1. V365 Office Console
1.1. Admin // Setup
1.1.1. Location Setup
1.1.2. Security
1.1.3. Location Activities
1.1.4. Waterways
1.1.5. Facilities
1.1.6. Observation Types
1.1.7. Customer Setup
1.2. Management Console
1.3. Communications Console
1.4. Activity Logs
1.5. Document Management
1.6. Checklists
1.7. Planned Maintenance
1.8. Findings
1.9. Schedule Items (Widget)
1.10. Transmit (Widget)
1.11. Compliance Scan (WIdget)
1.12. Recent Locations Activity (Widget)
2. Financials // Financial Accounting
2.1. Accounts Receivable
2.1.1. Admin
2.1.1.1. Finance Charge Groups
2.1.1.2. Customer Properties
2.1.1.3. Terms
2.1.1.4. Customer End User
2.1.1.5. Material Pricing Schedule Price (shorten this label)
2.1.1.6. Customer Groups
2.1.1.7. AR Finance Charges
2.1.1.8. System Aging Groups
2.1.1.9. Customer Delivery Locations
2.1.1.10. Pricing Schedules
2.1.1.11. Lines of Business
2.1.1.12. Customer Material Pricing
2.1.1.13. Contact Types
2.1.2. Reporting
2.1.2.1. Analysis
2.1.2.1.1. Revenue Explorer
2.1.2.1.2. Cash Receipts Explorer
2.1.2.1.3. Tax Explorer
2.1.2.1.4. Discounts Given Explorer
2.1.2.1.5. Discounts Taken Explorer
2.1.2.2. Reports (??)
2.1.2.2.1. Invoice Register
2.1.2.2.2. Cash Receipts Register
2.1.2.2.3. Sales Tax Register
2.1.2.2.4. Discounts Given Register
2.1.2.2.5. Discounts Taken Register
2.1.3. Customers
2.1.4. Manage Cash Receipts
2.1.5. Aged Recievables
2.1.6. AR Invoices
2.1.7. Deposits
2.1.8. Customer Collections Manager
2.1.9. Banking Transactions
2.1.10. AR Recurring Invoices
2.1.11. Process Planned Invoices
2.1.12. AR Payments
2.1.13. Aged Recievables
2.2. Accounts Payable
2.2.1. Admin
2.2.1.1. Vendor Certifications
2.2.1.2. Bank Accounts
2.2.1.3. Banks
2.2.1.4. Vendor Groups
2.2.1.5. Contact Types
2.2.1.6. Lines of Business
2.2.1.7. System Aging Groups
2.2.1.8. Vendor Services
2.2.1.9. Vendor Properties
2.2.2. Vendors
2.2.3. AP Vouchers
2.2.4. Create Payments
2.2.5. Finalize Payments
2.2.6. Void Payments
2.2.7. Quick Checks
2.2.8. Banking Transactions
2.2.9. Bank Reconciliations
2.2.10. AP Recurring Vouchers
2.2.11. Process Recurring AP
2.2.12. EFT Transfer Documents
2.2.13. Process Planned Vouchers
2.2.14. AP Planned Vouchers
2.2.15. Reporting (Add/Relabel)
2.2.15.1. Analysis
2.2.15.1.1. Expense Explorer
2.2.15.1.2. Cash Flow Explorer
2.2.15.1.3. Tax Explorer
2.2.15.1.4. Discounts Taken Explorer
2.2.15.2. Reports
2.2.15.2.1. Voucher Register
2.2.15.2.2. Payment Register
2.2.15.2.3. Discounts Taken Register
2.2.15.3. 1099 Reporting (move here)
