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 Customer Hold Status task 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 topic.
Below is an alphabetical list of the tasks that are available in e-agent and a brief description of their purpose.
Auto Accrue Contracts: Use this task to automate the process of recognizing revenue for contracts that defer or accrue income.
Auto Create PM Calls: Use this task to automate the process of creating preventive maintenance calls and inserting them into the e-automate Service Dispatch Console.
Auto Create Sales Shipments: Use this task to automate the process of creating sales order shipment records for sales orders currently in your e-automate database.
Auto Export Purchase Orders: Use this task to automate the process of exporting purchase orders that are in an exportable state to vendors associated with a specific export module.
Auto Invoice Contracts: Use this task to automate the contract billing process.
Auto Invoice Sales Orders: Use this task to automate the process of invoicing sales orders that meet your requirements.
Auto Invoice Service Calls: Use this task to automate the process of invoicing service calls with a status of Completed or Ready to invoice.
Auto Post Recurring Vendor Invoices: Use this task to automate the posting of predefined vendor invoices on a recurring basis.
Auto Post Recurring Journal Entries: Use this task to automate the posting of predefined general ledger entries on a recurring basis.
Auto Queue Customer Statements: Use this task to automate the process of creating customer statements for configured customers and placing them in the document queue to be sent to the customer. If necessary, the system can place the customer statements in the queue to await approval prior to sending.
Auto Send Customer Documents: Use this task to automate the process of printing customer documents for mailing, sending documents to customers via e-mail, and/or fax documents to customers from your e-agent server.
Auto Send Vendor Documents: Use this task to automate the process of printing vendor documents for mailing, sending documents to vendors via e-mail, and/or faxing documents to vendors from your e-agent server.
Auto Terminate Contracts: Use this task to automatically terminate contracts when they expire based on expiration date or expiration copies.
BEI: Use this task to automatically collect and export service call data for delivery to BEI.
Contract Expiration by Copies: Use this task to automatically renew contracts that expire based on expiration copies.
Contract Expiration Notice: Use this task to automatically send e-mail notifications when contracts are about to expire based on expiration date or expiration copies.
Contract Invoice Upload: Use this task to automatically export contract billing information to USBancorp, GreatAmerica, or GE for import into their system.
Contract Item Usage Alert: Use this task to automatically 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: Use this task to automate the process of placing or releasing credit hold based on specified parameters.
Email Notifications: Use this task to automate the process of sending emails that have been queued by e-automate operations to inform intended recipients of various activities.
Large Invoice Collections Reminder: Use this task to automate the process of sending e-mail reminders for collection on large invoices.
Inventory Management: Use this task to analyze your inventory quantities/stocking levels and dynamically create purchase orders or transfer orders based on inventory needs in your system. This process 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: Use this task to automatically send an e-mail notifying users of items that have fallen below the minimum stocking levels.
Meter Reading Request: Use this task to automatically monitor your equipment and contracts, to send meter reading requests via fax and e-mail when applicable, and to send a list of contacts to call for phone-collected meters.
Past Due Service Call Alert: Use this task to automatically send an e-mail to an address or list of addresses when service calls are past due.
Send E-info Requested Invoices: Use this task to automatically send invoices to those customers that have requested invoices through e-info.
Technician Inventory Request: Use this task to automatically insert an inventory request into the e-automate system when a technician's stock falls below the minimum stocking levels.
Test Fax: Use this task in conjunction with live installations of RemoteTech to send long test faxes or short test faxes when field technicians request them.
Update Warehouse/Item Minimums: Use this task to examine the average daily usage for appropriately configured inventory items and to reset each item's minimum stocking level when appropriate based on the usage calculated over the past six periods.
Warranty Expiration Alert: Use this task to automatically send an e-mail when equipment warranties are about to expire based on date or meter.
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