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Index

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A
accepting
access
     keywords, assigning to users
ACCESS_KEYWORDS
     HIDDEN keyword
account
     adjustments
     code
     cost of goods sold
     default accounts
     general ledger
     hierarchy
     income
     inventory
     product
account hierarchy
Account Info tab
accounting
Accounting window
accounts
accounts in AR/Cash
accrual dues
AccuMail
acknowledgement
activities
Activities-All tab, Manage customers window
Activity Detail window
Activity fields
Activity Planning report
activity records
     records, limiting access to
     viewing
activity type
     ISSUEREQ
Add a Prospect window
Add-on Charges window
adding
     donor record
additional program options
address
address information
address verification
addresses
     verify online
adhoc searches
adjustments
adjustments account
     default
alpha table
analysis database
Analytics host
analyzing business performance
annual billing cycle
appeal expenses
appeals
     defining
apply a credit balance
applying
applying a single payment
AR Importer
AR/Cash activities
AR/Cash activity records
AR/Cash Set up module window
Arrange Script Sections window
arranging
ASI
     consulting
assigning
     access keywords to users
     booths
attendance
Attendee tab
attributes, dimension
authorization
     levels for pledge credit and pledge debit memos
authorization accounts
authorization options
authorization requirements
auto-apply option
automatic
Automatic Backorder Processing
     backorder options
available products
average cost (product)
B
Backorder Processing window
backorders
     releasing
badge
badges
Badges report
Badges tab
Base GST
basic concepts
batch
Batch Address Verification
batch control
Begin Date
     non-dues billing run
Bill to
     ID
Billing
      include inactive members
      include inactive sections
     mass
     module overview
     product codes
billing and reminder notices
billing category
billing cycles
     categories
     creating
     products
Billing Interval
Billing item
     Code
     Description
     Product Type
Billing Items
     Standard Price
billing items and activities
billing setup
Billing task list
Billing terminology
billing time
bin
Booth Change History
booth changes
     viewing
booth information
booth preferences
booth pricing
booth products
booths
     assigning
     increasing availability
     managing
Booths window
Briefing Book
     analyzing business performance
     creating custom views
     cubes
     custom iMIS demographics
     dimensions
     Dimensions Tool
     measures (facts)
     members (levels)
     overview
     predefined views
     viewers, OLAP
browsing
bump date
bus architecture
business intelligence
Business object
business performance, analyzing
buttons
     More Payments
     Transfer/Substitute
C
call activity
Campaign
Campaign Management
Campaign Management Procedures
campaigns
campaigns, defining
Canadian tax codes
     assigning to events
     Base GST
     Primary GST
     Primary PST
Canadian tax options
Canadian taxation
     assigning to events
     enabling
     enabling for a product
     enabling for a product category
     modifying reports
Canadian taxes
canceling
carrier route
Carte Blanche credit cards
cash account
cash account code
cash handling
cash receipts
categories
category
     product
certificate
Certification
Certification
certification activities
certification activity types
certification orders
Certification program
certification records
certified labels
CEU
CEU Certificates report
CEU field prompts
change log activities
     viewing in Manage customers window
Change Log tab (Manage customers window)
changing
channels
chapters
charges
     freight
     handling
     restocking
check/CC
checking for duplicate records
Child Components window
Choose from Wait List for opening
     enabling
class
Close orders window
closing
closing orders
CMAS designation
code
     hold
     product
     tax
Code (Billing Item)
committed products
committees
company conflicts
     managing
company record
company rosters
completion
component
component address information
component locations
component order
component prerequisites
component registration
component statistics
components
concepts
Concepts and Terms
configuring
configuring iMIS Analytics
confirmation
connections
consulting, ASI
contacts
continuing education
Convert quotes window
CORE
Cost
     average (product)
     last (product)
     product
     standard (product)
     total (inventory)
cost of goods sold
cost of goods sold account
     default
country codes
     defining VAT country codes
create
creating
     general lookup/validation tables
credit balances
     applying as payment
     applying to other customers
credit card
     payments for authorization
     transactions
credit card accounts in AR/Cash
credit card authorization
credit card authorization accounts
credit card authorization options
credit card cash account
credit card cash account code
credit card payment using immediate authorization
credit card payments
credit card transactions
credit memo
credit memos
credit transactions
Cross-sell items
Crystal reports
cubes
custom
     fields
     iMIS demographics
     tables
custom table
     creating
custom tabs
