If you’re like many manufacturers in the US and around the world, COVID-19 has disrupted your supply chain significantly. Many of our partners have spent the recent weeks evaluating which of their Suppliers in China and other parts of Asia have stopped shipments. Evaluating how this will affect your manufacturing operations in the US and other facilities around the world can be a cumbersome task. The impact on the delivery of products that this global pandemic has produced cannot be understated. By proactively leveraging these COVID-19 resources, your business can be better prepared than businesses reacting to the latest industry disruption.

Discounted Consulting

In an effort to address the increasing call for our services and the remote requirements businesses currently need to adopt, we’ve expanded our emphasis on remote consulting and implementation services. This slower time could be an opportunity, while people have the bandwidth, to prepare to scale up for future growth.

You can tailor these combined training seminars and implementation services to topics specific to projects currently underway or planned in your organization. The benefit of combining these two services remotely results in better use of your time and money.

We are also offering discounted consulting blocks to make these services more easily available to businesses.

Cycle Count Workshops

Streamlining inventory management through effective cycle counting can do away with show-stopping inventory activities at the end of the year when flu-season and holiday social gatherings are in full effect.

Work smarter, not harder, and instate a policy that ensures your organization is prepared throughout the year with accurate and effective inventory management.

Production And Delivery Analysis

Our consultants increasingly hear from the board room regarding how outside vendors, salespeople on the road, and visiting customers could potentially bring nasty bugs into their facilities. It’s a legitimate concern and carrying out predictive analytics is an undertaking where Encompass Solutions is happy to lend a hand. Together, we can sit down and take the time to figure out how you can stay in business during an uncertain time, remain profitable, and protect your staff.

Want help creating your own alternate production and sales plan for the next 90 to 180 days? You’ve likely got many questions revolving around how operations and production will change moving forward. We can help you answer and develop plans in regard to the following questions:

  • What products were imported in the last 90 or 180 days?
  • How will limited supplies impact their production?
  • How will this impact open sales orders and forecasted sales?
  • Which customer accounts will be hit the hardest?
  • How will this affect revenue?

Leveraging Remote Meetings

For many, remote work is a concept that difficult to manage within the current structure of their organization. We’ve mastered the art of remote work with our partners and can help your organization get a handle on the most efficient ways to leverage remote resources and staff.

Encompass offers remote support via Zoom on a daily basis to organizations across the globe. Let us lend a hand in helping you set up and manage your workforce remotely when needed. We’ll assist you to manage your data in such a way that facilitates lag-free, streaming audio and video sharing, suggest the best situations when staff should stay at their desks vs a group in the conference room, how to manage audio if there are multiple users on laptops in the same room, downloading recorded Zoom sessions, and more.

Ultimately, in a worst-case scenario, you may decide that your teams should work remotely for a period of time. We’ll help you develop and implement the Zoom and Webex best practices that fit your organization’s structure. You can maintain that framework and adjust it as time goes on.

Alternate Plans For Production And Sales

Ensure your production floor and sales activities remain in operation, regardless of the current climate, through the development of alternatives based on projected 90-day and 180-day forecasts.

  • How will limited supplies impact their production?
  • How will this impact open sales orders and forecasted sales?
  • Which customer accounts will be hit the hardest?
  • How will this affect revenue?

If you have asked yourself any of the following questions over the last few weeks, it may be worthwhile to formulate alternatives in the event your trading partners cannot fulfill their obligations for one reason or another. Reach out to Encompass today and we’ll work with you to ensure you have an effective plan in place prior to the next big disruption.

Encompass Small Business COVID-19 Resources

Encompass Small Business COVID-19 Resources can assist in completing projects, evaluating and renovating new or existing systems, as well as providing managed services to supplement limited workforce scenarios.

US Small Business Administration Guidance & Loan Information

Emergency Injury Disaster Loan (EIDL) Program

Small businesses and private nonprofits are now eligible to apply for the SBA’s Economic Injury Disaster Loan program. The working capital loans of up to $2 million can provide vital economic support to small businesses and nonprofits to help overcome the temporary loss of revenue they are experiencing.


Coronavirus Aid, Relief and Economic Security (CARES) Act

Payroll Protection Program (PPP) Loans

Payroll Protection Program Loans were put into effect April 3, 2020, to provide small businesses with loan funds to maintain their workforce and keep their employees paid. You can read more about the program Here.

Employment Law Changes

Effective April 2, the Families First Coronavirus Response Act mandates paid sick leave, paid family and medical leave and enhanced unemployment compensation benefits.

