DDMS Documentation
This page contains documentation for the current release of DDMS®, Version 10. On this page, you'll find:
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What's New
- Comprehensive What's New in Version 10
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Updated! What's New in Version 10 (pdf) A brief description of each new feature we have added to DDMS software.
- Check Release Notes Before You Install
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See the Release Notes page for important information you may need to know prior to loading a software update.
- Downloading & Installing DDMS Version 10
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Log in to https://support.ecisolutions.com,
click Software Downloads, and
follow the on-screen steps.Installing DDMS Version 10 (pdf) This document explains how to install DDMS Version 10 server and client software, including how to upgrade to SQL 2008 R2, and Upgrading to .NET Framework 4 for client workstations. It also includes important information proc file changes that may be necessary.
- DDMS 10.3.20 Ready to Download Now
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The DDMS 10.3.20 release is ready for download now. It includes the five software changes below:
- 58804 Enhanced so the system enters phone number and shipping address information when using the Purchasing Order Entry application in conjunction with HON communications.
- 58758 Corrected item location shipping issues when using various routes. Previously the system was not using the proper locations by route when placing commerical orders in graphical Order Entry.
- 58792 Corrected issues with United Stationers when using EDI. On files containing multiple segments in the N2 and N3 lines, after being transmitted to united, the data is properly placed on the UPS label so shipments can be correctly delivered.
- 58812 Corrected issues when using the CCH taxing feature and the text-based Serialized Order Entry screen to be sure that the system properly calculates CCH tax amounts.
- 58820 Corrected issues when sending purchase orders to Katun. Previously the 850 format for sending P/OS was not including the item prefix. Katun requires the item prefix.
- All of the enhancements in the DDMS 10.3 Software Update.
- 7 Simple Reasons to Download DDMS 10.3
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The DDMS 10.3 release is ready for download now. It includes the 7 enhancements below, plus dozens of other changes to the architecture, flow and usability to help you work more efficiently, increase the speed of business, and keep pace with advances in technology:
Note: New fields in a recent release may require sales journal compression before you resume business. See Release Notes below. More »
1. Apply Overpayments and Credits in Accounts Receivable
A new toolbar button lets you easily add invoices to be paid even if a customer’s invoice is not shown. A new parameter lets you Allow Changing the Default GL Cash Account when entering batch detail in the A/R Batch Information dialog box. Posting overpayments and credits across multiple invoices or creating invoices is simpler than ever! More »
2. View Orders in Delivery Manifest and Batch Print Packing Slips
Graphical Delivery Manifest displays sales order history per ticket. Text-based Shipping Manifest now gives you more control over batch print packing slips, pick tickets, and invoices. Streamline your warehouse work flows! More »
3. Simplify your customers' payables with line item cost center codes
Some customers need to match line items to their own cost center codes. Let them maintain codes online in ECinteractive 11.2+ and select them during shopping and approvals. With DDMS authorized, you can set up tickets and invoices to display the codes per line item, activate the feature for a customer, import codes, pick and change codes in Order Entry and EBS Order Analysis, and more. Increase your customer retention and competitive edge! More »
4. View Sales Order Analysis from Furniture Project Management
In Furniture Project Management, you have new ways to view Sales Order Detail. Print, show/hide details, and modify the grid of order details — all without leaving the Project Management window! More »
5. New Event View in Furniture Project Management
In conjunction with the Furniture Scheduler application, now you can view and print scheduled events. Show all the deliveries and installations currently scheduled for last week, next week, and more! More »
6. New Furniture Schedule Formats for EBS SQL Preview Reports
We're providing four Scheduler Reports — Scheduled Delivery Report, Scheduled Install Report, Scheduled Events, and Scheduled Events w/Shipto — that you can add to SQL Preview Reports. Print or export to keep your staff, contractors, and customers on the same calendar! More »
7. Update Renewals from Graphical Machine Billing
The Export Renewals Task is new to graphical Machine Billing, with new parameters to define Renewal Contact Types and new fields to specify Serial Contacts. Send a spreadsheet of Renewal detail, or mail merge into reports! More »
- What's New in DDMS 10.2.21
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The DDMS 10.2.21 release is ready for download now. It includes the three software changes below.
