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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
Maintenance Utility
How and when to run maintenance utility processes for EBMS
The Maintenance Utilities wizard is used to verify the integrity of the accounting data files. EBMS Utilities check and correct the internal consistency of the EBMS database. Sources of inconsistency include software bugs, uncontrolled server restarts, and hardware errors. In addition, the reindexing utility eliminates fragmentation and optimizes the database table indexes for best performance.
These EBMS utilities include the following actions:
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Verifying database integrity, such as valid indexes and files.
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Comparing summary numbers with the detailed transactions.
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Comparing General Ledger account balances with vendor, customer, inventory, and other history summaries.
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Comparing invoices, timecards, and other documents with customer, vendor, and employee history information.
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Verifying advanced inventory information such as serialized item, special order, and other records with the inventory summary information.
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Verifying a balanced ledger.
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Verifying worker benefit balances with supporting transaction details.
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Verifying consistent history information between General Ledger and the other modules.
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Many other important verification comparisons.
Review the descriptions on individual utilities for more details.
These utilities should be activated at least once a month, especially if any utility shows a data discrepancy. Go to File > Utilities > Maintenance Utilities from the EBMS menu to start the Maintenance Utility wizard. You will also find this utility as part of the Close Month and Close Year wizards found in Financials > Fiscal Year Controls.
Koble Systems recommends that this EBMS maintenance utility is run at the end of each month or each fiscal quarter.
Click on the Global Settings button to set the date range.
Enter the current fiscal year range to review all data within the fiscal year. Click OK to save Global settings.
The Settings button on the bottom left of the utilities list can be used to set parameters to specific utilities. Most utilities do not contain additional options.
Right-click on any individual utility and select the What's This option from the context menu to identify the function of each utility.
Click the Next button to start utilities. You can press the Cancel button to abort most utilities.
Review Schedule Maintenance Tasks for steps to schedule maintenance tasks to run regularly on the server. This automated process will send utility results automatically to the EBMS administrator.