JAMIS Prime ERP Features
Accounting (30)
AP Automation
Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
AR Automation
Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
Audit Trail
Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Collections Automation
The system automates the dunning process to help drive collections
Financial Statements
General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Invoice Customization
The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.
Journal Entries
Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.
Monitor Cash Positions
Ability to track cash positions across all accounts, banks, business units, and countries
Multi-Entity / Consolidation
Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Recognition Rules
Automate recognition of revenue and expenses by defining recognition templates.
Reconciliations
Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.
Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Batches
Payments can be processed by batch without manual intervention
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Chart of Accounts
Based on 51 JAMIS Prime ERP reviews.
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
43 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Based on 42 JAMIS Prime ERP reviews.
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Based on 49 JAMIS Prime ERP reviews.
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
This feature was mentioned in 30 JAMIS Prime ERP reviews.
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
This feature was mentioned in 49 JAMIS Prime ERP reviews.
Match payments and invoices and perform bank reconciliation in multiple currencies.
Project Accounting
As reported in 51 JAMIS Prime ERP reviews.
Track accounting transactions, costs, and expenses by project or portofio of projects
Fixed Assets
As reported in 32 JAMIS Prime ERP reviews.
Manage information on fixed assets such as asset value and depreciation
Payment Batches
Based on 41 JAMIS Prime ERP reviews.
Payments can be processed by batch without manual intervention
Payments Scheduling
This feature was mentioned in 34 JAMIS Prime ERP reviews.
Ability to schedule payments at predefined dates and times
Payment Settlements
34 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
44 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Back Office (14)
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Asset Register
Create a list of all the assets owed by a company.
Lean Management
Include lean project management features and best practices.
Maintenance
Track maintenance operations for the products sold, such as calibration or preventive maintenance
Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Purchase Orders
Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process
Requisition
Define requisition rules for various types of procurement.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Sourcing
Identify and assess suppliers for different products and services.
Status
Monitor the status of multiple types of assets.
Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Warranty Management
Maintain information on warranties for the products delivered and for their components
Front Office (16)
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Field Service Booking
Allows clients to book jobs through the desktop page or within the app.
Field Service Dispatch
Notifies field service workers of their upcoming assignments.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.
Product Catalog
Allows users to search, filter, sort and select items to be added to quote
Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Quote & Order Management
Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Storefront Design Tools
Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Tickets
Creates and assigns support tickets, scheduling them in a timely manner.
Visual Configuration
Images can be displayed of options to enable users to visualize product options as it is being configured
Integration (3)
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import and Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Logistics (10)
Centralized Inventory Database
Manage and track all inventory records across warehouses and retail locations through a single unified database.
In Transit
Track products and raw materials shipped by suppliers, from origin to destination.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Pricing and Costing
Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Customizable reporting allows insight into usage of inventory and services.
Inventory Tracking / Ordering
Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Picking Methods
Support multiple picking methods such as batch, wave, or zone picking.
Picking Planning
Create schedules for picking activities based on inventory availability.
Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Platform (6)
Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
Production (12)
BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Identify Demand
Calculate demand by consolidating data from multiple sources.
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications.
Manage Resources
Track resource availability for raw materials and production capacity.
MPS
Create and implement master production plans for multiple production lines and locations.
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
Production Plans
Generate production plans based on demand and resource availability.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Reporting & Analytics (3)
Custom Reporting
Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Integration
Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.
Project Management (7)
Project Maps
Based on 38 JAMIS Prime ERP reviews.
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
Baselining / KPIs
This feature was mentioned in 28 JAMIS Prime ERP reviews.
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Project Budgeting
Based on 36 JAMIS Prime ERP reviews.
Associate a budget with a project and allocate it accordingly by task or resource.
Workflow
Based on 39 JAMIS Prime ERP reviews.
Automate task approvals processes and handoffs at project milestones.
Cost Tracking
Based on 41 JAMIS Prime ERP reviews.
Track total cost associated with projects and then report actual versus planned budget.
Risk Analysis
27 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.
Resource Management
As reported in 34 JAMIS Prime ERP reviews.
Define and allocate human and material resources for different types of projects
Sales & Marketing (5)
Customer Master
32 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Manages customer information including multiple ship-to and bill-to locations.
Order History
As reported in 25 JAMIS Prime ERP reviews.
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Credit Limits
This feature was mentioned in 18 JAMIS Prime ERP reviews.
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Based on 20 JAMIS Prime ERP reviews.
Manage various types of pricing and discounts associated with products, services, and customer types.
Proposals
22 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Generate and manage proposals for project or portfolios of projects
HR (3)
Payroll
31 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
28 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
This feature was mentioned in 44 JAMIS Prime ERP reviews.
Track the time spent by employees performing various tasks related to production or inventory management.
Procurement (5)
Requisitions
This feature was mentioned in 27 JAMIS Prime ERP reviews.
Create and manage requisitions by project, portfolio, or business entity
Purchase Orders
As reported in 29 JAMIS Prime ERP reviews.
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
Subcontractor Management
Based on 28 JAMIS Prime ERP reviews.
Provides features to manage subcontractors for various types of tasks and projects
Project Procurement
As reported in 22 JAMIS Prime ERP reviews.
Calculate procurement costs by project, portfolio, or type of projects
Supplier Management
This feature was mentioned in 20 JAMIS Prime ERP reviews.
Manage relationships with suppliers and track their performance
Content Management (6)
Document Management
Based on 28 JAMIS Prime ERP reviews.
Provides a single repository for all documents and options to create and manage files
Collaboration
20 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Allows users to colalborate on documents and keep an audit trail of the changes
Taxonomy
Based on 16 JAMIS Prime ERP reviews.
Categorize content based on its purpose and define relationships with projects
Contract Creation
Based on 35 JAMIS Prime ERP reviews.
Deliver templates for multiple types of contracts, that can be used to generate new contracts
Subcontracts
28 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Manage subcontracts and thei dependencies on projects and contracts
Costs
34 reviewers of JAMIS Prime ERP have provided feedback on this feature.
Identify and track costs and expenses by contract or by type of contract
Analytics (3)
Earned Value
This feature was mentioned in 20 JAMIS Prime ERP reviews.
Track the earned value of projects to monitor performance and progress
Project Optimization
As reported in 25 JAMIS Prime ERP reviews.
Identify project issues and provide corrective actions to improve performance
ROI and Forecasting
As reported in 19 JAMIS Prime ERP reviews.
Measure return on investment and leverage data to predict profitability of future projects.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - ERP Systems (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project-Based ERP (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.
Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.
A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions.
A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits.
Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more.