     creating
customer
     adding new
     type
Customer Portfolio
customer record
Customer Setup - Advanced window
customer type
     copying to registrant class
customer types
customer.location
customer.type
Customers
Customizer
     creating a custom tab
customizing iMIS Analytics
D
data mart
data transformation services (DTS)
data warehouse
database
databases
     analysis
     OLAP
Date
     range, viewing fundraising history by
dates
     Begin Date for non-dues billing
debit adjustments
debit memo orders
debit memos
debit transactions
declining
default
Default Accounts
     adjustments
     cost of goods sold
     income
     inventory
Default Dues Fees
default order type
Default Shipping Configuration window
defaults
deferred authorization
deferred credit card payments
Deferred Credit Card Pre-Authorization report
deferred income
Define an event window
defining
     appeals
     campaigns
     distributions and premiums
     donor clubs
     funds
     inventory options
     order types
     product account information
     product special pricing
     products
     shipping methods
     shipping zone tables
Defining a Query
deleting
delivery point
demographics, custom
Description
Description (Billing Item)
designation
dimension attributes
dimensional models
dimensions
Dimensions Tool
Diners Club credit cards
discount
distributions, defining
Document
donor
     adding record
donor clubs
     defining
     history, viewing
     history, viewing through Fund Raising history windows
donor information
DTS
due to-due from
dues billing
Dues Importer
dues/subscriptions
duplicate records
     checking for
E
e-mail
E-mail merge
E-Mail Overlay report specification
e-mailing
earned income
edit
editing
     payment types
     products
enabling
enter
Enter and edit cash receipts window
Enter and edit credit memos window
Enter and edit debit memos window
Enter and edit gifts window
Enter and edit orders window
Enter and edit payments window
Enter and edit pledge credit memos window
Enter and edit receipts and adjustments window
entering
     event payments
     exhibitor information
     fundraising event registration
     installment pledges
     inventory adjustments
     matching gifts
     orders
     single gift
     split gifts
entity ownership
Errors
event
     activities, viewing through Fund Raising History windows
     function fees, setting
     payments, entering
     registering for fundraising
     status
event activities
     viewing in Manage customers window
Event Address window
event and function name calculations
event coordinators
Event Coordinators window
event dates
Event Description window
event directions
event function
Event Function Definition - CEU window
Event Function Definition - Fees window
Event Function Definition - Plan window
event function planning
event in EXPOCAD
event notes
Event Notes window
event registrant
event registration
     display message when limit is reached
event registration classes
event registrations
event resource groups
Event Roster window
event standard resources
event status
Event System Preferences window
events
     canceling
     closing
Events Advanced Features window
Events module
Events task list
Example
exhibition activitiy
exhibition registration
exhibitor classes
exhibitor contacts
exhibitor information
     entering
     viewing
Exhibitors
EXPCAD tool bar
expenses
Expo Description window
Expo Registration - Name/Address window
Expo Registration - Other window
Expo Roster window
Expo System Setup
EXPOCAD - Change Booth Number
EXPOCAD - Default Values
EXPOCAD - Max Fit
EXPOCAD - Rent Booth
EXPOCAD - Set Booth Class
EXPOCAD Exposition in iMIS
EXPOCAD floor plan
EXPOCAD Import
ExpoCad Local Setup
EXPOCAD order in iMIS
ExpoCad System Options
exposition activities
Exposition Booth & Product Fees
Exposition Definition
exposition directions
     suppress printing on confirmation letter
exposition history
exposition notes
Exposition Orders
Exposition Product Detail
Exposition Product Detail window
exposition rosters
exposition(s)
expositions
     defining
     defining general options
     forms
extract, transform, and load (ETL) schedule
F
fail status
features
Features and Benefits
fee structure scenarios
fees
fees, setting event function
field
fields
     activity
     converting
     user-defined
fields, custom
file layouts
financial information
Find window
finding
     inventory transactions
flowdown
forms
     managing
freight charges
     automatic
     by order quantity
     by value
     by weight
function
function attendance
Function Attendance window
function fees, setting event
Function Links window
Function Note tab
function notes
Function Roster window
function type
functions
Fund Raising
Fund Raising History window
     event activities, viewing
Fund Raising tab, Manage customers window
fundraising
     event registration, entering
     history, viewing by date range
     history, viewing summary of
funds, defining
G
G/L Account
general ledger (GL) activity
General lookup/validation tables
     creating
Generate reports window
generating
     letters and reports
gift
gifts
     deleting
     entering matching
     entering single
     entering split
     single
GL Journal
     creating
grace period
H
handling charges
     automatic
hiding custom windows
history