- Corrected issues when using the Location by Route feature. This issue applied when when ordering items in Commercial Order Entry without available on-hand quantities (shipping items that were not in stock). (58543)
- Corrected issues in Commercial Order Entry when shipping items from a secondary location. This issue applied when on-hand quantities for the secondary location did not exist. (58634)
- Corrected issues when using Line Item Cost Center Codes in ECinteractive. Previously the system was displaying an error when attempting to add items to an order. (58653)
- Includes all the enhancements from previous Version 10 releases:
- 2 of What's new in DDMS 10.2.20
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The DDMS 10.2.20 release is ready for download now. It includes the two enhancements and three other software changes below.
- Enhanced the PSN and EBS logic in DDMS to use the order entry inquiry of United Stationers stock checks via PSN so that ECinteractive and is.D-Force 2 can display on-hand quantities from United Stationers' distribution facilities as part of the dealer's total of on-hand quantities. More details will be provided in an upcoming announcement. (58546)
- Enhanced the Private Supply Network (PSN) by adding Printer Essentials as a vendor. This includes the ability to perform stock/price checks, transmit purchase orders, and receive purchase order acknowledgments. More details will be provided in an upcoming announcement. (58299)
- Corrected by adding the ;NEW:SC program for use with the Printer Essentials PSN. (58566)
- Corrected Item Sort By Price issues in conjunction with ECinteractive and is.D-Force 2. Previously after selecting to sort search results by price, the shopping site item list was not displaying the item's proper price. (58548)
- Corrected issues when clicking the Process button in the Machine Billing window. Previously if there weren't any billings selected and the user mistakenly clicked the Process button twice, all the billings shown in the window were processed. (58564)
- Includes all the enhancements from previous Version 10 releases:
- What's New in DDMS 10.2.1
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Version 10.2.1 corrects an issue error in the license for XNET/Telnet software that prevents full access to text-based parameters, reports, and related applications. Dealers have reported a 30-day trial popup window when launching DDMS text-based software from graphical windows on both network client workstations and remote telnet clients. As a temporary measure, your users may click OK to proceed to DDMS text-based applications. ACTION RECOMMENDED: Before the 30 days expire, download and install this version DDMS 10.2.1, which includes the correct license information for XNET/Telnet.
- 5 Formidable Features in DDMS 10.2
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The DDMS 10.2 release is ready for download now. It includes the five enhancements below, plus dozens of other changes to the architecture, flow and usability to help you work more efficiently, increase the speed of business, and keep pace with advances in technology:
Note: New fields in this release require sales journal compression before you resume business. See Release Notes below. More »
1. Save Credit Card Fees & Win Business with Multiple Merchant IDs
Implementing a new merchant ID no longer requires a new location to be set up in DDMS. Now, you have two new ways to apply orders to different merchant IDs. Reduce your credit card rates and win strategic sourcing contracts! More »
2. Simplify Your Customers' Payables with Item Cost Center Reporting
Some prospects and customers demand a report of their orders sorted and totaled by their general ledger cost center codes. This reporting can make it easier for your customers to post your invoices to their accounts payable — increasing your customer retention and competitive edge! More »
3. Edit Remarks to Communicate How You Applied A/R Payments
When adjusting invoice payment detail in our graphical interface, you now have the ability to edit item remarks — and communicate to the customer how you applied the payment! More »
4. Update Renewals from Graphical Machine Billing
In this third phase of development in Graphical Machine Billing, you have a new Machine Task: Update Renewals. Specify how to update renewals, set limits as needed, and review results before processing. More »
5. Email and Fax Meter Requests from Graphical Machine Billing
In this third phase of development in Graphical Machine Billing, now you can now also email or fax the customer a meter reading request. This ensures that you have the most up-to-date meter readings before you actually bill. More »
More Info On DDMS Releases
- 4 New Tools in DDMS 10.1 Release
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September 2, 2011 — The DDMS 10.1 release is ready for download now. It includes the four enhancements below, plus nearly 200 other changes to the architecture, flow and usability to help you work more efficiently, increase the speed of business, and keep pace with advances in technology:
Shortcuts for: All Dealers | Supplies | Furniture | Machines
Release Notes
The following DDMS 10.0.2 release notes continue to apply in DDMS 10.1.0:
If your DDMS server is running Windows 2003 64-bit, do not install DDMS 10.0 or higher.
