PDF What's New in e-automate Version 8 - ECi Software Solutions

What's New in e-automate Version 8.5

e-automate 8.5 boasts several updates and new additions* including:

Most up-to-date technology platform for windows software development

Cutting edge functionality and usability enhancements for .NET Higher security and more stability than older .NET technologies Easier deployment ? 100% managed code, registry-free, and

xcopy ready Updated Crystal Reports including new run times and exporting to

XLS files

*For a high-level look at specific components that have been updated or added to this release, please see the Table of Contents on the following page. For a sample screen shot and brief description of each component, follow to the corresponding page numbers.

Revised: 04/04/2014

? 2014 ECi e-automate - All Rights Reserved

Page 1

Table of Contents

Accounting.............................................................................................................................. 4 Display Affected GL Period when Voiding or Editing ..................................................................4 Invoice Credit Message ...........................................................................................................5 Recognizing Unearned Balances on Deposit-based Contracts .....................................................5

Accounts Receivable ................................................................................................................ 6 Run the Customer Trial Balance Report from the AR Console.....................................................6

Cashbook ............................................................................................................................... 6 Cashbook Security Rights for Cashbook Transactions ................................................................6

Inventory................................................................................................................................ 7 Disallow Inactivation of Bins and Warehouses in Active Areas....................................................7 Inventory Core Returns ...........................................................................................................8 Reopen a Physical Inventory List..............................................................................................9

Purchasing.............................................................................................................................. 9 Purchase Order Quantity Reversed...........................................................................................9

Sales .................................................................................................................................... 10 Pricing Expiration .................................................................................................................. 10 Sales Invoice Quantity Reversed ............................................................................................ 10 Flag Duplicate Sales Order within Specific Period of Time ........................................................ 11 Fulfill Multiple Sales Orders on a Single Invoice.......................................................................12 Multiple Equipment Distribution ............................................................................................. 13 Ordered By Field on Sales Orders and Sales Invoices .............................................................. 14 Sales Order List Entered By Column ....................................................................................... 14 Sales Item Detail Credit Hold Alert ......................................................................................... 15 User Alert ? Invoices Associated with RMA ............................................................................. 15 Item Yield Displayed on Sales Order Detail ............................................................................. 16

Service Contracts .................................................................................................................. 17 Billing Cycle on Deposit Based Contracts ................................................................................ 17 Percent Based Miscellaneous Charges .................................................................................... 17 Contract Count Filter/Under Contract Filter ............................................................................. 19 Multiple Contract Overage Cycles ........................................................................................... 19 Service Contract Messaging ...................................................................................................20 Contract Proration Options ....................................................................................................20 Amortization Schedule for Equipment Leases .......................................................................... 21 Contract Distribution Code? Lease ......................................................................................... 21 Principal/Receivable Sales Code Type ..................................................................................... 23 Sales Orders Sublease ........................................................................................................... 24 Accrual Adjustments ............................................................................................................. 24 Vendor Invoices .................................................................................................................... 25 Contract Principle Reconciliation Report..................................................................................26

Service Dispatch.................................................................................................................... 27 New Columns to the Dispatch Console ................................................................................... 27 Aggregate Labor Record Service Calls Prior to Assigning Billing Rules ....................................... 27 Bypass Meter Reading Requirement ....................................................................................... 28

Service Equipment ................................................................................................................ 28

Revised: 04/04/2014

? 2014 ECi e-automate - All Rights Reserved

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Marking Meters as Billable and Valid ...................................................................................... 28 People .................................................................................................................................. 29

PO Field Length .................................................................................................................... 29

Exempt Codes ...................................................................................................................... 29 System ................................................................................................................................. 30

Filtering on Lists and Codes ................................................................................................... 30 Streamlined Installation.........................................................................................................30

Import Packages...................................................................................................................31 Secondary List Sorting...........................................................................................................31 License Key Expiration Warning ............................................................................................. 31

Admin Merge Utility Enhancements ........................................................................................ 32 Attachment Access in View Mode ........................................................................................... 33 Reports ................................................................................................................................ 33 Contract Lease Revenue Report ............................................................................................. 33

Service Call Ticket Report to Include Sales Rep.......................................................................34 Business Status Report Enhancement.....................................................................................34 e-admin................................................................................................................................ 34

Field Level Security ............................................................................................................... 34 e-agent ................................................................................................................................ 35

Bulk Meter Estimation (Auto Invoice Contracts Task) .............................................................. 35 Auto Ship Sales Order Task ...................................................................................................36

Linked Parts Removed from Service Calls ............................................................................... 36 Auto Terminate Contracts......................................................................................................37 e-views................................................................................................................................. 37

Interface Update...................................................................................................................37 New Views, Links, and Columns ............................................................................................. 40 Utilities ................................................................................................................................. 41 Sales Tax Utility* .................................................................................................................. 41

Budget Utility* ...................................................................................................................... 41 User Management Utility .......................................................................................................42 Meter Import Spreadsheet.....................................................................................................43 Transfer Accessories to Assembled Bin ................................................................................... 44 AR Post Payments Spreadsheet Utility .................................................................................... 44 Inventory Devaluation Utility .................................................................................................45

Revised: 04/04/2014

? 2014 ECi e-automate - All Rights Reserved

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Accounting

Display Affected GL Period when Voiding or Editing

Currently, users cannot see the current GL period and the original transaction period simultaneously when editing or voiding transactions. In 8.5, users will now see both GL periods displayed while processing edit or void transactions. Users also have the option to change the period impacted, if enabled.

Revised: 04/04/2014

? 2014 ECi e-automate - All Rights Reserved

Page 4

Invoice Credit Message

Currently, invoices do not show if a credit card or ACH is the intended payment method if a `Single

use account' was selected and no charge account is preauthorized. Invoices now include the following message indicating that the intended payment method is a credit card or ACH if a single use account was selected and no charge account is preauthorized, "This invoice will be paid by Credit Card/ACH."

Recognizing Unearned Balances on Deposit-based Contracts

In previous versions of e-automate, remaining balances on deposit-based contracts had to be

recognized using the non-stock item and the sales order and fulfillment. In version 8.5, when a deposit-based contract has an unearned balance and has been terminated, the accrue contracts process will automatically include these contracts for final revenue recognition.

Revised: 04/04/2014

? 2014 ECi e-automate - All Rights Reserved

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