     viewing donor club
     viewing fundraising by date range
     viewing requests
     viewing soft credit
     viewing summary of fundraising
hold code
hosts
     iMIS
     iMIS Analytics
     linked server definitions
     server components
     SQL Server host
     tier configuration
hotel
Hotel Availability window
hotel reservation
hotel room
     sharing
Hotels window
I
ID
iMIS
     Analytics Briefing Book
     Analytics host
     custom demographics
     database
     host
iMIS AR Importer
iMIS Exposition Management
iMIS Fund Raising
iMISFind
immediate authorization
import
importing
importing orders
     formatting data
income account
     default
individual billing
individual transaction through Search credit card info window
information flowdown
initial program
initial program requirements
install
installing
installing software
installment
installment pledge
installment pledges
     entering
intelligence, business
Internet security information
Internet Security tab
inventory
     account hierarchy
     available
     average cost
     cost
     last cost
     minimum order point
     minimum order quantity
     multiple warehouses
     on hand
     on order
     options
     parameters
     quantity
     releasing backorders
     reserved
     standard cost
     total cost
     transactions
     viewing
     warehouse parameters
inventory account
     default
inventory receipts
Inventory System Setup window
inventory transactions
     finding
     inventory adjustments
Inventory window
invoice
invoice number
invoice orders
Invoice orders window
invoiced orders
invoices
invoicing
issue
Issue area
issue entry sample scenario
issue status updates
Issue window
ISSUEREQ activity
ISSUEREQ activity type
Issues
issuing
J
Job
jobs
joined program components
K
Key Features
key performance indicators (KPI)
keywords
     access, assigning to users
kit
kits
Kitting window
L
last cost (product)
ledgers
letter activities
Letter System
letterhead paper
letters
     generating
letters and reports
     generating
levels
     authorization, for pledge credit and pledge debit memos
limitations
limiting
     access to activity records
     access to custom windows
line items
line notes
linked function
linked server definitions
List
list bill
List Billing
Load Products from Previous Exposition window
loading
M
maintenance program requirements
Manage customers window
     AR/Cash tab
     Change Log tab
     Detail area
     entering customer information
     Orders tab
     VAT tab
Manage inventory sub-task list
Manage products window
managing
     company conflicts
     conflicting products
     service contractors
manual authorization
Manually release backorders window
manually releasing backorders
manually updating the data warehouse and analysis database
mapping
Marketing Suite
mass accrual dues
mass dues billing
matching gifts
     entering
measures (facts)
member
members (levels)
membership term
memorial
     gifts, entering
memos
menu
merge individual e-mail letter (Windows 98, 2000)
merge individual e-mail letter (Windows XP)
minimum order point
minimum order quantity
modifying
More Payments button
multi-instance custom tables
multi-instance user-defined records
multi-warehouses
     account hierarchy
     default warehouse
     enabling
     inventory transfers
     overriding
multiple credit card authorization accounts
multiple funds
multiple gifts or multiple single peldges
multiple-entity processing
multiple-instance user-defined fields
multiple-instance user-defined tabs
N
n-Select
Name_All View
new credit card cash account code
new customer record
no show status
non-dues billing
non-dues rebilling
notes
numeric table
O
Object
on hand (product inventory)
on order (product inventory)
Online Address Verification
     overview
online analytical processing (OLAP)
     cubes
     database, OLAP
     viewers, OLAP
open credits
open item
opening
opportunities
Opportunities window
opportunitities
Opportunity
opportunity items
     replacing
Opportunity Management
     opportunity and task communications
     roles
Opportunity Management Procedures
     To create an action plan
     To set up output processes or reports
options
order
     canceling
     editing
     hold code
     processing
     shipping
     type
order activities
order activity records
order address record
order entry
     adding new customers
order header record
order line record
order payment
order payment record
order processing stages
     Close orders
     Convert quotes
     Invoice orders
     Manually release backorders
     Print pick list
     Print quotes
     Print shipping papers
     Ship orders
Order Status Defaults window
order type
     default
order type category
order types
     defining
     pro forma
order(s)
orders
     finding by order number
     processing
Orders (module)
Orders Importer
Orders module
Orders tab
Organization Names window
other registration information
Other tab
Outputs, defining
overpayments
overview
Overview tab
P
packs, service
Paid Thru date
partial payments
pass
pass status
PAVESee Presort Accuracy Validation and Evaluation
payment
     applying credit balances
payment schedule
payment types
     editing
payment using immediate authorization
payments
     editing
     entering event
     entering multiple
