Product Development

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Product Development

• March 13, 2006

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Product Development

• 6.0 features presented at last EUG meeting
• 6.0 features added since last EUG meeting
• Upcoming features added or in process

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6.0 Features presented at last EUG meeting

• Contracts
• Rate schedules
• Batch renewals
• Equipment prorating and movement
• Dispatch Logic
• Qualification Codes
• Technician availability
• A/R Credit Card Processing
• VeriSign integration
• Tracking of credit cards from customer to
  transactions
• Security
• Set security at company level
• Security templates
• Ability to deny group rights

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6.0 Features presented at last EUG meeting

• Time Zones
• Time zone adjustments in dispatch
• Supply Usage Tracking
• Ability to specify absolute limits on contracts
• Inventory/Purchasing
• Sales and service links to purchase orders
• Logistics console
• Allocation and ordered tracking at warehouse
  level
• e-Views
• Ability to import columns
• Ability to create SQL views for use in Digital
  Task Force, Crystal Reports, etc.

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6.0 Features presented at last EUG meeting

• Messaging
• Ability to create messages attached to customers
  and equipment that popup in service and sales
• On Hold Codes
• Customers and Vendors
• Bill Codes
• Ability to redirect COGS for covered items
• File Attachments
• Merging
• Items Vendors

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6.0 Features added since last EUG meeting

• Reports
• Global report path
• Accounts Payable
• Wire Method
• Sales Orders
• Ability to auto-create a purchase order from the
  sales order list
• Upon voiding of sales invoice ask if you want to
  reopen sales order
• Emailing
• Sales quotes, sales orders, sales invoices,
  service invoices, contract invoices, misc. charge
  invoices purchase orders
• Purchase orders
• Reassign vendor

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6.0 Features added since last EUG meeting

• Service Calls
• Use actual time for direct labor allocation
  versus billable time
• Contracts
• Pre-bill base on contracts
• Alternate Bill To for overages
• Service hour codes
• Overage of previous contract and renewal of new
  contract on one invoice instead of separate
  invoices
• Ability to unlock dates and cycles
• Supply Usage Tracking
• Ability to set up e-agent alerts based on usage

EUG wish list feature
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6.0 Features added since last EUG meeting

• Contract Accruals
• Accrual adjustments
• Lock down of unearned revenue
• Contract and Model Profitability Reports
• Added the current customer to both reports
• Added drill down capability on equipment and
  contracts.
• Customer
• On-site warehouse
• Accounts receivable contact
• Hide sales orders in e-info billed to this
  customer option

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6.0 Features added since last EUG meeting

• Employees/Technicians
• Added the ability to specify a default backup
  technician on the technician profile and the
  ability to specify a backup technician for an
  unavailable time period for automatic
  reassignment
• Bill Codes
• More accounts and departments
• Items
• Related items tab enhancements
• Ability to search by vendor item number (mfg
  number) in the general item list
• Added new Quantity on Hand column to the
  general item list

EUG wish list feature
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6.0 Features added since last EUG meeting

• Inventory Production
• Added a branch drop down to Assembly and
  Refurbishment for correct allocation of branch
  general ledger adjustments
• Inventory Transfers
• Packing list report
• Transfer Orders
• Equipment History Tracking
• Added a new equipment screen upon posting a sales
  invoice that allows user to bypass the equipment
  review screen
• Meter Reading Requests e-agent
• Bcc Send limit
• Added an Auto Meter Requests more-info list to
  equipment
• Added a Last Request Date to the contract
  billing meters list

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6.0 Features added since last EUG meeting

• e-Info
• Ability to disable ordering items by category
• Added unit of measure to item list screens
• Added the ability to purchase supplies for
  equipment accessories
• Remote Tech
• Added Set current call to ok to invoice on
  incomplete screen
• Added new inventory parts lookup feature
• Added additional 6.0 enhancements (ie. Time
  zones, needed items, etc.)

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Upcoming features added or in process

• Contracts
• Equipment level taxing
• Minimum copies on meter groups
• Deferred revenue reconciliation report
• Consolidated Billing
• More-info
• Edit/View/Print capabilities
• Added to models
• Bulk Updates
• Sales Reps, Technicians, Terms, Territories, etc.

EUG wish list feature
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Upcoming features added or in process

• Accounts Payable
• Fixed sorting on check run
• Enhanced credit card processing
• Customer Statements
• Add customer PO number
• Ability to identify statements by past due
  criteria
• Ability to suppress statements for specific
  customers
• Customer Pricing
• Ability for a location customer to use parent
  customer pricing
• Linked Lists
• Ability to right click and jump from one list to
  another

EUG wish list feature
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Upcoming features added or in process

• Inventory
• Search for items by related items (reverse item
  look-up)
• Aged inventory report to identify slow
  moving/dead items
• Models
• Ability to merge models
• Accessories
• Single transaction for attaching or detaching
  accessories from a host (i.e. Auto transfer
  accessories upon attaching and detaching)
• PM Report Enhancement
• Lists PMs due by date for contracted equipment

EUG wish list feature
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Upcoming features added or in process

• Accessories
• Ability to specify a serial number on serialized
  item accessories
• Service Calls
• Call event history
• Ability to identify on the dispatch screen which
  service calls have been text messaged
• Warranty Tracking
• Canon Purchase Order Upload
• Interface to Sharp Meter Reading Device Manager

EUG wish list feature
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