2.2.15.4. Aged Payables (move here)
2.3. General Ledger
2.3.1. GL Setup (Wizard)
2.3.2. Chart of Accounts
2.3.3. Journal Processing
2.3.4. Subsystem Interface
2.3.5. Close Periods
2.3.6. Reporting (not currently in cloud?)
3. Tow Management
3.1. Admin
3.1.1. Cargo Types
3.1.2. Facility Types
3.1.3. Facility Layup Configuration
3.1.4. Mapping Views
3.2. Vessels and Barges
3.3. Facilities (MOB)
3.4. Tow Diagram
3.5. Map
3.6. Barge History
4. Sales Management
4.1. Admin
4.1.1. Sales Activities
4.1.2. Business Partners
4.1.3. Material Locations
4.1.4. Shipping Methods
4.1.5. Material Pricing Schedule Prices (shorten label)
4.1.6. Pricing Schedules
4.1.7. Packing Containers
4.1.8. Distribution Channel
4.1.9. Sales Channel
4.1.10. Sales Group
4.1.11. Sales Forecasting Types
4.1.12. Business Partner Types
4.2. Reporting
4.2.1. Customer Sales Explorer
4.2.2. Material Sales Explorer
4.2.3. Quote Explorer
4.2.4. Pipeline Explorer
4.2.5. Reseller Pricing
4.3. Delivery Document
4.4. Sales Orders
4.5. Customers
4.6. Order Fulfillment
4.7. Convert Quote to Order
4.8. Billing Wizard
4.9. Recurring Sales Orders
4.10. Materials
4.11. Sales Forecast
4.12. Reservations & Requisitioning
5. Materials Management
5.1. Admin
5.1.1. Material Types
5.1.2. Material Location Types
5.1.3. Storage Unit Types
5.1.4. Storage Bin Types
5.1.5. Supplier Types
5.1.6. Material Handling Types
5.1.7. Material Hazard Types
5.1.8. Units of Measure
5.1.9. Industry Sectors
5.2. Material Requisitions
5.3. Material Batches
5.4. Materials
5.5. (Materials Console) opens when the following are clicked:
