an order and something went wrong; now you need to exclude that credit card payment. The good news is that you can. This Knowledge on Demand shows you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6021789520001 79 2019-04-02T20:30:21.744Z Sales https://p21video.epicor.com https://p21video.epicor.com/detail/video/6052955221001/show-me-how-to-generate-a-cash-collection-call-list 2022-03-14T16:54:58.145Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2af8b14b-9c8f-4a6b-90a1-3b8241a15aa2/d28277dc-214a-4a5c-a512-5248c74cc6c2/1280x720/match/image.jpg Show Me How to Generate a Cash Collection Call List You know a customer hasn't paid their invoices in a while and it's time you started a collection call. How do you do that? Watch this video and we'll show you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6052955221001 205 2019-06-27T13:22:09.695Z CRM https://p21video.epicor.com https://p21video.epicor.com/detail/video/6052994917001/show-me-how-to-manually-create-a-cash-collection-call 2022-03-14T16:56:21.245Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/89cd6ea4-03fb-4161-8191-251a5194c3f0/3060fb9b-c1fe-4456-84d2-ac0f09306ecd/1280x720/match/image.jpg Show Me How to Manually Create a Cash Collection Call Sometimes customers don't pay on time and you need to follow up with them. You can manually create a cash collection call to record all of the necessary details. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6052994917001 136 2019-06-27T14:50:27.276Z CRM https://p21video.epicor.com https://p21video.epicor.com/detail/video/6060867520001/how-do-i-set-my-customer-as-tax-exempt 2019-07-18T12:53:59.485Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3138c724-313f-494f-a3ec-308f972b7631/f7297a0f-fa46-407f-92a0-0291e69e4028/1280x720/match/image.jpg How Do I Set My Customer as Tax Exempt? Some of your customers may be exempt from paying federal, state, and local taxes. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6060867520001 38 2019-07-18T12:52:34.954Z CRM https://p21video.epicor.com https://p21video.epicor.com/detail/video/6061136457001/show-me-how-to-manually-create-a-task 2019-07-18T20:20:10.525Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ecc85719-7015-46df-a330-063f19393b3a/8fefbcdd-5dc0-490b-aa5e-20257c9a0d74/1280x720/match/image.jpg Show Me How to Manually Create a Task Creating tasks on Prophet 21 is simple, but you don't have to limit it to just tasks, you can use this window to keep notes on meetings and phone calls, with both internal and external contact. We'll show you how in this video. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6061136457001 216 2019-07-18T20:18:13.707Z CRM https://p21video.epicor.com https://p21video.epicor.com/detail/video/6116483395001/show-me-how-to-reprint-a-purchase-order 2024-12-18T18:54:12.289Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e4ddd8cd-195d-45bb-9877-9feb9438095c/4a6f91cc-358e-45ee-a590-fdefb2b4902a/1280x720/match/image.jpg Show Me How to Reprint a Purchase Order There are multiple ways to reprint purchase orders. You can reprint them from Purchase Order Entry and the Purchase Order Report. The output can also be scheduled for later, emailed or exported to Excel. Watch this video and try it yourself! https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6116483395001 147 2019-12-17T18:18:15.313Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6077497240001/show-me-how-to-partially-receive-a-purchase-order 2022-03-21T19:55:09.722Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/310c4f46-631f-4a06-a8b1-a4ff144a2621/c2524ca6-8769-4307-a0c5-c4f50206e197/1280x720/match/image.jpg Show Me How to Partially Receive a Purchase Order You have a large purchase order that the supplier is shipping as items become available. This video shows you how to partially receive in purchase orders. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6077497240001 55 2019-08-26T22:39:43.362Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6077346381001/show-me-how-to-receive-all-items-on-a-purchase-order 2022-03-21T19:54:48.519Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/84196b25-9c07-4ea8-8aa2-0a5e9b2a14af/e99223fe-05d6-4229-b9e0-74c8e3e63923/1280x720/match/image.jpg Show Me How to Receive All Items on a Purchase Order You just received a shipment, and when going through it you determine that all of the items on a specific purchase order are there. How can you quickly receive in all of the items at once? This video will show you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6077346381001 64 2019-08-26T16:08:05.255Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6074493727001/how-do-i-purchase-for-one-or-more-suppliers-in-porg 2022-03-21T19:39:17.630Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f2fb02fa-3b6d-41cb-8472-23eb2a5c16ed/3e5920f9-0c48-457e-b1b7-d60b9fea226a/1280x720/match/image.jpg How Do I Purchase for One or More Suppliers in PORG? Do you want to purchase for one supplier, a range of suppliers or several individual suppliers at once in PORG? See how to use the Supplier Range or Supplier List settings to purchase for the suppliers you want. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6074493727001 109 2019-08-19T18:51:19.245Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6073725713001/show-me-how-to-edit-shipping-instructions-in-purchase-order-entry 2022-03-21T19:33:15.523Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/56e87d82-ff3f-42a4-a7b8-b8d387d673d1/163267ce-af67-4207-8ecb-6c40ce1a6ba4/1280x720/match/image.jpg Show Me How to Edit Shipping Instructions in Purchase Order Entry Sometimes you get the one order that needs to be shipped a little different. You need to include those instructions on only that order. This video shows you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6073725713001 63 2019-08-16T15:36:17.192Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6073340680001/show-me-how-to-add-freight-to-po-receipts 2022-03-21T19:24:48.834Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c8e9ef2d-e169-4c55-b033-502c6fcb6fe4/7da7e714-ae95-4828-9cec-b0d28916dd4d/1280x720/match/image.jpg Show Me How to Add Freight to PO Receipts If you know the freight amount when you receive in a purchase order, you can add it right in the PO Receipts window. This video will show you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6073340680001 51 2019-08-15T16:59:50.616Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6062708693001/show-me-how-to-add-a-vendor-supplier 2022-03-18T15:49:07.556Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0ad9c990-11e2-40fc-adf3-b9be070da47b/5a60dd1b-ec3d-4f4a-bb07-78c3377968fb/1280x720/match/image.jpg Show Me How to Add a Vendor/Supplier Learn the basic steps to create a vendor and how to make that vendor a supplier. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6062708693001 155 2019-07-22T17:07:24.787Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5827965876001/basic-vs.-advanced-demand-forecasting 2018-09-21T20:10:32.651Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/846c7b5f-5026-493e-9eec-b3f2fac40130/68f2f46c-8c78-45f7-9374-6d72bd495926/1280x720/match/image.jpg Basic vs. Advanced Demand Forecasting The differences between Basic and Advanced Demand Forecasting are subtle, but make a big impact of your forecasting. Learn about the differences and similarities between the two and get a better understanding of when to use each. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5827965876001 244 2018-08-28T20:23:20.403Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5825968793001/turn-and-earn-report 2022-07-20T15:48:10.704Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d951560e-e6c5-4a88-a682-82f6fb37c8fb/12c9175b-17e6-4f2e-af3d-8f313753e78b/1280x720/match/image.jpg Turn and Earn Report The Turn and Earn Report provides you with information about your products' performance, letting you know how well products are performing for you. Learn what information you can find on the report and what it means for your return on inventory. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5825968793001 218 2018-08-23T18:21:35.073Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5825839056001/what-is-turn-and-earn 2022-07-20T15:44:59.732Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ebe89c40-9422-4ae6-9537-de3623d1fc85/d0566461-06dc-47a2-85ca-5e4b095b81a0/1280x720/match/image.jpg What is Turn and Earn? Turn and earn provides you with a meaningful assessment of your return on investment. Learn how Prophet 21 calculates the turn and earn ratio for you and what that means. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5825839056001 148 2018-08-23T13:15:27.168Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5824975554001/editing-the-price-and-quantity-when-converting-a-po-to-a-voucher 2022-03-14T11:18:29.832Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/18ce65e9-909d-4d31-89be-be075b4dfc74/9d6fd589-7830-49a0-8ca5-dc8a1f343fed/1280x720/match/image.jpg Editing the Price and Quantity when Converting a PO to a Voucher Learn how to edit the price and quantity when converting a PO to voucher. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5824975554001 123 2018-08-21T18:36:01.161Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5824576726001/adding-freight-and-handling-charges-when-converting-a-po-to-a-voucher 2022-03-14T11:17:05.727Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/89b338b5-df4d-43d9-8a26-789601119d23/b7bfe87e-a25d-473f-af95-ebffc14892f4/1280x720/match/image.jpg Adding Freight and Handling Charges when Converting a PO to a Voucher Learn how to add freight and other fees when converting a PO to voucher. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5824576726001 73 2018-08-20T21:58:49.063Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5824465884001/converting-a-po-to-a-voucher 2024-09-30T15:12:13.112Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/221c65e7-11a3-42b3-a2e0-9ad6df81ab45/253e574e-9811-4845-aae5-fe3083cd55cd/1280x720/match/image.jpg Converting a PO to a Voucher Learn the basics of converting a PO to voucher. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5824465884001 68 2018-08-20T17:08:10.642Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5817233181001/working-with-new-items-and-advanced-demand-forecasting 2018-09-21T20:12:13.333Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8af01d16-10b7-4564-a7b8-f651903808c3/37dcb64b-cff0-4ffb-a9db-a4c75ca5d8db/1280x720/match/image.jpg Working with New Items and Advanced Demand Forecasting Advanced Demand Forecasting uses three years of history to forecast usage. Learn how to work with new items that don't have usage history. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5817233181001 37 2018-08-02T20:14:47.792Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5817192041001/find-the-best-fit-formula-for-items 2022-03-18T15:10:31.818Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ce76ea2e-ce2f-4443-9552-05832cf46648/1d59c7f1-9a24-4ddc-9666-a772aba5e78b/1280x720/match/image.jpg Find the Best Fit Formula for Items Before you can use ADF, you should find the best fit formula for items. Learn how to use the Demand Year Maintenance window to do that. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5817192041001 92 2018-08-02T18:35:45.323Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5817167975001/set-class-min-max-defaults-for-items-using-advanced-demand-forecasting 2022-03-18T14:59:46.478Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e8160dcb-7bb3-4a96-bd52-c6379eb8194d/116368f6-00b5-4433-9ef4-cc17d4d0cf69/1280x720/match/image.jpg Set Class Min/Max Defaults for Items using Advanced Demand Forecasting If you use Min/Max for items, you need to define the Min/Max fences. Learn how to use the ABC Class Maintenance window to do that. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5817167975001 32 2018-08-02T17:30:10.507Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5817169685001/identify-item-demand-patterns-for-advanced-demand-forecasting 2018-09-21T20:12:26.447Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a1cb1bf7-495e-4e08-91cd-c4c57b8a3b1e/7fb80d23-4344-4ee1-8564-9451d2590f92/1280x720/match/image.jpg Identify Item Demand Patterns for Advanced Demand Forecasting Prophet 21 uses demand patterns for your items to determine which formula it uses when calculating future demand. Learn how to identify item demand patterns for Advance Demand Forecasting. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5817169685001 77 2018-08-02T17:28:32.095Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5778910798001/receiving-the-wrong-item-on-a-po 2022-03-18T14:47:39.642Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0b2f58ec-d925-430f-9a34-ac5722e392b8/47ac5c4f-63db-43bc-9e90-921010a35522/1024x544/match/image.jpg Receiving the Wrong Item on a PO There may be times where you receive items that you did not order. This video runs through the steps to take when you receive the wrong item on a purchase order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5778910798001 33 2018-05-01T16:18:49.925Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5778892462001/receiving-a-partial-po-with-receiving-issues 2022-03-18T14:45:45.315Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/12816cbf-4a99-4a15-abdf-bf4627f4c4ee/1df93ab8-2396-4c06-bbe0-aec4d7882aaf/1024x544/match/image.jpg Receiving a Partial PO with Receiving Issues For many reasons, you may not receive all of the items on your purchase order. This video shows you what to do when you receive damaged items or only a partial quantity of an item. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5778892462001 105 2018-05-01T15:29:30.673Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5778865008001/receiving-all-items-on-a-po 2022-03-18T14:44:52.219Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3f9378ed-24fe-4d4f-8e3e-db6c022e1879/4002f994-ef34-4a31-a40c-5e413bed4fa5/1024x544/match/image.jpg Receiving All Items on a PO When you receive items in your warehouse, you need to add these items to your inventory. This video discusses how to receive a purchase order into your inventory. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5778865008001 134 2018-05-01T14:19:23.213Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5776931125001/scheduling-a-po-release-by-item 2019-06-26T17:03:18.676Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3ed776d8-8a39-4503-9cf2-94fb6627cba1/11c06b3c-29a8-4dea-b940-7b8ce650a289/1024x544/match/image.jpg Scheduling a PO Release by Item When you order large quantities of an item on a purchase order, you might not want to have everything delivered at once, but rather spread it out over a series of dates. This video shows you how to schedule releases for a purchase order by dates. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5776931125001 55 2018-04-26T20:23:29.366Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5776936799001/scheduling-a-po-release-using-rules 2019-06-26T17:03:50.427Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e685d86c-38ec-4f3e-bcb9-0b219876a232/ea25147f-ba46-47f0-a1e8-3ef9f300776e/1024x544/match/image.jpg Scheduling a PO Release using Rules When you have large purchase orders, you might not want to have everything delivered at once, but rather spread it out over time. This video shows you how to schedule releases for a purchase order using a rule. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5776936799001 144 2018-04-26T20:20:10.655Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5776936223001/scheduling-a-po-release-using-specific-dates 2019-06-26T17:04:24.897Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/20b89d03-4bf5-4cc4-b2f2-6d2cdd471c51/7bd83bc8-c961-4f9e-aece-f45921cdc46c/1024x544/match/image.jpg Scheduling a PO Release using Specific Dates When you have large purchase orders, you might not want to have everything delivered at once, but rather spread it out over a series of dates. This video shows you how to create a release schedule for a purchase order using specific dates. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5776936223001 144 2018-04-26T20:16:32.463Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5776931802001/editing-carrier-and-shipping-instructions-on-pos 2019-06-26T17:05:13.971Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ec616fd1-cead-42ff-9c2a-b8fd25da663b/d692904d-1362-4dbf-ab7a-ebf7896adc2c/1024x544/match/image.jpg Editing Carrier and Shipping Instructions on POs If you have any specific instructions or a preferred carrier for a purchase order, you can identify those on the PO. We'll show you how to select a carrier and enter shipping instructions for a single purchase order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5776931802001 31 2018-04-26T20:12:46.726Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5774074027001/editing-an-item-on-a-po 2022-03-15T19:20:04.565Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/172a6c1e-835c-48dc-ba22-0a734988c37e/f5938209-e7c9-4f99-8e54-70294463edbb/1024x544/match/image.jpg Editing an Item on a PO For any number of reasons, you may need to edit the price or order quantity of an item on a purchase order. This video discusses the basics of editing items on a purchase order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5774074027001 40 2018-04-20T21:01:39.146Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5774070539001/canceling-pos-and-items 2022-03-15T19:19:05.909Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/acfdd039-4ca9-4584-bca6-0335de58b344/64c9c9bb-53c9-4d7f-a71e-ac5f324c0515/1024x544/match/image.jpg Canceling POs and Items If you need to, you can cancel an entire purchase order, as well as items on a PO. We'll walk you through the steps to cancel a PO and an item. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5774070539001 42 2018-04-20T20:57:59.931Z Purchasing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779030081001/editing-the-total-price-of-an-order 2022-03-15T19:27:30.319Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6cd4049b-2171-4449-917a-43c0ce973763/51b46d5e-8c66-48a7-969b-acf7fd00a2dd/1280x720/match/image.jpg Editing the Total Price of an Order Learn how to change the total price of an order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779030081001 41 2018-05-01T20:21:57.934Z Pricing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779027896001/editing-an-item-price-on-an-order 2022-03-15T19:28:07.639Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/db957014-c990-4d17-870b-b69dff84bf0b/c718b5d7-0ccf-4fe7-ad50-49c5a3de47db/1280x720/match/image.jpg Editing an Item Price on an Order Sometimes you need to change the price of an item on an order. In this video, learn how to do just that. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779027896001 66 2018-05-01T20:24:10.652Z Pricing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5824975554001/editing-the-price-and-quantity-when-converting-a-po-to-a-voucher 2022-03-14T11:18:29.832Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/18ce65e9-909d-4d31-89be-be075b4dfc74/9d6fd589-7830-49a0-8ca5-dc8a1f343fed/1280x720/match/image.jpg Editing the Price and Quantity when Converting a PO to a Voucher Learn how to edit the price and quantity when converting a PO to voucher. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5824975554001 123 2018-08-21T18:36:01.161Z Pricing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6116764789001/show-me-how-to-use-sales-pricing-inquiry 2019-12-18T17:07:01.418Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/500c72ae-8a54-40a5-aa74-d97a5f51fc6e/6d202787-ad2a-4663-beb3-45f7ef25f8a5/1280x720/match/image.jpg Show Me How to Use Sales Pricing Inquiry Need a price, or need to know how a price was calculated a customer? This video shows you how! https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6116764789001 121 2019-12-18T16:26:26.138Z Pricing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5842997563001/searching-for-a-record-in-the-find-window 2024-01-10T21:29:04.032Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c6d1686f-8e8a-483f-890c-43aea326797f/02a8f7db-7729-452f-8268-8117638a8ceb/1280x720/match/image.jpg Searching for a Record in the Find Window Almost every window in Prophet 21 has searchable fields, or fields that pull information from the database. Learn how to use the Find windows to search for the information you need. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5842997563001 130 2018-10-01T20:05:15.464Z Navigation https://p21video.epicor.com https://p21video.epicor.com/detail/video/5843009233001/filter-search-result-columns-in-the-find-window 2026-03-25T04:31:14.001Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/6457e64b-2080-4cc2-a61a-f3af01b237ae/main/1280x720/41s703ms/match/image.jpg Filter Search Result Columns in the Find Window Filtering your search results narrows your search by only showing records that meet the extra filter criteria. Learn how to filter your search results to find the information you need. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5843009233001 83 2018-10-01T20:35:07.333Z Navigation https://p21video.epicor.com https://p21video.epicor.com/detail/video/5843024858001/group-search-results-in-the-find-window 2026-03-27T04:31:05.969Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/3b754f93-224c-4f0e-a5b9-0e4d5087a715/main/1280x720/43s409ms/match/image.jpg Group Search Results in the Find Window When searching for a record, you may want to group results to make it easier to find the right record. Learn how to group search results. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5843024858001 87 2018-10-01T21:09:18.530Z Navigation https://p21video.epicor.com https://p21video.epicor.com/detail/video/5843310814001/select-a-record 2024-01-17T18:34:36.710Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/3233cd90-6e45-476c-91c9-dcc3c237ba92/main/1280x720/27s295ms/match/image.jpg Select a Record Once you've located the record you need, select it and return to the window you're working in. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5843310814001 55 2018-10-02T13:37:51.850Z Navigation https://p21video.epicor.com https://p21video.epicor.com/detail/video/5843311662001/using-inline-searches 2024-01-10T21:55:39.080Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8017400b-3eca-4daf-bae8-54d41a13dfdf/61710de6-957c-43bc-9da3-8b3d4ee86f34/1280x720/match/image.jpg Using Inline Searches Inline searches in Prophet 21 predict what you're looking for. Learn how to use the inline searches in your Prophet 21 web application. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5843311662001 65 2018-10-02T13:44:58.754Z Navigation https://p21video.epicor.com https://p21video.epicor.com/detail/video/6152967016001/show-me-how-to-disable-the-ability-to-pin-columns 2024-01-10T18:28:38.382Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/eb4d3575-7e71-4631-b849-511ac97264e5/5e29c219-aa35-4aaa-a1fd-b5d9a7ef949a/1280x720/match/image.jpg Show Me How to Disable the Ability to Pin Columns The ability to pin and move columns is a user level option. If you don't want a specific to pin or move columns you can disable the ability. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6152967016001 62 2020-05-04T19:26:05.271Z Navigation https://p21video.epicor.com https://p21video.epicor.com/detail/video/6164955128001/using-the-spacebar-to-select-and-clear-check-boxes 2020-06-17T14:02:25.797Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6182acc4-1ce0-43a7-befc-aa042af9c0aa/aa8d2e6f-e540-4712-8037-3545ad1933de/1280x720/match/image.jpg Using the Spacebar to Select and Clear Check Boxes Do you enter data without taking your hands off the keyboard. Good news, you can use the spacebar to select and clear check boxes. This quick video shows you how https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6164955128001 41 2020-06-17T13:59:31.507Z Featured https://p21video.epicor.com https://p21video.epicor.com/detail/video/6117070574001/show-me-canceling-versus-deleting-order-items 2023-02-09T18:35:23.782Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/76dbb130-f6a1-4e4a-83f6-ec84eedbb5e9/main/1280x720/1m10s623ms/match/image.jpg Show Me Canceling Versus Deleting Order Items You can cancel or delete a line item from an order in order entry, but what is the difference? This video explains the ramifications of each option. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6117070574001 141 2019-12-19T15:33:29.291Z Featured https://p21video.epicor.com https://p21video.epicor.com/detail/video/6075873944001/show-me-how-to-enter-a-disputed-receipt 2020-03-02T18:11:38.771Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c74a8809-5a75-46f0-8121-1d41369d3f0f/8de1006e-42e0-47a1-9662-fe862246f73a/1280x720/match/image.jpg Show Me How to Enter a Disputed Receipt You received an invoice from a supplier and noticed a discrepancy. You want to put the invoice into Prophet 21 but you don't want to cut a check until you resolve the discrepancy. This video shows you how to enter a disputed receipt. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6075873944001 85 2019-08-22T19:53:29.683Z Featured https://p21video.epicor.com https://p21video.epicor.com/detail/video/6053030383001/how-do-i-email-a-form-from-p21 2022-03-18T15:47:09.143Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d5e811ae-e12f-4deb-815f-23ae3961e21f/e24d856f-7a7d-405f-bd2d-e4cb3d8ee799/1280x720/match/image.jpg How Do I Email a Form from P21? Prophet 21 uses database mail, which means that you don't have to email forms from your email. Learn how to email forms from Prophet 21. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6053030383001 73 2019-06-27T15:45:38.634Z Featured https://p21video.epicor.com https://p21video.epicor.com/detail/video/5838175392001/saving-your-dynachange-screen-designer-customizations 2020-03-02T18:12:20.671Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/766a7df1-ef90-42d8-8fdf-9e9d0a510552/6e9f62bf-19ab-4308-b5a9-dde1192961ae/1280x720/match/image.jpg Saving your DynaChange Screen Designer Customizations When you save the customizations you made windows in Prophet 21, you create a version of that window. Learn more about saving DynaChange Screen Designer. