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> EBMS 8.2 Enhancements
General Enhancements
Module Enhancements
New Modules
Reports
Version 8.3
Version 8.1
Version 7.9
8.2 EBMS Enhancements
General Enhancements
Accounts Receivable and Sales
Proposal:
Change Customer Wizard added to the Proposal. |
CR350427 228
Search:
Address information included in Customer and Vendor searches. |
CR375376 228
New AR Term "Customer Preferred Credit Card on File":
Automatically pay the invoice balance when processing it by using the customer's preferred credit card that is stored in EBMS. |
CR315207 229
Price Level per SO detail line:
Change the Price Level per detail line. |
CR371613 229
Inventory
Inventory Batch Counts:
Prep Count quantity added to batch screen |
CR391820 230
Manufacturer IDs:
Multi-length IDs are now supported for both Manufacturers and Alternate Manufacturers and with the manufacturer management tools part numbers prefixed with a Manufacturer ID, no matter the length, can now be changed en masse. |
CR391481 229
Accounts Payable
ACH Vendor Payments:
Pay vendors using Direct Pay files (similar to Direct Deposit) |
Details
CR329127 229
Payroll
3rd Party Payroll Service Timecard Export
: Generate a .csv file of all timecard detail lines and send to your payroll services company. Use the Document Import module to import journals from the payrolls service. |
CR389754 230
EBMS Server Manager
Email credentials no longer needed
|
CR373469 229
New Styling:
improved look and feel. |
CR 229
Automated Utilities:
Setup multiple schedules for re-indexing and running the maintenance utilities automatically. |
CR316837 229
Other
Text to DBF Mapping:
Ability to Link Field Twice |
CR391580 230
Data Connections:
preconfigure connections to multiple data sources (e.g. SQL Mirror) |
CR39170 230
Customer and Vendor searches:
Address information is now included in Customer and Vendor searches |
CR375376 228
API Gateway
Read and Write
to the EBMS database directly through a published OData API. Develop seamless integrations with your CRM or production software. |
Details
CR365887 228
Module Enhancements
Shipping Manager
FedEx and UPS LTL services:
FedEx and UPS shipping options now include LTL service types |
CR367067 228
Tasks
Link directly to Serialized Item Add to Cost batches
: Associate a task directly with a inventoried whole good (serial number) to add items and labor to an Add to Cost batch. |
Details
CR231078 228
Billing Notes and Internal Notes:
Recording notes on tasks just became more intuitive. Greatly reduce the risk of internal notes being added to customer facing documents |
CR393311 230
ECommerce
Customer Portal
:
Allow customers to view order history and pay existing invoices and sales orders online. |
Details
Hide items/categories from online search:
Exclude items and categories such as discount codes etc. from the online search while still allowing them to be available in the shopping cart. |
CR396467 230
CMS
:
Updated CMS with responsive design.
Rental
Expense Rental Contracts to Jobs:
Reserve, use, and expense equipment to a contract job directly. |
CR356494 228
Advanced Inventory Purchasing
Option to limit history and predictions to the Months Supply
|
CR365079 228
Serialized Items
Serialized Item List:
warehouse filter added |
CR362960 228
Serialized Item Specifications
Vehicle VIN:
Year/Make/Model/Engine info imported automatically based on NHTSA data. Quickly access complete NHTSA data |
CR36110 230
Inventory
Multi-length MFG ID and Alt MFG ID supported for line management:
|
CR361606 229
TimeTrack app
App settings moved into EBMS
: Reduce configuration by managing the TimeTrack app settings in one central location instead of on each device. |
CR392940 230
SQL Mirror
Print native EBMS reports:
Setup and then select the SQL Mirror as a data source to print EBMS reports. Experience super-charged speeds when printing complex and data intensive reports. |
CR397239 230
New Modules
MyCustomers App
Access and create customer information using your iOS and Android devices. Available as a separate subscription, this app is your live EBMS contact list accessible from anywhere. |
Details
CR 230
USPS Domestic Shipping Integration
Connect directly to your USPS account for accurate shipping rates to all US destinations |
Details
CR298555 228
Payment Portals
Software based Payment Processing (Virtual Terminal):
Process credit card payments by typing the card number into an EBMS payment dialog |
Details
CR315207 228
Web based Payment Processing:
Give customers the ability to pay their account balance online via a website branded with your logo |
Details
SEMA Data Co-op (SDC) Integration
Access and search for the product lines available from the SDC. Complete Year, Make, Model Application Guide included. |
CR 230
Reports
Serialized Item Specifications
Work Order
: A new work order form that includes serialized/vehicle specifications is now available to all. |
CR393018 230
New tables added for improved Reporting and Business Intelligence (BI)
DATES:
Create relationships between tables by using the DATES table. |
229
GLEDMT:
A G/L transaction summary by month. |
CR377727 228
Related Items
8.1Enhancements
7.9 Enhancements
7.8 Enhancements
7.7 Enhancements