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ISV to Transfer to Invoice and Post SOP Transactions

  • 1.  ISV to Transfer to Invoice and Post SOP Transactions

    Posted 22 days ago
    We are looking for an ISV with a product that will transfer orders to invoice and auto post the invoices.  I have found two ISV's, Alba Spectrum and Blue Moon.  Does anyone have any experience with these vendors or do you know of any other vendors that have this type of product?  Any input would be great.

    Thanks

    ------------------------------
    Kevin Carnahan
    GP Administrator
    Dietzgen Corporation
    Tampa FL
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: ISV to Transfer to Invoice and Post SOP Transactions

    GPUG ALL STAR
    Posted 22 days ago
    @Kevin Carnahan

    Can you be a little more specific on the ask?  GP is crazy easy to transfer orders in bulk to invoice so not sure why you need an ISV, but there are also some great auto-posters out there for GP that are not very expensive.

    If you highlight what the issues are with needing to transfer and then auto-post we could be much more specific.​

    ------------------------------
    Jo deRuiter
    🌟 GPUG AllStar 2019
    💫Granite Award Winner 2018,2019
    Atlanta Chapter Leader
    Credential Council Co-Chair
    Aisling Dynamics Consulting, LLC
    ERP Practice Manager
    jo.deruiter@aislingdynamics.com
    9518674366
    Alpharetta, GA
    aislingdynamics.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: ISV to Transfer to Invoice and Post SOP Transactions

    SILVER CONTRIBUTOR
    Posted 21 days ago
    Hi Kevin,
    Janice from Blue Moon here, please let me know if you have any questions about our SOP Auto Invoice product, or would like to see a demo. Thank you!

    ------------------------------
    Janice Phelps
    Director, Professional Services
    Blue Moon Industries
    Providence RI
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: ISV to Transfer to Invoice and Post SOP Transactions

    GPUG ALL STAR
    Posted 21 days ago
    Hi @Kevin Carnahan
    I agree with Jo in that GP has easy options for mass transferring orders to invoices.  If what GP does what you need in the Transfer Multiple Orders then Blue Moon products are great and there is PostMaster by Envisage.



    If that window in GP doesn't allow the restrictions that you need you need, check out https://willoware.com/gp-powerpack-mass-batch-change.  It let's you set detailed criteria on how you want to transfer.

    Good luck,
    Windi


    ------------------------------
    Windi Epperson
    Customer Support Manager
    Njevity, Inc
    Norman OK
    720-870-9700 x104
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: ISV to Transfer to Invoice and Post SOP Transactions

    Posted 20 days ago

    Hi Windi,

     

    Thanks for the response.

     

    We have a process that runs after our California location is done shipping that updates the order batches with  shipped batch ID's depending on the type of order.  We have an Amazon batch that I need to transfer to invoice and post after hours without any interaction from a user. 

     

    I will look into Willoware.  We have talked to them about other projects in the past.

     

    Kevin

     

    Kevin Carnahan
    Dietzgen Corporation | System Administrator
    121 Kelsey Lane, Suite G, Tampa , FL 33619
    Phone: 813-849-4333  | Toll Free: 800-854-2341 x1015
    kcarnahan@dietzgen.com
    my.dietzgen.com | www.dietzgen.com
    www.magicinkjet.com | shop.museofineart.com

     

    Dietzgen_Logo_w-tag - email

     




    Academy - Online Interactive Learning from Experts


  • 6.  RE: ISV to Transfer to Invoice and Post SOP Transactions

    TOP CONTRIBUTOR
    Posted 20 days ago
    I'm not sure your Amazon volumes but we did an ATT account that ran 10,000 to 16,000 SOP Invoices from master SOP Orders per day w 4-10 line items each and auto posted them. A five year project with ATT.

    Our experience was that the core GP mass transfer was too slow - by hours - and so we did a custom eConnect job with SQL to create the Invoices and SOP Batch(s).
    This ran fast. Maybe 25-45 minutes max and was scheduled run daily before night backups but after normal work.

    When the night backups finished, we scheduled the posting of the SOP Invoices with Postmaster Envisage. This application was installed and ran on a Dynamics GP DPS server which is a high uptime server/client on the fiber switch with the SQL server. We did not install or post these SOP Invoice Batches from the Citrix Servers used by users.

    We learned that the Postmaster will post at a rate of about one SOP Invoice per second or 3,600+- per hour. Our normal daily batch would post in four hours! If for some reason the posting was missed and the batch grew to much more that 12,000 invoices like 35,000 invoices it could not be posted so we modified our SOP Invoice creation job to limit the batch size to 10,000 Invoices. At 10,000 Invoices a new batch would be created and so on and then the batches auto posted at nights on weekends.

    One important thing to know is that Dynamics GP SOP Posting is a single threaded SQL job. When a batch is busy SQL posting by one user say Postmaster, no other user will be able to post a SOP batch until it completes. In fact their GP session will hang when the click post and wait. So do not auto post your large SOP batches during the day as it will interfere with users who try to post a 10 transaction batch. Sending all SOP Posting to a DPS Server will not resolve as the single threading occurs at the SQL level.

    Overall our experience with Postmaster was good as long as we only scheduled at night and limited batch sizes to10,000  Invoices which would generally post in under 4 hours.

    Cash application of weekly payments to 50,000 invoices was another exercise.

    Good luck

    ------------------------------
    Thaddeus Suter
    Retus, Inc
    HELOTES TX
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    Academy - Online Interactive Learning from Experts


  • 7.  RE: ISV to Transfer to Invoice and Post SOP Transactions

    GPUG ALL STAR
    Posted 20 days ago
    @Kevin Carnahan
    We did a similar thing for a customer using the Willoware tool.  We imported web orders into a certain batch and then based on batch id and some other criteria we had the WW tool transfer to Invoice.  Works like a charm. - and Brenner at Willoware is a great guy. :)
    Thanks
    Windi​

    ------------------------------
    Windi Epperson
    Customer Support Manager
    Njevity, Inc
    Norman OK
    720-870-9700 x104
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: ISV to Transfer to Invoice and Post SOP Transactions

    SILVER CONTRIBUTOR
    Posted 20 days ago
    @Kevin Carnahan,
    Our SOP Auto Invoice product will provide you with a number of options on not only the transfer, but the printing of the invoices, and also supports automatic transfer to Back Orders if necessary. I am looking forward to our upcoming demo to show you the system in action. Talk soon. ​

    ------------------------------
    Janice Phelps
    Director, Professional Services
    Blue Moon Industries
    Providence RI
    ------------------------------

    Academy - Online Interactive Learning from Experts


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