If you use a Terminal Server that is running Windows 2000, it cannot support the .NET Framework 4, and will limit client workstations connecting via terminal services into your DDMS server to older, non-EBS functions. More »
ACTION REQUIRED: If you are using a Microsoft Window 2000 terminal server for client connections, before installing version 10 or higher, contact ECi DDMS Support for assistance.
For All Dealers
1. Give Your Order Writers the Power of Promotions and Coupons!
Formerly only available with Web orders from ECinteractive and is.D-Force 2, Coupons and Promotions are now integrated with Order Entry. Let your order writers offer discounts and free goods for qualifying orders! More »
For Supply Dealers
2. Create Price Plans Offline from Excel Spreadsheets
The DDMS 10.1 install provides an Excel spreadsheet template to import price plans. Now your sales managers can make pricing decisions when they're not logged into DDMS, and import contracts when they're in the office! More »
For Furniture Dealers
3. Furniture Scheduler Tracks Deliveries, Installs, and Other Events!
This new graphical Scheduler helps you better track your deliveries, installations, and other activities related to the contract furniture business. More »
For Machine and Equipment Dealers
4. Graphical SQL/EBS App for Both Meters and Billing!
Machine Billings has been enhanced beyond meter readings from our last release. Once you’ve updated your meters, the Machine Billings function lets you bill contracts, meters, and leases all at once. Billing is easier than ever! More »
- 16 Reasons to Install DDMS 10.0.5 Major Release
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June 30, 2011 — The DDMS 10.0.5 major release is ready for download now. It includes more than 100 software changes to the architecture, flow and usability to help you work more efficiently, increase the speed of business, and keep pace with advances in technology:
Release Notes
- If your DDMS server is running Windows 2003 64-bit, do not install DDMS 10.
- If you use a Terminal Server that is running Windows 2000, it cannot support the .NET Framework 4, and will limit client workstations connecting via terminal services into your DDMS server to older, non-EBS functions. More »
ACTION REQUIRED: If you are using a Microsoft Window 2000 terminal server for client connections, before installing version 10.0, contact ECi DDMS Support for assistance.
For All Dealers
Click the links below for more detail:
1. Security. Performance. Integration. Extensibility. Usability. Scalability.
2. New Interface for Text-Based Apps! (DDMS Client Install Required)
3. 150 Percent More Data Space for EBS/SQL Business Reporting!
4. Four New SQL Reports Now Available For All Dealers!
5. Use Order History and Analysis With Greater Intelligence!
6. Is Your Terminal Server Load Balanced? Now Save User Settings!
7. Order Route Field Streamlines Delivery Service Workflows
For Supplies Dealers
1. Web Shoppers on ECinteractive Can Soon Sort By Price!
2. Trodat's uTypia: Stamps Made to Order by Customizer of Your Choice
3. Auto Short-Buy's Order Code Extended to Text-Based Apps!
For Furniture Dealers
1. Three New SQL Reports Specialized for Furniture Dealers!
2. Customize SQL Reports with Item Bin, P/O Status, and Load Factor!
3. Order Entry Notes Which Vendor for Building a Purchase Order
4. Improved Direct Shipping With Kimball Office and National
For Machine and Equipment Dealers
1. New Graphical SQL/EBS Look & Feel for Machine Meter Billing!
2. Set Default Call Priority By Machine!
More Info On DDMS Releases
- Where is DDMS Version 8 Information?
Feature-Specific Documentation
New! Setting Up and Using the Educators Resource (EDR) PSN (pdf) Set up your system to communicate via the PSN with Educators Resource for automated item & pricing file import via ECi Content Integration software, real-time stock/price check in Order Entry, and Purchase order transmission / acknowledgement of vendor-allocated inventory. Requires DDMS 10.2 and higher.