5.5.1. Material Location
5.5.2. Inventory Control
5.5.2.1. Master Console
5.5.2.2. Goods Receipts
5.5.2.3. Material Locations
5.5.2.4. Pricing Classes
5.5.2.5. Evaluation Classes (landing page for material Evaluation)
5.5.2.6. Pricing Schedule
5.5.2.7. Set Initial Count
5.5.2.8. Quick Entry
5.5.2.9. Inventory Import
5.5.3. Reporting (console called reports)
5.5.3.1. Material Listing
5.5.3.2. Transaction History
5.5.3.3. Goods Receipts Journal
5.5.3.4. Goods Transfer Journal
5.5.3.5. Goods Release Journal
5.5.3.6. Goods Status Change Journal
5.5.3.7. Goods Revaluation Journal
5.5.3.8. Stock Report
5.5.3.9. Physical Count Worksheet
5.5.3.10. Reorder Report
5.5.4. Analysis
5.5.4.1. Stock Explorer
5.5.4.2. Movement Explorer
5.5.4.3. Price Schedule Explorer
5.5.4.4. Valuation Explorer
6. Purchasing
6.1. Admin
6.1.1. Purchase Order Types
6.1.2. RFQ Groups
6.1.3. MRP Controller Groups
6.2. Reporting
6.2.1. Material Receipts Explorer
6.2.2. Purchase Order Explorer
6.2.3. Purchase Order Register
6.2.4. Material Purchases
6.3. Vendors
6.4. Purchase Orders
6.5. Purchase Contracts
6.6. Recurring Purchases
6.7. Requisition Manager
6.8. Materials
6.9. Receipt of Goods
6.10. Purchasing Manager
6.11. Process Recurring PO
6.12. Request for Quotations
6.13. Receipt Document
6.14. Recurring Purchase Orders
6.15. Vendor Quotations
6.16. PO Numbers Issued
7. Maintenance
7.1. Admin
7.1.1. Vendor Service Mapping
7.1.2. Unit Counters
7.1.3. Manufacturers
7.1.4. (Maintenance-remove) Work Types
7.1.5. Vendor Service Types
7.1.6. Deficiency Data
7.1.7. Deficiency Data Types
7.1.8. Observations Data
7.1.9. Job Position Categories (??)
7.1.10. Job Positions (??)
7.1.11. Maintenance Order Properties
7.2. Reporting
7.2.1. Asset Utilization
7.2.2. Maintenance Report
7.3. Asset Management
7.4. Maintenance Calendar
7.5. Maintenance Plans
7.6. Work Orders
7.7. Manage Vendors
7.8. Work Order Analysis
7.9. Materials Catalog
7.10. Parts & Inventory
8. Human Capital (Crew/Personnel)
8.1. Admin
8.1.1. Certifications & Training
8.1.2. Employee Certification Types
8.1.3. Employee Testing
8.1.4. Business Units
8.1.5. Employee Groups
8.1.6. Employee Events
8.1.7. Employee Types
8.1.8. Employee Event Types
8.1.9. Job Position Category
8.1.10. Service Types
8.1.11. Employee Competencies
8.1.12. Drug Test
8.1.13. Drug Test TYpes
8.1.14. Drug Types
8.1.15. Drug Test Reasons
8.1.16. Lodging Locations
8.1.17. Services
8.1.18. Automobiles
8.2. Reporting
8.2.1. Crewing Report
8.3. Employees
8.4. Job Positions
8.5. Schedule Management
8.5.1. Admin
8.5.1.1. Manning Requirements
8.5.1.2. System Schedule Types
8.5.1.3. Crew Accounting Setup
8.5.1.4. Seniority Groups
8.5.1.5. Employee Seniority
8.5.1.6. Schedule Types
8.5.1.7. Shift Change Reasons
8.5.2. Scheduler
8.6. Dock Schedule Management
8.6.1. Admin
8.6.1.1. Docks
8.6.1.2. Dock Rates
8.6.1.3. Dock Activities
8.6.1.4. Dock Logs (when opened, "Terminal Logs")
8.6.1.5. Dock Schedules
8.6.1.6. Terminals
8.6.1.7. Products (when opened, "Cargo Types")
8.6.1.8. Vessels (when opened "Vessels & Barges")
8.6.2. Dock Schedule (Completely Diff. UI)
8.6.3. Form Viewer
8.6.4. Fixture History
8.6.5. Configuration
8.6.5.1. Dock Activities (page UI does not match anything else, PLEASE REVIEW)
8.6.6. Reporting
8.6.6.1. Activities Configuration (page UI does not match anything else, PLEASE REVIEW)
8.6.6.2. Terminal Configuration (page UI does not match anything else, PLEASE REVIEW)
8.6.7. Watch Patterns NEW (now includes Shift Profile Setup)
8.6.8. Overtime Call Sheet
8.6.9. Workplaces & Vessels (remove "& Vessels")
8.6.10. Crew Time Worked (remove "explorer", remove "crew" - change to "Employee")
8.6.11. Seniority Listing
8.6.12. Notification Logs
8.6.13. Pay Code Entitlements
8.6.14. Employee Assignments
8.6.15. Reporting
8.6.15.1. Employee Schedule Report
8.6.15.2. Seatime Reporting
8.6.15.3. Crewing Reporting
8.7. Time Approval
8.7.1. Time Approval Manager
8.7.2. Time Sheet Approval
8.8. Payroll Management
8.8.1. Admin
8.8.1.1. Employee Payroll Setup
8.8.1.2. Travel Events
8.8.1.3. Company Incidents
8.8.1.4. Employee Training Types
8.8.1.5. Employee Accruals
8.8.1.6. Employee Accrual Types
8.8.1.7. Employee Accrual Transactions
8.8.1.8. Employers
8.8.1.9. Raise Types
8.8.1.10. Pay Factors
8.8.2. Reporting
8.8.2.1. Crew Expense Explorer (change "crew" to "Employee"
8.8.2.2. Crew Payroll Explorer (change "crew" to "employee"
8.8.3. Pay Codes
8.8.4. Pay Code Entitlements
8.8.5. Payroll Console
8.8.6. Employee Expenses
8.8.7. Time Cards
8.8.8. Check History
8.8.9. Employee Benefits
9. Operations (create)
9.1. Admin
9.1.1. Cost Center
9.1.2. Contract Templates
9.1.3. Billing Types
9.1.4. Dispatch Types
9.1.5. Vessel Drill Log Types
9.2. Reporting
9.2.1. Marine Reporting Console (only in Enterprise at the moment)
9.3. Vessel & Equipment
9.3.1. Vessels
9.3.2. Vessel Certifications
9.3.3. Vessel Tracking
9.3.4. Vessel Event Log
9.3.5. Passenger Trips
9.3.6. Mobilizations
9.3.7. Rigging Equipment
9.4. HSQE
9.4.1. Non-Conformity Tracking
9.4.2. Vessel Incidents
9.4.3. Vessel Accidents
9.4.4. Vessel Drill Log
9.4.5. Vessel Safety Meetings