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Portal Designer Services for Epicor Prophet 21® users:
 

Portal designer® -  If you've purchased the P21 Portal Designer product, we can likely assist you with your Prophet 21® Portal Designer® projects.

 

Portals and Dynachange support are in HOT Demand: Our portal design expert has experience in developing and implementing over 60 custom portals designed to support the needs of the daily Prophet/P21 user to quick summaries for senior management.

If you have DynaChange Portal Designer and need some help, please contact us for more information on how we can tackle your challenges over the Holidays.

Here are a few popular portal requests that could be an immediate value to your business:

· Unconfirmed Pick Tickets
· Open Purchase Orders (with more detail)
· Customer Part Number Cross Reference
· A/R and A/P Aged Trail Balance
· Total Branch Sales Summary (including multi-branches environments)


Here are a few related articles from our Adventures in P21 Newsletter:



David’s Portal Corner:  DynaChange® Portals for P21 Users (Winter 2017 Newsletter)

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If you are like most companies, you need to:

• Get to your data quickly.

• View your information specific to your business needs. 

• Provide meaningful, easy to review inquiries to your users with minimal prompting.

• Control and limit the data made available to your users.

• Provide information at a summary level with the ability to expand the data to see greater detail.

• Quickly view the important KPIs used to manage your business.

 

If you are like most companies, your system users want to:

• Quickly open inquiry or transaction screens based on the data they are viewing.

• Sort information on the screen to quickly get to the most important results.

• Save data into spreadsheets.

• Have help and operating procedures at the click of the mouse.

 

These and much more can be achieved using Epicor’s Prophet 21 DynaChange Portals®.  DynaChange Portals is a powerful add-on to the Prophet 21® software package used to present your business data in the way you want to see it. More accessible information means greater efficiencies, fewer errors, better customer services, and quicker visibility for managing the business at all levels.

 

Each of our future Adventures-in-P21 newsletters will now highlight key areas of Epicor’s Prophet 21 DynaChange Portals with tips, practical applications and real world examples. Our lead Portals consultant has 10+ years’ experience using Prophet 21 and has developed numerous Portals with varying levels of complexity.  If you are new to Prophet 21 DynaChange Portals or just need help, we are always here for you.  Contact us today to learn more.




David's Portal Corner (Summer 2017 Newsletter)
Companies have varying information needs and there is no one size fits all solution that works for everybody.  The beauty of Epicor’s DynaChange Portals is that you can create the visibility to the information important to your business in the way you want to see it.
 
No prepacked portals may meet your exact needs.  With an introductory conversation to learn more about your business and portal needs, MindJHARBOR can share ideas for potential portals and recommend some portal views that could be of benefit to your business. 
 
To give you some ideas, below is a short list of some previous developed portals. The portals referenced below have varying levels of complexity and implementation requirements.

(Click here to view a screenshot of a recent Sales Pricing Evaluation Portal project)

Accounting:
A/P ATB – Accounts Payable – Age Trail Balance as an inquiry screen, flagging top priority suppliers.
A/R ATB – Accounts Receivable – Age Trail Balance as an inquiry screen, flagging top priority customers.
Invoicing Review – Summary of all invoicing for a specified date for quick and easy review.
Sales Charts and Comparisons – Monthly and yearly sales comparisons in a side-by-side bar chart presentation.

Sales:
Sales Dashboard – A sales dashboard for managing your business.
Customer Part Numbers – At a glance cross reference of all customers part numbers to your part numbers.
Customer Sales Trends – Summary of customer buying trends over last twelve months.

Inventory Management:
Inventory Position – Summary of inventory position with recent customer usage trends.

Purchasing:
PO Summary by Buyer – Summary of purchase orders launched by buyers to suppliers detailing items, quantities, and expense.
Suppliers by Product Groups – Search by product group suppliers in your system that sell the items with a specified product group.  
Supplier Items and Inventory  - Review items previously purchased from a supplier, current inventory position, and recent usage.

Warehouse:
PO Receipts – Summary of inbound purchase orders.
PO to SO Summary – Cross reference inbound purchase orders with sales orders and required dates.
Unconfirmed Pick Tickets – Summary view of open pick tickets.  
Transfers To/From – Summary of open inbound and out bound transfers.
Production Orders Summary – Summary of open production orders.
 
