I want to Integrate Payments to Vendor .What should I have to use ? Either Payable Transaction Entry or Payable Manual Payment Entry window ?
Can someone Explain what is the different between these two Windows.
Using very OLD SCHOOL example, you typed check to pay the vendor for invoices. Then you have to enter the manual check to apply to an invoice in Great Plains. Or, more modern, you paid an invoice with your credit card on the vendor's website. Then you have to enter the payment to the invoice in Great Plains.
With the other you are selecting invoices, by one or more ways in Great Plains and writing the checks from the software.
When you use the term "integrate" payments what is that to you? Are you using third party software outside Great Plains to pay invoices?
There is some confusion, on my part. Are talking both about payments from Payables to Vendors, as well as payments from Customers to Cash Receipts?
I understand you want to integrate. I integrate our monthly invoices from our Data Center in the Sale Module. All of the integrating I do is with Integration Manager. I understand eConnect may make things easier.
Have you talked with eConnect for sample files for integrating payments? In Integration Manager there is a sample for Cash Receipts. It posts the cash to the customer. But it looks like the applying of the payment to the invoice is manual. That is where eConnect may go a step further.
Integration Manager uses two files to capture the information, a Header file and a Distribution file. Both would be CSV files. Depending on what is in your CSV file, one file may work for both. It is that way for when I Integrate payable invoices.
When you say you want to integrate manual payments, are these payments for invoices that are not yet in Great Plains? So you would want to integrate the invoices as having been paid already?
Or are these payments you made off-system for invoices that are already in Great Plains?
Integration Manager has samples for uploading invoices, which can include payment information. I am not sure about putting in manual payments only. From the sample, it seems that it would be possible. Applying the manual payments to existing invoices would still need to be done manually.
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