New! Setting Up and Using the Katun PSN (pdf) Set up your system to communicate via the PSN with Katun for automated item & pricing file import via ECi Content Integration software, real-time stock/price check in Order Entry, and Purchase order transmission / acknowledgement of vendor-allocated inventory. Requires DDMS 10.2 and higher.
New! Transitioning to Multiple Merchant ID (pdf)When you first set up Multiple Merchant IDs with credit cards, any open orders change to a different/new Merchant ID and must be processed through the NET1 Virtual Terminal. You must then invoice the tickets in DDMS separately. Any order credits made before the ID change will be declined. You can contact Sage VT support at virtualsupport@sagepayments.com or by calling 877-470-4001. They can suspend the security feature that prevents credits for transactions not completed on the current Merchant ID. Use the steps in this document to transition your credit card processing to using Multiple Merchant IDs.
New! Multiple Merchant ID - Order Type (pdf) Implementing a new merchant ID no longer requires multiple General Ledger locations to be set up in DDMS. In DDMS 10.2 and higher, you can apply orders to different merchant IDs by Order Type. Orders can be applied by order type as set for the customer account on the Order Entry 2 tab. The four order types are web (W), commercial (C), retail (R) or blank (default for all other credit card transactions including accounts receivable payments, etc.). With this capability, you can improve your credit card rates!
New! Multiple Merchant ID - Customer Account (pdf) Implementing a new merchant ID no longer requires multiple General Ledger locations to be set up in DDMS. In DDMS 10.2 and higher, you can apply orders to different merchant IDs by Customer. You can now set up a four-character merchant ID for an individual customer account on the Order Entry 2 tab. This field is only enabled if you have a Merchant ID in the (+VI) Approval Link Id Setup screen where the new Type field is set to C. This capability is helpful for members of is.group, AOPD and other trade associations to win accounts that demand strategic sourcing such as government contracts, educational institutions, and large corporations!
New! Multiple Merchant ID - Location (pdf) A third — and older — method to set up multiple merchant IDs for credit card processing is by setting up multiple General Ledger locations, each with a different merchant ID. While setting up multiple merchant IDs by location is an option, it is not the recommended option. See also setting up multiple merchant IDs by customer account or order type.
New! Machine Billing (pdf) Redesigned in graphical software, Machine Billing application gives you unparalleled flexibility when limiting, filtering, sorting, customizing, and updating your machine data, thanks to new functionality of the EBS SQL database and a common task panel and wizard interface. DDMS 10.2 and higher makes it easy to email/fax a meter reading request, enter meter readings. In DDMS 10.0 and higher, you can automate the process of Cycle, Meter, Lease, or any combination of billings, specify to print consolidated or non-consolidated pick tickets and set limits for the machines to bill. In DDMS 10.2 and higher, the generate renewals task gives you the greatest control and flexibility over the renewal process.
New! Setting Up and Using the Digitek PSN (pdf) Set up your system to communicate via the PSN with Digitek for automated item & pricing file import via ECi Content Integration software, real-time stock/price check in Order Entry, and Purchase order transmission / acknowledgement of vendor-allocated inventory.
New! Setting Up & Using Promotions (pdf) "Buy THIS and Get THAT Free" is among many options for Coupons and Promotions enhancements in DDMS 10.1 and higher. Formerly only available with Web orders from ECinteractive and is.D-Force 2, Coupons and Promotions are now integrated with Order Entry. Let your order writers offer discounts and free goods for qualifying orders! Add promotions such as free goods, samples, and gifts to a customer’s order, based on different qualifying amounts. For example, you could send a free coffee mug to any customer whose order totals $100 or more. You can also set up one-time or reusable coupons as well as discounts to apply to orders. In the Promotion window, the Promotions Order Requirement Type box and Promotions Benefit Type box work together to determine the promotion being offered. You can use promotions with commercial and retail order entry as well as Web storefront orders. Specify any 10-character promo code (alphanumeric), and any 50-character Description. Set up a series of promos in advance using different start and expiration dates. Limit to use a certain number of times per account, department, or user. Toggle to allow use with other promotions. Require up to 50 specific item(s), spend over specific order total (compared to the order total minus any standard discounts, prior to taxing, and prior to any volume discount), or no minimum. Apply one of four Discount Types: Discount Current Order Total, Discount First Web Order Total, Discount Next Order Total, or Discount Highest Unit Priced Item on Order. Alternatively, you may apply one of two Item Bonus Types: Choice of Additional Item(s) or Discount Matching required Buy Item(s). Track Promotion and Promotion Item usage in new SQL Preview Reports, as well as current text-based usage reports.
