Quest.Innovate.Execute

ERM-IO360 Reports and business intelligence

IO360’s Enterprise Resource Manager (ERM) is particularly rich in the quality and quantity of its Business Intelligence (BI) reports. These reports give users real-time information about their business to make fast, intelligent business decisions. Each of the reports comes preconfigured but is also user configurable with multiple options. Below is a partial reference list.

The real-time Sales Reports include:

• Account Profile
• Account and Contact Query by Category
• 12 Month Customer Information / Status History
• Customer Maximum Credit History
• Customer Credit Rating History
• Customer Call Activity Log History
• Accounts Receivable
• Account and Contact Activity
• Order Backlogs by Sales Order
• Order Backlogs by Inventory Item
• Leads Mailing List
• Quote HTML Report
• Quote PDF Report
• Non Recurring Charge Forecast
• Non Recurring Charge w/GP Forecast
• Monthly Recurring Charge Forecast
• Deferred Revenue History
• Commissions with Multiple Levels (includes Sales & Services)

 

The real-time MRP / Inventory Reports include:

• Inventory Valuation
• Inventory Valuation By Location
• Inventory Valuation Per Location
• Inventory Valuation Summary
• Inventory Aging
• Inventory Aging Per Location
• Price List with Cost
• Price List without Cost
• Inventory Status
• Open PO to Vendor
• Shipments Received
• Open PO Line Item
• Inventory Transaction
• Inventory Transaction By Category
• Item Tracking Available Qty
• Item Sales Forecast
• Vendors Detail List
• PO Approvals List
• PO to Vendor Approval History

 

The real-time Accounting Reports include:

• Customer Payment Register
• AR Aging by Sales Rep
• AR Aging by Customer
• Sales Taxes due to which authorities
• AP Aging
• AP Journal Entry
• AP by G/L Account
• AP Invoice Register
• AP Daily Cash Requirement
• AP Check Register (a.k.a. Payment Register)
• Invoice Items Cost History
• Invoice Items Unit Cost History

 

The real-time Production Reports include:

• Backlog by:
  • Non-Recurring Order
  • Recurring Order
  • Part Number(items grouped by their Categories)*
  • Revenue(Advance Payment)

• Customer Requested Ship/Service Date

• Invoice Register by:
  • Sales Rep
  • Customer
  • BU
  • Item Category
  • Invoice number

• Customer Service Contract Expiration

 

E-mail:sales@aqies.com