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Archive for January, 2012

Pivot Analysis Templates

Templates for Opportunity Pivot Analysis

Written by Bob Heinen on . Posted in Exact Synergy

Pivot analysis provides a powerful tool to analyze information. With pivot analysis, you can filter out the data you are interested in and sort it by different criteria. In Exact Synergy Enterprise product update 248 we have introduced the possibility to save templates for opportunity pivot analysis.

Are you a sales manager who needs to see up-to-date information on opportunity management?
A sales professional who is looking for an overview of all open opportunities? Or a sales professional who wants to compare his/her results with other sales professionals?

The below video will show you how for example a sales manager can create templates for opportunity pivot analysis, use them and share with other colleagues.

Take a look at the video, and let us know how you use pivot templates in your everyday work with Exact Synergy Enterprise. Share your tips in the comments!

Photo credit: Bill Frymire

Exact Synergy Enterprise 248

Exact Synergy Enterprise product update 248 is generally available

Written by Bob Heinen on . Posted in Exact Synergy

As of today, Exact Synergy Enterprise product update 248 is generally available, which marks the end of the controlled release period which started in the mid of December 2011.

Please see below what the main highlights of this product update are:

  • Realigning features for users with the CRM role, that offers now full functionality in the CRM module. Please watch this video to learn about other improvements to this role.
  • Numerous enhancements to Exact Synergy Office Integration based on direct customer feedback. For a complete overview of enhancements, please click here and choose tab ‘General'; you can also watch this video to find out more.
  • Improvements to the Exact PSA solution, among others by enhancing the project planning board that offers a more interactive way of planning with a drag-and-drop interface. The Work Breakdown Structure is now merged with budgets to simplify work of a project controller and project managers. Please watch this series of videos to find out more.
  • With Central Master Data Management you can now easily centrally manage people, in follow-up of the earlier introduction of supporting accounts, items and general ledger accounts (video)
  • The possibility to save pivot analysis for opportunities as templates based on a direct customer feedback (video)

Moreover, the new Exact Service Management solution that helps wholesale and manufacturing companies who service the products they sell to optimize their service activities is currently in extended controlled release. Please watch our introduction video to find out more about this solution.

The Exact Synergy Enterprise Configurator will remain in controlled release with this product update until the end of January. Please read more about Exact Synergy Enterprise Configurator in the previous announcement.

For a full overview of all new functionalities, please refer to the release notes for product update 248 and the Product Update News page.

Should you have any questions regarding this announcement, please do not hesitate to comment on this blog post.

Localizations team to deliver around the world

Written by Elaine Chai on . Posted in Exact Globe

Happy New Year and best wishes to you in 2012! Localizations team has reached another milestone to deliver Product Update 403 which is general available, as you could read in the previous announcement.   

In product update 403, we have extended functionalities that support legal requirements and business standards, have built localization improvements for a vast variety of legislations and focused on developing electronic banking features. We have also delivered changes based on customer feedbacks  and addressed a number of enhancements related to roles & rights and fixed assets functionalities. These improvements are based on requests we receive globally and which are important to our customers’ daily operation and business needs.

Legal changes

 

Electronic data exchange submission between government and companies becomes a common process in more and more countries. Therefore, in this product update we implemented VAT related reporting electronically like:

Localization changes

 

 

In order to comply with the countries requirements, we have enhanced the current:

To find out more about the deliverables from the localizations team in Exact Globe product update 403, please refer to the Exact Globe 403: Localization & Cross-border Product update news.

Enhancements in the Synergy Office Integration

Enhancements in the Synergy Office Integration

Written by Martin Ortgiess on . Posted in Exact Synergy

In Exact Synergy Enterprise product update 248 (general available) we have improved the ease of use and speed of Exact Synergy Office Integration. We have also took a direct customer feedback into consideration which resulted in the following improvements. As of now Synergy Office Integration allows you to automatically save emails from certain folders directly to Exact Synergy Enterprise, based on a template set for those folders. You also have a possibility to deactivate option of automatic mapping of a contact person when saving an email. Moreover, Synergy Office Integration has been enhanced with numerous features, such as option to save multiple emails at once and pop-up notification to ask user to save an outgoing email.

Please watch the video below, to see how the new enhancements work.

Please let us know if you have any feedback.

Source: http://www.northwestmilitary.com/news/fort-lewis-blog/2011/06/How-about-a-customer-service-job/

Service Management: Service Activities explained

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

Service Activities explained

The service activity is used to register the whole process from entering the request until the invoicing. The service activity is an Exact Synergy Enterprise request with extra options. You can view the configurations of a customer, and choose the service that is required. In addition, you can create one service activity or multiple service activities.

In the service activity, you can register what needs to be done, including linking standard problems and standard solutions to help in the process. The service activity can be created automatically from the Exact Globe sales order screen, or by the preventive maintenance generator. It can also be created manually.

You have the option to select one engineer or more who will do the job, and when they will do it. However, it is more efficient to leave this blank, and use the dispatch board for the planning. On the dispatch board, you will have a bucket with all the to-be-planned service activities, and you can use the drag-and-drop feature to plan which engineer(s) will be working on that date. You will be able to view the relevant information, which you can customize, so planning for the right engineer at the right time will be faster and easier.

You can also plan for the items that are required for the service activity, which can be pre-filled from the contract. Discounts can be used for the contracts. When planning the items required, stock information from Exact Globe is visible, and the stock is automatically planned in Exact Globe so the purchase orders can be generated or available stock can be allocated.

The engineer can realize the hours and used items based on the planned activities. After authorization, the invoice can be created. When the invoice is sent from Exact Globe, the detailed documents from Exact Synergy Enterprise will be automatically printed or emailed. This will all be in the Exact Synergy Enterprise software, and integrated in all the relevant master data and menu paths.

Okay, enough talk, you can watch the video and see for yourself by clicking the image below:

Source: http://www.northwestmilitary.com/news/fort-lewis-blog/2011/06/How-about-a-customer-service-job/

 

Feedback is highly appreciated!

Exact Globe product update 403

Exact Globe product update 403 is generally available

Written by Bob Heinen on . Posted in Exact Globe

As of today, Exact Globe product update 403 is generally available, which marks the end of the controlled release period which started in the mid of December 2011.

In Exact Globe product update 403 we have built localization improvements for a vast variety of legislations including: Germany, Belgium, Italy, Portugal, Slovak RepublicRussian Federation and Thailand. We also continued to develop features for electronic banking, please check this document under tab ‘banking’. Moreover, we have extended functionalities that support your legal requirements and business standards with a number of new features, among others:

Exact’s Warehouse Management Solution has been enhanced with a recount functionality that comes in handy when stock differences are too big, and auto fill picking queue and fulfillment that enable companies to pick sales orders without having to use the control center.

In addition, with Central Master Data Management (in extended controlled release) you can now easily centrally manage people, in follow-up of the earlier introduction of supporting accounts, items and general ledger accounts. Please watch this video to learn how to centrally manage people, you can also watch there series of videos about our CMDM solution.

In this product update we have also addressed a number of enhancements related to roles and rights as well as cash flow functionality in Exact Globe. Please check this document for more information.

We have also developed numerous features that are based on a direct feedback and suggestions from our customers:

For a full overview of all new functionalities, please refer to the release notes for product update 403 and the Product Update News page.

Should you have any questions regarding this announcement, please do not hesitate to comment on this blog post.