New! Setting Up & Using Furniture Scheduler (pdf) This feature was designed to help you better track your deliveries, installations, and other activities related to your contract furniture business. In the Scheduler window, you can easily add, change, and delete event information. You can use this calendar to manage your available resources and event lists. The Scheduler window can also be quickly accessed from Furniture Project Management and Furniture Order Entry Change and Verify modes. To prevent unauthorized access, you can also set a password restricting the ability to open the Scheduler window.
Updated! Customer Price Plans (pdf) The graphical Customer Price Plan application makes it easier to create, configure, and analyze customer contracts with functionality that was not available in the text-based Contracts application (ET screen). Learn how to create, edit, and refigure contracts and price plans using the graphical application, as well as how to mass add and substitute items on your contracts. Make the most of advanced features such as exporting and importing price plan spreadsheets.
Setting Up & Using SQL Preview Reports for DDMS (pdf) The Preview Reports function in the Report Menu combines the current capabilities of the existing sales database report screens in DDMS with the new functionality of the SQL EBS database. It is designed to allow both new and experienced users to easily view and print SQL reports. It also allows users to make minor report changes on the fly that could previously only be made in more complex report designer applications. Information is displayed in an Excel-style grid with columns that can be fully customized using sorts and limits. For detailed instructions on setting up a newly released report and grant access to your employees, see page 13.
New! Setting Up & Using the Trodat PSN (pdf) Want to set up the Trodat Microsite to sell Custom Stamps on ECinteractive or is.D-Force 2? In this document, you'll learn how to set up appropriate accounts and parameters to transmit purchase orders to Trodat (requires DDMS 10.0 and higher). You'll also learn how to use the O/PUS application to load Trodat item files into your DDMS inventory database. You'll also learn how to use the ECinteractive or is.D-Force 2 Admin Control panel to activate the microsite for your Web storefront customers.
Updated! Setting Up and Using the HON Direct PSN for Supply Dealers (pdf) In DDMS® Version 8.25.1 and higher, office supply dealers who have a direct account with HON can buy hundreds of furniture items direct from HON. Learn how to install and use ECi Content Integration software to retrieve the latest item and pricing files from HON and update your DDMS Item database. Then set up appropriate parameters, database records, and default settings to transmit purchase orders and receive acknowledgements via the PSN. See also the announcement, Buy Furniture Direct from HON via PSN and the video tutorial below.
New! Setting Up HON Direct for Office Supply Dealers Video Tutorial In DDMS® Version 8.25.1 and higher, office supply dealers who have a direct account with HON can buy hundreds of furniture items direct from HON. Learn how to update your DDMS Item Database with HON Direct items and pricing, and set up appropriate parameters, database records, and default settings to transmit purchase orders and receive acknowledgements via the PSN.
Setting Up and Using the Kimball PSN for DDMS (pdf) Learn how to set up your Kimball vendor record, furniture contracts with Kimball CDA numbers, and purchase order communications defaults. Then you can import SIFs, automatically build P/Os, transmit electronically to Kimball's order management system, and receive Kimball's P/O acknowledgements.
Setting Up and Using the National PSN for DDMS (pdf) Learn how to set up your National vendor record, furniture contracts with National CDA numbers, and purchase order communications defaults. Then you can import SIFs, automatically build P/Os, transmit electronically to National's order management system, and receive National's P/O acknowledgements.