ENTERPRISE RESOURCE PLANNING (ERP)

BMA Software and Microsoft Dynamics offer you a complete system including Manufacturing, Order Entry, Purchasing, and planning.

Included Module Components & Tool Sets

Below is a list of Modules and Tool Sets included in the new BMA Software™ Version Nine* that you will receive as a part of this enhancement to your current version of BMA Software™. Those features or tool sets listed in bold represent a new feature that is currently NOT available in your current version of BMA Software™. Keep in mind that all those features that you currently enjoy in your existing BMA version, though not listed, are in the new Version Nine release. Those items not listed in bold are existing features in the current version and are merely listed as a reminder to the functionality that will be available to you.

Navigation

• Roles based Experience Dashboard (Homepage) (User-defined)
• Direct Integration with Microsoft Office
• Integrates with other systems
• Drill down on Fields: When navigating through record screens, the user can click on those fields that are part of another table record to drill down to that record without having to go to the menu.
• Unbounded Searching: Be able to conduct searches within the system on unrelated data contained in practically any document such as Word, Excel, Email. Now the system is smart enough to look in other places that I didn’t think to look in.
• Set Pre-defined Tabs throughout the system and application
• Macros can be built and integrated with application.
• Keystroke and Menu Consistency throughout program

Business Visibility Tools

• Dashboard Home Page has links too. This Customizing User Interface is role based so that it displays those tasks, alerts, module log-ins, quick links, and business metrics graphs that only pertain to that individual.
• Live Report Links –(cubes) Create Excel or other reports that can be saved that when retrieved would have a built in live link to your database. Get the visibility when you need it.
• Workflow – Let the system work for you. Set up custom parameters and processes that allow you to conduct your business the way you want so employees can be the most efficient and effective.
• Alerts – Set up custom pop-ups, email reminders, reports, etc that would trigger based on critical information so that you can make business decisions at the right time.
• Dexterity screen (form) designer – Create custom screens on your system so the user experience is maximized to how you do business. Customize practically any screen.
• Business Intelligence: Be able to establish Common filters, KPIs, Live Excel spreadsheets (Excel Server allows anyone to share Excel reports with other users on the network– which are included with the Dynamics license)
• Business Metrics with a library of pre-defined metrics (UI)
• Quick list Links, Email, Customer Reports (UI)
• Direct SQL Access
• Integration Manager: Dynamic link to third party programs.
• Report & Form Designer
• SLQ Tools
• Price/data Import Tool

System

• Built-In Backup and Restore
• Task Reminders
• Letter-Writing Wizard
• Setup Checklists
• Smart Tags
• Integration to Microsoft MapPoint
• Full Multi-entity application
• User-defined Security
• Multiple Currencies

Orders/Sales Processing

• Fully customizable screens
• Built-in Customizable Contact Note Manager
• Separate Fulfillment Orders
• 17 User-Defined Fields
• Bulk Orders
• Process Holds
• Split Commissions
• Auto PO entry from Sales Order
• Customizable Shipping Tables and Discounting

Inventory Management

• Unlimited Number of Unit of Measures
• Unlimited Number of Price Levels
• User-defined Serial/Lot Tracked items
• 12 types of Inventory Quantities
• 5 Costing Methods (plus user-defined landed cost)
• ABC Analysis
• 6 Types of items

Purchase Orders

• Blanket Orders (along with standard and Drop ship)
• PO Returns
• Copy PO function
• Vendor Smart List
• 35 User-Defined Fields
• 7 Unique Dates Tracked
• Link PO to an Order in Order Entry after the order has been created or vice versus

Financials/General Ledger

• Account Alias
• Four (4) types of posting options that can be set by transaction.
• Cash Flow Calendars
• Unlimited number of General Ledger Account numbers, 66 characters and 10 segments
• Microsoft Forecaster
• Fix, Variable Allocation, Unit and Posting Accounts

Accounts Payable

• Up to 7 Aging Periods simultaneously
• Vendor Classes
• Relationship/Integration with AR
• Separate AP by multiple locations
• Salespeople can link expense report online to AP

Accounts Receivable

• Customer Classes
• 9 Statement Reports (out of the box)
• Refund checks
• Credit Approval through Workflow
• Relationship/Integration with AP
• Separate AR by multiple locations

Fixed Assets

• FULL Integration
• Unlimited Books
• 15 User-Defined Fields
• Depreciations of Projects
• Mass Transactions

Payroll (OPTION)

• Shift Differentials
• Tax Sheltered Annuities
• Garnishments
• Retroactive Pay
• Workers Compensation

Human Resources (OPTION)

Notable Specific Features

Below is a list of Notable Feature worth listing individually and included in the new BMA Software™ Version Nine* that you will receive as a part of this enhancement to your current version of BMA Software™. Those features or tool sets listed in bold represent a new feature that is currently NOT available in your current version of BMA.

