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Aptean Equipment DMS
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Settings & Master Data
Settings
IIS 10: Create CA Signing Request and Install SSL Certificate
Setting up Azure Blob Storage
User
User Setup Card
Set up Responsibility Center
Setting up User Permissions for Posting/Invoicing of Documents
Defining Default Order Types in the User Setup
Person in Charge Setup
Creating Number Series
Mandatory Fields
Setting up Cues
Document Setup
Setting up Company-Specific Reports
Setting up Internal Invoicing
Setting up Order Types
Setting up Work Types
Freight Charge Management
Setting up Base Calendar and Bank Holidays
Purchase and Sales Price Lists
Currencies and Exchange Rates
Setting up VAT ID Validation
Master Data
Master Data Notes
History Legacy Data
Customer and Vendor
Extended Contact Management
Create Vendor from Contact
Machine Communities
Linking Vendors to Manufacturers
Salespeople Assignment for Documents
Assigning Customer Templates for Contact Conversion
Customer Classification
Customer Price Groups and Customer Discount Groups
Payment Information Setup
Segments
Resources
Setting Up Resources
Resource Prices and Discounts
Service Item
Creating Service Items
Service Item Numbers
Service Item Attributes
Service Item Meter
Service Item Damages
Service Item Configuration
Service Item Texts
Service Item Status
Service Item History
Checklists for Service Items
Creating Assets
Items and Catalog Items
Creating Items and Item Templates
Additional Items
Item History
Item Search
Item Units
Item Price Information
Substitutions/Interchangeable Items
Shopping Baskets
Item Barcode Labels
Item Devaluation
Catalog Import
Order Modifiers
General Functionalities
Prices and Discounts
Fix Prices
Item Charges
Inflation Surcharges
Default Purchase Discounts and Default Sales Discounts
Multi-Level Discounts
Purchase Item Discount Groups
Over-Allowance
Opportunities
Subtotals
Split Payment
Checklists
Worklists and Change Logs
Order Fulfillment Status
Shipment Delays
Finance Management
Chart of Accounts
Searching G/L Accounts via Match Codes
Journals and Documents
Used Parts Tax
Provisions
Reverse Charge
Differential Taxation
Invoice Consolidation
Prepayment Texts
Document Signatures
Checking Document Values Before Posting
Print Documents
Filtering Posted Documents by Order Type
Deleting Posted Documents
Printing Certificates of Supply
Dimensions
Dimension Setup
Changing Dimensions in Posted Documents
Updating Analysis Views
Reminders
Asset Management
Rebook Wizard for Assets
Depreciations
Financing Module
Cashflow Module
End of Year Checklist
Machine Sales
Machine Sales without Calculation Worksheet
Sales Quotes (Without Calculation Worksheet)
Sales Orders (Without Calculation Worksheet)
Sales Invoices (Without Calculation Worksheet)
Trade-Ins (Without Calculation Worksheet)
Machine Sales with Calculation Worksheet
Calculation Worksheet Templates
Calculation Worksheet
Configure Price Quote
Trade-Ins
Sales Quotes
Sales Orders
Purchase Orders
Sales Shipment and Invoice
Agency Business Contracts
Commission
Calculation Review
Calculation Entry Types
Calculation Review
Inventory and Parts
Sales Quote and Sales Order
Sales Shipment
Remanufactured Parts
Purchase Request and Replenishment
Planning and Replenishment
Requisition Worksheet
Creating Orders
Order Type Mapping for Orders and Requisition Worksheets
Purchase Receipt
Return Orders
Inventory and Transfer
Location and Bin
Stock Conversion Suggestions
Transfer
Physical Inventory for Items and Service Items
Drop Shipment
Warehouse Shipments and Warehouse Picks
Warehouse Receipt
Restocking Fees
Service Management
Service Processing
Preparation/Planning
Maintenance Contracts
Service Intervals
Standard Service Codes Setup
Service Management Setup
Repair Status
Service Quotes
Service Orders
Creating Service Orders
Service Order Planning/Disposition
Service Order Processing
Service Worksheets
Last Service Locations of Service Items
Capitalized Service
Fix Prices
Service Charges
Purchase Orders
Checklists for Service Orders
Telematic Data
Service Delivery/Service Invoicing
Creating Service Invoices
Issue Service Invoices to a different Customer
Correct Or Cancel Posted Service Invoices
Service Credit Memo
Warranty
Warranty Setup
Creating and Setting up Warranty Types
Creating Warranty Claims
Self-Billing
Interfaces and Integrations
Release Notes
2026
June 2026 DMS 365 Release Note
March 2026 DMS365 Release Note
2025
December 2025 DMS365 Release Note
September 2025 DMS365 Release Note
June 2025 DMS365 Release Note
February 2025 DMS365 Release Notes
January 2025 DMS365 Release Note
2024
December 2024 DMS365 Release Note
November 2024 DMS365 Release Note
October 2024 DMS365 Release Note
September 2024 DMS365 Release Note
August 2024 DMS365 Release Note
July 2024 DMS365 Release Note
June 2024 DMS365 Release Note
May 2024 DMS365 Release Note
April 2024 DMS365 Release Note
March 2024 DMS365 Release Note
February 2024 DMS365 Release Note
January 2024 DMS365 Release Note
2023
December 2023 DMS Release Notes
November 2023 DMS Release Notes
October 2023 DMS Release Notes
September 2023 DMS Release Notes
August 2023 DMS Release Notes
July 2023 DMS Release Notes
June 2023 DMS365 Release Note
May 2023 DMS365 Release Note
April 2023 DMS365 Release Note
March 2023 DMS365 Release Note
February 2023 DMS365 Release Note
January 2023 DMS365 Release Note
2022
December 2022 DMS365 Release Note
November 2022 DMS365 Release Note
October 2022 DMS365 Release Note
September 2022 DMS365 Release Note
August 2022 DMS365 Release Note
July 2022 DMS365 Release Note
June 2022 DMS365 Release Note
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Aptean Equipment DMS
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Documentation
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Settings & Master Data
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General Functionalities
Updated: 27.09.2023
Prices and Discounts
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Over-Allowance
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Opportunities
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Subtotals
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Split Payment
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Checklists
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Worklists and Change Logs
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Order Fulfillment Status
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Shipment Delays
Read More
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