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| This year's conference presents more new sessions than ever before. We listened to your input from past conferences and have arranged for more open discussions and a batch of brand new how-to sessions that focus on exposing you to the techniques practiced by the most experienced Expandable users. |
| NEW - Three Special Session Blocks |
| In three new sessions, Expandable support personnel offer valuable techniques that reduce keystrokes and make your job easier. These sessions are sure to open your eyes to the many ways Expandable can be made to fit the way you work. |
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Hey Did You Know? |
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The Power of Quick Links |
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Customizing Your Inquiries |
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| Inventory scanning technology can significantly reduce errors and increase productivity. In these three sessions your fellow users, Expandable personnel and industry experts sort out your bar coding and inventory scanning options. |
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Bar Coding with Expandable |
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Warehouse Scanning Case Study |
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RFID and Expandable |
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| Provide your input on future enhancements to the Expandable system at three important roundtable discussions with Expandable development personnel. Your advice and guidance will help steer Expandable's product roadmap. |
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Finance and Accounting |
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Manufacturing |
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Sales, Marketing and Support |
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| A Full Range of Dynamic Breakout Sessions: |
| Using Triggers and Stored Procedures to Customize Expandable |
| Expandable is a great ERP system, but there are some things it just doesn't do. Because the system is built on SQL Server you have the option of creating triggers and stored procedures in your database to accomplish the things that everyone has always said "Expandable can't do that!" In this session John Borges takes you through what triggers and stored procedures are and how they can be used to enhance Expandable. Included will be examples of each that he has implemented to greatly improve productivity and decrease the need for reports. |
| Sales and Use Tax Compliance with Expandable |
| The complex issues of sales and use tax can be onerous for organizations who sell taxable products. For organizations that have employees in remote locations (known as Nexus), selling and marketing products and services can expose liabilities.
This session is designed to provide information on how to utilize Expandable and ADP Taxware as a tool to manage your sales and use tax. In addition, Expandable has developed some add-on tools to make the sales tax implementation process go smoothly and accurately. |
| Crystal Reports - Putting Two and Two Together |
| Do you have five copies of the same report except for sort changes? Do you hate to make changes if you find an error in one? If you do, this session is for you.
While Bob creates a report from scratch you will learn how to use Crystal Reports to allow a user to select their own sort sequence from a parameter prompt or from questions in Report Manager. Learn what to modify in the report to get everything you need: headers, details, totals.
This can apply to a crosstab report also so data elements in the crosstab can be changed to make completely different reports - all from one report template. |
| GL Consolidation for Multiple Currencies |
| Expandable's GL Consolidation Utility (GLUCU) consolidates financial data from multiple databases and multiple currencies. In this session, Mary Piasecki demonstrates how to use GLUCU to consolidate multiple currency databases to US dollars and explains how consolidated financials can be prepared from this data. |
| Customizing Your Inquiries |
| Do you ever wish you could display additional columns in your Inquiry screens? Or maybe you would like to change the default selection fields on your inquiries. This session walks through how to customize your Inquiries so that they default to the specific information you need to access. After this session you'll be able to add new fields/columns and customize the selection criteria on your Inquiry screens. |
| Hey Did You Know |
| Expandable contains lots of nifty little features that even the most experienced users may never have been exposed to. This session covers ten easy to do/easy to set up techniques you can use within Expandable to make your life a little easier.
The session covers a variety of items such as how to make fields mandatory to the users, how to turn User Fields into Drop-down combo Boxes, how to make a User Field mandatory, and how to save your selection criteria to carry from screen to screen in the Inquiries. |
| The Power of Quick Links |
| This session walks through how to use the Information Links Editor while demonstrating how to link from an Editor or a Transaction program to another Editor, Transaction, Inquiry, and/or Report.
