Automate Invoicing at time of Customer Shippment - 8.03.407

I recently installed SP409 on our test server and I noticed that on the Order Entry screen there's a new (at least I don't remember seeing it before) check box: Auto Invoice.

the Help file refers to something called an "ERS Order: When selected, this designates that ERS (Evaluated Receipt Settlement and Self Billing) invoices will automatically be generated for this sales order at time of customer shipment. ERS invoicing allows your bill to customer to pay invoices based on packing slip information they receive from your company. Clear this check box if you wish to generate invoices in the normal manner. "

I haven't had a chance to look into it, but it could be what you're looking for.

Nigel.


--- In vantage@yahoogroups.com, Keith Walter <keithfwalter@...> wrote:
>
> I have been tasked with automating our invoicing process (lucky me). We currently invoice the day after shipping using Invoice Entry (create group, get shipments, etc.).
>
> What we must now implement is this: at time of shipment, print an invoice and send it to the customer, and, email a pdf copy of the invoice to the customer.
>
> I am thinking Service Connect, but wondering if anyone has done something like this, or if there is a better approach.
>
> Thanks,
> Â
> Keith Walter
> Production-Logistics Manager
> Norgren Automation Solutions, Saline Division
> kwalter@...
>
>
>
>
> [Non-text portions of this message have been removed]
>
I have been tasked with automating our invoicing process (lucky me). We currently invoice the day after shipping using Invoice Entry (create group, get shipments, etc.).

What we must now implement is this: at time of shipment, print an invoice and send it to the customer, and, email a pdf copy of the invoice to the customer.

I am thinking Service Connect, but wondering if anyone has done something like this, or if there is a better approach.

Thanks,
Â
Keith Walter
Production-Logistics Manager
Norgren Automation Solutions, Saline Division
kwalter@...




[Non-text portions of this message have been removed]
Sounds like a service connect workflow triggered by a BPM, and advanced
print management. That is the route we are going to look at.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Keith Walter
Sent: Thursday, March 11, 2010 11:45 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Automate Invoicing at time of Customer Shippment -
8.03.407





I have been tasked with automating our invoicing process (lucky me). We
currently invoice the day after shipping using Invoice Entry (create
group, get shipments, etc.).

What we must now implement is this: at time of shipment, print an
invoice and send it to the customer, and, email a pdf copy of the
invoice to the customer.

I am thinking Service Connect, but wondering if anyone has done
something like this, or if there is a better approach.

Thanks,

Keith Walter
Production-Logistics Manager
Norgren Automation Solutions, Saline Division
kwalter@... <mailto:kwalter%40norgrenauto.com>

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
My thoughts exaclty. Have you ever done any printing from ESC? Can you select a printer (i.e. print to APM Printer) easily?

--- In vantage@yahoogroups.com, "Matt Caldwell" <matt@...> wrote:
>
> Sounds like a service connect workflow triggered by a BPM, and advanced
> print management. That is the route we are going to look at.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Keith Walter
> Sent: Thursday, March 11, 2010 11:45 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Automate Invoicing at time of Customer Shippment -
> 8.03.407
>
>
>
>
>
> I have been tasked with automating our invoicing process (lucky me). We
> currently invoice the day after shipping using Invoice Entry (create
> group, get shipments, etc.).
>
> What we must now implement is this: at time of shipment, print an
> invoice and send it to the customer, and, email a pdf copy of the
> invoice to the customer.
>
> I am thinking Service Connect, but wondering if anyone has done
> something like this, or if there is a better approach.
>
> Thanks,
>
> Keith Walter
> Production-Logistics Manager
> Norgren Automation Solutions, Saline Division
> kwalter@... <mailto:kwalter%40norgrenauto.com>
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>