payments for authorization
Payments tab
Payments window
performance indicators, key
pick list
pledge
pledge credit and debit memos
     authorization levels for
pledge credit or debit memo
pledges
     entering installment
     installment
     single
Post receipts window
Postal Modules
predefined views
premiums, defining
prepaid cash
prepay
price
pricing
Primary GST
Primary PST
print
Print pick list
Print pick list window
Print quotes
Print quotes window
Print shipping papers
Print shipping papers window
printing
     thank you letter
priority
priority points
pro forma order
problems
Process billing window
Process payments window
processing
      an order
processing orders
ProClarity Professional
     analyzing business performance
     Briefing Book
     creating custom views
     cubes
     custom iMIS demographics
     dimensions
     Dimensions Tool
     measures (facts)
     members (levels)
     viewers, OLAP
product
     average cost
     inventory
product adjustments
product categories
product category
product codes
product cost
     standard
product description
product inventory
     available
     minimum order point
     minimum order quantity
     on hand
     on order
     reserved
     standard cost
product kit
product links
product list
product lists
product mapping
product pricing
product quantity
Product Title
Product Type
Products
     account hierarchy
     Active
     available
     committed
     conflicting
     cost
     defining
     editing
     Inactive
     inventory
     inventory options
     last cost
     Mark for Deletion
     Not Available
     on hand
     on order
     Out of Production
     quantity on hand
     replacing with opportunity items
     reserved
     reserving
     special pricing
     standard cost
     status codes
          Active
          Inactive
          Mark for Deletion
          Not Available
          Out of Production
     total cost
     verifying status codes
     viewing inventory
program
program descriptions
program details
program notes
program prerequisites
program requirement
program requirements
program roster
program-specific requirements
prompts
prorating
ProSort
prospect list
     loading
prospect lists
prospect(s)
prospects
publication demographics
Publication Demographics window
Publication Detail window
Purge
Q
Quantity
     on hand
quantity ranges
     defining
Query
R
rapid gift entry
rebilling
record
records
     checking for duplicate
Ref/PO
Register a customer window
     Badges tab
     Function Note tab
     Other tab
     Overview tab
     Payments tab
Register a student by component window
Register a student by program window
registering a customer for an event
registering for fundraising event
registrant
     class
     enabling duplicate checking
registrant class
registration
relationship activities
releasing backorders
reminder
removing
renewal notice format
renewal notices
Renewed Thru date
Replacement items
report specification, E-Mail Overlay
reporting
reports
     generating
     printing individual
requests
     history, viewing
requirements
reserved products
reserving
     products
residual balances
Resolution area
resolution information
Resolution window
resource
responses
restocking charges
review
Review Unmatched Addresses
reviewing
Role
rollover
Room Types window
roster
     viewing
S
sales
sales scripts
sales teams
sales transactions
sample scenario
SCDs
search
Search credit card info window
search criteria
Search window
searching
Security
Select a Section window
Select Open Payments window
Select Report window
selecting open items for single payment
sending
separate payer
servers
     components
     iMIS Analytics host
     iMIS host
     linked server definitions
     SQL Server host
     tier configuration
Service Central
service contractors
     adding
     deleting
     managing
service packs
Set up activity types window
Set up an exposition window
Set up country names window
Set up event resources window
Set up freight by total quantity window
Set up freight by total value window
Set up freight by weight window
Set up general lookup/validation window
Set up general options window
Set up module window
Set up module window (Events)
Set up order types window
Set up product categories window
Set up products window
Set up registration classes window
Set up tables menu
Set up tax codes window
Set up warehouses window
Set up zones window
setting
     event function fees
setting Bill To
setting up
setup
setup options
ship
ship orders
Ship orders window
Ship Partial, Cancel Backorders
Ship to
     ID
Ship to information
shipping method
shipping methods
shipping orders
shipping papers
shipping zone
shipping zone tables
     defining
signature
simple order entry
single gift
     entering
single pledge
single-instance custom tables
single-instance user-defined fields
slowly changing dimensions (SCDs)
soft credit
     viewing history
solicitor information
sort
Source code
speaker
special pricing
     defining
     Flat Amount special pricing
     using Amount from Field option
Special Pricing window
special prorating
split gifts
     entering
SQL calculation
SQL registration verification calculation
SQL Server
     SQL Server host
SR_AREA general lookup/validation table
SR_CAT general lookup/validation table
SR_DEVSTATUS general lookup/validation table