GENERAL

• 175 Excel Reporting and Graphing Examples (out-of-the-box)
• 4000 Reports Examples (out-of-the box)
• Sales Transaction List
• Multi-Select documents
• Quick change on data views
• Type ahead
• Create a doc (quote to order example) – by line item right from OE Det screen
• Wholesale update pricing during create a doc from another doc
• Option – make any field drill down and/or Edit field to table records
• Magnify lookup Option
• Full keyboard entry option – link EVERY Field as an option to mouse navigation.
• Chose to add a note – and highlighted that note is populated
• Per Transaction - Exclude from Demand (calculation)
• Editable text on Fly (today not using a Word image)
• Many more options to print PO to different sources
• Ability to Setup features on database fields
• Add a freight charge to each cost of the item

FINANCIALS

• General Journal correcting entries
• Canadian payroll tax releases
• Cash Flow Calendar with control over what you want to look at.
• Cash Flow Calendar drill down by date (work=unposted, open=posted info that we are tracking)
• Quick financial uses a category (Basic Addition) – predefined reports
• Advanced Financial Analysis AFA – (Basic Addition) - taking account information and creating new reports (define from scratch)
• FRx(financial report extender) – Higher level reporting, define by Account how you want your financial reports to work, multiple periods,
• Hard close (unforced), lock down a period from last year, unlock and then lock, closing versus unclosing.
• Unlimited number of year – AP, GL, Payroll
• Periods are defined by module to determine “series”
• Automatic switch periods by date
• Auto creates period settings for future with manual changes.
• Single table for terms rather than two tables – one for AR and one for AP.
• Posting GL Account Options (Be able to set a variety of simultaneous posting options that could differentiate by account, module, transaction, or a combination of all three)
Posting Options Include:

• Transaction based posting
• Batch posting
• Series posting
• Master posting

• Post through to GL
• Audit Trail (Option) – (every touch) with Comparison analysis vs. do maintain user date and time without Audit Trail (last touch)
• Electronic Signatures (Option) – password sign-in
• Remote password connection
• Line item taxing by custom/purchasing – vendors that offer tax tables.

Technology

Below outlines the Technology that is included in the new BMA Software™ Version Nine* that you will receive as a part of this enhancement to your current version of BMA Software™

BMA Software Technology Listing
Advanced Technology Tools Sets
Microsoft Office SharePoint Server
(Web Application platform, collaboration place)
eConnect (EDI & XML communication)
Three (3) Different Report Writer Tools (Report Writer, SRS, FRx)
BizTalk (on server) passing invoices or PO to other applications

Programming Languages
.NET
Visual Studio
Visual Basic
Dexterity

Databases
Microsoft SQL
Exchange Server

Optional Tool Sets

• Extender (Create custom note window pop-up screens that can trigger on any field)
• Business Intelligence
• Business Portal (advanced KPI) (Build sites that salesman and employees can access over the web.)
• Employee center – make a self service site for employees so that they can update W4, pay stubs and other functions.
• Web Interface – place orders, check order status.
• Windows SharePoint Server
• Three (3) more Report Writers
• Web Services

Optional CRM Module

• Easy to Implement: Built around MS Outlook.
• Fully integrated with ERP solution with Alerts.: When email is received it goes to your exchange server – then this email is tracked and can be tied to the customer record while it then shoots off pre-defined alerts.
• Campaign Management – organizational tool for marketing, planning tasks, open leads.
• User Defined: Define all terminology
• Conversion of your leads so that you can track them in your system.
• Define your process in the system and let that process manage your activity: When you do these 18 things, for example, a rep has a 90% chance of closing a system. (Use technology to help drive the process).
• Pipeline and Forecast by itself.
• Better visibility to how you service your customers.
• Better visibility to what your service and sales reps are doing.

Other Optional Modules

Optional Modules

• Job Costing
• Manufacturing
• Field Service
• CRM (Integrated with Outlook)
• B2B E-Commerce
• SFA
• Warehouse Management
• Available to Promise- looks at actual dates of POs, Inventory adjustments, returns.
• Payroll & Human Resources
• Advanced Management Module (includes an advanced set of features)
• Extender