Infor Visual ERP Delivery Partner


Infor Services Partner


Unveiling the Magic of Visual ERP

Canada’s Got Talent recently captivated audiences with its diverse array of awe-inspiring acts, ranging from singers, noise makers (you have to check her out) and dancers to magicians. As the winner was crowned, it got me thinking about the magic that exists beyond the stage, particularly in the realm of Visual ERP.

I was showing one of our clients one of the cool things in Visual ERP. She thought it was magic. I was joking with her that I could go on Canada’s Got Talent to show all the magic in Visual ERP. 

I’ll share some of the enchanting tricks that make Visual ERP a powerful tool for manufacturers. Prepare to be amazed as we uncover magical features that will streamline your workflow and elevate your productivity.

1.     The Keyboard Trick: Instant Date Magic Visual ERP holds a fascinating secret that can save you time and effort when working with dates. By simply pressing the ‘T’ key on your keyboard while in any date field, you can instantly populate the field with today’s date. It’s a small but mighty shortcut that eliminates the need for manual input and ensures accuracy in your records. Tada! With this trick, you’ll never have to worry about typing the wrong date again.

2.     The Sorcery of Vendor Deposits: Managing vendor deposits and tracking prepayments can be a tedious task for many businesses. However, Visual ERP has a magical solution that simplifies this process. Here’s the enchanted sequence:

a)      Create an Accounts Payable (AP) Voucher linked to the Purchase Order (PO).

b)     Receive the parts or goods associated with the PO.

c)      Record the AP Voucher with the receivers being offset by the prepayment amount. Now for the magic part—like a wizard waving a wand, the prepayment amount magically appears, all without the need for extra lists or folders to track it separately. This seamless integration ensures accurate and efficient financial management, leaving you free to focus on other important aspects of your business.

3.     Streamlining Credit Card payments with the Power of Vendor Groups: Credit card payments can often be a complex and time-consuming task. However, Visual ERP offers a magical solution that simplifies the process by utilizing Vendor Groups. The general process is:

a)      Assign vendors paid by credit card to a Vendor Group. Once created, you can add individual vendors to the group, forming a collective entity that simplifies future credit card payments.

b)     Create PO to these vendors. Consider using Terms stating Credit Card so Accounts Payable (AP) knows.

c)      Receive the Purchase Orders in Visual when they are physically received in the plant.

d)     Record the AP Vouchers against the vendors on the PO. Set status to hold so the vouchers are not paid with the regular payment runs.

e)      When ready to pay, change the status on the vouchers to pay.

f)      When the time comes to pay your credit card bill, Visual ERP’s Vendor Group functionality comes to the rescue. Instead of individually selecting each vendor and their corresponding vouchers, all you need to do is select the pre-defined Vendor Group associated with your credit card vouchers. 

This means you no longer need to manually search and select each voucher for payment. By consolidating all relevant vouchers, Visual ERP simplifies the process and ensures accuracy in your credit card payments. It’s like having your own magical assistant handling the intricate details for you.

4.  The Magic Wand:  If you’re looking to create financial statements, the Magic Wand can be your best friend. With just a few clicks, it automates most of the work involved with generating financial statements. This feature saves you time and effort by extracting the necessary data, creating the formulas and presenting it in a clear and organized format. Consider the Magic Wand your trusty assistant, helping you conjure up accurate and comprehensive financial statements effortlessly.

But that’s not all the Magic Wand can do. It also possesses the ability to assist with payment scheduling. Imagine having the power of a sorcerer to effortlessly manage and schedule payments based on specific voucher terms. With the Magic Wand, you can easily set up payment terms and even adjust them by a certain number of days if needed. This functionality simplifies the payment process, ensuring that you meet your obligations and maintain a healthy cash flow.

5. Deep Dive Magic for Reconciling Inventory Account: Sometimes you have to make your own magic. The Inventory Deep Dive Reconciliation Tool delves into the inner workings of Visual ERP to assist in reconciling the Inventory General Ledger to the Inventory Balance Report.

Prepare to be amazed as we uncover the secrets behind Visual ERP’s inventory reconciliation process.

a)      The Magic Behind the Tool: Visual ERP’s inventory reconciliation tool is designed to provide insights into the discrepancies between the Inventory General Ledger and the Inventory Balance Report. Through a series of queries and calculations, this tool uncovers problem areas and highlights transactional discrepancies, much like a magician revealing secrets.

b)     Unveiling Problem Areas: By running the reconciliation tool, you’ll witness the magic in action as it identifies discrepancies and problem areas within your inventory accounts. Just like a skilled illusionist, the tool makes the problem areas jump out of the box, catching your attention and allowing you to focus on resolving them.

c)      Complex Queries: Sawing Through the Mystery – While some aspects of the reconciliation process may appear baffling at first, Inventory Deep Dive Reconciliation Tool includes complex queries that deliver eloquent results. Like a magician sawing someone in half, these queries perform intricate calculations behind the scenes, generating insightful reports and providing a clear understanding of the inventory discrepancies.

Just like a skilled magician, the inventory reconciliation tool brings clarity and precision to the complex task of reconciling inventory accounts. Embrace the magic of this tool and witness the power of resolving discrepancies and maintaining accurate inventory records in your business. With the Inventory Deep Dive Reconciliation Tool, you’ll transform the mysterious into the manageable, leaving you in awe of the results.

Just like the captivating performances on Canada’s Got Talent, Visual ERP has its own bag of tricks that can elevate your productivity and streamline your operations. The keyboard shortcut for instant dates, the effortless management of vendor deposits and the smooth credit card payment processing using Vendor Groups are just a glimpse into the magical world of Visual ERP. And then we have Inventory Deep Dive with its own set of magic buttons. There really are button that say Magic. Click on them and it is like seeing a rabbit being pulled out of a hat. By harnessing these powerful features, you can unlock a new level of efficiency and unleash your business’s potential. So why not embrace the magic and take your productivity to the next stage? To find out more please visit