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Frank Bernal

To Work Order or Not to Work Order?

By Frank Bernal November 7, 2017

When discussing manufacturing, the conversation during pre-sales and scoping usually includes a customer wanting to use work orders...

topicIcon ERP, All

How to Switch ERP Partners or Resellers

By Frank Bernal October 30, 2017

It’s a scary position to be in – you’ve gone through the process of selecting an ERP solution but something happens and before, during, or..

topicIcon ERP, All

Why Am I Talking About Sales Tax & Sales Tax Management?

By Frank Bernal October 10, 2017

If you know me professionally, you know I’m an industrial engineer, love the process of business, and am always seeking ways to do things..

Trade Promotion Management – An Overview

By Frank Bernal July 12, 2017

Trade promotion management (TPM) is a set of processes and tools that allow a company to manage trade promotions. A trade promotion is a..

Working with Sales Tax in Sage X3

By Frank Bernal March 13, 2017

One of our clients needed a way to avoid charging tax on a sales order for one of their customers if that customer purchased a part in a..

How to Create Specialty Manufacturing Reports in Sage X3

By Frank Bernal December 27, 2016

When you listen to a sales pitch on business intelligence, you may walk away more confused than when you started because, if you’ve been..

Orders to Pick Formulas in Sage X3

By Frank Bernal November 9, 2016

Sage X3 offers several options for processing a sales order once it’s been created in the system. Distributors that want to manage..