Wish List Requests

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Wish List Requests

• March 21, 2007

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Items for Wish List from Fall EUG Meeting
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• Add Branch to Vendor
• Reoccurring P.O.S. (or duplicating)
• Option to print contract, EAP, etc on the So.
  Inv.
• If customer doesnt specify which machine they
  are ordering for on accounts with multiple
  machines can the system automatically allocate
  the supplies?
• Option to require meter reads for supply orders.

4

• Add field to contract invoice with meter source.
• Online registration for e-Info
• Report that lists all passwords and logins for
  e-Info
• Upon opening a service call, can you enter a new
  meter read?
• Add meter reading entry on e-Info when placing
  supply order.

5

• Add tracking number to invoice.
• Add tag number on packing list.
• Default the customer address so that you dont
  have to type it in.
• Make the meter contact the default contact if
  there are no other contacts listed.
• Remove Decision Maker under contact
• Equipment Contact
• Meter Read Contact

6

• Have an address table to link to many different
  areas.
• Add bulk update to Equipment contacts
• Add a way for a customer to be able to update
  contact info via e-Info.
• Add a holding table or some type of controls for
  changing contact info in e-Info
• Add rights or more securities for e-Info for
  changing contact information.

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• Create a change from that e-mails particular
  departments with request for changes. (e-Info)
• Create a blank request change form to give to
  sales reps.
• Better way to distinguish when a call is created
  through e-Info.
• Better way to distinguish a sales quote created
  through e-Info.

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• Better way to get a customer set up in e-Info.
• List to be able to see who has e-Info login
  (e-View)
• Put meter reading on a new service call
• Be able to create and clear calls all in one step
• Upon voiding a service call invoice, invalidate
  the meter read.

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• On call history report add all meters
• Show the next PM date due on the call ticket.
• Look at how to handle meter credits
• Filter trial balance by branch
• Look at how to display equipment level taxing on
  an invoice must be broken out by address/or
  machine.
• Move billing code to meter group to equipment
  level.

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• Ability to do accounts quarterly on expected
  volume.
• If tax code at equipment level is null, then look
  to main equipment tax code.
• Option to calculate averages at the meter level.
• Change contract invoice to be uniform in
  verbiage.
• Give variables at reporting time on what to say.

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• Show on contract invoice what is being billed.
• 1 per month invoice by type of invoice (sales)
• Look at 1 invoice per month for contracts
• Consolidating billing in e-Info s/b hidden or
  flagged.
• Invoices by department breakout by cost center.

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• Add description to new consolidated billing
  screen
• Sort vendor payment by invoice number.
• Call history should include email.
• Add terms code to be able to show in text
  messaging.
• Batching of sending calls to tech.
• Add multiple meters to call history report.
• All a credit and next billing for incorrect
  meters previously billed.

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• Real accruals for quarterly and annual
  overages.
• Change terminology of overages on contract
  invoice.
• Look at attached accessories for better
  searching/rolling up hosting

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New Items for Wish List
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• Company Graphic Enterprises WF
• Submitted by Bob Haley
• Wish Were developing an ecommerce website for
  our supplies using open source technology (PHP,
  mySQL, osCommerce) on a remote server. WEd like
  to be able to integrate our current customer
  database as well as real-time product inventory
  levels into this new website.

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• Company Graphic Enterprises WF
• Submitted by Laurie Irwin
• Wish When setting up a new customer, you enter
  phone and fax under business name, then you have
  to do it again under contact. Would be nice if
  they would auto populate and you would change
  only if you needed to.

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• Company Cell Business Equipment
• Submitted by Mohamed Badran
• Wish Changes to Employee Record
• Under Address add Hiring Date
• Under Positions add VP of Sales, Sales Manager,
  Lease Admin and Service Manager
• Add quota to each rep and the sales manager as
  well

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• Company Cell Business Equipment
• Submitted by Mohamed Badran
• Wish Add the following to the leases screen.
• Financed Amount
• Terms
• Equipment Payment
• Service and Supplies Payment
• Lease Fee
• Total Payment

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• Company Cell Business Equipment
• Submitted by Mohamed Badran
• Wish Add a box for Lease Number on the Customer.
  Make sure to display this in the quick search
  and have the ability to search by the lease
  number.

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• Company Laser Resources, LLC
• Submitted by Amy Wickett
• Wish A report that shows actual monthly volumes
  for equipment.

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