Additional Info - Windows Impacted by Branching

E-automate Window

Location on Window

Type

Purpose

Accounts Payable Console

QuickSearch Region (Account Summary for)

Filter Option

Locate AP invoices by branch.

Accounts Payable Console

QuickSearch Region (Account Summary for)

Table Column

AP invoice branch.

Accounts Payable Invoices (List Window)

QuickSearch Region

Filter Option

Locate AP invoices by branch, branch (ap), branch (detail).

    Accounts Payable Invoice (Add, Edit)

Miscellaneous Tab

Entry Field

AP branch.

Accounts Receivable Console

QuickSearch Region (Account Summary for)

Filter Option

Locate AR invoices by branch.

Accounts Receivable Console

QuickSearch Region (Account Summary for)

Table Column

AR invoice branch.

Apply Payments

Miscellaneous Tab

Entry Field

Unapplied payments branch.

Auto Create Vendor Payment List

Main Window

Checkbox

Branch from which to pay vendor invoices.

Auto Create Vendor Payment List

Main Window

Entry Field

Branch from which to pay vendor invoices.

Balance Sheet Group (Add, Edit)

Main Window

Table Column

Branches that belong to selected balance sheet group.

Balance Sheet Group (Add, Edit)

Main Window

Entry Field

Branch that belongs to selected balance sheet group.

Branches (List Window)

Main Window

Table Column

Create/edit/view branches.

Branch (New, Edit)

Details Tab

Entry Field

Identify branch.

Branch (New, Edit)

Users Tab

Table

Identify branch users.

Branch (New, Edit)

Miscellaneous Tab

Entry Fields

Identify branch warehouse settings and default AR, AP, and PO Remit To branches.

Branch (New, Edit)

Report Options Tab

Entry Fields

Define options for printing branch logo, invoice message, address info, etc. on reports; for queueing purchase orders and/or customer invoices; and for specifying number of report copies to generate.

Contract Distribution Code - Base (New, Edit)

Main Window

Table Column

Contract distribution revenue (base) branch.

Contract Distribution Detail - Base (New, Edit)

Main Window

Entry Field

Contract distribution revenue (base) branch.

Contract Distribution Code - Lease (New, Edit)

Main Window

Table Column

Contract distribution revenue (lease) branch.

Contract Distribution Detail - Lease (New, Edit)

Main Window

Entry Field

Contract distribution revenue (lease) branch.

Contract Distribution Code - Overage (New, Edit)

Main Window

Table Column

Contract distribution revenue (overage) branch.

Contract Distribution Detail - Overage (New, Edit)

Main Window

Entry Field

Contract distribution revenue (overage) branch.

Credit Memo (New)

Main Window

Entry Field

Credit memo header branch.

Credit Memo (New)

Items Tab

Table Column

Credit memo line-item branch.

Customers (List Window)

QuickSearch Region

Filter Option

Locate customers by branch.

Customer (New, Edit)

Account Tab

Entry Field

Customer account branch.

E-automate (Main Window)

Accounting Menu

Menu Option

Access Branches list window.

Employees/Contractors (List Window)

QuickSearch Region

Filter Option

Locate employees/contractors by branch.

Employee/Contractor (New, Edit)

Positions Tab

Entry Field

Employee/contractor branch.

Employee/Contractor (New, Edit)

Positions Tab

Checkbox

Show employee/contractor in all branches.

Equipment (List Window)

QuickSearch Region

Filter Option

Locate equipment by branch.

Equipment (New, Edit)

Bill/Contact Tab

Entry Field

Bill-to branch.

Customer (New, Edit)

Account Tab

Checkbox

Show customer in all branches.

General Ledger Journal Entry (New, Edit)

Main Window

Table Column

General ledger account journal entry details branch.

General Ledger Journal Entry (New, Edit)

Main Window

Entry Field

General ledger account journal entry details branch.

Inventory Cost Adjustments, Inventory Decreases, Inventory Increases (Add, Edit)

Main Window

Entry Field

Inventory cost adjustment, decrease, increase branch.

Inventory Warehouses (List Window)

QuickSearch Region

Filter Option

Locate warehouse by branch.

Inventory Warehouse (New, Edit)

Details Tab

Entry Field

Warehouse branch.