SR_ENVIRON general lookup/validation table
SR_RECORDEDBY general lookup/validation table
SR_RES general lookup/validation table
SR_SRVTYPE general lookup/validation table
SR_SYS general lookup/validation table
SR_VERSION general lookup/validation table
standard cost (product)
Standard Price
Status
     event
status codes
     Active
     assigning
     changing
     Inactive
     Mark for Deletion
     Not Available
     Out of Production
     verifying
          Active
          Out of Production
status information
status updates
stock item
stored procedures
sub-task lists
     Manage inventory
     Process orders
     Set up tables
Subcomponent List
subscriptions
substituting
suppress printing
     directions on confirmation letter
     notes on confirmation letter
system setup
     accounting method
     user defined registration fields
T
tab
Tab command
tables
tables, custom
tabs
     Account Info
     Attendee
     Change Log
     Orders
     Other
     Overview
     Payments
     VAT
task list
Task Map
tax
tax authority
tax codes
Taxation Method
     Canadian
     default
     VAT
taxes
teams
Template
terms
thank you letter
third-party documentation (for iMIS Analytics)
ticket
ticklers
tier configuration
Title, Product
total cost (inventory)
tracking
tracking iMIS 10 custom demographics
transaction date
Transaction Ledger window
transaction ledgers
Transaction Lists Distribution Summary
transaction through Search credit card info window
transactions
transferring
tribute
     gifts, entering
troubleshooting
type
     customer
     order
     payment
U
underpayment balances
Unit
Universe query
unmatched addresses
unposted batches
updating the data warehouse and analysis database
Upsell items
Upsell/Replace window
User Defined Tables window
user-defined data
user-defined fields
user-defined registration fields
     adding
user-defined tab
users
using
using *TAB
V
valuation method
value ranges
     defining
VAT
     branch ID
     company
     country
     defining country codes
     entering an organization's information
     license key
     registration number
     setting up company flow down
VAT information
VAT tax codes
verify
     addresses
verifying
     status codes
verifying addresses
viewers, OLAP
viewing
     booth changes
     event activities through Fund Raising History windows
     exhibitor information
     exposition rosters
     fundraising history by date range
     fundraising history, summary of
     inventory
     requests history
views, Briefing Book
     creating custom views
     custom iMIS demographics
     overview
     predefined views
W
wait lists
     enabling
     viewing
warehouse
     bin
     default location
     inventory transfers
     overriding
warehouse, data
warehouses
Warehouses window
Web
Web Options window
Web Order Options window
weight
weight tables
     defining
window
Window Designer window
windows
     Accounting
     Activity Detail
     Add a Prospect
     Add-on Charges
     Arrange Script Sections
     Backorder Processing
     Booth Change History
     Booths
     Change Log tab (Manage customers window)
     Child Components
     Close orders
     Convert quotes
     Customer Setup - Advanced
     Default Shipping Configuration
     Define an event
     Enter and edit cash receipts
     Enter and edit credit memos
     Enter and edit debit memos
     Enter and edit orders
     Enter and edit pledge credit memos
     Enter and edit receipts and adjustments
     Event Address
     Event Coordinators
     Event Description
     Event Function Definition - CEU
     Event Function Definition - Fees
     Event Function Definition - Plan
     Event Notes
     Event Roster
     Event System Preferences
     Events Advanced Features
     Expo Description
     Expo Registration - Name/Address
     Expo Registration - Other
     Expo Roster
     Exposition Booth & Product Fees
     Exposition Product Detail
     Find
     Function Attendance
     Function Links
     Function Roster
     Hotel Availability
     Hotels
     Inventory
     Inventory System Setup
     Invoice orders
     Kitting
     Load Products from Previous Exposition
     Manage products
     Manually release backorders
     Opportunities
     Order Status Defaults
     Organization Names
     Payments
     Post receipts
     Print pick list
     Print quotes
     Print shipping papers
     Publication Demographics
     Publication Detail
     Register a student by component
     Reservation
     Room Sharing
     Room Types
     Select a Section
     Select Open Payments
     Select Report
     Set up activity types
     Set up an exposition
     Set up country names
     Set up event resources
     Set up freight by total quantity
     Set up freight by total value
     Set up freight by weight
     Set up general lookup/validation
     Set up general options
     Set up module
     Set up module (AR/Cash)
     Set up order types
     Set up product categories
     Set up registration classes
     Set up tax codes
     Set up warehouses
     Set up zones
     Ship orders
     Special Pricing
     Transaction Ledger
     Upsell/Replace
     User Defined Tables
     Warehouses
     Web Options
     Web Order Options
     Window Designer
Word merge
Workflow

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