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  • 1.  Envi AP Automation of Posting to GP via SmartConnect

    Posted Dec 24, 2021 09:15 AM
    Good morning!

    We are going live  on our Envi PO 3 way match system.  This requires us to create a "batch file " at the end of the process which would be placed into an FTP folder.

    We were trying to utilize an FTP folder to "sweep and delete" so that this file could be imported in as a payment batch into GP and then this folder contents "cleaned out" just for appropriate maintenance.

    Has anyone had experience doing this/writing a script within SmartConnect for this Envi/GP connection since our current GP consultants seem to have a pretty hefty price tag to create this interface? 

    The script that they wrote "hard coded" the file name in so this needs to be dynamic so we can create unique payment batches on the GP side, I would think.

    Does anyone have any other advice on how to accomplish this so that the process can be more automated?

    Also, if anyone has a GP consultant group they can recommend that performs maintenance, helps with GP setups/issues that arise, is proactive in communicating GP info to help with workflows, and provides quick response when issues arise, please provide their contact info since our current support is a bit lacking.

    Thanks in advance!

    Trina Hicks
    Chattanooga Orthopaedic Group, PC
    Chattanooga TN

  • 2.  RE: Envi AP Automation of Posting to GP via SmartConnect

    Posted Dec 28, 2021 09:30 AM
    When you say "batch file" do you mean an actual .bat file? or an excel/csv file that represents all the transactions in a batch?

    If it's the second, SmartConnect should be able to handle it no problem. i haven't done it specifically, but i think you can set SmartConnect to use a file folder as a source, so it will grab all the files within that folder, and run it through the map. i'm pretty sure it can move the files to an archive after the process is complete as well, but again, haven't personally done it.

    You can check with eOne on the build of this process, as they have consulting services. 

    I worked with FMT consulting a long time ago and they were easy to work with, and if i remember correctly, pretty reasonably priced.

    Mike Bresnan
    Arabella Advisors
    Washington MD

  • 3.  RE: Envi AP Automation of Posting to GP via SmartConnect

    Posted Dec 28, 2021 05:19 PM
    Hi Trina,

    Mike is right, in that it can be achieved in SmartConnect. It has a folder source that can hold 1 or more files and be swept after the integration. That does not require a script:

    Hope that helps.

    Mark Wiley
    Dynamics Credentialed Professional
    Senior Solutions Architect
    Ohio Office

  • 4.  RE: Envi AP Automation of Posting to GP via SmartConnect

    Posted Jan 03, 2022 09:40 AM

    SmartConnect would be the tool to use.  We've done this for other clients where files are put into a folder and SC sits there waiting for something in the folder and once it sees something there, it would integrate in.

    Michael Gummel
    Prod Engineer
    Paradigm Technology Consulting
    Allentown NJ

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