Sales Force Automation Setup

Sales Force Automation
Setup
 

Sign into the Live BMA database.
Go to the OE tab of system defaults in Administration
Check “Use Office Specific Numbers” checkbox.
Create a new Office Location by clicking on the

 button on the Switches tab in OE system defaults.
Set the new Office Location’s OE Document Prefix to be the office location plus a -.  Ex: […]

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BMA Glasgow

BMA offers several new enhancements in the Glasgow release, as well as some good stream-lining solutions and modifications to correct ‘bugs’ in the system.
 The Enhancements :
# 597 : Contact Management - Users may now see a list of all report group values for the customers in a specific group.
#614 : Order Entry - When selecting ‘CC’ […]

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AP Check Prep gets two new buttons

AP Check Prep now has two new buttons.  One to hold all invoices and another to release all invoices.  Look for this enhancement in the Florence release.  This was stored as enhancement request #100.

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WorldShip 10

All BMA Users who are currently running WorldShip version 9.0 will be able to update directly to version 10.0 without problems.  The updates to WorldShip did not relate to any of the links between BMA and WorldShip like the conversion from 8.0 to 9.0 did.

More on page 79

BMA Ithaca

Uncategorized Comments (0)

As of 5/1/2008, Ithaca will be available for release. In addition to the enhancements already in previous releases, Ithaca has an added feature.

Item View :

• Transfer in and out quantities are now displayed (tr. #739).

Other modifications made to BMA, listed by tracking number here, (330, 559, 572, 618, 648, 656, 683, 689, 693, 699, 700, 703, 704, 706, 707, 715, 720, 730, 731, 733, 734) have also been resolved.

Joe @ May 1, 2008

BMA Helsinki

Releases Comments (0)

There have been quite a few enhancements that have been added to the program with the introduction of the Helsinki release (4/1/08). Some of these enchancements you may be able to use to work more efficiently in the software. Listed below are the new features that have been introduced to the software (tr # is the tracking number in the list of enhancements/issues):

 Order Entry 

• The functionality to change customer on a quote (tr. #98).
• The discount table in Admin. and OE has an additional column that calculates actual price (tr. #110).
• Document types and numbers show up on the subject line whenever you send e-mails to customers and vendors (tr. #606).
• An item’s minimum order quantity is now disregarded whenever you are making quotes (tr. #648).
• A warranty’s expiration date now shows up in the serial number inquiry grid (tr. #675).

Accounts Receivable

• Now you can add notes to invoices or credits (tr. #137).
• There is the ability to search for Invoice numbers on the Account Detail tab (tr # 599, 221).

Accounts Payable

• AP Clearing Reconciliation has an additional lookup (tr. # 159).
• Total balance now shows below total entered on the AP check preparation screen (tr. #171) .
• There is a invoice number field you can enter on instant checks (tr. # 621).

Administration

• Documents can be displayed in Serial number inquiry (tr. #613).
• In the edit item classes, there is a find box (tr. #616).
• Inventory Quick Add now updates the item’s vendor from the class defaults (tr. #617).

Inventory/Purchasing

• The “view” button on the Inventory Valuation Report and the Inventory Requirements Report has been disabled (tr.#663,664).
• In enter/edit purchase orders, the PO tab has been expanded to include some new fields (tr. #680).

Other modifications

• In addition to the enhancements, these modifications have also been resolved. They are numbers 58, 67, 103, 112, 130, 131, 132, 156, 184, 198, 200, 211, 219, 246, 261, 279, 287, 288, 307, 318, 377, 387, 390, 398, 411, 412, 420, 428, 443, 458, 462, 475, 493, 495, 549, 557, 562, 580, 581, 610, 611, 612, 615, 624, 625, 626, 627, 628, 631, 633, 635, 637, 638, 644, 646, 656, 657, 662, 674, 679, 683, 692, 693, 699, 700, 704.

Joe @ April 25, 2008