Click Here for downloadable workplace posters from the U.S. Department of Labor.

Council of Development Finance Agencies Weekly Briefing

Fridays, at 1 p.m. — These one-hour phone calls will feature legislative updates, news from our members, state and local financing strategies, and lessons learned from previous development finance responses to disasters.

Click Here for more information.


Federal: The IRS has automatically extended payment deadlines until July 15, 2020, with some exceptions. The filing deadline is still April 15.

US Chamber of Commerce Coronavirus Response Toolkit

Click Here to access guides for employment law changes, workplace safety information and other resources.

US Chamber Coronavirus Emergency Loans Small Business Guide and Checklist

Ready.Gov Disaster and Emergency Resources Businesses

Click Here for disaster planning for businesses.

COVID-19 Resources For Control And Prevention

It should be noted that first and foremost, you and your staff should be taking all available precautions to minimize the spread of infectious disease in and out of the workplace. While we are adopting our own standards for the health and safety of our staff at Encompass, we don’t feel it is prudent to make suggestions to our partners and other businesses. Join us in following the suggestions of the professionals and research the best practices.

United States Department Of Labor – Occupational Health And Safety Administration

Centers For Disease Control And Prevention

The United States Food and Drug Administration

World Health Organization

We hope you will continue to remain safe and take the necessary precautions to ensure the safety of your families, friends, colleagues, and communities.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

Epicor invites you to a series of Epicor ERP webinars, deep-diving into the typical needs of a financial team and how these can be fulfilled by the Epicor ERP software and its add-on products. We picked a week in our calendar and scheduled several live sessions on Epicor financials as below. All webinars will be recorded and made available.

Epicor ERP Webinars

Every business needs to perform financial accounting and reporting periodically in one or another way. Epicor ERP has a vast range of financial core capabilities, modules and add-on products available to our customers helping streamline their financial processes by doing more with fewer resources in a shorter time. It is all about making their life as a financial professional easier and helping them to do their day-to-day job more efficiently.

Epicor ERP Financials Core Overview

Review of the Epicor ERP Financials Core capabilities, what’s new in the Epicor ERP 10.2.500 version and what is expected in Epicor ERP 10.2.600. Highlights of the optional Epicor ERP financial modules and a quick overview of the add-on products delivered by our ISV partners.

Date/Time: Monday, March 30, 2020 at 10:00 am CT

Registration Link

Epicor Data Analytics (EDA)

The new Financial Management package in EDA is the latest addition to our BI and Analytics product portfolio. Learn how to make intuitive, easy-to-use, dynamic, device-agnostic financial reports and dashboards with EDA in the cloud.

Date/Time: Tuesday, March 31, 2020 at 10:00 am CT

Registration Link

Epicor Electronic Reports

The delivery of electronic reports and e-invoicing solutions has never been easier than with Epicor Electronic Reports. You can extract any data from your Epicor ERP system in a structured format and use it for integration with any third-party systems, for audit processes, e-invoicing, legally required electronic reports and more.

Date/Time: Tuesday, March 31, 2020 at 11:30 am CT

Registration Link

Epicor XL Connect

The best Excel-based reporting product offers direct connection to the Epicor ERP database. You can create arbitrary reports with the REST API utilizing your own BAQ in Epicor ERP. Send reports and the underlying data to business analysts with the PackNGo or schedule repeated report delivery with the Broadcast functionality.

Date/Time: Wednesday, April 1, 2020 at 10:00 am CT

Registration Link

Epicor Financial Planner (EFP)

EFP is a great financial budget planning product integrated with Epicor ERP. This cloud-based product features an Excel add-in and a web-based interface, allowing a real-time collaboration with all stakeholders in a workflow-based budget approval process, as well as the comparison of budgeted figures and actuals.

Date/Time: Thursday, April 2, 2020 at 10:00 am CT

Registration Link

Epicor Cash Collect

If you need to tackle with late payments and outstanding customer invoices, Epicor Cash Collect is an excellent product to establish an efficient credit and collection process at your organization. Automate customer communication processes, transcribe and search calls, attach invoices to e-mails. Key customers can manage their invoices with the Customer Portal functionality.

Date/Time: Friday, April 3, 2020 at 10:00 am CT

Registration Link

Epicor Tax Connect

Sales and use tax determination at the best quality. Thanks to our partner, by connecting to an industry-leading, always up-to-date service through Epicor Tax Connect, you can save a lot of time on looking up the appropriate tax rates and preparing tax returns for all the states you do business in.

