Creating a New Action Item in e-manage ONE
This video demonstrates how to submit project action items in e-manage | ONE to have work performed by users in your company.
Implementation Work Order Settings
This video demonstrates the different settings that can be set as defaults or on the fly to determine how the e-manage | ONE work order is printed.
Copy and Paste Functionality for the Bill of Materials
This is a short Functionality video detailing our newly redesigned copy and paste functionality for the Bill of Materials module of e-manage | ONE.
New Functionality – BOM Item Repository
The BOM Item repository is a database driven collection of Bill of Materials items your company uses all the time.
Current Opportunities – Estimated Sale is blank
When viewing the current opportunities Today Grid, you may see blank (not zero) estimated sale values.
If the estimated sale value is blank and you are sure you have at least one most likely quote, go to the Customer Orders window and delete any un-booked orders.
Because the current opportunities grid allows for multiple quotes to be “Most Likely” and takes the sum of the quotes marked as most likely, it excludes any quotes that have already been used on an order to avoid double accounting for quotes that have already been used on an order. You may have a project that your customer decides to do an add-on after an order has already been created. This new add-on quote (or sum of multiple quotes) will show as your estimated sale, and the already assigned quote will be ignored, as it has already been through the current opportunities stage before it was attached to an order.
