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Contact Us: or call : +1 866-374-3221 Contact Us: or call : +1 866-374-3221 e-automate development.

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Presentation on theme: "Contact Us: or call : +1 866-374-3221 Contact Us: or call : +1 866-374-3221 e-automate development."— Presentation transcript:

1 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development v8.5 October 15 th, 2013

2 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 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 upgrade

3 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate 8.5 – Feature mix Contracts (4) Sales (10) Accounting (5) Inventory (3) Service (5) System (2) Miscellaneous (4)

4 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate 8.5 – Contracts *Multiple overage cycles on contracts *Contract billing queue messaging *Auto terminate contract e-agent task *Contract filtering on equipment list

5 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Multiple overage cycles on contracts e-automate 8.5 – Contracts

6 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Contract billing queue messaging e-automate 8.5 – Contracts

7 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Contract billing queue messaging e-automate 8.5 – Contracts

8 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Auto terminate contract e-agent task e-automate 8.5 – Contracts

9 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Contract filtering on equipment list e-automate 8.5 – Contracts

10 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 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 task

11 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 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’ column

12 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Multiple sales orders on an invoice e-automate 8.5 – Sales

13 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Multiple sales orders on an invoice e-automate 8.5 – Sales

14 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Multiple sales orders on an invoice e-automate 8.5 – Sales

15 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Multiple sales orders on an invoice e-automate 8.5 – Sales

16 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Start and end dates on item pricing e-automate 8.5 – Sales

17 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Start and end dates on item pricing e-automate 8.5 – Sales

18 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Flag duplicate transactions on sales orders e-automate 8.5 – Sales

19 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Improved multiple equipment support on sales orders e-automate 8.5 – Sales

20 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Up front credit hold alert e-automate 8.5 – Sales

21 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 New auto ship sales order task e-automate 8.5 – Sales

22 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Quantity returned on sales invoices and purchase receipts e-automate 8.5 – Sales

23 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Sales invoice credit card/ach message e-automate 8.5 – Sales

24 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Ordered by contact field on printed sales order and invoice e-automate 8.5 – Sales

25 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Sales order list ‘Entered by’ column e-automate 8.5 – Sales

26 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 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 columns

27 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Enhanced posting period control on edits and voids e-automate 8.5 – Accounting

28 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Enhanced posting period control on edits and voids e-automate 8.5 – Accounting

29 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Customer account reports access from AR Console e-automate 8.5 – Accounting

30 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Expanded PO number length on sales/service transactions e-automate 8.5 – Accounting

31 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Filter by period on business status report e-automate 8.5 – Accounting

32 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Additional vendor invoice distribution e-view columns e-automate 8.5 – Accounting

33 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Inventory core return charges *Bin activation restriction and messaging *RMA warning when invoices are voided e-automate 8.5 – Inventory

34 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Inventory core return charges e-automate 8.5 – Inventory

35 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Bin activation restriction and messaging e-automate 8.5 – Inventory

36 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *RMA warning when invoices are voided e-automate 8.5 – Inventory

37 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 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 console Aggregate labor records on service calls *New sales rep label on service ticket report

38 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *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 – Service

39 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Notifications when linked parts are removed from service calls e-automate 8.5 – Service

40 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Notifications when linked parts are removed from service calls e-automate 8.5 – Service

41 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Validate and set meters as billable from console e-automate 8.5 – Service

42 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Aggregate labor records on service calls e-automate 8.5 – Service

43 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Aggregate labor records on service calls e-automate 8.5 – Service

44 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *New sales rep label on service ticket report e-automate 8.5 – Service

45 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate 8.5 – System *Field level security Streamlined updates for e-automate clients

46 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Field level security Customers, vendors, items, equipment, GL accounts, Cashbook accounts and branches e-automate 8.5 – System

47 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Field level security e-automate 8.5 – System

48 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Streamlined updates for e-automate clients e-automate 8.5 – System

49 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Improved messages on merges Improved attachment access Filtering on list and codes E-views e-automate 8.5 – Miscellaneous

50 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 *Improved messages on merges e-automate 8.5 – Miscellaneous

51 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Improved attachment access Access from main list and in view mode e-automate 8.5 – Miscellaneous

52 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Filtering on list and codes e-automate 8.5 – Miscellaneous

53 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 E-views enhancements Security by group Groups are hidden if no rights Collapsible groups e-automate 8.5 – Miscellaneous

54 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 E-views enhancements Optionally listed by category Only see views you have rights to e-automate 8.5 – Miscellaneous

55 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 E-views enhancements User-defined tagging e-automate 8.5 – Miscellaneous

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