October 15 th 2013 eautomate 85 overview Anticipated release dates Beta testing December 2013 Limited availability January 2014 General release March 2014 Contains 33 total features ID: 721090
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Slide1
e-automate development
v8.5
October 15
th
, 2013Slide2
e-automate 8.5 - overview
Anticipated release dates
Beta testing - December 2013
Limited availability – January 2014
General release – March 2014
Contains
33
total features
24
EUG
features (
97%
of EUG commitments met)
Crystal reports upgrade
.net
upgradeSlide3
e-automate 8.5 – Feature mix
Contracts (4)
Sales (10)
Accounting
(5)
Inventory (3)
Service (5)
System
(2)
Miscellaneous (4)Slide4
e-automate 8.5 – Contracts
*
Multiple overage cycles on contracts
*
Contract billing queue messaging
*
Auto
terminate contract e-agent
task
*
Contract filtering on equipment
listSlide5
*
Multiple overage cycles on contracts
e-automate 8.5 –
ContractsSlide6
*
Contract billing queue messaging
e-automate 8.5 –
ContractsSlide7
*
Contract billing queue messaging
e-automate 8.5 –
ContractsSlide8
*
Auto
terminate contract e-agent
task
e-automate 8.5 –
ContractsSlide9
*
Contract filtering on equipment
list
e-automate 8.5 –
ContractsSlide10
e-automate 8.5 – Sales
*
Multiple sales
orders
on an
invoice
*
Start
and end
dates on item pricing
*Flag duplicate transactions on sales orders*Improved multiple equipment support on sales orders
*
Up front credit hold
alert
New auto ship sales order
taskSlide11
e-automate 8.5 – Sales
*
Quantity returned on sales invoices and purchase
receipts
Sales invoice credit card/ach message
*
Ordered
by
contact
field on printed sales order and
invoice*Sales order list ‘Entered by’ columnSlide12
*
Multiple sales
orders
on an
invoice
e-automate 8.5 –
SalesSlide13
*
Multiple sales
orders
on an
invoice
e-automate 8.5 –
SalesSlide14
*
Multiple sales
orders
on an
invoice
e-automate 8.5 –
SalesSlide15
*
Multiple sales
orders
on an
invoice
e-automate 8.5 –
SalesSlide16
*
Start
and end
dates on item pricing
e-automate 8.5 –
SalesSlide17
*
Start
and end
dates on item pricing
e-automate 8.5 –
SalesSlide18
*
Flag
duplicate transactions on sales
orders
e-automate 8.5 –
SalesSlide19
*
Improved
multiple equipment support on sales
orders
e-automate 8.5 –
SalesSlide20
*
Up
front credit hold
alert
e-automate 8.5 –
SalesSlide21
New
auto ship sales order
task
e-automate 8.5 –
SalesSlide22
*
Quantity returned on sales invoices and purchase
receipts
e-automate 8.5 –
SalesSlide23
Sales invoice credit card/ach message
e-automate 8.5 –
SalesSlide24
*
Ordered
by
contact
field on printed sales order and
invoice
e-automate 8.5 –
SalesSlide25
*
Sales
order list ‘Entered by’
column
e-automate 8.5 –
SalesSlide26
e-automate 8.5 – Accounting
*
Enhanced posting period control on edits and voids
*
Customer account reports access from AR Console
Expanded
PO number
length on sales/service
transactions
*
Filter by period on business status report*Additional vendor invoice distribution e-view columnsSlide27
*
Enhanced posting period control on edits and voids
e-automate 8.5 –
AccountingSlide28
*
Enhanced posting period control on edits and voids
e-automate 8.5 –
AccountingSlide29
*
Customer account reports
access
from AR Console
e-automate 8.5 –
AccountingSlide30
Expanded
PO number
length on sales/service
transactions
e-automate 8.5 –
AccountingSlide31
*
Filter
by period on business status
report
e-automate 8.5 –
AccountingSlide32
*
Additional
vendor invoice
distribution
e-view
columns
e-automate 8.5 –
AccountingSlide33
*
Inventory core return
charges
*
Bin
activation restriction and
messaging
*
RMA
warning when invoices are
voided
e-automate 8.5 –
Inventory
e-automate 8.5 –
InventorySlide34
*
Inventory core return
charges
e-automate 8.5 –
InventorySlide35
*
Bin
activation restriction and
messaging
e-automate 8.5 –
InventorySlide36
*
RMA
warning when invoices are
voided
e-automate 8.5 –
InventorySlide37
e-automate 8.5 – Service
*
Meter
reading
bypass
on service
calls
*
Notifications when linked parts are removed from service
calls
*Validate and set meters as billable from consoleAggregate labor records on service calls*New
sales rep label on service ticket
reportSlide38
*
Meter
reading
bypass
on service
calls
Bypass if all labor is related to “bypass activity codes”
Bypass if at least one problem code is set to “bypass”
e-automate 8.5 –
ServiceSlide39
*
Notifications when linked parts are removed from
service
calls
e-automate 8.5 –
ServiceSlide40
*
Notifications when linked parts are removed from service
calls
e-automate 8.5 –
ServiceSlide41
*
Validate
and set meters as billable from
console
e-automate 8.5 –
ServiceSlide42
Aggregate
labor records on service
calls
e-automate 8.5 –
ServiceSlide43
Aggregate
labor records on service
calls
e-automate 8.5 –
ServiceSlide44
*
New
sales rep label on service ticket
report
e-automate 8.5 –
ServiceSlide45
e-automate 8.5 – System
*
Field
level
security
Streamlined updates for e-automate
clientsSlide46
*
Field
level
security
Customers, vendors, items, equipment, GL accounts, Cashbook accounts and branches
e-automate 8.5 –
SystemSlide47
*
Field
level
security
e-automate 8.5 –
SystemSlide48
Streamlined updates for e-automate
clients
e-automate 8.5 –
SystemSlide49
*
Improved messages on merges
Improved attachment access
Filtering on list and codes
E-views
e-automate 8.5 –
MiscellaneousSlide50
*
Improved messages on merges
e-automate 8.5 –
MiscellaneousSlide51
Improved attachment access
Access from main list and in view mode
e-automate 8.5 –
MiscellaneousSlide52
Filtering on list and codes
e-automate 8.5 –
MiscellaneousSlide53
E-views enhancements
Security by group
Groups are hidden if no rights
Collapsible groups
e-automate 8.5 –
MiscellaneousSlide54
E-views enhancements
Optionally listed by category
Only see views you have rights to
e-automate 8.5 –
MiscellaneousSlide55
E-views enhancements
User-defined tagging
e-automate 8.5 –
Miscellaneous