- EBMS Knowledge Base
- EBMS Main Documentation
- EBMS Features
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Hyperlink to EBMS Documents
EBMS documents, such as invoices, customer records, journals, or vendor records, can be opened using hyperlinks. A hyperlink can be a convenient way to attach a document to an email, Outlook calendar, or shortcut.
The user opening an EBMS document using a hyperlink must have access to the EBMS data. The hyperlink can only be used on a system where EBMS is installed and therefore will not work if it is sent to those who do not have EBMS. The receiving user must log into EBMS each time a hyperlink is selected, unless EBMS is already running on the user's computer.
The format of an EBMS hyperlink is:
EBMS:filename?document key
- Prefix: All EBMS hyperlinks are prefixed with EBMS:.
- Filename: The filename indicates the data file name that contains the information. Note that the suffix of the file may not be included.
- Document Key: The document key is the unique identifier for the document. The document key for a sales invoice is the invoice number. The document key for a customer is the customer ID.
Example: The hyperlink for a sales invoice is EBMS:ARINV?9018
- Prefix: All EBMS hyperlinks are prefixed with EBMS:
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Filename: ARINV is the filename for a sales invoice. The file name does not need to be capital letters.
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Delimiter: The file name is separated from the document key by the question mark (?) character.
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Document Key: 9018 is the invoice number and this ID serves as the unique document key for the invoice.
The user can click Start > Run from the main Windows menu and enter EBMS:ARINV?9018 and the sales invoice 9018 will open.
Some documents have multiple keys, such as an expense invoice. The expense invoice combines the vendor and the invoice number to make the document unique. The hyperlink for an expense invoice is EBMS:APINV?ABC|20415.
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Prefix is EBMS:
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Expense filename of APINV.
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The file name is separated from the document key by the question mark (?) character.
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The two Document Keys, Vendor ID (ABC) and the invoice number (20415) are separated by the pipe filter character (|). The filter character is on the right side of the keyboard with the \ key. This forms a joint ID of ABC|20415.
The following list describes the file names and keys for a number of common documents.
Document Name | File Name | Document Key (note the filter character) |
Sales Invoice | ARINV | Invoice number |
Expense Invoice | APINV | Vendor ID | Invoice number |
Tasks | TASK | Task number |
Customer | ARCUST | Customer ID |
Vendor | APVENDOR | Vendor ID |
Employee | PYEMP | Employee ID |
Job | JCJB | Job ID |
Inventory | INVENTRY | Inventory ID |
Quote | ARQT | Quote ID |
General Ledger Journal | GLJRN | Journal ID |
General Ledger Account | GLEDGER | General Ledger account number |
The labor module of the EBMS system does not facilitate hyperlinks. Future versions of EBMS may accommodate this feature.
Contact your EBMS consultant for any additional file names or keys for documents that are not listed.