AyMINE – Technical documentation
User Modules
Task, project & quality management
Manager approval with the task report
Why some data can't be deleted
Region / project / methodology
Change management process in a project
Qualification of user or contact
Right to Manage Qualifications
Methodology and Quality Management systems
What a methodology / QMS consists of
Customer Service Response Generation
Objects affected by the problem
Return project plan by baseline
Sample tasks and methodologies of the area
Effect of the task on the right to modify the attached object
The person responsible for the task
Working procedure – task definition
Objects related to the task pattern
Contacts and directories module (CRM)
Web management and automation
Receiving a message from the web
Human resources
Human Resources module security
Manage department / division data
Synchronizing staff and system users
Products, assets and sales
Received order for goods or services
Technical Modules
Sabre plugin module
Enterprise Architect connector
Database link to Enterprise Architect database
System Modules
The AyMINE Framework Module
Configure how your system looks and works
Gestures and keyboard shortcuts
More about how the system works
Private notes and tags for objects
Filtering in the list of records
System Management
Additional functions with files
Copying and moving files between objects
Files (documents) linked to the object
Formatted texts in the application
Gateway settings for external messages
IMP gateway settings for email communication
Received order for goods or services
The order is a confirmed entry inside the company, on the basis of which the services are delivered
The order typically arises from offer. The system allows the offers to be either converted into an order – then the offer is no longer hidden, or the offer is created into a new order – then both the offer and the order remain in the system. The company can choose any method.
Within the order, it is possible to record for each individual item whether it is delivered and to what extent. It is possible to issue an invoice for the whole or only a part of the order. The individual items of the order are always related to the invoice. If only a part of an item needs to be invoiced, it is necessary to divide it into two items.
The order can be fulfilled during the implementation – e.g. on the basis of a change from the customer. It is possible to discard and add new items.
Order and Invoice generation
It is possible to generate an order in PDF format (Save to order) from the system. It is possible to print / export an invoice from the completed order.
The most convenient solution, which can be easily done directly from mobile, is to terminate the order / order, generate an invoice and send it via email to the customer. You can, for example, send an invoice immediately after delivery and in the field.
The invoice is simultaneously stored with the order as a pdf document. At the same time, a task can be created for posting the resulting invoice.
Note: If you want to generate advance invoices, see the menu.
