Aeros ERP-Did you Know ? What’s New & Quick Tips October 16, 2014 Sharon Clark and Dave Coughlin
Contacting Customer Support
AEROS ERP What’s New: New Report Wizards New Sales Reports Sales Analysis with Freight Ranking Report New Company Master Lockbox Processing Scanning & Attachments Vendor Pricing Voucher Entry Auto Populate distributions Quick Tips: Searching Tools in Reports Inquiries & Filters Reports: Searching Tools Saving to Spreadsheets Raw Data Vision – queries and reports 3
New Report Wizards Single screen of options Faster Loading All, Include and Exclude options Easy view 4
5 NEW REPORT WIZARD
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New Sales Reports Sales Analysis with Freight Similar to the sales reports you are familiar with for an easy transition View freight and rebates independent of the sale price A true sales number in a single report Ranking Report Compare your sales prices against various markets Ranked in standard or user defined ranges Single or multiple market types in a single report 8
9 NEW COMPANY MASTER
10 NEW COMPANY MASTER
Lockbox Processing Processing of Payments Creates Deposit and Payment Application transactions Pulls from a Staging Table in Aeros ERP populated by your IT staff Verification of Data Increased Productivity 11
12 LOCKBOX PROCESSING
13 LOCKBOX PROCESSING
Scanning & Attachments Going Paperless – Easy Access to supporting documents Voucher Entry Voucher Inquiry Order Entry Customer Invoices/Payments Inquiry 14
15 SCANNING & ATTACHMENTS
16 SCANNING & ATTACHMENTS
17 VENDOR PRICING
18 VOUCHER ENTRY AUTO POPULATING DISTRIBUTION LINES
Quick Tips Searching Tools in Reports Inquiries & Filters Reports: Searching Tools Saving to Spreadsheets Raw Data Vision – queries and reports 19
Things to Check?? 20 #Things to checkCheck Off 1Are your settings and configurations correct? 2Are you using the right date range? 3Do you have access to what you want to do? 4Check your report parameters. 5Period Comparison Reports: Are you including orders? 6Data Migration/Imports: Are cross references and setup correct? 7Did you read the message? Not all dialog boxes are errors. 8Accounting Periods: Are the ones you need open? 9Check with IT to make sure there are no internal issues.
What do you want to know? 21
Support Life Cycle 22
Contacting Customer Support