If you would like to further explore how you can benefit from using Epicor’s DynaChange Potals with Prophet/21, please contact MindHARBOR today to schedule a call.



 

 

David's Portal Corner (Fall 2017 Newsletter)
Companies have varying information needs and there is no one size fits all solution that works for everybody.  The beauty of Epicor’s DynaChange Portals is that you can create the visibility to the information important to your business in the way you want to see it.
 
No prepacked portals may meet your exact needs.  With an introductory conversation to learn more about your business and portal needs, MindJHARBOR can share ideas for potential portals and recommend some portal views that could be of benefit to your business. 
 
Portal Prompting - Allowing multiple selections within a single portal prompt or leave blank for all.
Recently we received a portal request that required various user prompts. One of the prompting requests was to allow the user to enter multiple locations, up to 10, when displaying the P21 portal.
 
A couple of issues presented themselves when developing this portal. The first was the number of prompt fields required. Creating a prompt for each location would extend the prompt window requiring the user to scroll down, and down, and down, to fill out the numerous prompt fields.
 
Example Prompts – Multiple Locations Prompts


 
*Note – The P21 Prompting Window is only large enough to displays 4 prompts fields at a time.
We thought that using a numeric array would be a nice solution. However, this presented the second issue. In testing a numeric array requires a value to be entered. Leaving the prompt blank was not an option.

Example Prompts – Single Location Prompt as a Numeric Array
 
The solution is actually in the SQL statement behind the Portal View. By defining the prompt field as a string, we are successfully able to parse out the values entered by the user and return the desired results.
 
Example Prompts – Single Location Prompt as a String
Not only does this solution simplify the prompt entry screen for the user, it also supports leaving the field blank to return all information based on that prompt.
 
   

David's Portal Corner (2017 Year-end Newsletter)  Inventory Activity Ranking Portal (Inventory Management KPI)

 


In Summary, aka TL;DR

·        P21 DynaChange Portals is a powerful inquiry tool.

·        The portal described in this article displays inventory by an “activity level” calculation based on usage over the last twelve months.

·        The dollar value of each activity level and it’s percentage of the total inventory is displayed in a summary format.

·        These activity levels can be drilled into to see the dollars by product group.

·        Each product group can be further drilled into to see the items, dollars, and previous twelve months of usage for each item.

·        Prompting is available to change between dollar and quantity values or to limit the results to one product group or to a specific item.


 

Using P21 DynaChange Portals, the Inventory Activity Ranking Portal as an Inventory Management KPI displays the inventory data in a segmented, easily understood format and is available at any time with a few clicks of the mouse. This eliminates the need to print length reports or requesting someone extract the data into a spreadsheet.

 

The Inventory Activity Ranking Portal allows for a quick review of inventory dollars to determine if the bulk of your investment is in actively moving items. Each level of activity is broken down by product group and details the items within these groups. Using drilldown capabilities items within any level can be view. This is especially useful for identifying slow moving and obsolete items.

For further analysis, item usage for the previous twelve months is also displayed and can be viewed as either a quantity or dollar value.

 

The screenshot below is a full width view of the Inventory Activity Ranking Portal.

Note – Some information blurred intentionally.

 

Prompting

P21 Portals offer a built-in prompting feature. For this portal several prompts were included to further refine the results are returned.

Note – Portal prompts are mutually exclusive and can result in no information being displayed.

 

Quantity_or_Dollars – In some business it may be more meaningful to see usage expressed as dollars instead of quantities. By entering a Q for Quantity or a D for Dollar the twelve monthly usage buckets will display the corresponding value. If the value is left blank then a default setting of Q will be used.

 

Include_Zero_Onhand - Items with no current quantity on-hand can be included or excluded from the results simply by entering a Y for Yes or N for No.  If the value is left blank then a default setting of N will be used.

 

Product_Group – To allow for the review of entire product groups a prompt to enter a single product group is provided. When a product group is entered the portal will only display the one product group. This is handy for obtaining the inventory value of a select product group and determining the activity of the items with that group. If the value is left blank then a default setting allowing ALL product groups to be displayed will be used.

 

Item_Id – To quickly find a specific item a single item prompt is provided. When an item is entered the portal will only display one item.  If the prompt value is left blank then a default setting allowing ALL items to be displayed will be used.

 

 

Headings

Portal headings can also be much more than just column labeling information.