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5838175392001 70 2018-09-21T14:57:55.850Z Featured https://p21video.epicor.com https://p21video.epicor.com/detail/video/5837781275001/changing-a-field-label-using-dynachange-screen-designer 2020-03-02T18:13:07.615Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/34254014-d7cb-4ab7-bdf7-ed35ba1d4ac8/1551b41f-c7c5-4731-98d4-0137236aa082/1280x720/match/image.jpg Changing a Field Label using DynaChange Screen Designer Does Prophet 21 call a field one thing but you call it something else? Learn how to use the DynaChange Screen Designer to change the label for a field. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5837781275001 36 2018-09-20T21:36:21.411Z Featured https://p21video.epicor.com https://p21video.epicor.com/detail/video/5799275708001/identifying-lost-sales-reason-codes 2020-03-02T18:11:58.278Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ec8ea2be-b0a1-42c9-b1b6-c9ac60da814b/1ae98bae-0c6b-4e28-8e14-271603fd8b58/1024x544/match/image.jpg Identifying Lost Sales Reason Codes Before you can track lost sales, create your Lost Sale Reason Codes. Learn how to create reason codes to use when tracking lost sales. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5799275708001 78 2018-06-19T14:19:18.673Z Featured https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779030081001/editing-the-total-price-of-an-order 2022-03-15T19:27:30.319Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6cd4049b-2171-4449-917a-43c0ce973763/51b46d5e-8c66-48a7-969b-acf7fd00a2dd/1280x720/match/image.jpg Editing the Total Price of an Order Learn how to change the total price of an order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779030081001 41 2018-05-01T20:21:57.934Z Featured https://p21video.epicor.com https://p21video.epicor.com/detail/video/5778892462001/receiving-a-partial-po-with-receiving-issues 2022-03-18T14:45:45.315Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/12816cbf-4a99-4a15-abdf-bf4627f4c4ee/1df93ab8-2396-4c06-bbe0-aec4d7882aaf/1024x544/match/image.jpg Receiving a Partial PO with Receiving Issues For many reasons, you may not receive all of the items on your purchase order. This video shows you what to do when you receive damaged items or only a partial quantity of an item. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5778892462001 105 2018-05-01T15:29:30.673Z Featured https://p21video.epicor.com https://p21video.epicor.com/detail/video/5799275708001/identifying-lost-sales-reason-codes 2020-03-02T18:11:58.278Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ec8ea2be-b0a1-42c9-b1b6-c9ac60da814b/1ae98bae-0c6b-4e28-8e14-271603fd8b58/1024x544/match/image.jpg Identifying Lost Sales Reason Codes Before you can track lost sales, create your Lost Sale Reason Codes. Learn how to create reason codes to use when tracking lost sales. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5799275708001 78 2018-06-19T14:19:18.673Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5799352183001/configuring-lost-sale-tracking 2022-03-18T14:54:14.391Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7b280d4a-3903-48aa-b480-c4aa0f7cceb6/2cfec892-8ade-4d76-be19-64d1558ecbd8/1024x544/match/image.jpg Configuring Lost Sale Tracking Before you can start tracking lost sales, you have to decide when and where you want to post loses from. Learn how to configure Prophet 21 for lost sales tracking. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5799352183001 119 2018-06-19T16:24:36.719Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5816740000001/configure-your-system-settings-for-advanced-demand-forecasting 2022-03-18T14:57:05.192Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/647b5a42-8d2b-4b06-afa6-a4b4122c453e/4666946e-7ead-452a-acc6-3d9679e8d554/1024x544/match/image.jpg Configure your System Settings for Advanced Demand Forecasting Learn how to configure Prophet 21 for Advanced Demand Forecasting and establish your trend options. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5816740000001 147 2018-08-01T19:07:08.708Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5837781275001/changing-a-field-label-using-dynachange-screen-designer 2020-03-02T18:13:07.615Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/34254014-d7cb-4ab7-bdf7-ed35ba1d4ac8/1551b41f-c7c5-4731-98d4-0137236aa082/1280x720/match/image.jpg Changing a Field Label using DynaChange Screen Designer Does Prophet 21 call a field one thing but you call it something else? Learn how to use the DynaChange Screen Designer to change the label for a field. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5837781275001 36 2018-09-20T21:36:21.411Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5837785049001/protecting-a-field-using-dynachange-screen-designer 2019-08-19T15:07:48.697Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/671c1530-9a79-4501-a289-2c1bf3c6e074/d581e559-80cf-4f37-be7a-3228e924949c/1280x720/match/image.jpg Protecting a Field using DynaChange Screen Designer You might not want all of your Prophet 21 users to be able to change information in a field. Learn how to use the DynaChange Screen Designer to protect a field. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5837785049001 65 2018-09-20T21:42:30.276Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5838175392001/saving-your-dynachange-screen-designer-customizations 2020-03-02T18:12:20.671Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/766a7df1-ef90-42d8-8fdf-9e9d0a510552/6e9f62bf-19ab-4308-b5a9-dde1192961ae/1280x720/match/image.jpg Saving your DynaChange Screen Designer Customizations When you save the customizations you made windows in Prophet 21, you create a version of that window. Learn more about saving DynaChange Screen Designer. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5838175392001 70 2018-09-21T14:57:55.850Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5839999895001/what-are-mass-updates 2020-10-08T20:36:06.028Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/47f8fe77-85ec-4a1a-87af-ece3b9bce21a/8e8f9ea8-acbe-4714-bab2-b3609bbe14c5/1280x720/match/image.jpg What are Mass Updates? Mass Updates, available in the web version of Prophet 21, let you update multiple records in a short amount of time. Learn how to access Mass Updates and the different types of updates available. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5839999895001 101 2018-09-25T20:42:56.042Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5841000703001/mass-updates-–-clone-records 2020-11-03T22:19:04.185Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0cf5b4d2-dbd2-471e-9215-8dd63d720f9c/807299af-ab8c-49d7-8de8-2c4bef0d44dc/1280x720/match/image.jpg Mass Updates – Clone Records Do you find yourself entering similar records over and over again? Learn how to clone a record to use as a base for new records. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5841000703001 131 2018-09-27T15:16:23.062Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5841047751001/mass-update-query-templates 2021-02-09T00:01:11.982Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3bb16681-c845-462b-9023-ae640fc1c9e8/5a885503-f2ac-41c4-bf3b-23839a965bde/1280x720/match/image.jpg Mass Update Query Templates Do you find yourself running the same Excel/Query Mass Update over and over again? Learn how to save a query for future use. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5841047751001 32 2018-09-27T17:19:41.686Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5846464997001/moving-fields-and-labels-using-dynachange-screen-designer 2019-08-19T15:09:41.265Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4dc4cede-3e4f-4af2-9f40-3424561f61b1/2f984fa4-55d5-4798-9d57-1dba1600e750/1280x720/match/image.jpg Moving Fields and Labels using DynaChange Screen Designer One of the most common ways to customize your Prophet 21 windows is moving fields. Learn how to move fields using the DynaChange Screen Designer. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5846464997001 168 2018-10-09T15:47:30.326Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5968104324001/why-can-i-still-see-my-test 2018-11-16T21:58:13.851Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2ea1b7e9-1846-4edb-94e4-e6a3b21d5bae/81d1e9aa-21d6-4c6a-9976-2babf9147503/1280x720/match/image.jpg Why can I still see my test? You failed a test, but it's still showing up in your assignments. Why? https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5968104324001 62 2018-11-16T21:57:42.354Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5968104341001/why-can-t-i-take-my-test-again 2018-11-16T22:02:40.324Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4b471ff7-b556-4812-a4d0-0a6f3cb9e2ae/3ce107d5-2f43-41c9-933e-e7c2b04286b2/1280x720/match/image.jpg Why can't I take my test again? You've retaken a test a few times, and all of a sudden you can't anymore. What happened? https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5968104341001 73 2018-11-16T22:01:22.954Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5968108967001/what-s-new-in-epicor-learning-center 2024-08-17T16:13:06.299Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/518dd20b-3fc5-4f77-a1ed-1c72ec682de2/94856267-4aaf-4043-b447-f63e7d9a2f41/1280x720/match/image.jpg What's New in Epicor Learning Center Learn about what's new in Epicor Learning Center https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5968108967001 192 2018-11-16T22:09:29.205Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/5968116519001/using-roles-for-existing-elc-customers 2018-11-21T15:10:45.839Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/febce37f-0302-406e-85ff-cef2ee085c46/5cf247d0-608e-418c-9b93-58c18bd35a72/1280x720/match/image.jpg Using Roles for Existing ELC Customers Learn how to use roles for your existing Epicor Learning Center users. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5968116519001 140 2018-11-16T22:15:53.421Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/6021756811001/what-to-do-with-p21-database-when-you-upgrade-your-sql-server 2019-08-19T15:05:58.532Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6d68d5ff-8d84-435e-aa15-88a204b9a68d/89e17f0b-291b-4a0b-bd54-7e76aadf94be/1280x720/match/image.jpg What to do with P21 database when you upgrade your SQL server You upgraded your SQL server; now there are a handful of things that you need to do to make sure that your Prophet database to ensure that your system continues to run smoothly. This Knowledge on Demand provides you with checklist for just that. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6021756811001 156 2019-04-02T18:42:15.058Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/6025679392001/show-me-how-to-create-a-contact 2022-03-18T15:44:52.675Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8ed8f06e-6180-4242-b5b3-dfeec772cf8d/887e310a-7232-4045-9483-fab7518d4ac8/1280x720/match/image.jpg Show Me How to Create a Contact Check out this short video demonstrating the basic steps necessary to create a contact. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6025679392001 105 2019-04-12T17:40:56.632Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/6053030383001/how-do-i-email-a-form-from-p21 2022-03-18T15:47:09.143Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d5e811ae-e12f-4deb-815f-23ae3961e21f/e24d856f-7a7d-405f-bd2d-e4cb3d8ee799/1280x720/match/image.jpg How Do I Email a Form from P21? Prophet 21 uses database mail, which means that you don't have to email forms from your email. Learn how to email forms from Prophet 21. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6053030383001 73 2019-06-27T15:45:38.634Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/6085040577001/show-me-how-to-use-the-guided-learning-menu 2020-03-02T17:56:57.476Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/802523af-7df7-4d0f-9f3c-1bdd25c9a206/74d60310-88f4-49c0-b895-71330efafe42/1280x720/match/image.jpg Show Me How to Use the Guided Learning Menu What is Guided Learning and how do I use it? This video will answer those questions! https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6085040577001 86 2019-09-10T18:43:26.670Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/6087796331001/moving-your-desktop-dynachange-designer-versions-to-the-web 2022-03-21T20:02:08.077Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c1668692-2973-45c6-92ca-5ca6ac373267/740eb379-9c02-493a-9b2c-6b3d7c631668/1280x720/match/image.jpg Moving your Desktop DynaChange Designer Versions to the Web If you made DynaChange Designer changes on the desktop, you couldn't manage them on the web. That is until now - this course shows you how to use the DynaChange Migration tool to move your DynaChange Designer Versions to the web. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6087796331001 136 2019-09-19T18:26:10.675Z System Administration https://p21video.epicor.com https://p21video.epicor.com/detail/video/6201210020001/understanding-safety-stock-deviation 2020-10-30T13:30:36.461Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/04c4e4f4-fb22-46ec-810b-f2f0fba73f71/27b72bb2-c046-4431-aa47-121b07dcc6fa/1280x720/match/image.jpg Understanding Safety Stock Deviation Learn how Safety Stock Deviations work in P21. