Wish List Discussion

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Wish List Discussion

• EUG at ITEX
• March 14, 2006

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Disclaimer

• The person responsible for compiling these wishes
  wishes to apologize in advance for any
  misinterpretations, misspellings and other
  mess-ups that may have occurred in the
  compilation of this presentation.
• The presenter also took the liberty of adding an
  extra item for his troublesso shoot me.

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Wish List Item 1

• Business Need
• We would like to track our fixed assets
  (including in-house leased machines) in
  e-automate
• Wish
• I wish there was a fixed asset module that would
  track acquisition date, depreciation and
  disposals of fixed assets and made it easy to
  move equipment in and out of in-house rental
  inventory
• All Copy Products Scott Dewar

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Wish List Item 2

• Business Need Payroll Function
• Wish elimination of the need to use Quickbooks
• BCOS, Inc Chris Gier

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Wish List Item 3

• Business Need There are many situations that
  have come up where we need to make changes to
  contracts having to do with amts/cycles/dates
  etc Currently, we need to renew a contract in
  order to make these changes
• Wish We need to be able to have some kind of
  work around so that this is not necessary.
• Spectrum Imaging Systems Ruth Godfrey

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Wish List Item 4

• Business Need While in the customer record, we
  would like to reduce keystrokes and time and be
  able to access Quotes from the Customer screen
• Wish From the Customer screen, have the ability
  to Right Click and access Customer Quotes.
  Currently, you can do this with Invoices but not
  quotesor, add a Quotes Tab on the Customer
  screen
• Kingsport Imaging Systems Mike Loughry

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Wish List Item 5

• Business Need We do not close the month on the
  1st day of the next month we may stay open for
  2-3 days afterwards finalizing invoicing. Anyone
  that is invoicing in the next month for the prior
  month has to make certain they change the dates
  to ensure they are posted in the current period.
• Wish We would like to have an option to
  freeze dates in certain areas until the period
  has been closed, or until the period is closeda
  message that will ask what date do you want this
  invoice to have, the current date (i.e. 06/01/06,
  or the last day of the prior month (05/31/06).
• GEI/Visual Edge Angela Winter

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Wish List Item 6

• Business Need Many events can happen on a
  service call prior to the call being closed, and
  without a detailed audit trail, it is kind of
  difficult to understand why many calls are opened
  for prolonged periods of time, or what actually
  took place on the call. Have they received the
  page and acknowledged it?
• Wish We would like to see something similar to
  an equipment history tracking feature on a
  service call. Whenever the status is changed on
  a call it logs an entry. This could record when
  text messages are sent, when calls are
  reassigned, etc It would track the history from
  the time it is received (pending) through
  acknowledgement (new status), dispatched,
  completed, hold status, OK to invoice and
  invoicing.
• GEI/Visual Edge Angela Winter/Amy Wickett
  Laser Resources, LLC

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Wish List Item 7

• Business Need We spend a lot of time adding
  manual journal entries into our system.
• Wish We would like a tool created where using a
  spreadsheet, mass quantities of journal entries
  can be added at one time. (Very similar to the
  import tools for items).
• GEI/Office Solutions Jack Patterson

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Wish List Item 8

• Business Need We estimate anywhere from 100 to
  150 meters every month on requested reads that
  are not received.
• Wish We have a request for automatic
  estimations based on history of usage on
  equipment for contract billing.
• Spectrum Imaging Systems Ruth Godfrey

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Wish List Item 9

• Business Need
• Wish Ability to attach a GL to a vendor
• Micrographic Computer Service Barbara Temple

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Wish List Item 10

• Business Need
• Wish Ability to edit/delete customer payment
  entered through the cashbook.
• Micrographic Computer Services Barbara Temple

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Wish List Item 11

• Business Need We have numerous customers with
  multiple locations. Pricing is entered into the
  parent account. Currently, we have to manually
  enter pricing into each child account which takes
  a lot of time.
• Wish Have a copy function so we can paste
  pricing into each child account.
• Arista Business Imaging Solutions Peggy Leclair

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Wish List Item 12

• Business Need If we are in the middle of
  entering a sales order or service call and
  realize we need a piece of information from the
  customers account, we have to close out of what
  we are doing, get the information, then start
  again.
• Wish Have a toggle option to move between
  consoles without closing anything or opening up
  another e-automate session.
• Arista Business Imaging Solutions Peggy Leclair

