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Highlights of SMS E3
Basic System
- Printing procedures that allow the user to print, fax, e-mail, or ftp from anywhere in the system.
- Enhanced system security and log procedures
- Automatic directory structure for all interface files that track the file from inbound, process, error, and archive
- "Company Parameters" which can be used to set certain actions, such as whether to calculate 'Due Date' on 'Invoice Date' or 'Ship Date'.
- New Multi-Country operations which includes the ability to designate by country the currency code, phone, date, DFI code formats, Individual (Social Security Number) and Federal (Federal ID) Identification formats and check digit procedures if any, full currency conversion including multi-currency within a single customer and postal code formats.
Accounts Receivable
- Country designated postal codes and telephone numbers
- Ability to bill in multiple currency with tracking of daily exchange rates
- Ability to search for a customer number by one, some, or all of the following:
- Customer number
- AKA#
- Invoice#
- Service Address Number
- Name
- Address
- City/state
- Country code
- Postal code
- Phone(home, work, or fax)
- Payment Reference (check number)
- Ability to track customer credit card authorization information such as card number, expiration date, and status. Integrates to Sales Posting for those customers who pay their invoices by credit card (i.e., master card, visa)
- Ability to designate a customer AKA(Also Know As) for integration to other systems. Provides for an alternate account number
- Ability to designate an alternate bill to address at the service address level. A customer could have invoices sent to different bill to addresses depending upon the service address of that invoice.
- Lockbox integration giving the user the ability to import a payment file from the bank and have the system automatically post the payment. As well, the system has automated algorithms to apply the payment to specific invoices.
- On screen review of a customer's price for any product for any given effective date.
- Ability to track exemption certificates that include partial and percentage tax exemptions as well as expiration dates. This functionality has full integration to all sales related screens that create an invoice to the customer.
- The transaction history screen has been enhanced for Bill of Lading related invoices(BD) to be able to drill down to the specifics of the load, bill of lading, freight, etc.
- Enhanced "Customer Quotes" that are date sensitive, report customer prices, are printable and/or faxable and can be used to drive special "one off" pricing
- Enhanced standardized State Tax reporting.
- Ability to designate a price group, price class, or customer price category at the service address level.
- Ability to designate valid origins and ship-vias at the service address level.
- Ability to designate a default warehouse for a product category at the service address level to aid in the order entry process for Lubes.
- Ability to create customer contracts that track specific products, volumes, and prices with a begin date and end date.
- Authorization for Price: Allows the user to set up automated faxes and on screen review of all the tank related products that a customer buys and details the price of each.
- Ability to designate that a customer accepts back orders which integrates to the order entry process that handles back orders.
- Ability to provide the customer with a summary invoice which allows for several invoices to be rolled up into one invoice with all the appropriate detail. This is most widely used with wholesale customers that have many bill of lading related invoices and do not want to receive an invoice for each, but rather just one per week, for example.
- EDI billing.
- Automatic deferred tax handling for accounts receivable.
- Integration of warning in payment posting to advise the user that a customer has missed the discount date when a discount is available.
- Ability to drill down to the detail of an invoice during payment posting in 122.
Inventory
- Expanded unit of measure conversion
- Ability to inactivate a product, but still keep the product in inventory
- Ability to designate Product AKA(Also Know As) allowing for alternate product names.
- Dangerous goods classifications.
- For automatic reordering purposes, the product master location record now has safety stock and lead time information so that the system can calculate reorder points based upon these factors as well as sales history and usage.
- Ability to create a backorder to the customer with integration to the purchase order module to "flush" the back orders based upon user specification.
- Expanded origin information that allows for cost origins, pricing origins, and cross references for EDI integration
- Expanded inventory reconciliation based upon exceptions outside of user-defined specifications
- High speed billing for single bill of lading input.
- New suite of reporting by exception tools
Purchase Order*
Full scale Purchase Order system that includes the following:
- Ability to input a Purchase Requisition and create "pools" for each vendor and location
- Ability to create a Purchase Order by typing the detail or viewing existing requisitions from the particular vendor
- Warehouse receiving for remote terminals
- Administrative receiving
- Ability to back order, hold, commit, or reorder product on a new purchase order
- Expanded Vendor Price File
- Full reporting that includes batch printing of Purchase Orders, an open PO module Journal, and items on order.
Credit Card*
The SMS Credit Card Module is full featured and fully integrated into the main system.
Credit and Collection
SMS provides for a full scale, automated credit and collection system.
AR EFT*
SMS EFT Module allows for drafting for invoices based upon terms, creates Bank file,
and has the ability to print and / or fax customer notification.
Serialized Inventory*
- Full featured Serialized Inventory Module with ability to designate item as "Tank", "Meter" or "Other" with corresponding detail fields.
- History tracking of item from purchase.
- Fully integrated with Sales, Transfers and Purchase Order Module *
Cardlock*
- Unlimited Pricing options include rack plus, OPIS, SCPC, retail plus or minus, volume discounts, with price flexibility by customer, by cardlock site, and more. Provide unlimited special pricing to your customers by creating your own margins and price levels. Handle fixed or contract pricing and "group" volume discounts.
- Fully functional Card, driver and vehicle control
- Unlimited number of networks
- Full integration into Accounts Receivable means all of your customer transactions are in one place.
- All necessary accounting controls in place for data imports for unbilled transactions (the control account)
- Allows for flexible billing cycles by customer
Change Log*
- Can track add, change, and delete events.
- Tracks changes down to the field level.
- User can select tables to track.
- Reports can be run at anytime that shows date/time and user that made the change along with before and after field values.
- Can get a change history on any tracked field from a maintance screen.
* Denotes Modules which must be purchased in addition to basic system.
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