Access Document Management
The ADM application is a document storage system with extensive document management functionality. ADM integrates seamlessly with Dimensions and, by enabling you to manage your documents electronically from your desktop, will bring improved efficiency, reduced costs and make you more responsive to enquiries.
ADM Interface with Dimensions
Once the ADM application has been selected on the Records tab in System Options and connected to Dimensions, the Documents icon on the toolbar of any Dimensions window will activate the ADM application.
Logon
A separate ADM User ID, Name and Password are required to logon and use the ADM application.
These details should be entered on the Options tab.
If the details are not present when you access the documents functionality, you will be prompted to enter them.
The details will then be stored and will be used automatically the next time you connect.
You ADM administrator will be able to give you the logon information you require.
Manage your documents
Once ADM has been set up, you can manage your documents for every major accounting activity.
Creating Records
You can attach documents to records whenever you create or amend them.
All documents will be categorised (tagged) based on the task from which it is stored.
Example: Documents added to a Customer record will be marked with a Customer tag.
Migrating Documents to ADM
You can migrate your existing documents to the ADM application.
See Migrate Documents for more information.
Saving your orders and reports
The documents you create by processing orders, or printing transactions or reports, can be stored in the ADM database.
Attaching document to a transaction
The Documents icon, on the toolbar of transaction windows, enables you to store any document that relates to the transaction.
You may be limited to documents with a predefined type e.g. only Sales Invoice documents may be added to Sales transactions.
Purchase Invoice Barcode:
For Purchase Ledger transactions, you can select to print a barcode label containing the transaction identification information.
This barcode can then be attached to the transaction document so that when it is scanned into the document management system, ADM will recognise the barcode and connect the document to the transaction.
See Purchase Invoice Barcode.
Generating documents while processing
Certain reports can be saved as documents in ADM.
You must first select to email the report and then click the option to save it as a document.
Majority of the transactional reports can be saved as documents in ADM except Stock Movements, Goods Received Note and Goods Delivered Note.
Generating documents while sending as XML attachments
In Dimensions, you can send the following documents as XML documents:
POP Order Confirmation
SOP Order Confirmation
SOP Invoice
You can save these documents in your ADM database by sending the XML documents as email attachments.
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