ABM 8. A lot of improvements and work under the bonnet. Preparing to take advantage of new technologies. Productivity and mobility options

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2 ABM 8 A lot of improvements and work under the bonnet Preparing to take advantage of new technologies Productivity and mobility options Improving efficiency and service to customers

3 Updated Development Tools Latest components are now available Improved compatibility and functionality Connectivity opportunities Mobile applications, web services Improved SQL database drivers Faster database access and transaction processing

4 Fresh look and feel Ribbon Menus replace toolbars Ribbons minimized if functions rarely used Updated style Fresh set of graphics Company colours more obvious

5 Colours

6 User log in Can now be linked to Windows user account so log in occurs automatically

7 User log in Can now change user without exiting ABM

8 User log in Register and activate the software and manage logins from the company screen.

9 Customers Recent Sales List includes the description from the transaction and the invoice number

10 Transactions Transaction details screen now shows unit of measure, sales analysis code and location for line items

11 Transactions Order tracking screen now has option to show entry user and entry date/time

12 Sales and Purchase Orders New columns show who last printed/ ed the order, and when.

13 Cashbook Customer s payment method is now remembered for next time.

14 Products Bulk Delete Product utility now records full details in the Activity Log New security right to specifically allow writing off stock (transferring to Elsewhere).

15 Products Locations grid moved to the first page, with totals over all locations at the top of the list

16 Serial / Lot Tracking New property for use-by date period per product

17 Lot Tracking Use by date for lot tracked products can be no longer edited when processing a sales transaction (Serial number warranty date still can be)

18 Inactive Locations Inactive Locations now prevent transactions from being processed to them

19 Job Costing WIP write-off process available when closing jobs or as needed

20 Job Costing Jobs can now have a status of Stopped, preventing additional costs from being loaded.

21 Job Costing Unit cost is now available in the column chooser on job transactions list.

22 Job Costing Work in Process adjustments from purchase transactions no longer show separately.

23 General Ledger View Journal button is now available to allow drilldown to the journal screen, rather than the sale/purchase details screen.

24 Manufacturing Manufacturing sites now have a Manufacturing section on the Business Today screen Quickly process a new production run Integrated with sales order processing to create new production runs for manufactured items Works with Warehousing module

25 Bills of Materials List

26 Quick Production Processing

27 Production Run List

28 Alchemex Quick access to installed reports Access to Report Manager and Community

29 ABM 8 Report Updates ABM have completed a general review of reports and forms. Reports have been updated to provide: An updated contemporary look A simpler layout Performance improvements (where possible)

30 Report Update Objectives Freshen and clean up the forms Save paper/space on reports Create some new reports (around 30) Include summary information as appropriate

31 Freshen and Clean Remove of unnecessary words Remove shaded boxes Remove or change headers that can confuse Create a balance between white space and readability Reduce the number of lines and borders Consistent management of client business logos Date and timestamp in footer of all reports

32 Many Reports With Changed Content Debtors, Creditors, WIP, Control Report reconcile Subsidiary Ledgers to Control Accounts Customer Turnover Reports to five years The General Journal looks like a Journal The ethos has been to not take things away

33 Report Performance Improvements Sub-reports have been removed and replaced by cross tabs so that data is only read once Database views have been implemented Data summarised at server level with the processing load at the server More easily support locations and months across the page

34 Report Client Update Updates to the report client Ability to switch between ledgers Favourites Recently run list

35 Change Category/Ledger

36 Report Favourites

37 Recently Run Reports

38 New Customer Reports Customer aged balance list by invoice month Customer aged balance list by analysis Customer average days to pay Customer outstanding orders by preferred supplier Customer sales for the financial year/by month Customer statements with tax invoice details Products sold to customers by month (12 months)

39 New Supplier Reports Reorder by preferred supplier Subcontractor payments Supplier age balances by invoice month Supplier inactivity (financial year) Supplier purchases by month

40 New Product Reports Components used in kits Despatch management by locations Kit listing (primary) Product catalogue Product outstanding orders Product reconciliation

41 New Product Reports (cont) Product sales analysis breakdown by month Product sales by location 12 months Product sales values by month Product significance 24 months Sales analysis by product Sakes units by month

42 New Ledger Reports New balance sheet (position) Custom fields report New profit & loss comparative Sales journal and GST detail Trial balance short form User list

43 New Job Reports Job overview report Job WIP reconciliation (group postings) Job WIP reconciliation (as at )

44 Before and After Customer Turnover Report

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46 Before and After Trial Balance Report

47 Before and After Profit and Loss Comparison

48 Before and After Balance Sheet

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50 Product Catalogue

51 Customer Sales by Month

52 Unlimited Actions Menu Items When setting up an Actions menu item they are no longer numbered 1-5. You can have as many as you want and set the order.

53 Actions Menu Items Commands now appear on the Custom Actions toolbar

54 Calculated Custom Fields Custom fields on tables other than TransDetails can now be values calculated automatically by a SQL statement

55 Calculated Custom Fields These are set up in the database with a Computed Column Specification Anything that refers to the field will return the correct value you don t need to replicate the formula in reports or other programs The field is read-only trying to update it will cause an error

56 Calculated Custom Fields Calculated fields don t have a type in the database, so you need to be careful that your formula correctly reflects the type that will be returned. Yes/No (bit) fields in particular must be cast to the correct type, eg: cast(case when CustomerTitle like 'Cust%' then 1 Else 0 End AS bit) Formulas can only refer to fields in the same table (ie the same record), or to functions. Using functions could considerably slow down queries.

57 Calculated Custom Fields Other Examples: Head Office details Product quantities in specific locations Bin locations Alternate Product details

58 Installation ABMSystem now contains Views which are installed into the database by the data structure check. ABMTransEng.ocx and ABMConnect.dll are now installed into the ABM programs folder, not the Windows system folder. The installer will register the ABM programs folder in the Windows path so other programs can find ABMConnect.dll