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ABM Advanced Functions
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Project Invoicing
The Project Invoicing module allows you to invoice charges to a job according to variable criteria, allowing fast, flexible and simple invoice or draft invoice creation for customer projects and jobs. It lets the user choose the amount to invoice, and the value of work in progress to be written off. Whilst the module will primarily be used where a job spans over a period of time, and is invoiced in stages, it can also be used for smaller jobs where an itemised invoice is needed.
The module helps speed up accurate and professional invoice procedures, allowing the business to free-up valuable time resources and provide confidence in invoicing accuracy.
The module simplifies the procedure by using a step-by-step Wizard which requests relevant variable criteria before creating the invoice.
The Project Invoicing wizard requests variable criteria, such as:
- Where the charges come from
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- Filters, such as date range, transaction types, cost centres
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- Invoice structure, with transaction sorting and display options
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- Verifying charges to be included, changed, or comments added
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- Finalising invoice options such as retention amount, printing and processing options
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Snapshot Report Writer
For those who wish to design their own reports easily without purchasing Crystal Reports, ABM has introduced the Snapshot Report Writer. A very easy to use tool for producing custom reports directly into Microsoft® Excel. Snapshot requires no technical knowledge, just point and click labels familiar to business people. Although Snapshot built for users who have no technical knowledge, it also has greater inbuilt flexibility for users who have a little knowledge of SQL databases and queries.
Key Features
- Flexibility in report design from beginning to end
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- User friendly step-by-step report Wizard for report design
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- Design reports for customers, suppliers, products, jobs and ledger accounts
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- Fast access buttons from the ABM user screens
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- Manage designed and existing reports
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Subcontractor Claims
The module is designed for entry of subcontractor claims against a job or project. This allows you to set up subcontractors as suppliers in the system and assign them to specific jobs or projects, allowing the processing of interim claims submitted from subcontractors for the work done so far. A claim received by the main contractor is then processed through the subcontractors claim form, and is processed as an invoice from that subcontractor.
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Warehousing
ABM's Warehousing module provides logical control and organisation of stock, allowing users to create a hierarchal structure in each warehouse with multiple aisles, levels, etc and a waiting area for goods not yet put away. The module uses "bins" to organise and group stock depending on the user's grouping method, location, level, stage, etc.
Key Features
- Visual control of warehouses, aisles and "bins"
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- Handles serial numbered and lot numbered products
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- Multiple products per "bin" and multiple "bins" per product
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- Optional "bin" weight capacity limits
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- Handles consignment and bonded goods and reserved "bins"
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- Point and click operation
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- Fast searching facilities
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Advanced Document Handling (ADH)
ADH provides a powerful tool for printing, emailing, previewing and exporting of multiple documents from an easy-to-use interface. The module supports printing of numerous transaction types and ships with a Maintenance Utility, which enables easy management of documents and control over the availability of documents to specific users for the individual companies they have access to. The module extends the standard form printing facilities to allow for:
- One-off document re-printing
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- Printing more than one document from a single processing point
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- Printing of documents to more than one output device simultaneously
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- Batch printing/re-printing a range of documents rather than one at a time
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- Printing specific documents for specific business partners
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