Date/Time: Friday, April 3, 2020 at 11:30 am CT

Registration Link

Epicor ERP Credit Card Processing

Description: Many elements of the entire credit card payment process are covered now by Epicor, helping you to save costs on processing credit card transactions securely, absolutely complying the industry standards. Review and manage transactions in real-time, make the payment experience to your customers flawless and easy by allowing them to pay with their credit cards.

Date/Time: Friday, April 3, 2020 at 1:00 pm CT

Registration Link

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Epicor Advanced Projects Module addresses the industry need for project-based ERP software with embedded contract management and billing. With this unique tool, you can manage projects, contracts, claims, subcontractors, variations and revenue recognition within one single user-friendly system. Take advantage of a tool that gives you full ERP functionality, including manufacturing and supply chain management, for a complete solution.

Advanced Projects for Epicor ERP

Advanced Projects for Epicor ERP is built in the Epicor development framework and is a fully integrated software solution. Built for businesses that have a need to manage complex contracts and multi-faceted projects within their Enterprise Resource Planning (ERP) system Epicor Advanced Projects is the solution.

Advanced Projects for Epicor ERP is a specialist solution, addressing the challenges of complex contract management in a world-class modern ERP environment. Enjoy a consistent experience while unique business requirements can be easily accommodated within the flexible toolset.

Capture all costs and invoice everything, on time, as per the contract

Many companies involved in the design, delivery, fabrication and construction of major projects need to capture costs on a project for labour, equipment usage, material, expenses and subcontractors. These costs then need to be invoiced based on the agreed contractual billing terms which could be fixed price, progress percentage, quantity-based or a complex combination of all of these. On top of this, these businesses also need to manage retentions, claims and variations, all of which add another layer of complexity to the billing process.

Improve cash flow and forecasting through effective management of contracts and projects

Large, complex projects present a lot more risk to the business. Managing cash flow is critical, and if claims are missed, it impacts more than just the bottom line. Businesses need the visibility to enable them to bill or claim everything they can, at the time they are allowed contractually. This process must be systemised with workflows and automation, to help the Project Managers and Cost Accounting team do their jobs effectively and keep the projects on a profitable track.

Get control of the numerous subcontractor obligations and on-charges

Complex projects are rarely a 1:1 relationship between the customer and the vendor. More often than not, many aspects of the job are contracted out to other companies and this web of multiple contracts must be managed very carefully. The management of subcontractor terms and deliverables can prove challenging, especially if they are not linked with the one or more customer contracts they are working on. Spreadsheets and memory soon become unreliable and more revenue is lost through charges not being billed.

Eliminate spreadsheets and manual journals from your revenue recognition process

Long term contracts are not unusual in these industries, so the management of revenue recognition is key, especially with the changes to the revenue recognition standards. Gone are the days when Cost Accounting teams battled with spreadsheets to manipulate period accruals at month and year-end, hoping they have captured all costs and revenue. What they need is an easy to use workbench that generates proposed accruals but allows them to make changes to the calculations as required. When the accruals are agreed, the GL journals are posted automatically upon commitment. What they want and need is flexibility.

Epicor Advanced Projects module contract summary dashboard

Epicor Advanced Projects Contract Management

• Manage complex contracts.
• Contracts can be tied to a single project, or many projects.
• Manage small and long-duration contracts.
• Multi-level item/scope definition.
• Revision control and variation controls.
• Retention management.
• Ability to do complex invoices with a mixture of fixed-price, progress, and quantity-based billing methods.

Epicor Advanced Projects Project Accruals

• Financial recognition of revenue and expenses based on various valuations methods, including; amount billed, progress percentage, cash received.
• Enables true project profitability based
on current performance and expected completion.
• Ability to adjust accrual calculations as required.
• Automatic posting of accruals to the GL.
• Manual journal adjustments to projects as needed.

Epicor Advanced Projects Claims Management

• Cumulative claims management.
• Applications for payment/proforma invoice processing.
• An approval process to validate prior to submission to the customer.
• Integration to Accounts Receivable to enable holistic customer reporting.
• Invoicing based on valuations, not just part shipping.
• Flexible invoice and claim layouts to show summary or detailed lines.

Epicor Advanced Projects Enhanced Project Budgeting

• A budget approval process to lock in an original/baseline budget.
• Cost code/cost head budgets.
• Comparison of spent vs recognised.
• Budget and capture costs by phase and by cost code.