This session will cover the advantages of linking and some special tricks using the Information Links to speed the flow of your work. Discussion will include suggested uses, such as linking from the Kit Issue Program to the Stock Status or Multiple Locations Tables or Parts Summarized Availability Inquiry. |
| Using a Terminal Server with and Without Citrix Software |
| As the virtual office atmosphere continues to grow, so does the need for businesses to provide remote access to multiple users within the organization. Tom Burns, owner of Intelligent Network Services, Inc. (INS), a Bay Area full-service IT support company, will discuss using a terminal server with and without Citrix software and how Citrix enhances server capabilities while providing instant, easy and secure access to applications throughout the organization. |
| Expandable's .NET API |
| Expandable's .NET application program interface (API) is beginning to take shape, thanks in part to user input gained at last year's conference. In this session Expandable's Wes Williams updates progress on the .NET API, presents the migration strategy and outlines the development timetable. |
| Inventory Management Using Mobile Devices |
| Managing inventory in many locations can be challenging. Fortunately today's marketplace includes new products designed to help. Using mobile device technology from MobileFrame and Symbol, Expandable customer Microvention developed a consignment inventory and warehouse inventory tracking application that allows their warehouse managers to periodically capture and monitor inventory remotely. The scanning application was developed specifically to help capture inventory data in a more efficient manner and ease the inventory reconciliation process.
This session demonstrates how Microvention uses mobile devices to capture product information through barcode scanning, transmit information via active sync, and return summarized reports for status feedback.
Who should attend? - Finance & accounting, inventory managers, IT admin, and warehouse managers. |
| Working with Price Code and Discounting in the Sales Order Editor |
| This session explains the differences between using the Price List Table, the Customer Price List Table, the Price Codes in the Part Master Table, and the optional Special Pricing (Volume Pricing) module. After this session you'll understand the hierarchy of the various pricing tables. |
| Bar Coding and Expandable |
| From the bar codes module to RF Data Collection, Expandable provides an array of bar code scanning options to help you reduce errors and streamline inventory management and timecard data collection.
This session presents the bar coding options that Expandable provides and the hardware required to take advantage of them.
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| RFID and Expandable |
| RFID (Radio Frequency Identification) is a powerful technology that has some unique advantages over bar coding. This session examines how RFID makes Expandable ERP more valuable: Increase accuracy, speed transactions, and cut costs. We'll discuss real-world RFID applications and their impact on your Expandable ERP system. Learn the strengths and shortcomings of RFID, and understand what is practical for your business. |
| Expanding MRP |
| Version 8.4 of Expandable features new MRP functionality including multiple MRP runs, top level pegging, and part plan creation from sales order. Expandable's John Yarbrough outlines the new functions and shows how you can now peg Lower Level components all the way back to the Top Level. John also shows how to run, save and compare multiple MRP runs. |
| Expandable Alerts |
| In this two-part session, Tricia Cate of Vineyardsoft will spend the first half of the session providing an overview and demonstration of Version 7 of Expandable Alerts. Version 7 includes a new (graphic) user interface, additional wizards for performing sophisticated data analysis, and an entirely new event "job stream" module. In Part II of this session, Tricia will initiate a discussion about real-life "alerts scenarios" and how clients use Expandable Alerts to solve real business issues. Attendees will be asked to share and discuss their own Alerts Events - an ideal opportunity to pick up a couple events you haven't thought of - and immediately improve the productivity of your organization. |
| Month End Account Reconciliations |
| Many users struggle with end of the month account reconciliations. In this session, Mary Piasecki and Jeannie Fitzgerald discuss the most common reasons out of balance conditions occur between the General Ledger and the Subledgers in Expandable and describe how to go about researching and identifying discrepancies. |
| Finance and Accounting Roundtable |
| Jeannie Fitzgerald and Mary Piasecki of Expandable co-chair this special interest group (SIG) discussion focusing on finance and accounting issues.
