Channel Partner Conference 2013 Yarra Valley ABM Annual Channel Partner Conference 2013 WELCOME

Channel Partner Conference 2013 Yarra Valley

ABM Annual Channel Partner Conference 2013

WELCOME



AGENDA - Wednesday1100 - 1115 WELCOME

1115 – 1230 ABM 8

1230 – 1315 LUNCH1315 - 1345 REPORTS

1345 – 1430 DEVELOPMENT DIRECTION

1430 – 1500 ABM 8 APP

1500 – 1530 Afternoon Tea

1530 – 1600 MANUFACTURING &TMS

1600 – 1645 ALCHEMEX

1645 - 1730 ABM SUITE & IMPORT COSTING

1900 DINNER -YARRA RESTAURANT


AGENDA - Thursday0800 - 0915 DEVELOPER SESSION

0915 – 1030 ABM SALES LINK & CASE STUDY

1030 – 1045 Morning Tea in the Conservatory1045 - 1130 SP NET

1130 – 1200 ACTIVITY

1200 – 1230 COLLABORATION

1230 – 1315 Lunch in the Conservatory

1315 – 1345 COLLABORATION

1345 – 1445 ABM SERVICE

1445 - 1515 GOLD CLUB/PRICE LIST/BM

1515 - 1530 Afternoon Tea in the Conservatory


AGENDA - Thursday

1530 - 1545 HOSTING

1545 – 1600 ABM EDI

1600 – 1700 ABM PAYROLL1900 Dinner in the Conservatory


AGENDA - Friday0900 - 1000 DISCUSSION

1000 – 1030 WIKI

1030 – 1045 INTERCOMPANY TRANSACTIONS1045 - 1100 MULTI COMPANY REPORTING

1100 – 1130 Morning Tea in the Conservatory

1130 – 1200 ABM POS

1200 – 1230 eCOMMERCE

1230 – 1300 CONFERENCE CONCLUSIONS

1300 – 1400 Lunch in the Conservatory

1400 BUS DEPARTS


ABM Annual Channel Partner Conference 2013

New Features since ABM 7


Reorder Wizard Improvements

Users can choose to base reordering on sales at a specific location or all locations

Users can select the number of months over which they wish to maintain stock levels


Reorder Wizard Improvements

A column chooser is now provided for the main grid

The main grid displays faster

The date of generated purchase orders and requisitions can now be selected.

More information is shown in the Excel spreadsheets


ABM7 enhancements

Customer and Supplier Viewers –option to stop automatic recalculation to speed up processing.

Scanning added as part of ABM as opposed to a separate installation.


Desktop CRM

Attachments on activities can be viewed from activities

Viewing and selecting to-do list through view menu


Desktop CRM

Campaign mail-outs and with attachments

User email addresses controlled

Editing CRM Category names


Security

Security added for exporting lists to

excel


ABM 7 Enhancements

Advanced Find shows product codes and names for serial/lot numbers

Shows kit items on invoices previously delivered

Display a list of invoices before processing recurring billing


Barcode Scanning of Serial Numbers

In sales and purchases:

It is easier to use barcode scanners which are set up to read the serial number followed by an enter character.

The change is automatic in sales while a new checkbox has been added in purchases.


CopyQuery switch

The “CopyQuery”switch shows how ABM calculates the data shown in the various master file and transaction lists.

Query text is automatically copied to the clipboard.


Commas in Addresses

The address format in ABM has changed to conform with outlook and current Postal requirements.

Commas are no longer added to the end of each line


Customer Notepads

Two separate notepads on each customer 1. accounting notes 2. sales notes. contacts also now have two notepads.


ABM 8


Update of development tools

Latest components are now used

Connectivity opportunities (eg. external web services)

Improved SQL database drivers


Core Application Logic

SQL Database

Core ABM Applications

Application Service Layer (TCP/IP, HTTP)

Multi-tier application development


Fresh look and feel

Ribbon Menus replace toolbars

Ribbons minimized if functions rarely used

Updated style

Fresh set of graphics

Company colours more obvious and no more skins


Colours


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).


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)


Job Costing

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


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


User log in

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


User log in

Can now change user without exiting ABM


User log in

Register and activate the software and manage logins from the company screen.


Customers

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


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


Serial / Lot Tracking

New property for use-by date period per product


Serial / Lot Tracking

Recurring billing will no longer allow invoicing of quotes with tracked items.


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


TransactionsOrder tracking screen now has option to show entry user and entry date/time


Job Costing

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


Job Costing

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


Job Costing

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


Cashbook

Customer’s payment method is now remembered for next time.


Tax

ATO Subcontractor Taxable Payments Reporting can be submitted electronically (available in ABM 7 SP5)


Drill down to bills of material details


Production run details


Production run list


Alchemex

Quick access to installed reports

Access to Report Manager and Community


Cashbook

SEPA format now supported for European Electronic Banking (available in ABM 7 SP5)


Reports


Sales Link

Sales tool for Reps: to be demonstrated tomorrow (Thursday)

Transaction import and data export enabled


Mobile Application Development

Application Server under development

Product Viewer iPad application


ABMQuickSalePOS

ABMQuickSale program removed.

Replaced by ABMQuickSalePOS with the POS functions hidden.


Thank you


ABM Annual Channel Partner Conference

2013

Documents

Channel Partner Conference 2013 Yarra Valley ABM Annual Channel Partner Conference 2013 WELCOME