November 9, 2009

Knowledge Base

The knowledge base of questions and answers is now available in each software package.  Click the Help from the top menu and select knowledge base.  The information will be updated on a weekly basis.

Multi-currency Accounts Receivable

Assign a currency code to customers to price their invoices in their currency.  Service contracts has a check box to indicate that the price is in a foreign currency.

You can also set a special price by currency code for any item.

Payments are made using the foreign currency payments option under the payments/deposits menu.

Query Library

The query library can now use parameters in the queries.  The screen will prompt for the parameter when the query is run.  To use a parameter, put @@parameter_name@@ in the query.   Contact support for more information on this.

Tips and Tricks

To track the cost of cartridges in the general ledger replaced as a defect, set the cost if zero general ledger number in the category table.  These are usually sold at zero amount and can post to a different cost of sales general ledger number.

Cartridges sold under a supply inclusive contract (cost per page, cost per click) use the cost if supply general ledger number.  So if you pick a machine for the supply item, the cost of the cartridge e will not post to the same general ledger number as cost if zero.

Accounts Receivable

The display of current invoices and history invoice now show the local currency as well as any foreign currency.

Display history invoices for a customer now has a new button to exclude zero invoices. This will allow you to see the average number of days for payment for invoices with an amount and will exclude the zero invoices from the grid and the total row.

Supplies under contract now includes the first address line of the machine location in the printable messages.

Tax Audit report now shows a column for the non taxable amounts that are not in the other columns.

All customer list and outstanding invoices list can only be printed or exported if the user is set to be a manager in the sales prospecting permissions.

The contract type table in service now has an option to always price at zero.  Any supply select during a new order for this type of contract where the machine is selected will be at zero.  This will override any special prices for that item during the contract supplies order entry.

Purchase Order

Your account number with the vendor is now included when emailing a purchase order in html format

Inventory

The item record now has an environmental fee.  Enter an amount for this fee for any items that must include the fee on the invoice.  A line will be added to the invoice for the environmental fee.  The description of the line and the general ledger number used is set in the Other, Options menu of accounts receivable.

Accounts Payable

You can now scan your signature and have it automatically print on checks so you do not have to sign them.  This is password protected.

Service

Service History Reports now include the log call comments.

All machines list can only be printed or exported if the user is set to be a manager in the sales prospecting permissions.

The contract type table in service now has an option to always price at zero.  Any supply select during a new order for this type of contract where the machine is selected will be at zero.  This will override any special prices for that item during the contract supplies order entry.

You can now edit the meter reading in the meter history when displaying a machine.

Meter reading on the service history and reports now include ALL the meters.  If a meter has the word "total", this is assumed to be the total meter reading. If not, the system will add all the meters together to get the total meter.  The total meter is used to calculate clicks between calls.

Service Manager Console

Click analysis report used to get the number of clicks and average monthly for machines.  Can be grouped and filtered by model, contract type, and customer.

Technician Call Analysis report added to the Service Manager.  This report shows the number of clicks and days produced by the tech for each model with a comparison to your other techs on the same model.  This analyzes the previous tech of the call.  Average parts usage is also calculated on this report.

Profit analysis report has been added to the Service Manager.  This report will show the profit by tech, contract, model, and customer.  It can be grouped.  The report will also show the total profit, average profit per machine and per click profit.

Sales Prospecting

The permission to display only your prospects has now been activated.  If checked, you can only display the prospects and prospect information where the user id matches the salesrep on the prospect.

The create list and all prospects can only be printed if the user is set to be a manager in the sales prospecting permissions.

Address searches now search both mailing and physical address.

Contract Billing

Grouped invoices now use the tax code from each machine to calculate the sales tax for the group.  For example, machines from multiple tax jurisdictions can be on the same invoice.  The invoice will list the amount of tax for each jurisdiction.  The system looks for a tax code in the following order and stops as soon as a valid tax code is found.  Meter, Machine, Group Combination, and finally the Group Master.

Reman

Stage analysis for each separate step of the reman process has been added to the process flow method of reman.

Job analysis for for the process flow method has been added.

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