Tel: +41-21-641 641 0
Email: sale@cms.ch
... the all-inclusive software for your trading company

To create,
to use,
to see,


in any application:

only one 
interface to learn

(a very visual,

One reason you will find the CMStrade pro­ce­du­res for handling data easy is because they are data-centric.

Instead of com­plex programs that obscure data and their re­la­tions so you have to ima­gi­ne what is happened behind-the-sce­nes,

in CMS, you see the data and relationships you have selected displayed graphically out front clearly, so you simply use the mouse and small concise pro­g­rams to act di­rec­t­ly on any of these data or re­la­tions, and see the impact of your action immediately.

Another reason the data pro­ce­du­res are easy is that they are iden­ti­cal for all the applications, so once you know them, you know them for all.

The data procedures are therefore des­cri­b­ed here and not repeated in the applications.


As easy as it gets.

Data items (e.g. clients, accounts) and their related items (e.g. address, balances) are listed in "trees" so that all items and their relations are very clear. You can limit what you want in the tree using queries.

In the tree, you can directly insert new items or access any item to modify, delete, copy or move it. You can relate items (e.g. mat­ch­ing payment to invoice) with nothing more simple than a drag-n-drop!

Best, all the changes are instantly dis­pla­y­ed and marked in the tree (actually for all displayed trees, yours and others, which could be effected) so you know, in real-time, how the data are now.

You are also not restricted to view and use only one tree and one input form at a time. Instead you can see and use multiple trees and input forms simultaneously.

And, even in reports (see Outputs below), you can change data on-the-spot, so no time wasted in the usual "exit report, locate a specific data program, use it, …," cycle.

In sum, you list the data you need, ma­na­ge them intuitively, on-the-spot, and ins­tant­ly see the im­pact. You are not forced to work only in ways decided by the vendor.


Unmatched practical versatility.

A program output can assume multiple forms: list ("trees"), report, graph, do­cu­ment, PDF, XML, or export data . Each, in turn, can have different information and layout variants.

Internet facilities and Word™ are mainly used to format outputs. With Internet, the full power of web languages is available, while WORD™ is good for formal documents e.g. contracts, invoices.

Our reports are not the usual static snap­shots but re­fresh automatically when their data change anywhere (see Live).

You can even perform data operations on the items in the output, which immediately shows the changes.

The outputs have in-place drill-downs and - new - "drill-ups", i.e., show antecedents, which is equally useful.

Using queries, you can vary the output’s contents, and set calculation or other pa­ra­me­ters to adapt results.

An output can initiate dependent outputs or itself be initiated from an output. Exam­ple: a Client Open Position List can show the Aged Receivables Report, etc., of its clients. You create "report chains" of divers in­fo­r­ma­tion, without paying for custom reports.



Flexibility your business demands.

The problems

Unlike other businesses, tra­de tran­sac­tions are nei­ther simple nor standard. They in­ter­act with more ap­pli­ca­tions, han­dle un­cer­tain­ties, face new situations, and change com­po­si­tion for even the same type of operations.

Consequently, software with “static” tran­sac­tion in­put forms need constant revision to ac­co­m­mo­da­te - if pos­si­ble and affordable - what was omitted (or unknown).

When a software is incomplete, the few­er the applications (departments) it ser­ves, the simpler its tran­sac­tions are and quic­ker their input, but the work of other de­part­ments in­crea­ses (da­ta re-capture, re­con­ci­lia­tions), and information is lost or delayed.

Our answer

In answer, we have invented a modular sys­tem to easily build transactions that faith­ful­ly re­pro­duce the company-wide (all de­part­ments ) data flows of your business.

In effect, a transaction is composed of sub­tran­sact­ions of various departments, and to­ge­t­her constitute one entity (the voucher).

We provide these as transac­tion tem­pla­tes, with which you can cre­ate and cus­to­mi­se your tem­plate variants. Finally, users access the appropriate variant to input the actual vouchers.

Our templates contain the operation and accounting rules - you can add more rules - to validate the whole voucher, so your com­pa­ny-wide data are always effortlessly cor­rect, coherent and synchronised.


Templates propose data as relevant, which you can choose or input your own. If con­di­tions change to modify the proposal, it is sig­nal­led, so you can again choose or leave.

Besides using a template, users can fur­ther simplify their work by duplicating new vouchers from existing ones and from per­so­nal mo­dels they can set-up.

Audit & Traceback

CMStrade's completeness ensures that a voucher is recorded only in the ap­p­li­ca­tion concerned; its full data integration then en­su­res that only it creates the correct (sub)­tran­sac­tions in the related applications; to­ge­ther, it ensures a closed circuit making it easy to audit/validate transactions.

From any transaction you can access and display the input voucher that created it, and thus trace the ori­gin of tran­sac­tions to confirm their veracity.

All integrated vouchers are numbered and unique assuring a sure identification.

Integrated vouchers can not be deleted (see Reversals & Annulations below).

The software maintains a log of all ope­ra­tions to use for system tracebacks.

Reversals & Annulations

CMStrade integrations are complex me­cha­ni­sms because they are thorough i.e. effect all the (trade and business) ap­p­li­ca­tions con­cer­ned, imperative in your business.

Yet, we have made it possible to reverse and annul integrated vouchers, and safely.

Only au­tho­ri­sed users can exercise them and the operations are trace-able.


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