eautomate Product Development

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e-automate Product Development

• March 19-21, 2007

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7.0 Features

• Auto emailing and faxing
• New email / fax / print queue
• Preferred send method on customer
• Email / fax / print logging to know what has been
  sent
• Auto or optional approval process
• Automatically send customer statements in e-agent
• Warehouse costing
• Ability to track costs separately for specific
  warehouses (Rentals, used, defective, special
  sales rep pricing)

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7.0 Features

• Branch filters
• Ability to auto filter list data by the login
  branch
• Ability to see all assigned branches or only the
  login branch
• Sales order purchase order enhancements
• User-defined statuses
• Custom properties
• Messaging
• Employees
• New service hour code

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7.0 Features

• Platform enhancements
• SQL 2005 support
• 64 bit server
• Multiple user controls
• Auto check in and check out of records

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7.0 Features

• Fast detail navigation
• Unlimited notes and note history
• Printable
• Event history (Service calls invoice print
  history)
• Ability to edit notes on invoices without
  creating a revision
• Limited edit functionality
• Ability to edit remarks and description on sales,
  service, contract invoices without creating a
  revision
• Ability to edit remarks, description, line item
  descriptions, etc. on purchase orders without
  creating a revision

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7.0 Features

• Improved inventory logistics console
• Defaults action to transfer or purchase based on
  availability of inventory in parent warehouse
• Automated inventory logistics e-agent
• Ability to run automatically throughout the day
• Automatically creates purchase orders
• Automatically creates transfer orders and prints
  picking list

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7.0 Features

• RMAs
• Credit, replacements, advanced replacements
• Tracking numbers
• User-defined types and statuses
• Integration with sales and RTVs
• RTVs
• Credit, replacements, advanced replacements
• Shipment tracking
• User-defined types and statuses
• Return number of days tracking
• Integration with sales, RMAs, and purchasing

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7.0 Features

• Fixed asset tracking
• Track basis, accumulated depreciation, and book
  value
• Integration with general ledger, accounts
  payable, inventory, and equipment
• Batch depreciation processing
• Deposit based contract enhancements
• Immediate discounts
• Optional part coverage
• Additional re-billing options
• Functions with equipment-less service calls

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7.0 Features

• Contract proposals
• No affect on accounts receivable
• Contract is activated upon payment
• Other contract enhancements
• One-time remarks
• Statuses (Active, inactive, pending payment,
  terminated)
• Termination codes
• Covered copies are displayed on the first base
  billing contract invoice/proposal
• More flexible contract types
• Auto defaults for accrual setup

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7.0 Features

• Linked lists reports
• Ability to right click and jump from one list to
  another
• Ability to view general ledger and inventory
  ledger entries
• General ledger entries
• New import spreadsheet
• New journal entries list with edit, copy, view,
  and print capabilities
• Recurring journal entry enhancements
• Posting cycle and next posting date
• Manual batches or automatic batches using e-agent

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7.0 Features

• Commission out cost tracking
• Accessories
• Single transaction for attaching or detaching
  accessories from a host (i.e. Auto transfer
  accessories upon attaching and detaching)
• Option to consume accessories which rolls up
  item/cost into host equipment
• Default account and department on vendors
• Customer credit history report
• Enhanced supply sales invoice that shows what
  equipment the supplies are for

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7.0 Features

• Enhanced service call ticket that shows the last
  meter reading
• Meter readings
• New meter reading contact on equipment
• Added the ability to invalidate billed meter
  readings
• Added the ability to specify an override billing
  date
• Edit a service call from the service call list
  window
• New department and branch filters on the Trial
  Balance report

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7.0 Features

• Questions?

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7.0 Features presented at last EUG meeting

• Sales orders and inventory availability
  enhancements
• Allocation of serial numbers
• Sales shipments tracking numbers
• Improved transaction linking to purchase orders
• Sales order types
• Improved item availability resolution on sales
  orders

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7.0 Features presented at last EUG meeting

• Labor activity codes
• Billing account codes
• Travel charges
• based on distance from home office to customer
  location
• EFT batch processing in account payables

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7.0 Features presented at last EUG meeting

• Contracts
• Equipment level taxing
• Minimum copies on meter groups
• Deferred revenue reconciliation report
• Consolidated Billing
• More-info
• Edit/View/Print capabilities
• Added to models
• Bulk Updates
• Sales Reps, Technicians, Terms, Territories, etc.

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7.0 Features presented at last EUG meeting

• Accounts Payable
• Fixed sorting on check run
• Enhanced credit card processing
• Customer Statements
• Add customer PO number
• Ability to identify statements by past due
  criteria
• Ability to suppress statements for specific
  customers
• Customer Pricing
• Ability for a location customer to use parent
  customer pricing

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7.0 Features presented at last EUG meeting

• Inventory
• Search for items by related items (reverse item
  look-up)
• Aged inventory report to identify slow
  moving/dead items
• Models
• Ability to merge models
• PM Report Enhancement
• Lists PMs due by date for equipment under
  contract

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7.0 Features presented at last EUG meeting

• Accessories
• Ability to specify a serial number on serialized
  item accessories
• Service Calls
• Call event history
• Ability to identify on the dispatch screen which
  service calls have been sent a text message
• Canon purchase order upload
• Interface to Sharp Meter Reading Device Manager

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7.0 Features presented at last EUG meeting

• Platform enhancements
• Speed improvements
• sales and purchasing
• no more 100 line item limit
• GDI Memory management fix

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