e-automate development v8.5 - PowerPoint Presentation

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