As shown below, the Inventory Activity Ranking Portal displays in the headings the prompted values and totals. This is handy for placing important totals at the top of screens for faster viewing.

Note - The total inventory value is based on the selected criteria entered in the prompts.

 

 

Detail 

The body of the portal displays information in a tree view format.

The top level is a summary by inventory activity.

In the case, the portal activity levels are defined as:

01. Very Active Items      – Item active in 10 to 12 months in the last 12 months

02. Active Items               – Item active in 7 to 9 months in the last 12 months

03. Slow Items                  – Item active in 4 to 6 months in the last 12 months

04. Excess Items               – Item active in 1 to 3 months in the last 12 months

05. Obsolete Items          – No activity in the last 12 months

For each activity level the dollar value of the inventory items meeting these conditions is displayed along with an overall percentage of the total inventory value.

 

The second level is a summary by product group. On the level along with the product group Id, the product group description and dollar value of the inventory items in that group is displayed.

 

 

The third level displays details for the items within the group.

The information displayed is:

Item Id – The item id of the item detailed on this line.

Item Description – The description of the item detailed on this line.

Moving Average Cost – The Moving Average Cost of the item detailed on this line.

Quantity On-Hand – The total Quantity On-Hand of the item detailed on this line.

Inventory Value – The total inventory value of the item detailed on this line.

Monthly Buckets – Usage quantities for the previous 12 months.

 

Below is a screenshot of the first half of the detail screen.

Note – Some information blurred intentionally.

 

Below is a screenshot of the second half of the detail screen showing the twelve monthly buckets

 

 

Additional fields that could be included in a portal of this type are:

Current Months Usage – For reference, any usage occurring in the current month.

Min/Max values – For reference, the inventory min/max values for the item.

Total Usage – A summary number of the last twelve months of usage.

Average Usage – An average monthly usage of the last twelve months of usage.

Months On-Hand – A calculation dividing the current quantity on-hand by the average usage calculation.

 

 

 Technical Notes

P21 Portals are made of two components, the SQL statement that retrieves the data and the portal layout of how the data will be displayed.

 

For those interested in some of the more technical aspects of this portal. The write up below shares some of the detail behind the scenes.

 

The SQL Statement

Portal retrieval arguments, or prompts, are defined from the data source screen. These prompts integrate with the SQL statement. This is described in a little more detail in the WHERE clause section below. 

 

In the SQL statement SELECT clause the quantity values a calculated by summing the period usage by the year and period it was used. These values are calculated and conditioned on by using the DATEADD function and subtracting months from the current date.  

Depending on your system settings you may need to add the Inventory Period Usage and the Scheduled Usage fields together to get the total item usage.

 

The Item Activity value is determined by counting the months with item activity and using the CASE function to determine which level of activity to use.

 

In the SQL statement FROM clause, the Item Master File, Inventory Location File, Product Group file, Inventory Period Usage file, and the Demand _period File are reference for this portal.

 

In the SQL statement WHERE clause both fixed conditions, such as excluding Other Charge Items, and the portal prompts are referenced.  For example, for this portal the Product Group condition uses a CASE statement. When a value is entered in the Product Group prompt the WHERE clause will only allow items within that product group to be returned. Otherwise, items from all product groups are returned. 

 

The Portal Layout (The screen)

In the layout of the portal, fields can be defined and statements added to condition the value displayed in that field. For example, all of the twelve month bucket fields are defined fields with a condition based on the Quantity or Dollars prompt to determine how the field is displayed.

 

 

 

 

We are most often called in for special projects and as problem solvers
 

We work for you ...on time, on spec and on budget!

 

While technical competence is widely available, understanding distribution business processes and having extensive experience with the complex code framework that the Prophet 21® ERP system is built on…is not.

 

We deliver a solid background in each of these areas. Consultants/advisors first and programmers/developers second, we will always give you our best advice first, and when engaged to execute a project, we will then engineer and deliver an innovative customer-centric solution for your organization.

 



We have been honored to serve over 300 Prophet 21
® system users over the past 11 years:  Read what some of our (very kind) clients have to say about working with us!
 


 

 

Prophet 21® Services ecommerce integrations here and other types of integrations here.

DynaChange® Business Rules | SQL® Tasks | SQL® Server Reporting Services | Vendor price list / contract management

Special projects and challenges ...please contact us today to discuss your requirements!