Logon Profile (Add, Edit)

Third Window in Process

Entry Field

Associate branch with logon profile.

Manage Logon Profiles

Main Window

Table Column

View branch associated with logon profile.

Payroll Check (New, Edit)

Main Window

Table Column

Payroll check branch.

Payroll Check (New, Edit)

Main Window

Entry Field

Payroll check branch.

Purchase Order Credit Memo (New, Edit)

Miscellaneous Tab

Entry Field

AP branch.

Purchase Order Debit Memo (New, Edit)

Miscellaneous Tab

Entry Field

AP branch.

Purchase Order Invoice (New, Edit)

Miscellaneous Tab

Entry Field

AP branch.

Purchase Order Invoice Item (New, Edit)

Main Window

Entry Field

AP purchase order item branch.

RMA Orders (List Window)

QuickSearch Region

Filter Option

Locate RMA orders by branch.

RMA Order (New, Edit)

Main Window

Entry Field

RMA order header branch.

RMA Order  (New, Edit)

Items Tab

Table Column

RMA order line-item branch.

RMA Order Item (Add, Edit)

Main Window

Entry Field

RMA order line-item branch.

Sales Invoices (List Window)

QuickSearch Region

Filter Option

Locate sales invoices by branch, AR branch.

Sales Invoice (New, Edit)

Main Window

Entry Field

Sales invoice header branch.

Sales Invoice (New, Edit)

Items Tab

Table Column

Sales invoice line-item branch.

Sales Invoice Item (Add, Edit)

Main Window

Entry Field

Sales invoice line-item branch.

Ship To

Main Window

Entry Field

Sales invoice line-item ship-to branch.

New Picking List

QuickSearch Region

Filter Option

Locate picking lists by branch, AR branch.

Sales Shipments and Deliveries

QuickSearch Region

Filter Option

Locate sales shipments and deliveries by branch.

Sales Orders (List Window)

QuickSearch Region

Filter Option

Locate sales orders by branch, AR branch.

Sales Order (New, Edit)

Main Window

Entry Field

Sales order header branch.

Sales Order (New, Edit)

Items Tab

Table Column

Sales order line-item branch.

Sales Order Item (Add, Edit)

Main Window

Entry Field

Sales order line-item branch.

Sales Quotes (List Window)

QuickSearch Region

Filter Option

Locate sales quotes by branch, AR branch.

Sales Quote (New, Edit)

Main Window

Entry Field

Sales quote header branch.

Service Calls List Window

QuickSearch Region

Filter Option

Locate service calls by branch name, branch number.

Service Work Order (New, Edit)

Billing Information Tab

Entry Field

Service call branch.

Service Contracts List Window

QuickSearch Region

Filter Option

Locate service contracts by branch.

Contract Distribution Code - Custom Base (New, Edit)

Main Window

Table Column

Contract distribution revenue (base) branch.

Contract Distribution Detail - Base (New, Edit)

Main Window

Entry Field

Contract distribution revenue (base) branch.

Contract Equipment/Item (Add, Edit)

Equipment/Item Tab

Table Column

Contract equipment/item branch.

Contract Equipment/Item (Add, Edit)

Miscellaneous Tab

Table Column

Contract equipment/item miscellaneous charge branch.

Miscellaneous Charge (Add, Edit)

Main Window

Entry Field

Contract equipment/item miscellaneous charge branch.

Contract Distribution Code - Overage  (New, Edit)

Main Window

Table Column

Contract distribution revenue (overage) branch.

Contract Custom Overage Distribution Code (New, Edit)

Main Window

Table Column

Contract distribution revenue (overage) branch.

Contract Distribution Detail - Overage (New, Edit)

Main Window

Entry Field

Contract distribution revenue (overage) branch.

Lease for Equipment... (Add, Edit)

Lease Tab

Entry Field

Branch associated with lease.

Vendor (New, Edit)

Miscellaneous Tab

Entry Field

Vendor branch.

Vendor Credit Memo (New, Edit)

Charges Tab

Table Column

AP branch.

Vendor Credit Memo (New, Edit)

Charges Tab

Entry Field

AP branch.

Vendor Credit Memo (New, Edit)

Miscellaneous Tab

Entry Field

AP branch.

Vendor Debit Memo (New, Edit)

Charges Tab

Table Column

AP branch.