Epicor Advanced Projects Subcontract Management

• Manage complex contracts.
• Subcontracts can be tied to a single deliverable or many.
• Revision control and variation controls.
• Retention management.

Epicor Advanced Projects Subcontract Claims

• Cumulative claims management.
• Integration to accounts payable to enable holistic vendor reporting.
• Payments based on valuations, not just goods received.

Epicor Advanced Projects Built-in ERP Benefits

• Advanced workflows and approval functionality to manage everyday business functions.
• Integrated procurement functionality to manage the requisition, purchase and invoicing lifecycle.
• Full project sub-ledger with cost capture from the core ERP system.

Managing the financial aspects of large and complex contracts is not an easy task, and if it isn’t done well, can result in costly mistakes.

• Variations not billed, resulting in missed revenue.
• Penalties and potential lawsuits through not meeting contractual obligations.
• Manual integration of disparate systems, costing time and facilitating mistakes.
• Cashflow stress caused by the mismanagement of claims and subcontractor payments.
• Lack of collaboration across the business due to misalignment of contract obligations within departments.
• Poor customer, subcontractor and employee experience due to lack of visibility, inaccurate invoicing and processes that aren’t consistent.
• Reporting that is slow, manual and always historical, with no real-time visibility of the health of the business and the status of the projects.

Ask yourself can your business afford to continue working like this?

How many more contracts can you take on when it is a challenge handling the ones you already have? What you really need is an integrated system that works for you. One that generates efficiencies in the business, automates manual tasks and streamlines processes so that mistakes are kept to the bare minimum, if at all. You need to ensure that every project is profitable so that your business flourishes.

The benefits are endless and extend beyond systemisation. Epicor ERP teamed with Advanced Projects has been built with your challenges and goals top of mind. We know and understand the importance of managing complex contracts and multifaceted projects within companies like yours.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Encompass Solutions, Inc. will now offer implementation sales and support, EDI enhancements, and managed services to U.S. distributors as part of the Epicor Prophet 21 partner program.

Encompass Solutions Inc., a company specializing in business consulting, ERP software implementation, EDI, and IT services, today announced that it has joined the Epicor Prophet 21 Partnership Program. Teaming with Epicor Software Corporation’s P21 Division, one of the world’s leading providers of ERP software focused on serving the needs of distributors, enables Encompass Solutions, Inc. to leverage their 20 years of experience providing consulting services to promote, implement, and customize P21 to their clients in distribution.

The newly formed relationship provides Encompass Solutions Inc. with the ability to meet the increasing demand of small and medium businesses (SMBs) in a multitude of sectors in search of a powerful distribution solution to address their needs in Accounting, Warehousing, Inventory Management, CRM, Analytics, and more.

Since its founding, Encompass Solutions Inc. has helped SMBs remodel, revitalize, and realize their business goals through the implementation of end-to-end ERP solutions. These solutions provide increased visibility, flexibility, and accountability distributors need to overcome potential barriers to growth and further increase productivity.

“Whether wholesalers and distributors focus on raw materials, finished goods, or anything in between, there is a definite need for robust solutions to support and expand efforts in operational efficiency and growth,” said Sonia Haslam, managing partner for Encompass Solutions Inc. “This newly minted partnership with P21 will allow us to better equip wholesale and distribution SMBs with the tools they need to outpace the competition and adapt to disruption in their industry.”

“We are pleased to welcome Encompass Solutions as an Epicor Distribution partner,” said Todd Daubenberger, Senior Director Sales and Strategic Alliances, Epicor Software. “We have long known of the quality and reputation of Encompass Solutions, so they were a natural fit for us. Our partnership will enable both our organizations to deliver our industry-leading solutions and provide unparalleled service and support to distributors.”

About Epicor Software Corporation

Epicor Software Corporation drives business growth. Epicor provides flexible, industry-specific software designed to fit the precise needs of our manufacturing, distribution, retail, and service industry customers. More than 45 years of experience with customers’ unique business processes and operational requirements are built into every solution―in the cloud or on-premises. With this deep understanding of your industry, Epicor solutions dramatically improve performance and profitability while easing complexity so businesses can focus on growth.

About Encompass Solutions Inc.

Encompass Solutions Inc. is a Certified Epicor Gold Partner offering professional services in business consultingproject management and software implementation. Whether undertaking full-scale implementation, integration and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to the unique needs of manufacturers and distributors. As experts in identifying customer requirements and addressing them with the right solutions, Encompass ensures clients are equipped to match the pace of Industry.