This forum is key to sharing tips and tricks with peers and identifying techniques practiced by the most experienced users. Bring your questions, comments and tips. |
| Stop Tracking Revenue and Deferred Revenue on Spreadsheets |
| Do you want to eliminate the manual, time consuming and error prone solution of using Excel to track revenue and revenue deferrals? See how a third-party solution optimized for Expandable delivers significant value to your company by combining a user-friendly front end with a database engine. Spend hours instead of days or weeks on account reconciliations, revenue and margin analysis from various perspectives, including by product, by customer, end customer, and sales person. After this session, you will be able to Expand your thinking regarding what type of information you can deliver on a timely, accurate basis to your management team and sales force. |
| Advanced Planning and Scheduling |
| The competitive edge in manufacturing is the efficient use of shop resources and meeting customer service levels. Preactor, the world's leading scheduling package, now integrates with Expandable, enhancing visibility of the shop floor and increasing confidence of meeting delivery dates, as well as better management of work-in-progress and materials. Greg Quinn provides an overview of the Preactor-Expandable integration and illustrates how advanced planning and scheduling increases shop floor efficiency and improves on-time delivery. |
| Demystifying PLM |
| ERP, PDM, PLM, they're all the same, right? Wrong. A common misconception is that ERP and/or PDM replace the need for Product Lifecycle Management (PLM) software. What is PLM? PLM enables product companies and their partners to collaboratively define, maintain and securely share product and compliance information from concept to end-of-life. George Lewis, Director, Solutions Consulting, Arena Solutions will discuss what PLM is, how it differs from ERP and PDM solutions and how these applications can work hand in hand. A clear understanding of these software systems can lead to the adoption of a powerful solution to common challenges discrete manufacturers face today. |
| Understanding RoHS Compliance |
The deadline to comply with the European Union's RoHS directives went into effect July 1st, 2006 and the China deadline was March 1, 2007. There are key differences between the EU directive and China that should be understood by anyone that wants to successfully navigate the exporting of electronic products to these regions. This session will highlight the industry regulations and solutions for achieving full RoHS compliance including:
- Overview of the EU RoHS Directive
- Overview of China RoHS Measures
- Comparison Chart of EU vs. China requirements
- SiliconExpert product demonstration for:
- Component searches and comparisons
- RoHS status and alternatives for non-RoHS parts
- Mass Bill of Materials and Item Master uploads
- Component risk and lifecycle data
- SofTEQ Group - Electronic parts cleansing services
Learn how to make the transition to RoHS as well as understand lifecycle and other critical component data without wasting hours searching manufacturer's web-sites, hiring high dollar temporary workers, and delaying critical product shipments. Share your own RoHS experiences. |
| Report Manager - You Asked for It |
| YOU ASKED FOR IT.
I have had many customers look at our standard reports and wonder how the data that is put in the report menu screen flows into the crystal report that they use. In this session I will review all the tables that make up report manager and their functions as well as take a look into the necessary layout required in crystal to link the data entry screen to the report. This knowledge will help you construct your own report menu screens for custom crystal reports you want to add in report manager. |
| Business Intelligence with LogiXML |
| LogiXML is a powerful web-based business intelligence and reporting tool that Expandable is examining as an alternative to Expandable Decisions. In this session Expandable's Kevin Prim introduces LogiXML, shows examples of what it does, and outlines scenarios illustrating the direction Expandable is exploring with the product. Help shape the future of Expandable's decision support tools by providing your opinion and feedback. |
| SalesLogix v7.2 and Expandable Integration |
| With SalesLogix version 7.2 comes a completely re-architected integration product for Expandable. In this session Laura Sanders of Expandable outlines the strategy for SalesLogix and Expandable integration going forward, and demonstrates the major functionality improvements in SalesLogix v7.2.
This session is for Expandable customers interested in exploring CRM, and for those SalesLogix users considering an upgrade to v7.2. |
| Manufacturing Roundtable |
| Expandable support representatives Bob Amalfitano, Kevin Prim and John Yarbrough co-chair this special interest group (SIG) discussion focusing on manufacturing, including production, inventory management and MRP. This forum is key to sharing tips and tricks with peers and identifying techniques practiced by the most experienced Expandable users. Bring your questions, comments and tips. |
| Roadmap Roundtable - Accounting |
| Help shape the future of Expandable's accounting and finance functionality by providing your input into the direction of product development. Discuss your business requirements, wish list and user experience with Expandable developers and with other Expandable users to help guide the accounting and finance portion of the Expandable product roadmap. |
| Roadmap Roundtable - Manufacturing |
| Help shape the future of Expandable's manufacturing functionality by providing your input into the direction of product development. Discuss your business requirements, wish list and user experience with Expandable developers and with other Expandable users to help guide the manufacturing portion of the Expandable product roadmap. |
| Roadmap Roundtable - Sales, Marketing and Support |
| Help shape the future of Expandable's sales, marketing and support functionality by providing your input into the direction of product development. Discuss your business requirements, wish list and user experience with Expandable developers and with other Expandable users to help guide the sales, marketing and support portion of the Expandable product roadmap. |
