We have been running APM since September 2007 and it works very
well. We send over 100 invoices per day spread over 3 -4 invoicing
groups. We also send order acknowledgements (20 per day) and some
POs. even though we heavily customized our forms I thought the
document setup was pretty easy.
The system works great and has substantially reduced our paperwork
handling.
They recommend loading APM on its own server. We have it on the same
server we run Terminal Services on and it works fine.
We did customizing on the Customer Master to allow us to set a
different method (email or fax) for each document type (quote,
acknowledgement, packer, invoice, statement).
A few pointers on the APM side:
If you run MS Fax – MS Fax and the Fax device must be on the machine
that runs APM.
If you run MS Fax - The default TIF viewer on the machine running APM
must be Windows Picture Viewer.
Invoice/Credit memo – mixed document type – review ERM settings so it
looks at every page to verify document type. In my opinion this is a
mistake by Epicor in the creation of the document type in APM.
A few pointers on the APM/Crystal side:
Have the same person design the Crystal Reports and the APM document
type layout.
On the Crystal form do not crowd fields and watch for fields that can
grow.
You have to be careful of shaded areas – APM turns them black if you
use a low resolution to keep the file size small. Most Epicor foroms
have a gray box around them – I deleted it in our forms.
You can set the font to white in crystal so the it does not print on
the form – but keep the font black until you have ALL the trouble
shooting done.
You can contact me off line if you would like additional information.
well. We send over 100 invoices per day spread over 3 -4 invoicing
groups. We also send order acknowledgements (20 per day) and some
POs. even though we heavily customized our forms I thought the
document setup was pretty easy.
The system works great and has substantially reduced our paperwork
handling.
They recommend loading APM on its own server. We have it on the same
server we run Terminal Services on and it works fine.
We did customizing on the Customer Master to allow us to set a
different method (email or fax) for each document type (quote,
acknowledgement, packer, invoice, statement).
A few pointers on the APM side:
If you run MS Fax – MS Fax and the Fax device must be on the machine
that runs APM.
If you run MS Fax - The default TIF viewer on the machine running APM
must be Windows Picture Viewer.
Invoice/Credit memo – mixed document type – review ERM settings so it
looks at every page to verify document type. In my opinion this is a
mistake by Epicor in the creation of the document type in APM.
A few pointers on the APM/Crystal side:
Have the same person design the Crystal Reports and the APM document
type layout.
On the Crystal form do not crowd fields and watch for fields that can
grow.
You have to be careful of shaded areas – APM turns them black if you
use a low resolution to keep the file size small. Most Epicor foroms
have a gray box around them – I deleted it in our forms.
You can set the font to white in crystal so the it does not print on
the form – but keep the font black until you have ALL the trouble
shooting done.
You can contact me off line if you would like additional information.
--- In vantage@yahoogroups.com, "vandertop26" <josh_vtop@...> wrote:
>
> Anyone willing to share their opinions on the Advanced Print
> Management module for Vantage 8.03? Is it beneficial, easy to use,
> logical, error prone, etc., etc.
>
> We have been live since Aug 2007 and are being to look at our phase
2
> plans.
>
> Thanks for your comments.
>