• Aptean Equipment DMS
  

• News
  • 2026
  • 2025
  • 2024
  • 2023
  • 2022

• Documentation
  • 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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