Americas - Pacific Northwest - ID, OR, WA

Does anyone know a local (we are in Seattle) independent contractor who writes custom reports in SSRS?  We are upgrading from 9.05 to Epicor 10 and want to have our custom reports re-written from Crystal to SSRS.  Any recommendations would be appreciated.

Thanks.

Hi Teri,

You could get in touch with Peter Grant (peter.c.grant@gmail.com).

We used to work together at an Epicor partner a few years ago.

I believe he's got lots of SSRS report authoring experience.

And if you wanted to extend that to someone outside of the Seattle area,
like Portland, I could help you out.

Thanks,

Justin

On Mon, Oct 27, 2014 at 2:14 PM, Teri Kertson <
pac-nw_list@list.epicorusers.org> wrote:

> Does anyone know a local (we are in Seattle) independent contractor who
> writes custom reports in SSRS? We are upgrading from 9.05 to Epicor 10 and
> want to have our custom reports re-written from Crystal to SSRS. Any
> recommendations would be appreciated.
>
> Thanks.
>
>

Thanks for the recommendation.  I really appreciate it!

Justin,

Peter didn't think he was a good fit.  If we were to branch out to Portland, could you send me a resume and what you charge (I assume by the hour)?

Thanks for your help!

Teri

I am looking to change the fiscal calendars in Epicor because we are changing when we have year end and when we have month end.

We are going from 12 month calendar Jan to Dec with Month end on the days it shows on everyones calendar to 4 by 4 by 5 week month end increments.

Does anyone have experience updating the calendars before year end?

Thanks

Jason Soderberg
ERP Business Analyst
Precision Wire Components
10230 SW Spokane Ct.
Tualatin, OR 97062
Office 503-612-4145
www.pwcwire.comhttp://www.pwcwire.com




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Hi Jason,

We do that in Fiscal Calendar Maintenance under General Ledger / Setup.

Our Fiscal Year is from Oct 1 to Sept 30, so we set up the 12 Fiscal Periods appropriately using the Start Date and End Dates. You can probably do the same thing with your 4x4x5 scenario.

Hope this helps.

Peter Wong

[cid:image001.jpg@01CFFF44.359CEF10]

www.siliconforestelectronics.com<http://www.siliconforestelectronics.com>

Phone: (360) 694-2000 x. 308



From: Jason Soderberg [mailto:pac-nw_list@list.epicorusers.org]
Sent: Thursday, November 13, 2014 12:56 PM
To: pac-nw_list@list.epicorusers.org
Subject: [PAC-NW_List] - fiscal Calendars

I am looking to change the fiscal calendars in Epicor because we are changing when we have year end and when we have month end.

We are going from 12 month calendar Jan to Dec with Month end on the days it shows on everyones calendar to 4 by 4 by 5 week month end increments.

Does anyone have experience updating the calendars before year end?

Thanks

Jason Soderberg
ERP Business Analyst
Precision Wire Components
10230 SW Spokane Ct.
Tualatin, OR 97062
Office 503-612-4145
www.pwcwire.comhttp://www.pwcwire.com

We are currently using Clutch Consulting to write SSRS reports for us.

If you are interested, you can contact:

 

Mike Green

cell 602 690 0966

Clutch - weareclutch.com

 

They have done an excellent job for us here at Teague.

Jonathan Asence

Finance Manager

1 206 838 4213 / T

TEAGUE

Jason,

What version are you using? I currently have Financial Suite version 7.4 and i could walk you through how to set up a fiscal calendar.

 

Jonathan Asence

Finance Manager

1 206 838 4213 / T

TEAGUE

905. 702A

From: Jonathan Asence [mailto:pac-nw_list@list.epicorusers.org]
Sent: Thursday, November 13, 2014 1:41 PM
To: PAC-NW_List@list.epicorusers.org
Subject: [PAC-NW_List] - RE: fiscal Calendars


Jason,

What version are you using? I currently have Financial Suite version 7.4 and i could walk you through how to set up a fiscal calendar.



Jonathan Asence

Finance Manager

1 206 838 4213 / T

TEAGUE

Unfortunately Epicor 9 has a different setup than 7. I wouldn't know my way around it.

 

Sorry about that

We've gone through that. We created a series of short fiscal periods in order to get the calendar in sync with the new closing date. Other than a couple of custom reports, we really had no issues at all. We tested the process on a test system, saw that everything worked as expected, and then we performed the change. We did this on Vantage 8.

Stacy Shaw
Triumph Structures - Everett


From: Jason Soderberg [mailto:pac-nw_list@list.epicorusers.org]
Sent: Thursday, November 13, 2014 12:56 PM
To: pac-nw_list@list.epicorusers.org
Subject: [PAC-NW_List] - fiscal Calendars

I am looking to change the fiscal calendars in Epicor because we are changing when we have year end and when we have month end.

We are going from 12 month calendar Jan to Dec with Month end on the days it shows on everyones calendar to 4 by 4 by 5 week month end increments.

Does anyone have experience updating the calendars before year end?

Thanks

Jason Soderberg
ERP Business Analyst
Precision Wire Components
10230 SW Spokane Ct.
Tualatin, OR 97062
Office 503-612-4145
www.pwcwire.comhttp://www.pwcwire.com

Hi Teri,

Of course! I'd be glad to help. Can you give me a general time line and
high level overview of the reports you're looking for?

My contracting rate is 105/hr.

I'll forward my resume tomorrow.

Thanks,

Justin
On Nov 10, 2014 3:12 PM, "Teri Kertson" <pac-nw_list@list.epicorusers.org>
wrote:

> Justin,
>
> Peter didn't think he was a good fit. If we were to branch out to
> Portland, could you send me a resume and what you charge (I assume by the
> hour)?
>
> Thanks for your help!
>
> Teri
>
>