“The customer won’t pay for this order because the PO# is missing/wrong. We need to fix it and send them a new invoice.”

Sound familiar?

We run into this issue regularly when meeting with credit teams. They hear from the customer who requires a corrected invoice. Here are some of the ways companies handle it:

  • Send the PO # in an email or over the phone, hoping that’s sufficient (it usually isn’t)
  • White out (yes it’s still a thing!), type over a printed invoice copy and scan to the customer
  • Credit and rebill – copy order to RM order, invoice it, copy to a new order, enter the correct PO, invoice it. Say it isn’t so…

If only the PO# field could be updated after the order was already invoiced. Did you know that you can maintain the PO# on orders at any stage other than canceled? And the invoice can be reprinted with the updated PO#? Wait, what?! When did they add that feature? Would you believe way back in 2011, version 6.1.001 GUI? This feature works in both GUI and CSD.

This is one of hundreds of examples of features in standard SX.e Distribution that customers are not leveraging, typical of under-utilization. Here are a few more for the AR C&C team:

  • ARIC – Credit / Credit Exposure added long ago in GUI, 11.0.0.9 CSDHint: Blank out the customer #, now access that screen
  • AR Groups – Buh-bye split payments, added 6.1.040
  • ARECR – Cash receipts REVERSAL!! added 11.19.9
  • ARECE – Payment type added 11.19.6
  • ARECE – Enter a list of invoices to pay, legacy CHUI, GUI
  • AR Lockbox – Import to cash receipts from bank, added 4.0
  • ARRCD – AR Days to Pay, added 3.2.140
  • ARRCW – AR Early Credit Warning includes ship to, 6.1.080
  • OERX – Pre-Invoice Exceptions Report, added 10.1.1

There are man reasons that employers don’t use these features:

  • They do not know about them
  • They know about them but do not know how they work or when to use them
  • I don’t have the security for that feature, didn’t know it existed
  • There’s just so much I can remember from training
  • The person who knew about it no longer works here
  • We’re doing okay the way we do it today

During the BOR process, we review how a company is utilizing SX.e. The goal is not an upgrade, although that is always a good way to access new features. The purpose is to see how you are using the system today, and how you may get more value from your current investment. This is true whether a new CSD user or you’ve been on the system for years and used to (or still) call it Trend. During initial training, there is only so much you can absorb, so often you learn the basics and plan to learn more at some point in the future after the dust settles. Or you’ve upgraded multiple times, and tested to be sure nothing broke but didn’t get much training on what’s new. With upgrades, new features default to “turned off, no security”. Without training, or reviewing the documentation in detail, you don’t know what’s changed. You can’t test it because you don’t have access and don’t know it’s there. And now, with CSD enhancements being rolled out monthly, there’s a myriad of new features you may be missing.

That’s where our team of senior business consultants can help – our focus is to help you with that learning curve, what’s new, maybe find a few short cuts to make your job a bit easier. For additional information, contact us here.



WebPresented provides a fully-integrated CRM, Quoting, and BI tool built specifically for the wholesale distribution industry.

WebPresented CRM, or WPCRM, uses the existing data in your ERP to provide key information to the sales reps so they can work better and smarter - whether that’s saving time, closing more business, or increasing margins. WPCRM was designed for the sales reps to be easy-to-use, valuable, and accessible.

billtrust logo
Customers often ask how Microsoft deploys its own technologies. What were the initial catalysts for change? The challenges? The benefits? You’ll find those answers here. Microsoft IT Showcase provides what no one else can—the inside story of how Microsoft does IT. By detailing how Microsoft rolls out technology solutions across its own enterprise environment, we will inspire and equip you with the resources to inform your most crucial IT business decisions.

We love to talk about IT. It’s our passion. And we’re armed with some of the best technical minds in the industry. Our IT experts know what they’re doing and pride themselves on digging in to get the most out of technology. Our entire platform is based on their knowledge and we’re better for it.

sparxiqBusiness Intelligent and Pricing Analytics.SPARXiQ delivers analytics, software, and training to help companies get the most out of both their data and people. SPARXiQ provides data-driven price optimization solutions that enable companies to quickly and easily improve margins and profitability. With the launch of an entry-level pricing solution, Switch™, clients can get results more quickly than ever using integrated modules for leading electrical industry ERP systems. Since our inception in 1993, SPARXiQ (formerly SPA) has generated billions of dollars of profitable growth for hundreds of organizations, including twenty-five Fortune 500 companies. For more information, contact Brian Weaver at NSA.

billtrust logo
We know that a proper security strategy must include networks, servers and devices—all devices—managed easily through the cloud. Sophos products allow you to secure every end point of your network, from laptops to virtual desktops and servers, to web and email traffic and mobile devices. What’s more, securing these devices is made possible through products that fit your precise needs. We can ensure your network’s security by providing the one thing no one else can: Single sourced simplicity.

Sophos began producing antivirus and encryption products nearly 30 years ago. Today Sophos products help secure the networks used by 100 million people in 150 countries and 100,000 businesses, including organizations such as Pixar, Under Armour, Xerox, Ford, Avis, and Toshiba. As IT networks grow in complexity, we wanted a solution for our clients that was focused on keeping IT security simple and reliable.