E- agent Overview
ECI™ E-agent™ is a powerful tool you can use to automate many of your company key operations. E-agent is a companion product that ships with e-automate. Its purpose is to run various automation tasks at scheduled times. As an example, you can configure e-agent to run a task called, Customer Hold Status on a daily basis. You can configure this task to place customers on credit hold if they have exceeded their credit limit or to place them on hold if they are a specific number of days past due on their account. You can further configure the task to remove hold status from customers that have come back into compliance based on your settings. When this task runs, it sends an e-mail to a specified address or list of addresses reporting the results of the task if there is any change.
For more information on using e-agent, see the Using E-agent (On Premise) topic.
Below is a list of the tasks that are available in e-agent and a brief description of their purpose.
Auto Accrue Contracts: Task designed to automate the process of recognizing revenue for contracts that are deferred or accrued.
Auto Create Sales Shipments: Task that allows the system to automatically create sales order shipment records for sales orders currently in your e-automate database.
Auto Invoice Contracts: Task designed to automate the contract billing process.
Auto Invoice Sales Orders: Task designed to automatically invoice sales orders that meet your requirements.
Auto Invoice Service Calls: Tasked designed to automatically invoice completed and ready to invoice service calls. Typically designed to invoice non-chargeable calls completed by technicians.
Auto Terminate Contracts: Task that automatically terminates contracts when they reach their expiration date or their expiration copies.
BEI: Designed to collect and export service call data for delivery to BEI
Auto Create PM Calls: Task designed to automatically create preventive maintenance calls and insert them into the e-automate service dispatch console.
Auto Post Recurring Vendor Invoices: Posts pre-defined vendor invoices on a recurring basis.
Auto Post Recurring Journal Entries: Posts pre-defined general ledger entries on a recurring basis.
Auto Queue Customer Statements: creates customer statements for configured customers and places them in the document queue to be sent to the customer. If necessary they can be placed in the queue to await approval prior to sending.
Auto Send Customer Documents: Task is designed to automatically print customer documents for mailing and send documents to customers via e-mail and fax from your e-agent server.
Auto Send Vendor Documents: Task is designed to automatically print vendor documents for mailing and send documents to vendors via e-mail and fax from your e-agent server.
Contract Expiration by Copies: Task design to automatically renew contracts that expire by copies.
Contract Expiration Notice: Task that analyzes contracts and sends an e-mail notification when contracts are about to expire by either date or meter.
Contract Invoice Upload: Tasks that allows users to export contract billing information to USBancorp, GreatAmerica, or GE for import into their system.
Contract Item Usage Alert: Task designed to collect usage information, compare it with expected yields and deliver a notification for equipment or contracts that are over or under performing.
Customer Hold Status: Task that analyzes customer account information and places or releases credit hold based on specified parameters.
Email Notifications: Task that will send emails that have been queued by e-automate operations to inform intended recipients of various activities.
Import Autotask Invoices: Task that pulls the Autotask service calls and enters them into your e-automate database as work orders.
Large Invoice Collections Reminder: Task that sends e-mail reminders for collection on large invoices.
Inventory Management: Task designed to analyze your inventory quantities/stocking levels and dynamically create purchase orders or transfer orders based on inventory needs in your system. This includes creating transfers or purchase orders for items that are needed for specific transactions, such as a sales order or a service call.
Item Reorder Alert: Task designed to send an e-mail notifying users of items that have fallen below the minimum stocking levels.
Meter Reading Request: Task that monitors your equipment and contracts and automates the sending of meter reading requests via fax and e-mail. It can also send a list of contacts to call for phone collected meters.
Past Due Service Call Alert: Task that sends an e-mail to an address or list of addresses when service calls are past due.
Send E-info Requested Invoices: Task that is designed to automatically send invoices to those customers that have requested invoices through e-info.
Technician Inventory Request: Task that inserts an inventory request into the e-automate system when technician's stock falls below the minimum stocking levels.
Test Fax: Task that monitors field technicians awaiting test fax requests for either long or short faxes. This task is used in conjunction with RemoteTech Live.
Update Warehouse/Item Minimums: Task that examines the average daily usage for inventory items configured and resets the item's minimum stocking level based on the usage calculated over the past six periods.
Warranty Expiration Alert: Task that analyzes equipment warranties and sends an e-mail when equipment warranties are about to expire either by date or meter.
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