AIMS ERP

Modules and Features

Accounts Payable

• Manages vendor files and invoices.
• Efficient cheque printing and aged listings.
• Answers vendor queries and provides payment analysis.
• Stores extensive vendor information, including contacts and payment terms.
• Supports invoice entry, multiple G/L accounts, and multiple currencies.
• Allows selective invoice payments and partial payments.
• Features cheque printing, bank reconciliation, and invoice updating.
• Includes detailed vendor inquiries and management reports.
• Integrates with Purchasing, General Ledger, Job Costing, and Fixed Assets.

Accounts Receivable

• Simplifies customer file maintenance.
• Facilitates invoice creation and payment applications.
• Manages customer credit and collections effectively.
• Prints statements and generates finance charges.
• Tracks sales information and maintains customer data.
• Supports direct invoice entry and cash receipt processing.
• Provides customer inquiry for credit management.
• Stores transaction histories and prints customer statements.
• Includes various management sales reports.
• Integrates with Order Entry, Rental Billing, Service Order, and General Ledger.

Bill of Material

• Manages bills of material, including additions and modifications.
• Supports multi-level bills and work order management.
• Posts costs against work orders, including labor and materials.
• Offers comprehensive inquiries and reports for work orders.
• Stores master bills and manages work order modifications.
• Closes work orders, updating inventory and assembly costs.
• Provides explosion display, where-used display, and work order status.
• Includes scheduling reports and work order history.

Contact Manager

• Maintains detailed contact information for customers and prospects.
• Differentiates between customers and prospects and links to AIMS data.
• Manages to-do lists and provides management statistics.
• Integrates with AIMS for order and sales history access.
• Offers to-do entry management and history updates.
• Integrates with Order Entry, Quotations, and Sales Analysis.

Fixed Assets

• Maintains detailed equipment/asset files.
• Automates monthly depreciation entries.
• Facilitates cost and revenue transaction postings.
• Charges assets against work orders and jobs.
• Serves as an item file for Rental Billing.
• Provides inquiries and management reports.
• Tracks various costs and repair time for assets.
• Integrates with Payroll, Accounts Payable, General Ledger, Job Costing, Bill of Materials/Work Order, and Rental Billing.

General Ledger

• Simplifies chart of accounts and budget file maintenance.
• Efficiently manages journal entries, including recurring and allocation entries.
• Provides financial statements for various periods and detailed transaction access.
• Supports multi-company consolidations and unique statement formatting.
• Offers flexible account number configuration and stores extensive budget data.
• Includes a comprehensive journal entry process with auto-reversing and allocation features.
• Features detailed account and financial statement inquiries.
• Integrates with all AIMS modules.

Inventory Control

• Eases maintenance of inventory files and supports multiple warehouse locations.
• Manages inventory in multiple units of measure and tracks multiple suppliers.
• Streamlines physical stock counts and handles item substitutions and supersessions.
• Offers an automatic reorder system and comprehensive inventory reports.
• Stores detailed item information, including vendor and location-specific data.
• Simplifies inter-warehouse transfers and physical inventory routines.
• Provides various inventory inquiries and detailed transaction histories.

Job Costing

• Supports fixed price or time and material jobs with budgeting options.
• Posts costs, billings, and budget revisions efficiently.
• Tracks open purchase orders as committed costs.
• Offers detailed job cost inquiries and comprehensive management reports.
• Utilizes detailed cost code structure for versatile job tracking.
• Facilitates job opening, budgeting, and cost tracking processes.
• Provides various job-related reports for financial analysis and forecasting.

Order Entry and Invoicing

• Streamlines sales order entry and accommodates multiple pricing structures.
• Handles purchase requisitions, kits, core charges, serialized items, and deposits.
• Manages customer credit and back orders efficiently.
• Offers comprehensive inquiries and reports for order management.
• Automates pricing with various options and supports electronic requisition notices.
• Simplifies back order management and cash sales processes.
• Facilitates direct invoicing with tax and invoice printing capabilities.

Payroll

• Maintains detailed employee files and facilitates time entry.
• Automates cheque printing and supports direct deposit.
• Prints employment forms and year-end documents.
• Stores multiple pay rates and benefits/deductions per employee.
• Provides detailed pay run previews and comprehensive inquiries.
• Offers various payroll reports and union reporting options.
• Integrates with multiple AIMS modules for comprehensive payroll management.

Purchasing

• Streamlines purchase order creation and tracks outstanding orders.
• Maintains vendor pricing and adds P/O details efficiently.
• Converts received items into landed costs and manages purchase returns.
• Offers detailed purchasing inquiries and historical data analysis.
• Facilitates the addition of purchase requisitions from various AIMS modules.
• Provides comprehensive reporting on vendor performance and purchase analysis.
• Integrates with multiple AIMS modules for streamlined procurement.

Quotations

• Enables efficient customer quotation creation and management.
• Converts open quotes into sales orders or lost history for tracking.
• Maintains comprehensive quotation history for analysis.
• Offers detailed inquiries and reports for outstanding and historical quotes.
• Facilitates the transfer of quotes to orders or lost history with reason codes.
• Integrates with the Order Entry & Invoicing module for streamlined sales processes.

Rental Billing

• Manages rental quotes and converts them to rental orders or contracts.
• Handles rental returns and automates or manual invoices contracts.
• Maintains detailed rental history information for analysis.
• Offers various inquiries and reports for rental contract management.
• Stores detailed rental invoice histories for customer service purposes.
• Integrates with Fixed Assets, Accounts Receivable, and General Ledger.

Sales Analysis

• Provides detailed inquiries and reports on sales history.
• Offers diverse report selection based on multiple criteria.
• Includes customer, salesperson, and inventory-related reporting.
• Analyzes order fill rates and item fill percentages.
• Retrieves invoices by serial number for detailed tracking.
• Facilitates comprehensive sales analysis for strategic decision-making.

Service Order

• Efficiently creates service quotes and orders for fixed price or time and material work.
• Manages labor and material cost transactions against service orders.
• Converts completed orders into invoices with detailed costing.
• Maintains historical service information for invoice and customer unit analysis.
• Offers inquiries and reports for service order management and work progress.
• Integrates with Inventory, Accounts Receivable, Fixed Assets, General Ledger, and optionally with Payroll.