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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘video’

Contact management and Natural Persons: Video time!

Written by Martin Ortgiess on . Posted in Exact Synergy

In my previous blog post about Contact Management and Natural Persons, you can read everything about this great functionality which is offered as of Synergy Enterprise Product Update 250. Now it’s time to show you how it looks.

Take a look at this 7:24 minutes video and get familiar with the most important features and setting of Contact management and Natural Persons.


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!

General Ledgers in Central Master Data Management

Written by Richard Smits on . Posted in Exact Globe, Exact Synergy

Managing data across multiple divisions can be a challenge. With Central Master Data Management you create a structured process for entering and maintaining information on a single platform, reducing redundancy and eliminating information silos. To follow earlier introductions of Central Master Data Management for Accounts and Items, we are happy to inform me that as of Exact Globe product update 402 CMDM supports now also General Ledger accounts.
Please check the release note to find out which general ledger account fields can be synchronized.

In the video below you can see how Central Master Data Management for General Ledger accounts works in action.

If you have any questions regarding this functionality, do not hesitate to comment on this blog post.

CMDM video update

Written by Richard Smits on . Posted in Exact Globe, Exact Synergy

It’s time for an Update on Central Master Data Management

As explained in the previous blog posts, we decided to start with “accounts”. In the previous months we further extended the functionality of Central Master Data Management (CMDM) for Accounts.

Some of the adjustments are:

  • Browse Exact Globe data at the central environment
  • Improved user interface of the division specific data screen
  • Division specific data screen now customizable

In a previous blog post Central master data Video I shared the first video. We updated the video, please have a look (by clicking the picture below)!Please have a look at our video and share your feedback!

Exact Globe tip: Exact Extender

Written by Richard Smits on . Posted in Exact Globe

We know you have been anxiously waiting for a new tips and trick video for Exact Globe and here it is! Watch it now, so you can work even more efficiently and get the most out of Exact Globe.

Have you ever wondered if it’s possible to store in Exact Globe more information than you currently do? Of course it is! With the Exact Extender you can easily create additional fields to store more information in your Globe environment and add even more data that is crucial for your business. As a result, the information you need is at your fingertips and you have a lot more flexibility to customize Exact Globe to the needs of your company.

To find out how the Exact Extender works, watch this short Exact Globe video.

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

CMDM 403

People supported in Central Master Data Management

Written by Richard Smits on . Posted in Exact Globe, Exact Synergy

Over last year we’ve been busy developing Central Master Data Management solution (CMDM) that allows you to create a structured process for entering and maintaining information at a central location. As a result, you have a clear overview of your entire organization’s information that can be used for company-wide decision making. With each product update we enabled CMDM for additional entities within the software. CMDM already supports accounts, items and general ledger accounts, and as of Exact Globe product update 403 and Exact Synergy Enterprise product update 248 you can also centrally manage people.

To find out more about synchronizing people from Exact Synergy Enterprise to Exact Globe, please watch the video below (you can also find there other videos related to CMDM solution).

Next to the video you can also read the release note.  Should you have any questions about Central Master Data Management, please comment on this blog post.

A complete package of 30 out-of-the-box reports

Written by Bob Heinen on . Posted in Exact Synergy

Since the product update 243 and 244 we have been working on integration of SQL Server Reporting Services directly in the Synergy administration. In the product update 245 we went a step further and created 30* ready to use business reports which transform enterprise data into clear information that is crucial for timely and accurate decision making. These out-of-the box reports offer a real time access and clear insight of both Synergy as well as Globe data.

SEPA Direct Debit is supported in Exact Globe

Written by Alexander Kutilov on . Posted in Exact Globe

In the previous blog post ‘E-banking solution and introduction of SEPA‘I have shared some knowledge and  ideas of what market requires and expects from Exact  in field of electronic banking solutions.

In the coming years SEPA will significantly affect the handling of electronic banking formats by the European banks.

As of this product update 400 Exact Globe supports SEPA direct debit (SDD) schemes. Now this is possible to generate CORE and B2B national and cross-border euro direct debits in Globe functionality in compliance with SEPA rules.

To give you an introduction on the scope of this solution we created a video:

Please have a look at our video (by clicking the picture above) and share your feedback!

Please follow our further publications regarding Cash flow management developments and SEPA implementations on the Exact Product Blog

The magic of Exact Synergy Outlook (The movie)

Written by Martin Ortgiess on . Posted in Exact Synergy

We all spend a lot of time communicating with our colleagues, customers and other parties. Email is one of the ways to do this and like most of you; I spend a lot of time on my email.

MS Outlook is the first application I open at the beginning of my day and it is the last that I close when I go to bed. I am a frequent user of the Synergy integration we offer in Outlook. The integration is simple and straight forward. You can save your email and do all the things you normally do in Synergy from Outlook.

Do you still work with Office add-in and have not made the step to Synergy Office Integration. Do it! Do it today! Why? Take a look at the video made by Aimee and see how easy it is to work with.

If you wish, leave a comment and tell us how you like Synergy Office Integration

Exact Synergy Outlook is not a product name. It is a part of Synergy Office Integration.
Credits picture: http://tvdd.nl