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6201210020001 257 2020-10-15T16:32:29.732Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/6196138292001/completing-a-cycle-count 2022-03-14T19:31:45.975Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c455dc64-055d-43fc-bd47-1bf4dceeee8e/4454cd77-ee5d-434b-aeaf-17e66df27778/1280x720/match/image.jpg Completing a Cycle Count Learn to complete you cycle count, and post the adjustments. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6196138292001 47 2020-09-30T19:02:31.423Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/6195342986001/viewing-discrepancies 2020-10-29T21:00:54.267Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4bda0ba5-f818-4959-a74a-af553e780a2d/4cc41e84-e8a9-400a-b5e9-7fcabe0db642/1280x669/match/image.jpg Viewing Discrepancies Learn to use the Physical Count window and On Hand Report to view your discrepancies when performing a physical count. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6195342986001 90 2020-09-28T16:13:59.659Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/6194610785001/entering-physical-counts 2022-03-14T19:37:34.694Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c792a051-5a7f-4047-908c-6ed550684be3/89e5b088-f6a9-4357-94e1-9871da883817/1280x720/match/image.jpg Entering Physical Counts Your employees finished counting, now learn to enter the counts in Prophet 21. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6194610785001 64 2020-09-25T17:08:56.358Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/6161710707001/how-do-i-view-transfer-backorders 2022-03-14T19:46:13.837Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8602217d-555b-4c86-92ac-d9cd5b1e71a1/1d3319a0-5714-4b4e-90bd-70b4008c4ffd/1280x632/match/image.jpg How do I View Transfer Backorders? You may need to view or change transfer backorders. This video shows you how to quickly do both using the View Transfer Backorder window. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6161710707001 68 2020-06-04T17:47:57.778Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/6064322253001/show-me-how-to-adjust-inventory 2022-03-14T19:48:26.770Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/1b193e8b-ded8-4e6b-86ff-1fee17e4e8cf/bfc11fc2-89a0-4acb-b2e8-3ac4236300cb/1280x720/match/image.jpg Show Me How to Adjust Inventory Sometimes you have to adjust inventory, this video shows you how! https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6064322253001 147 2019-07-26T15:11:14.342Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/6021763496001/how-does-the-system-determine-what-items-go-on-a-cycle-count-report-when-using-abc-classes 2019-04-02T18:56:39.735Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/b5f64539-bec8-4bcb-a7df-ba258120cdf6/606df814-5112-4102-8ee7-f5c4ceada9da/1280x720/match/image.jpg How does the system determine what items go on a cycle count report when using ABC classes? How does the system determine what items go on a cycle count report when using ABC classes? https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6021763496001 160 2019-04-02T18:53:29.513Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/6021644639001/how-does-the-system-determine-what-items-go-on-a-cycle-count-report 2022-03-15T15:53:16.143Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/972627df-603d-43cd-bb9d-f575ab43e403/798f8c61-6a68-4721-90f0-06b034830bc7/1280x720/match/image.jpg How does the system determine what items go on a cycle count report? How does the system determine what items go on a cycle count report? https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6021644639001 183 2019-04-02T14:29:44.512Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5846120744001/generating-a-physical-count-report 2022-03-15T15:42:27.085Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ff30f4fe-bc66-4904-882d-ab52cde237e0/21399b3d-4fdc-4679-acd1-984f47a8891f/1024x544/match/image.jpg Generating a Physical Count Report Printing the physical count report is the first step in performing a count. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5846120744001 147 2018-10-08T21:40:07.942Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5845034653001/generating-a-cycle-count-report 2025-08-01T04:32:43.954Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/7f27dd9b-8637-4f61-9cfb-69f6e827a533/dfa0e3c8-a4f7-4951-b2aa-949905cfee3a/1024x544/match/image.jpg Generating a Cycle Count Report Learn about the parameters and options available when running a cycle count report. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5845034653001 353 2018-10-05T20:11:20.850Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5844998958001/readying-a-location-for-a-cycle-count 2025-10-01T04:31:41.445Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/a97b93b0-b092-4167-81f6-08cff3b1d214/main/1280x720/2m8s406ms/match/image.jpg Readying a Location for a Cycle Count Learn to set up a location for cycle counting. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5844998958001 257 2018-10-05T18:23:37.349Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5844994723001/physical-count-vs.-on-hand-report-in-cycle-counts 2022-03-15T15:41:37.117Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/38808997-f89e-43ea-927b-15fb0a474d17/9f02f37f-c87c-48de-b950-3958cf1bc29b/1024x544/match/image.jpg Physical Count vs. On Hand Report in Cycle Counts Find discrepancies between your counts and Prophet 21's inventory by using the Physical Count vs On Hand report. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5844994723001 65 2018-10-05T18:22:02.940Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5824972180001/how-to-set-up-seasonal-items 2018-09-21T20:10:58.127Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/97a7ce07-0e2e-4a4f-a81a-0340c8232cc9/20c88b4f-b937-4045-a897-abe319144800/1024x544/match/image.jpg How to Set Up Seasonal Items It's really simple to set up an item as seasonal in Prophet 21. Check out the steps here. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5824972180001 25 2018-08-21T18:33:15.565Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5824971253001/what-makes-an-item-seasonal 2018-09-21T20:11:05.910Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/8641d1eb-dcb0-45e8-998d-366471709d15/5cdec49f-51c1-4308-98a8-9d016a4b4be4/1280x720/match/image.jpg What Makes an Item Seasonal Do you know which items are seasonal according to Prophet 21? https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5824971253001 112 2018-08-21T18:31:46.305Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5822974452001/updating-forecast-usage 2022-03-15T15:45:08.758Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/fdc4e2ff-311b-41c6-90e6-bc9230484951/40088a7a-042d-40df-9cdc-f33ad4998698/1280x720/match/image.jpg Updating Forecast Usage Learn the steps for updating forecast usage each month. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5822974452001 55 2018-08-16T15:48:01.003Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5822045360001/setting-up-item-velocity-and-average-period-usage 2018-09-21T20:11:40.644Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/65320efb-4c13-4dac-8597-af999b5b937d/fd75d965-ae03-4c2d-a489-c5cf8fe2778a/1280x720/match/image.jpg Setting Up Item Velocity and Average Period Usage Learn about setting up velocity levels and determining the number of periods to average together in the item usage system settings. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5822045360001 186 2018-08-14T17:30:50.548Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5821511785001/creating-your-demand-year 2022-03-15T15:56:46.729Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/9974e2fd-bbe3-4da0-bd8d-ec0be97a5485/1b6db32f-55c0-48c8-94c0-fe2a618d74c9/1280x720/match/image.jpg Creating Your Demand Year Learn to create a demand year in Demand Year Maintenance. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5821511785001 63 2018-08-13T16:01:36.387Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5821509701001/capturing-item-usage-for-demand-forecasting 2018-09-21T20:11:47.497Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/90e860e4-f4a8-4179-b18d-b920697387e2/ea7ab2d1-3ac8-4262-8fb8-45aee7e85854/1280x720/match/image.jpg Capturing Item Usage for Demand Forecasting Learn about the system settings involved in capturing item usage. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5821509701001 115 2018-08-13T15:59:58.674Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5819649028001/re-rank-and-re-classify-items-for-advanced-demand-forecasting 2022-03-15T17:00:35.835Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c26a7159-b111-4f38-b5c1-cebfc688b657/f89c262a-0022-48e3-a32c-1259e0ffaa1d/1280x720/match/image.jpg Re-Rank and Re-Classify Items for Advanced Demand Forecasting Learn how to re-rank and re-classify items for Advanced Demand Forecasting. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5819649028001 30 2018-08-08T18:31:01.090Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5819637822001/updating-advanced-demand-forecasting-at-month-end 2022-03-15T17:49:21.720Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/168d4af7-7cbd-4801-b6d5-0efabcf11f63/492055d6-e9fa-4e03-a9eb-bdc50b88aaf4/1280x720/match/image.jpg Updating Advanced Demand Forecasting at Month-End When you run your month end processes, you also need to update Advanced Demand Forecasting. Learn how to update Advanced Demand Forecasting. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5819637822001 109 2018-08-08T18:15:39.049Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5816678487001/forecast-usage:-what-it-is-and-why-is-it-important 2018-09-21T20:26:58.046Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d27b4674-c3b7-4786-a047-ccb29f03082b/d58bdb3c-c1a7-4ca8-bea8-ec75ae999d4f/1280x720/match/image.jpg Forecast Usage: What It Is and Why Is It Important? A quick overview of why forecast usage is important. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5816678487001 76 2018-08-01T16:26:51.803Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5816670697001/how-and-when-to-calculate-forecast-usage 2018-09-21T20:26:48.711Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5a8557d4-d8ca-439d-9852-f35757b7ef8f/e9c6a337-e7d7-401a-b490-9a023cdc88a9/1280x720/match/image.jpg How and When to Calculate Forecast Usage A quick overview of how and when Prophet 21 calculates forecast usage. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5816670697001 171 2018-08-01T16:24:23.874Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5778910798001/receiving-the-wrong-item-on-a-po 2022-03-18T14:47:39.642Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0b2f58ec-d925-430f-9a34-ac5722e392b8/47ac5c4f-63db-43bc-9e90-921010a35522/1024x544/match/image.jpg Receiving the Wrong Item on a PO There may be times where you receive items that you did not order. This video runs through the steps to take when you receive the wrong item on a purchase order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5778910798001 33 2018-05-01T16:18:49.925Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5778892462001/receiving-a-partial-po-with-receiving-issues 2022-03-18T14:45:45.315Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/12816cbf-4a99-4a15-abdf-bf4627f4c4ee/1df93ab8-2396-4c06-bbe0-aec4d7882aaf/1024x544/match/image.jpg Receiving a Partial PO with Receiving Issues For many reasons, you may not receive all of the items on your purchase order. This video shows you what to do when you receive damaged items or only a partial quantity of an item. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5778892462001 105 2018-05-01T15:29:30.673Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5778865008001/receiving-all-items-on-a-po 2022-03-18T14:44:52.219Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3f9378ed-24fe-4d4f-8e3e-db6c022e1879/4002f994-ef34-4a31-a40c-5e413bed4fa5/1024x544/match/image.jpg Receiving All Items on a PO When you receive items in your warehouse, you need to add these items to your inventory. This video discusses how to receive a purchase order into your inventory. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5778865008001 134 2018-05-01T14:19:23.213Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5776931125001/scheduling-a-po-release-by-item 2019-06-26T17:03:18.676Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3ed776d8-8a39-4503-9cf2-94fb6627cba1/11c06b3c-29a8-4dea-b940-7b8ce650a289/1024x544/match/image.jpg Scheduling a PO Release by Item When you order large quantities of an item on a purchase order, you might not want to have everything delivered at once, but rather spread it out over a series of dates. This video shows you how to schedule releases for a purchase order by dates. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5776931125001 55 2018-04-26T20:23:29.366Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5776936799001/scheduling-a-po-release-using-rules 2019-06-26T17:03:50.427Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e685d86c-38ec-4f3e-bcb9-0b219876a232/ea25147f-ba46-47f0-a1e8-3ef9f300776e/1024x544/match/image.jpg Scheduling a PO Release using Rules When you have large purchase orders, you might not want to have everything delivered at once, but rather spread it out over time. This video shows you how to schedule releases for a purchase order using a rule. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5776936799001 144 2018-04-26T20:20:10.655Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5776936223001/scheduling-a-po-release-using-specific-dates 2019-06-26T17:04:24.897Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/20b89d03-4bf5-4cc4-b2f2-6d2cdd471c51/7bd83bc8-c961-4f9e-aece-f45921cdc46c/1024x544/match/image.jpg Scheduling a PO Release using Specific Dates When you have large purchase orders, you might not want to have everything delivered at once, but rather spread it out over a series of dates. This video shows you how to create a release schedule for a purchase order using specific dates. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5776936223001 144 2018-04-26T20:16:32.463Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5776931802001/editing-carrier-and-shipping-instructions-on-pos 2019-06-26T17:05:13.971Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ec616fd1-cead-42ff-9c2a-b8fd25da663b/d692904d-1362-4dbf-ab7a-ebf7896adc2c/1024x544/match/image.jpg Editing Carrier and Shipping Instructions on POs If you have any specific instructions or a preferred carrier for a purchase order, you can identify those on the PO. We'll show you how to select a carrier and enter shipping instructions for a single purchase order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5776931802001 31 2018-04-26T20:12:46.726Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5776932682001/supplier-minimums-on-purchase-orders 2018-09-21T20:27:37.481Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2735e1fe-e42a-4018-b376-b634e9af2e08/4f0977e2-493f-435d-9558-bc09ec3b0ffb/1024x544/match/image.jpg Supplier Minimums on Purchase Orders Suppliers sometimes require that you spend a minimum amount when purchasing from them. Let us show you how to determine if a supplier has a minimum and your options if you don't meet that minimum. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5776932682001 47 2018-04-26T20:09:25.280Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5774074027001/editing-an-item-on-a-po 2022-03-15T19:20:04.565Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/172a6c1e-835c-48dc-ba22-0a734988c37e/f5938209-e7c9-4f99-8e54-70294463edbb/1024x544/match/image.jpg Editing an Item on a PO For any number of reasons, you may need to edit the price or order quantity of an item on a purchase order. This video discusses the basics of editing items on a purchase order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5774074027001 40 2018-04-20T21:01:39.146Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5774070539001/canceling-pos-and-items 2022-03-15T19:19:05.909Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/acfdd039-4ca9-4584-bca6-0335de58b344/64c9c9bb-53c9-4d7f-a71e-ac5f324c0515/1024x544/match/image.jpg Canceling POs and Items If you need to, you can cancel an entire purchase order, as well as items on a PO. We'll walk you through the steps to cancel a PO and an item. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5774070539001 42 2018-04-20T20:57:59.931Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5774072159001/manually-entering-a-purchase-order 2022-03-15T19:18:46.874Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/099a3142-84cc-4bd4-9ee4-589dad989e2a/803e5ed5-ffc0-4421-8382-478f89a68b7f/1024x544/match/image.jpg Manually Entering a Purchase Order You may run across time when you need to create purchase orders manually. Let us show you how to do exactly that. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5774072159001 131 2018-04-20T20:47:26.739Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5771485520001/generating-transfer-requirements 2022-03-15T19:14:52.689Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/43549cad-aad0-4282-8ff4-f3bbc2ad5172/b55a18f4-2ee2-4506-9800-2df1c3b6bfaa/1024x544/match/image.jpg Generating Transfer Requirements You create transfers a number of ways. This means that you need to generate transfer requirements to get the details of them. This video covers the basics of generating transfer requirements and saving your transfer criteria. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5771485520001 135 2018-04-16T21:09:07.545Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5771441537001/transfer-back-orders-for-an-order 2022-03-15T18:26:59.570Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3b8c9619-351a-4612-809f-2f6e604cb8ee/7bbb4228-3830-4473-ab16-4f2fdf37af06/1024x544/match/image.jpg Transfer Back Orders for an Order When you have a transfer as as the result of an order and don't have enough available to complete the full transfer, create a transfer back order. This video shows you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5771441537001 59 2018-04-16T19:56:51.517Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5771383239001/transfer-back-orders 2022-03-15T18:26:00.492Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/74d8be0b-8251-43b6-bf85-a08d99de96e5/14078010-5b07-44ab-ae80-51b823402d20/1024x544/match/image.jpg Transfer Back Orders Transfer back orders happen when you create a transfer, but don't have enough stock at the source location to fulfill the complete transfer. This video teaches you how to create a transfer back order without an associated sales or purchase order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5771383239001 78 2018-04-16T17:54:45.373Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5771332109001/creating-a-transfer-in-porg 2020-06-04T20:09:43.504Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/acf5098a-8f4f-447f-9f4e-a4498a6380e7/683675da-4720-4def-8869-3685e2f435a5/1024x544/match/image.jpg Creating a Transfer in PORG This video shows you how to generate transfer requirements in Purchase Order Requirements Generation (PORG). https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5771332109001 97 2018-04-16T16:40:03.707Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5769983891001/receiving-a-partial-transfer 2022-03-09T20:01:07.903Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4164e08d-9882-46ab-ad0c-6777a552a87e/470afc01-5826-487f-94ea-f9a68283d341/1024x544/match/image.jpg Receiving a Partial Transfer For many reasons, you may not receive all of the items on your transfer. We walk you through the steps to receive a partial transfer. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5769983891001 64 2018-04-13T19:44:08.570Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5769219652001/receiving-a-transfer 2022-03-09T20:00:41.270Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/872addc6-b186-4fd2-8997-873736a80f33/f29958f8-8d87-4263-9aaa-0d39f2e23316/1024x544/match/image.jpg Receiving a Transfer When you receive a transfer at your warehouse, you need to get items into your system and make them available for orders or allocate them to back orders. We cover the basics of receiving a transfer into your warehouse in its entirety. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5769219652001 111 2018-04-12T21:38:39.414Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5769044910001/transfer-shipping 2022-03-09T19:53:05.201Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/cb46142a-048c-4680-bc4f-5feb9893efdb/72f6e120-0fd0-4d71-b6ea-11632b5e5652/1024x544/match/image.jpg Transfer Shipping Once you pick items for a transfer, you can ship them to the destination location. We walk you through the steps of shipping transfers. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5769044910001 46 2018-04-12T17:46:40.456Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5769047714001/canceling-a-transfer-before-printing-the-transfer-form 2022-03-15T18:01:13.796Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/290987b3-b3d4-405b-ae2d-debc9a29b13a/8ed0cf95-2d22-4fd9-b12f-d4a9bcaa830a/1024x544/match/image.jpg Canceling a Transfer before Printing the Transfer Form There may be times when you need to cancel a transfer. We show you how to cancel a transfer before you print your Transfer Form. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5769047714001 61 2018-04-12T17:41:56.168Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5768971068001/editing-a-transfer-after-printing-the-transfer-form 2022-03-15T18:00:50.890Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/4aa7cac8-3dc4-4880-b858-ba9254d306cc/699960ad-d0d2-4642-9ba6-24ada9d6c4f7/1024x544/match/image.jpg Editing a Transfer after Printing the Transfer Form There may be times when you need to edit a transfer after you've printed the Transfer Form. We show you the basic steps of editing a transfer in the Transfer Shipping window. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5768971068001 69 2018-04-12T16:04:45.454Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5768905956001/editing-a-transfer-before-printing-the-transfer-form 2022-03-15T18:00:23.662Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/54696d81-f07f-4b27-bce5-4595683376f0/c980b0ec-6a0a-4c3f-8f18-87d73d176341/1024x544/match/image.jpg Editing a Transfer before Printing the Transfer Form You can add to and modify a transfer. We show you how to edit a transfer before you print your transfer form. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5768905956001 48 2018-04-12T14:25:35.877Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5767182833001/canceling-a-transfer-after-printing-the-transfer-form 2022-03-15T17:59:50.608Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/14bc266c-cab7-4708-b44e-1a3e1cbac983/1a4274bd-a2b6-4d55-a3e3-08768faaaef8/1024x544/match/image.jpg Canceling a Transfer after Printing the Transfer Form There may be times when you need to cancel a transfer after you print the Transfer From. We walk you through the steps of canceling a transfer after printing. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5767182833001 35 2018-04-09T21:47:52.782Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/5767147670001/creating-a-transfer-in-transfer-entry 2022-03-09T19:53:41.316Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f8038775-c44d-45bc-b3a3-776d1c9353d6/c90d3ed1-9d49-4eb1-aed8-941a14b81dc8/1024x544/match/image.jpg Creating a Transfer in Transfer Entry You may need to transfer stock from one warehouse to another for any number of reasons. We'll show you how to create a transfer not related to an order or purchase order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5767147670001 76 2018-04-09T20:40:41.428Z Inventory https://p21video.epicor.com https://p21video.epicor.com/detail/video/6309165754112/colorado-delivery-fee 2022-07-05T20:59:51.454Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/27c8037c-bca3-4aa2-a0d3-a3166617d604/ed2552f3-ca27-4677-9639-633cf5b5fd57/1280x720/match/image.jpg Colorado Delivery Fee Learn how to set up the Colorado delivery fee as a flat rate fee using a tax jurisdiction. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6309165754112 195 2022-07-05T19:30:08.531Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6201578155001/entering-a-customer-on-the-fly-in-order-entry 2022-03-17T12:52:00.775Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f6920a81-adc8-43a5-8057-d08648f8fa07/2981bd64-3546-4672-9e62-82fe2c4298c0/1280x720/match/image.jpg Entering a Customer on the Fly in Order Entry Learn how to enter a customer on the fly in order entry. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6201578155001 53 2020-10-16T05:00:33.430Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6117370169001/show-me-how-to-copy-a-quote-to-another-customer 2019-12-20T16:50:23.704Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/887c135f-de6e-4c9e-be28-7fcdaf8b1b81/a8383bba-bfc2-4ca7-ba54-1c47c7a1d91d/1280x720/match/image.jpg Show Me How to Copy a Quote to Another Customer Have a quote for one customer but want to copy it to another customer? It's easy and this video will show you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6117370169001 151 2019-12-20T16:48:22.410Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6117363106001/show-me-how-to-add-a-subtotal-to-a-quote 2019-12-20T16:27:52.172Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e40414f5-6694-4025-b430-b70ebc8c4307/614317ad-35d9-4c56-9696-2a219beb4c23/1280x720/match/image.jpg Show Me How to Add a Subtotal to a Quote Adding a quick subtotal to a quote can provide useful information to your customer. Check out this video on how to add a subtotal. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6117363106001 119 2019-12-20T16:18:04.160Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6117070574001/show-me-canceling-versus-deleting-order-items 2023-02-09T18:35:23.782Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/76dbb130-f6a1-4e4a-83f6-ec84eedbb5e9/main/1280x720/1m10s623ms/match/image.jpg Show Me Canceling Versus Deleting Order Items You can cancel or delete a line item from an order in order entry, but what is the difference? This video explains the ramifications of each option. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6117070574001 141 2019-12-19T15:33:29.291Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6116822392001/show-me-how-to-check-stock-in-other-locations 2022-03-21T20:10:47.860Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/74980954-5c54-4e88-8751-e5cd740adbc4/4848983a-eea9-4b75-8794-414683b6756d/1280x720/match/image.jpg Show Me How to Check Stock in Other Locations Have you ever entered an item in Order Entry and it was out of stock at your location? Learn how to easily determine if other locations have the inventory available by watching this video. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6116822392001 87 2019-12-18T19:59:48.015Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6083800217001/show-me-how-to-use-the-invoice-report 2022-03-21T19:57:04.347Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c5decef7-eb70-4dc0-9d45-10bf2b2a59cf/af1d371d-dfac-4596-b917-aab6c17bd9c0/1280x720/match/image.jpg Show Me How to Use the Invoice Report Do you want to print all available invoices at once? This video will show you how! https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6083800217001 139 2019-09-05T17:07:40.730Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6076312528001/show-me-how-to-confirm-a-shipment-with-an-undershipment 2022-03-21T19:53:47.058Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6c003d93-1f33-47ea-bd2c-3deaced31048/6d685ed9-10fd-4f7e-8b28-8a68f0c057af/1280x720/match/image.jpg Show Me How to Confirm a Shipment With an Undershipment A customer calls and needs to reduce the quantity of an item they ordered, or maybe you go back to pick the item and you find they are broken or not there. What do you do? This video shows you how to handle an undershipment. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6076312528001 85 2019-08-23T19:07:16.987Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6076274560001/show-me-how-to-confirm-a-shipment-with-an-overshipment 2022-03-21T19:52:34.569Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6592ef70-4f5d-4453-9b66-c36d000cc79a/61241466-bf3b-48a8-8668-882d511c15ca/1280x720/match/image.jpg Show Me How to Confirm a Shipment With an Overshipment If a customer calls and wants to add to an order while you are in the middle of picking it, you can make that change right in the Shipping window while confirming the shipment. This video shows you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6076274560001 66 2019-08-23T17:05:18.903Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6075198575001/show-me-how-to-confirm-a-shipment 2022-03-21T19:41:44.135Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0ecae674-4cd5-4b18-9d40-eba407f4e2cb/398b1025-8427-4446-ac95-81b3b7ccd251/1280x720/match/image.jpg Show Me How to Confirm a Shipment Confirming a shipment is a required step in order processing. Without performing this step you can't invoice the order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6075198575001 53 2019-08-21T14:30:40.934Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6066286474001/how-do-i-add-restocking-fees-to-an-rma 2022-03-21T19:08:55.393Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/dc9ef09e-7238-49a6-b747-25c1a9c4f17e/b03292fe-a710-4e2a-8db2-1b70721e3376/1280x720/match/image.jpg How Do I Add Restocking Fees to an RMA? You might customers charge restocking fees when they return items to you. This Knowledge on Demand walks you through the steps to do that. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6066286474001 58 2019-07-31T17:46:10.272Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6066260810001/how-do-i-add-freight-to-an-rma 2022-03-21T19:08:06.778Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a0290996-1df6-4b3a-b893-e29e2d688eb4/14f43854-0fc8-41a9-bde8-091b56a9cacd/1280x720/match/image.jpg How Do I Add Freight to an RMA? You might charge freight to customers when they return items to you. This Knowledge on Demand walks you through the steps to do that. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6066260810001 53 2019-07-31T16:44:04.097Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6065200317001/show-me-how-to-close-a-cash-drawer-using-the-tab 2022-03-18T15:53:31.516Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e34a949a-6f3a-4241-988a-cefd7c35791a/b560a267-c2a6-4cac-afa0-c8ca0afd7552/1280x720/match/image.jpg Show Me How to Close a Cash Drawer Using the Tab There are two ways to close your cash drawer, this video shows you how to close the drawer using the tab. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6065200317001 62 2019-07-29T16:44:00.129Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6065154542001/show-me-how-to-close-a-cash-drawer-using-the-checkbox 2022-03-18T15:53:04.435Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c55f8958-9b01-4e7c-82c7-a1dbac92ef19/0ba09cef-e55d-4275-b3e5-c56c1d78272b/1280x720/match/image.jpg Show Me How to Close a Cash Drawer Using the Checkbox There are two ways to close your cash drawer, this video shows you how to close the drawer using the check box. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6065154542001 70 2019-07-29T15:15:14.306Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6064334486001/show-me-how-to-open-a-cash-drawer 2022-03-18T15:52:00.017Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/33f041a4-5764-4cde-9ad2-5360f96ae569/190bcdb1-ac78-4ae1-99dd-f34c0890f595/1280x720/match/image.jpg Show Me How to Open a Cash Drawer Before you can take payments or run transactions you must open a cash drawer. This video will show you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6064334486001 81 2019-07-26T15:34:07.240Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6023033149001/what-are-avs-codes 2019-04-05T20:41:42.751Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2041a3e4-3336-4428-bb62-c8644496c4f5/6cd1993f-82fe-451b-86d8-4e434f757cef/1280x720/match/image.jpg What Are AVS Codes? You take a credit card payment and see something called an AVS code show up on in the response window. It’s a single letter, nothing more. What's it mean? https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6023033149001 85 2019-04-05T20:39:15.298Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/6021789520001/how-do-i-exclude-a-credit-card-remittance-on-a-sales-order 2019-08-19T15:05:21.247Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0d046765-6a49-44d2-bfdb-cc1eef709bb8/44177cd1-74a6-42ab-b115-2b53f224d054/1280x720/match/image.jpg How do I exclude a credit card remittance on a sales order? You took a credit card on an order and something went wrong; now you need to exclude that credit card payment. The good news is that you can. This Knowledge on Demand shows you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6021789520001 79 2019-04-02T20:30:21.744Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5817170324001/establishing-incoming-outgoing-freight-parameters 2022-03-18T15:08:31.009Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/41f93b9f-9a7b-4613-8657-ef3d204125fd/979ddd0c-510d-4be2-898b-062f491d9313/1024x544/match/image.jpg Establishing Incoming/Outgoing Freight Parameters Learn to set up incoming and outgoing freight. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5817170324001 69 2018-08-02T17:35:20.661Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5817168007001/creating-the-basics-of-a-freight-code 2022-03-18T15:02:45.193Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d0334d0d-2427-4b3e-8de7-ca342348c935/fc29bc12-2dd1-4fe4-ac39-c5739a8daa55/1024x544/match/image.jpg Creating the Basics of a Freight Code Learn to enter the top fields in Freight Code Maintenance. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5817168007001 60 2018-08-02T17:34:11.366Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5808606013001/selecting-substitute-items-in-order-entry 2024-08-02T16:19:41.502Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/fd059580-6d02-45c5-b055-decefd0e233d/main/1280x720/59s385ms/match/image.jpg Selecting Substitute Items in Order Entry Instead of putting an order on back order or special order, if you have them set up, substitute similar items on an order. Learn how to manually select substitute items for a customer order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5808606013001 119 2018-07-12T20:00:56.388Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5804426158001/verifying-substitute-items-in-order-entry 2024-09-30T04:33:31.683Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f22a99bd-8ff1-4efe-8b78-e215bf35aedd/fea32bb0-427b-40c9-bfbc-8163ddaf0ec4/1280x720/match/image.jpg Verifying Substitute Items in Order Entry If your Prophet 21 system is configured to automatically apply interchangeable substitute items to orders when the original item is unavailable, you can still verify your substitute items. Learn how to view substitute items in order entry. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5804426158001 86 2018-07-02T16:43:06.803Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785066034001/adding-a-note-to-an-order 2018-09-21T20:27:25.453Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/a5b22b31-4fe1-49c0-9ec1-02a7da4f951d/c6909b5c-0792-49c8-bc4f-6089599b9ecb/1280x720/match/image.jpg Adding a Note to an Order Learn how to add notes to an order header to communication important order information to other groups of users in your organization. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785066034001 109 2018-05-15T15:14:14.127Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785064358001/adding-a-note-to-a-line-item 2018-09-21T20:26:52.873Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/cf79821c-d100-4307-8a6f-e3bdb5824c86/ac648489-ff69-449c-aa37-76101a28d667/1280x720/match/image.jpg Adding a Note to a Line Item Learn how to use line item notes to communicate information about a specific item on an order to other Prophet 21 users in your organization. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785064358001 117 2018-05-15T15:13:02.509Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785068264001/changing-the-delivery-instructions-on-an-order 2018-09-21T20:27:33.400Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/abd328a8-753e-4f6e-857d-7a2dff53e038/2c2f164f-d6fc-42a0-b677-ac45f5eebd64/1280x720/match/image.jpg Changing the Delivery Instructions on an Order From time to time, customers may want to change the delivery instructions for a single order. Learn how to make one time changes to delivery instructions in Order Entry. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785068264001 43 2018-05-15T15:12:05.961Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785064342001/printing-order-documents 2018-09-21T20:27:05.409Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0d492de1-a63e-4748-ad72-4acb713b4ecd/7a4f96eb-4204-402e-896a-58ee427bcb14/1280x720/match/image.jpg Printing Order Documents When creating an order, you may need to print order-related documents. We'll show you which documents are available to you and what your print options are in Order Entry. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785064342001 34 2018-05-15T15:11:02.184Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785066013001/approving-an-order 2018-09-21T20:27:21.448Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0f62425f-d6e9-4ef2-9a7e-5e5341f4ed3b/2ef216ac-95d1-42b3-9298-ed9f0072c6ac/1280x720/match/image.jpg Approving an Order You may required that someone review orders and approve them before your warehouse personnel can pick orders or invoice customers. We'll show you how to approve an order and highlights what happens once an order is approved. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785066013001 36 2018-05-15T15:09:54.442Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785054255001/adding-items-to-an-order-using-previous-requests 2021-01-20T16:48:11.443Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2526c6a2-a9eb-48d5-bde5-82ecc1b594c8/91dae53b-16a5-44b8-85cc-f6a5be5ddd19/1280x720/match/image.jpg Adding Items to an Order using Previous Requests Customers often order the same item. You can use the Previous Requests tool in Order Entry to reorder items from previous orders. Learn how to add items to an order using previous requests. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785054255001 86 2018-05-15T15:01:34.309Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785060810001/canceling-an-item-on-an-order 2023-07-18T20:53:20.555Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/24e083c1-7998-4cfe-a2da-7c45bbf8c539/main/1280x720/24s822ms/match/image.jpg Canceling an Item on an Order Learn how to cancel a line item on an order. Depending on your company system settings, canceled items may still print on pick tickets and invoices with a quantity of zero. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785060810001 50 2018-05-15T14:59:56.059Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785060806001/deleting-an-item-from-an-order 2024-07-24T22:28:04.905Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/605ccf62-2b0c-4a6c-873f-ae7266d3fa06/main/1280x720/23s940ms/match/image.jpg Deleting an Item from an Order Deleting an item from an order also removes the item from pick tickets and invoices. Learn to permanently delete an item from an order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785060806001 48 2018-05-15T14:58:58.988Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785060798001/inserting-an-item-on-an-order 2023-07-18T20:48:55.400Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/d7d9ce82-d49e-430e-9ebb-dabd40681879/main/1280x720/16s927ms/match/image.jpg Inserting an Item on an Order There may be times when you ant to add an item to an order and want that item to list directly above another item rather than list last. Learn how to insert a line item directly above another item. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785060798001 34 2018-05-15T14:57:20.191Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785064287001/cancelling-an-order 2022-03-18T14:28:05.648Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6acecf54-4486-4de0-be3f-6203fe0f64ff/d04f0011-0a47-4ca0-8237-f7adfea15a0f/1280x720/match/image.jpg Cancelling an Order You may run into situations where you need to cancel an entire order. We'll show you a quick way to cancel an order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785064287001 37 2018-05-15T14:55:48.315Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785052439001/validating-open-orders 2024-08-21T14:36:07.712Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/dace1c36-8083-44b7-aa88-3dc5dd19ab31/3acd32c2-046d-421c-8388-a9ea259ed409/1280x720/match/image.jpg Validating Open Orders When customers are on credit hold, all of their orders are also placed on hold. We'll show you how to validate open orders and allocate items to the newly approved orders. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785052439001 80 2018-05-15T14:43:36.584Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785051937001/creating-an-purchase-order-in-order-entry 2022-03-18T14:31:14.796Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/334d4453-e3c6-47a8-9ef3-c0c9e285ff77/d5d716cc-5dde-4ef7-9acd-030699c9f704/1280x720/match/image.jpg Creating an Purchase Order in Order Entry When a customer orders an item that you don’t have enough of on hand, you can create a purchase order from Order Entry. Learn how to create a purchase order directly from the Order Entry window. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785051937001 76 2018-05-15T14:42:28.667Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785052428001/creating-a-transfer-in-order-entry 2023-07-18T20:52:24.572Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/7e33cb36-033f-426c-b49c-83169b40764c/main/1280x720/1m3s471ms/match/image.jpg Creating a Transfer in Order Entry When you don’t have enough of an item on-hand to fulfill a customer order, you can transfer items on-the-fly during the order entry process. We'll show you the steps to create a transfer in Order Entry. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785052428001 127 2018-05-15T14:41:07.338Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785037996001/creating-an-rma 2018-09-21T20:27:18.469Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/294e825d-80da-473c-897b-3858560f7687/44ad0d04-79a8-40bf-88ea-943424a14c2c/1280x720/match/image.jpg Creating an RMA As a distributor, from time to time, you process returns and refund customers. Learn the initial steps for creating an RMA. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785037996001 47 2018-05-15T14:39:37.626Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785051903001/linking-an-rma-to-an-invoice 2020-10-01T18:03:46.184Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/043c037b-e067-4ee0-9b9f-18142a9efabf/e2b9c81f-3508-4598-ac53-148baacc01c8/1280x720/match/image.jpg Linking an RMA to an Invoice When creating an RMA, you have to know how much of an item the customer the customer purchased, as well as how much it costs. Learn how to link the RMA to an invoice so that you don't have to enter that information manually. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785051903001 45 2018-05-15T14:38:29.575Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785051890001/charging-a-customer-a-restocking-fee-for-an-rma 2018-09-21T20:27:10.414Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/66c2a7c8-7fe4-4468-9db4-90c0307271e1/2ca3404b-a9fd-409d-90f0-bc53bc60b20a/1280x720/match/image.jpg Charging a Customer a Restocking Fee for an RMA When accepting returned items back into your warehouse, you might charge a restocking fee. Learn how to charge a restocking fee on an RMA. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785051890001 33 2018-05-15T14:37:16.173Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785052983001/creating-an-rma-acknowledgement 2018-09-21T20:26:56.735Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d3a57f73-acca-42d0-a39f-d62390232225/8101b3bc-c128-411a-8fff-cf6405732199/1280x720/match/image.jpg Creating an RMA Acknowledgement Learn how to create an RMA Acknowledgment to provide to your customer. This way, the customer can include the acknowledgement in the return shipment, making receiving the RMA process easier for you. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785052983001 27 2018-05-15T14:35:58.054Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785051869001/processing-a-front-counter-rma 2018-09-21T20:26:47.766Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/42224832-1dfc-4a70-9686-384eb13ec0ee/93629d38-b1c7-4544-bf4d-276208ee1f79/1024x544/match/image.jpg Processing a Front Counter RMA When a customer brings a return to your front counter, you’ll likely want to refund the customer on the spot. Learn how to process a front counter RMA and refund your customer. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785051869001 81 2018-05-15T14:34:46.714Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785048693001/returning-an-rma-to-stock 2018-09-21T20:27:36.845Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/0b508fa4-4752-4ac4-a9d8-d8fae02ff761/d1e90c76-e067-4082-9acc-5c363dd4e94a/1280x720/match/image.jpg Returning an RMA to Stock When a customer calls in an RMA, returns the item in unused and in good condition, you can return the item to your stock and resell it. Learn how to return RMA materials to your inventory. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785048693001 49 2018-05-15T14:33:18.637Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785036475001/receiving-damaged-rma-items 2018-09-21T20:27:29.404Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/817f77e4-dea9-40e2-b42f-3791f53fdd71/b0406635-ed5d-4ca6-8ddb-858a060b1e32/1280x720/match/image.jpg Receiving Damaged RMA Items When items come back in good condition, you can return the items to your inventory. What do you do, though, when the items returned are damaged? Learn how to process an RMA without returning the stock to your inventory. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785036475001 67 2018-05-15T14:32:02.909Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785036470001/converting-a-quote-to-an-order 2018-09-21T20:27:37.959Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/93b28a4e-0de6-476c-bba7-61e45b0f4433/7d002aa5-2afc-47cc-a311-173e8da7c21e/1280x720/match/image.jpg Converting a Quote to an Order Converting quotes to orders saves you time and reduces the risk of error when a customer is ready to order. Learn how to convert a quote to an order using the Convert to Order right mouse button menu option. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785036470001 91 2018-05-15T14:30:33.399Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785037976001/creating-a-quote 2018-09-21T20:27:02.471Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/449d961d-bbf2-4a2f-958f-ef887b786849/4edea64b-25ae-4b74-a4da-d26f54c49815/1280x720/match/image.jpg Creating a Quote Customers may ask for a quote for items so that they can decide whether or not to order items from you. We'll show you the basics of creating a quote for a customer. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785037976001 45 2018-05-15T14:29:05.129Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785052369001/crediting-a-customer-for-an-rma 2018-09-21T20:26:52.482Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/cee442c0-9689-421d-91e7-d6140a513db7/3bfdd23e-c008-48f0-808f-311789494e31/1280x720/match/image.jpg Crediting a Customer for an RMA Learn how to credit a customer after you've received an RMA and have decided what to do with the returned materials. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785052369001 45 2018-05-15T14:27:37.901Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5785041233001/returning-an-rma-to-the-supplier 2018-09-21T20:26:58.619Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/97b82514-21fe-4a37-9b43-025d416dbacb/e2fc4205-32e3-4b44-bb8b-ab2956fd9cc4/1280x720/match/image.jpg Returning an RMA to the Supplier In some situations, such as a special order, you’ll want to return items to the supplier. Learn how to indicate that returned material needs to be sent back to the supplier. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5785041233001 70 2018-05-15T14:25:30.369Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779057437001/changing-the-shipping-address-for-an-order 2018-09-21T20:26:50.973Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/f635ac60-711c-444c-ab0a-f44bd34eb204/51a7f34e-2bc1-48aa-98b7-228a6ba746d5/1280x720/match/image.jpg Changing the Shipping Address for an Order Your customers may sometimes need you to ship items on an order to a job site or other location instead of sending them to their default shipping address. Learn how to change the ship to address on an individual order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779057437001 43 2018-05-01T21:27:58.455Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779035771001/recalling-an-order 2018-09-21T20:27:03.659Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/28c72dc3-0113-4918-be25-762f60ba7ab3/d353d630-48b0-48b4-a33f-35265e518fca/1280x720/match/image.jpg Recalling an Order You may need to pull up an order for any number of reasons, from checking the status of an order, adding to or editing an order, to changing the item allocation for an order. In this video, you'll learn how to recall an existing order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779035771001 43 2018-05-01T20:52:26.713Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779037151001/taking-payment-on-an-order 2022-03-18T14:26:05.781Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/20786c9e-9c11-48af-a883-c4094bb43897/02714277-f548-4210-8e66-12b3039df60f/1280x720/match/image.jpg Taking Payment on an Order In this video, you'll learn how to take a payment on an order using the Order Entry window. Note that theses steps also apply to taking payments using the Front Counter window. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779037151001 76 2018-05-01T20:41:50.319Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779030096001/making-an-item-nontaxable 2018-09-21T20:26:57.850Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/07ddea1e-57eb-4616-b1a4-c9e0e9c42eca/69695a95-c101-416b-bfe9-acc7559aff02/1280x720/match/image.jpg Making an Item Nontaxable Not all items on an order are taxable. Learn how to make line items on an order nontaxable. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779030096001 31 2018-05-01T20:30:03.348Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779034570001/adding-a-line-item-to-an-order 2022-03-18T14:25:02.554Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e55a20b2-47f8-449b-83b9-2348ede407cd/755e4461-6a02-440e-aca2-2297e3abc0ec/1280x720/match/image.jpg Adding a Line Item to an Order Orders aren't orders without items. Learn how to add line items to an order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779034570001 40 2018-05-01T20:27:47.696Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5824465884001/converting-a-po-to-a-voucher 2024-09-30T15:12:13.112Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/221c65e7-11a3-42b3-a2e0-9ad6df81ab45/253e574e-9811-4845-aae5-fe3083cd55cd/1280x720/match/image.jpg Converting a PO to a Voucher Learn the basics of converting a PO to voucher. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5824465884001 68 2018-08-20T17:08:10.642Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/5824576726001/adding-freight-and-handling-charges-when-converting-a-po-to-a-voucher 2022-03-14T11:17:05.727Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/89b338b5-df4d-43d9-8a26-789601119d23/b7bfe87e-a25d-473f-af95-ebffc14892f4/1280x720/match/image.jpg Adding Freight and Handling Charges when Converting a PO to a Voucher Learn how to add freight and other fees when converting a PO to voucher. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5824576726001 73 2018-08-20T21:58:49.063Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/5824975554001/editing-the-price-and-quantity-when-converting-a-po-to-a-voucher 2022-03-14T11:18:29.832Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/18ce65e9-909d-4d31-89be-be075b4dfc74/9d6fd589-7830-49a0-8ca5-dc8a1f343fed/1280x720/match/image.jpg Editing the Price and Quantity when Converting a PO to a Voucher Learn how to edit the price and quantity when converting a PO to voucher. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5824975554001 123 2018-08-21T18:36:01.161Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/5838158791001/editing-a-memo-description 2022-03-18T15:27:36.894Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e668de51-cc8d-4d22-bb85-32600e551439/3c9947ce-9021-4ae4-b643-766ed233b892/1024x544/match/image.jpg Editing a Memo Description Edit a description on a credit or debit memo in Accounts Payable. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5838158791001 14 2018-09-21T14:24:39.252Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/5838259401001/entering-debit-and-credit-memos-in-ap 2024-02-02T17:59:34.966Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/d76d1680-e90b-46f8-aebe-d95bd56441a5/0c138c36-2986-4b63-b76d-cfbcea6379ff/1280x720/match/image.jpg Entering Debit and Credit Memos in AP Enter a debit or credit memo in Accounts Payable. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5838259401001 133 2018-09-21T18:22:14.597Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/5839942797001/entering-a-credit-memo-in-ar 2025-02-27T04:30:35.728Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/24cd586e-7ebc-4874-bdfb-d7c63074dbbe/91dffede-1243-434d-98ff-db58a3adacfd/1280x720/match/image.jpg Entering a Credit Memo in AR How to enter a credit memo from start to finish through Accounts Receivable. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5839942797001 105 2018-09-25T18:35:42.833Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/5839848255001/entering-an-ar-debit-memo 2022-03-14T15:55:31.578Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/b6201590-df41-4d35-b092-85ac0f75b5de/85c0d725-098d-4bc3-845a-3ee31b6f1f69/1024x544/match/image.jpg Entering an AR Debit Memo Entering a debit memo in Accounts Receivable from start to finish. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5839848255001 71 2018-09-25T18:44:23.614Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/5839948469001/writing-off-bad-debt 2018-09-25T18:49:01.407Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/87dee69f-83d6-47f7-885c-5d3e41340ac0/c0e69514-cba2-4c63-b218-26810f37793e/1024x544/match/image.jpg Writing Off Bad Debt Learn to write off bad debt in Accounts Receivables. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5839948469001 81 2018-09-25T18:47:39.069Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/5839955976001/making-a-tax-adjustment 2022-03-18T15:28:26.702Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e3d70756-3aff-4a96-ae20-be4d1b1c1af2/d326e9c9-5a02-41d9-af68-82273246ac95/1024x544/match/image.jpg Making a Tax Adjustment Learn to make tax adjustment in Accounts Receivables. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5839955976001 83 2018-09-25T18:51:26.675Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/5839944816001/editing-a-credit-debit-memo-description 2022-03-14T15:55:00.389Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/83d73101-7bef-48eb-aa57-b8a94db9bccd/d42fa512-300b-4604-8a0e-0076fbbfd8ab/1024x544/match/image.jpg Editing a Credit/Debit Memo Description Edit a description after you save a debit or credit memo in Accounts Receivables. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5839944816001 27 2018-09-25T18:55:49.720Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6052221349001/what-are-payment-terms 2022-03-14T16:13:15.849Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5c0298b3-df50-4b64-af8b-f63a03815231/0648530c-a5f1-47ae-8811-b7d89bd68939/1280x720/match/image.jpg What are Payment Terms? Payment terms are the rules that let you and customers know when payments on invoices are due. There's a couple of different ways to set these up in Prophet 21. In this KOD, learn about each payment terms setup option. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6052221349001 166 2019-06-25T21:21:04.155Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6060356264001/how-do-i-stop-a-recurring-voucher 2022-03-14T16:15:27.844Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/3e6c6d6d-7b73-4e17-9a95-1d85c3850cdc/0b16b657-5bb6-4314-9a5c-17134829a534/1280x720/match/image.jpg How Do I Stop a Recurring Voucher? You have recurring payments that you need to go out on schedule. But, from time to time, those may change or end. This Knowledge on Demand shows you how to stop a recurring voucher. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6060356264001 35 2019-07-17T16:14:55.210Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6075350191001/show-me-how-to-enter-a-basic-journal-entry 2022-03-14T16:18:12.496Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/545fd034-d2d4-42fc-96e1-555fcf22bf22/7fd71243-df9f-4179-b862-ed17d6506b2e/1280x720/match/image.jpg Show Me How to Enter a Basic Journal Entry There are times you need to enter a manual journal entry in the general ledger, this video shows you how. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6075350191001 196 2019-08-21T20:48:43.271Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6075873944001/show-me-how-to-enter-a-disputed-receipt 2020-03-02T18:11:38.771Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/c74a8809-5a75-46f0-8121-1d41369d3f0f/8de1006e-42e0-47a1-9662-fe862246f73a/1280x720/match/image.jpg Show Me How to Enter a Disputed Receipt You received an invoice from a supplier and noticed a discrepancy. You want to put the invoice into Prophet 21 but you don't want to cut a check until you resolve the discrepancy. This video shows you how to enter a disputed receipt. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6075873944001 85 2019-08-22T19:53:29.683Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6099163061001/show-me-how-to-print-a-check-register 2022-03-14T16:21:59.187Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/ca1c2abb-162c-4280-b1c8-cab30f2fa25c/4e7c359c-cadb-4402-8d11-6ec8d4601547/1280x720/match/image.jpg Show Me How to Print a Check Register Learn how to print a check register to balance your bank statement or review vendor activity. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6099163061001 50 2019-10-30T17:51:57.941Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6155015697001/show-me-how-to-edit-dimensions-on-a-saved-gl-posting 2024-01-10T18:30:49.128Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/b9c5713c-970c-4c82-b4fc-643fd79d2d40/d721e13f-8025-4b2c-b669-ef3463911c3a/1280x720/match/image.jpg Show Me How to Edit Dimensions on a Saved GL Posting If you already saved a GL posting you can still edit the dimension. We'll show you how! https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6155015697001 128 2020-05-07T16:35:07.985Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6164610412001/show-me-how-to-setup-a-new-gl-dimension-type 2024-01-10T18:29:31.490Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/e88e881e-c11f-420a-8850-f96c347bad5d/25a63ed3-0ccc-4a95-bff4-f85eb9737bcd/1280x720/match/image.jpg Show Me How to Setup a New GL Dimension Type You might need a new dimension for a specific job. You'll learn how to set that up in just a few quick and easy steps. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6164610412001 46 2020-06-16T16:55:35.561Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6203148904001/creating-statistical-accounts 2022-03-14T16:31:00.155Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6c2faa1d-f363-4d54-b296-3905fb1266e4/00b3100c-bd52-41ec-9ee6-594aaffe016f/1280x720/match/image.jpg Creating Statistical Accounts Understand how to create both type of user defined statistical accounts. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6203148904001 123 2020-10-20T13:08:18.483Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6203212369001/what-is-a-statistical-account 2022-03-14T16:31:28.730Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/5a4bf284-4d10-4edb-bd49-1cd51a5cd3ca/15b61670-25ec-4393-98c3-ad1d9a4910be/1280x720/match/image.jpg What is a Statistical Account Do you need to add non-financial information to a new or existing financial statement? Learn all about statistical accounts and how you can use them. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6203212369001 73 2020-10-20T16:18:37.789Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6203278108001/adding-statistical-accounts-to-financial-reports 2022-03-14T16:32:11.038Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/336e9f51-9ba7-4661-b19f-f4468d3e9985/6a5fb96f-bfc5-4acf-802c-be2504fe6cc9/1280x720/match/image.jpg Adding Statistical Accounts to Financial Reports You created your statistical accounts, now what? Here you'll learn to add the statistical accounts to new or existing financial statements. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6203278108001 97 2020-10-20T18:32:56.181Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6270174008001/reversing-a-voucher 2022-03-14T16:27:40.811Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/19fd4217-2278-4d7d-87cf-c46c35a5eac0/main/1280x720/35s433ms/match/image.jpg Reversing a Voucher Once you save a voucher, you can't edit or delete it. If you find an error in a voucher, you can reverse it, essentially cancelling it. This video walks you through the steps to reverse a voucher. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6270174008001 71 2021-08-30T13:30:53.439Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6305947677112/copying-a-tax-group-to-a-new-tax-group 2022-05-11T18:07:07.434Z https://cf-images.us-east-1.prod.boltdns.net/v1/jit/5502556969001/e128109a-b5c3-4a64-b200-f2cc0f2c4aad/main/1280x720/39s520ms/match/image.jpg Copying A Tax Group to A New Tax Group Learn how to save time keying jurisdictions into a tax group by just copying the tax group and then editing it. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6305947677112 79 2022-05-11T18:02:26.025Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6305945701112/copying-tax-jurisdictions-from-tax-groups 2022-05-11T18:14:22.803Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2c33ab80-0417-47d1-8cbe-11f3ae0cd6b1/921dbb96-0beb-479a-9251-4ead0058a58c/1280x720/match/image.jpg Copying Tax Jurisdictions from Tax Groups Save time keying jurisdictions by copying them from tax groups. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6305945701112 56 2022-05-11T18:11:58.471Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/6309165754112/colorado-delivery-fee 2022-07-05T20:59:51.454Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/27c8037c-bca3-4aa2-a0d3-a3166617d604/ed2552f3-ca27-4677-9639-633cf5b5fd57/1280x720/match/image.jpg Colorado Delivery Fee Learn how to set up the Colorado delivery fee as a flat rate fee using a tax jurisdiction. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=6309165754112 195 2022-07-05T19:30:08.531Z Accounting https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779035088001/adding-items-to-an-order-from-the-search-popup 2018-09-21T20:27:08.414Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/828a87bd-a969-457a-82e0-1e6f0c37050b/57e888ae-0088-4e8b-a4eb-82db14604a5f/1280x720/match/image.jpg Adding Items to an Order from the Search Popup When creating an order, you may need to search for an item. What’s more, customers rarely order just one item at a time. In this video, learn how to use the Find Item search popup window to search for and add one or more items to an order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779035088001 89 2018-05-01T20:26:13.765Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779027896001/editing-an-item-price-on-an-order 2022-03-15T19:28:07.639Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/db957014-c990-4d17-870b-b69dff84bf0b/c718b5d7-0ccf-4fe7-ad50-49c5a3de47db/1280x720/match/image.jpg Editing an Item Price on an Order Sometimes you need to change the price of an item on an order. In this video, learn how to do just that. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779027896001 66 2018-05-01T20:24:10.652Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779030081001/editing-the-total-price-of-an-order 2022-03-15T19:27:30.319Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/6cd4049b-2171-4449-917a-43c0ce973763/51b46d5e-8c66-48a7-969b-acf7fd00a2dd/1280x720/match/image.jpg Editing the Total Price of an Order Learn how to change the total price of an order. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779030081001 41 2018-05-01T20:21:57.934Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5779029075001/making-an-order-nontaxable 2019-05-27T06:33:48.865Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/05f1df89-efbd-42aa-bed4-e56c8823bf97/e23a9b78-81a2-4b0a-9b07-0114f2f59c76/1280x720/match/image.jpg Making an Order Nontaxable Learn how to mark an entire order as nontaxable. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5779029075001 22 2018-05-01T20:18:43.568Z Order Processing https://p21video.epicor.com https://p21video.epicor.com/detail/video/5778918258001/starting-an-order-for-a-customer 2018-09-21T20:27:38.169Z https://cf-images.us-east-1.prod.boltdns.net/v1/static/5502556969001/2194d2dd-f995-4972-9b91-e0f527dd0eb8/53034b55-a693-4433-8760-89cdbc1c6706/1280x720/match/image.jpg Starting an Order for a Customer When creating an order, you start by entering or selecting a customer. Learn how to start an order for a customer. https://players.brightcove.net/5502556969001/rJw1G2RZm_default/index.html?videoId=5778918258001 42 2018-05-01T16:44:26.680Z Order Processing https://p21video.epicor.com