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Wish List Item 13

• Business Need When a tech is on a call and
  finds out that he needs parts, he will call the
  dispatch (D) and request the parts. D will add
  the pts. needed in the problem desc. and in the
  call type she will put parts hold. We are
  facing problems with this process. The D has no
  place on the WO to pull the pts. requested. The
  W/H tech constantly is looking at the WO and
  will pull the items needed if we have it in
  stockif we dont he will create a bid request.
• Wish Ability for D to add the items needed for
  the job from the same screen she is working
  fromcreate a transfer req. if the part is in
  stock, or create a bid req. if the pts. are not
  available.
• Recommendation At the Job , when you click
  New Job, add a drop down box for the active
  items to pull fromthen send it to the Invy Log.
  Console and have the trans. type read parts
  holdhave the ability to print a list of items
  needed along with the svc. ticket (if item is in
  stock) at the same time show D that the parts are
  available. If the pts. are not available, create
  a PO for the job and have the PO displayed on
  the WO. If D clicked on it, it would show if the
  PO was recd/open for follow up. If we can use
  add from transaction on the PO and pull from
  Parts Hold, it would be great. Now, when you
  pull from the svc. Call, it will show a closed
  call alreadynot the open onewhich I feel is a
  bug.
• Cell Business Equipment Moe Badran

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Wish List Item 14

• Business Need We have the tech as a Bin in
  the main warehouse. We dont create a warehouse
  for each tech because when they leave we cant
  purge the old warehouse even if they worked one
  week. Currently, we can enter min/mix for one
  item.
• Wish We would like the ability to enter min/max
  per item per bin.
• Cell Business Equipment Moe Badran

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Wish List Item 15

• Business Need
• 1 The ability, through the AR AP module to
  quickly w/off small amounts, whether debit or
  credit, or even unapplied payments. Currently we
  can write-off bad debt invoices but it would be
  nice to be able to write-off small credits and
  unapplied payments. Currently, it requires a
  work-around ad it would be nice if they created a
  way to do it that was quick and as streamlined as
  the bad debt write-off is.
• Wish see above
• Automated Business Products Brandy Heimbigner

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Wish List Item 16

• Business Need We do a ton of recurring JEs. We
  depreciate assets, w/down prepaids, software
  licenses, etc The process works okay but can be
  cumbersome. We create an excel spreadsheet and
  record most every JE in advance and then check
  the balances each period/periodically.
• Wish We would like to see the Recurring JEs
  console be able to do the following
• Specify whether the JE will be manually adjusted
  each period or automatic
• If automatic, specify either start and end
  periods OR that the JE will run for x periods.
• Add a column to the look up screen that shows
  these choices and the period last processed.
• Add the ability to batch process each periods
  JEs by using checkboxesmaybe even a preview
  report/screen.
• This would allow us to change the of periods or
  end date if the status of the item being adjusted
  changes.
• Laser Resources, LLC Troyt Gholson

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Wish List Item 17

• Business Need We use hundreds/thousands of
  departments between the balance sheet and income
  statements. This results in a significant number
  of mis-postings by well-meaning co-workers (not
  Troyt Amy). Additionally, the budgeting
  functionality cant work for us as it tries to
  use all departments regardless of their intended
  purpose.
• Wish I would like to see the Chart of Account
  restructured to more like the old Fastrak used to
  be.
• The departments would be the same as now.
• The G/L accounts would be the same as now.
• The Chart of Accounts would be a specifically
  defined combination of the two. They would be
  linked to each other into eligible combinations.
• The budgeting function would only grab those
  departments that are attached to income statement
  G/L accounts. This could more easily be done
  with a check box in the department set-up that
  would specify if it is to be used for the
  budgeting function.
• Laser Resources LLC Troyt Gholson

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Wish List Item 18

• Business Need To be able to more easily drill
  into the activity in a specific
  account/department.
• Wish To be able to run Trial Balance reports by
  account, department or account and department.
• Laser Resources Troyt Gholson

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Wish List Item 19

• Business Need
• Wish

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(No Transcript)