Vendor Debit Memo (New, Edit)

Charges Tab

Entry Field

AP branch.

Vendor Debit Memo (New, Edit)

Miscellaneous Tab

Entry Field

AP branch.

Vendor Invoice (New, Edit)

Charges Tab

Table Column

AP branch.

Vendor Invoice (New, Edit)

Charges Tab

Entry Field

AP branch.

Vendor Invoice (New, Edit)

Miscellaneous Tab

Entry Field

AP branch.

Charge (Add, Edit)

Main Window

Entry Field

AP branch.

E-automate Report

Filter Option(s)

Report Location

Report Column(s)

Aged Accounts Payables

Branch, AP Branch

None

None

Aged Accounts Receivables

Branch, AR Branch

None

None

Aged Accounts Receivables (Current)

Branch, AR Branch

None

None

Budget Comparison Income Statement

Branch

None

None

Comparative  Income Statement

Branch

None

None

Cross Aged Accounts Receivables

Branch

None

None

Customer Statement (Current)

Branch

None

None

Fixed Asset Changes

Branch

Detail for Export Format

Branch

GL Ledger Entries

Branch

Main Report

Branch

Income Statement

Branch, Group By (Account and Branch), Misc Options 2 (Include non-branch assigned transactions)

Sub Report

Branch

Income Statement (Balance Sheet Group)

Branch, Group By (Balance Sheet Group and Branch), Misc Options 2 (Include non-branch assigned transactions)

Sub Report

Branch

Income Statement (Branch)

Branch, Group By (Branch and Account, Branch and Department, Branch and Division, Branch and Balance Sheet Group), Misc Options 2 (Include non-branch assigned transactions)

Main Report and Sub Report

Group By (Main Report), Branch (Sub Report)

Income Statement (Department)

Branch, Group By (Department and Branch), Misc Options 2 (Include non-branch assigned transactions)

Sub Report

Branch

Inventory Valuation (Current)

Branch

Main Report

Branch Number, Branch Name

Period Comparison Income Statement

Branch, Group By (Account and Branch), Misc Options 2 (Include non-branch assigned transactions)

Sub Report

Branch

Period Comparison Income Statement (Account Detail)

Branch, Group By (Account and Branch), Misc Options 2 (Include non-branch assigned transactions)

Sub Report

Branch

President's Report

Branch

None

None

Quarterly Comparison Income Statement

Branch, Group By (Account and Branch), Misc Options 2 (Include non-branch assigned transactions)

Sub Report

Branch

Rolling Comparison Income Statement

Branch, Group By (Account and Branch), Misc Options 2 (Include non-branch assigned transactions)

Sub Report

Branch

Rolling Comparison Income Statement (Account Detail)

Branch, Group By (Account and Branch), Misc Options 2 (Include non-branch assigned transactions)

Sub Report

Branch

Sales Invoice Journal

Branch, Group By Branch

Main Report (When grouped by Branch)

Branch, Branch Total

Sales Tax Report (Accrual Accounting Method)

Branch

Sub Report

Branch

Service FulFillment

Branch

None

None

Trial Balance Report

Branch

None

None

E-view

Location on Window

Type

Purpose

Contract Distribution Detail - Base

QuickSearch Region

Filter Option

Locate contract distribution code - base codes by branch.

Contract Distribution Detail - Base

Main Window

Table Column

Displays contract distribution revenue (base) branch.

Contract Distribution Detail - Lease

QuickSearch Region

Filter Option

Locate contract distribution code - lease codes by branch.

Contract Distribution Detail - Lease

Main Window

Table Column

Displays contract distribution revenue (lease) branch.

Contract Distribution Detail - Overage

QuickSearch Region

Filter Option

Locate contract distribution code - overage codes by branch.

Contract Distribution Detail - Overage

Main Window

Table Column

Displays contract distribution revenue (overage) branch.

Inventory Sales History

QuickSearch Region

Filter Option

Locate sales order details by branch name.

Inventory Sales History

Main Window

Table Column

Displays branch name associated with line item detail on sales order when present; otherwise, displays branch from sales order header.

Sales Order Details

QuickSearch Region

Filter Option

Locate sales order details by branch name.

Sales Order Details

Main Window

Table Column

Displays branch name associated with line item detail on sales order when present; otherwise, displays branch from sales order header.