Review trial Invoices


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This presentation contains the user story of Miriam, a project manager using Exact Synergy in her daily work. We'll describe her situation, a problem she faces and how it could be adressed.

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Review trial Invoices

  1. 1. Review of trial invoices<br />Combining the power of Exact Globe and Exact Synergy<br />
  2. 2. Meet Miriam<br />
  3. 3. Successful delivery of her projects<br />A happy customer<br />What she cares about most?<br />
  4. 4. She wants to be reliable<br />No surprises to her, the team nor the customer<br />
  5. 5. She needs to be in control of her projects<br />
  6. 6. To plan people on her projects <br />To create and manage her project budgets<br />To be sure correct project rates are used<br />She uses Synergy timesheet<br />
  7. 7. To be in control if and when hours get invoiced<br />She uses Synergy timesheet<br />
  8. 8. She’s very satisfied with the way in which Synergy supports her in her daily work...<br />
  9. 9. ...but she has a problem<br />
  10. 10. The problem Miriam faces<br />She would like to be able to verify invoices before they get sent to her customers<br />Simply to ensure the invoices have the right description, references, layout, amounts etc<br />
  11. 11. Using Exact Synergy timesheet solution, these invoices are processed in Exact Globe<br />Where Miriam prefers to control all aspects of her projects in one environment: Exact Synergy. That’s her everyday cockpit<br />Besides that, her company only provides F&A colleagues access to Exact Globe<br />The problem Miriam faces<br />
  12. 12. Her F&A colleagues making the invoices in Exact Globe, would like to help Miriam...<br />...but making a trial invoice, storing that in Exact Synergy and creating a review request, takes a lot of time<br />The problem Miriam faces<br />
  13. 13. How can we help Miriam?<br />
  14. 14. Combine the power of Exact Globe and Exact Synergy<br />Prepare and process the transactions in Exact Globe<br />Use Exact Synergy for the collaboration part<br />How?<br />Solution<br />
  15. 15. Specify what the URL is of Exact Synergy. No validation<br />Specify what the request type ID is for the Synergy ‘review’ request we’re going to create. No validation, just specify a number between 0 and 9999<br />
  16. 16. When printing a trial invoice, a new Review option<br />
  17. 17. The regular process for trial invoice is executed<br />Followed by automatically creating a new request in Exact Synergy <br />Calling the ‘request’ webservice of Exact Synergy using the URL from ‘Connectivity’ settings <br />Filling request type from ‘Invoice’ settings<br />Filling the person and description from the trial invoice page<br />Filling Account, Project, Invoice number (if available) from the invoice header<br />Filling Currency with frkrg.valcode and filling Amount (realized) with frkrg.bdr_val<br />Filling in the attachment with the trial invoice in HTML or PDF format, depending on the ‘Invoice’ settings<br />If the user clicks ‘process’<br />
  18. 18. Miriam gets a ‘review’ request in her workflow<br />Miriam clicks the attachment to see the trial invoice<br />
  19. 19. If the user clicks ‘process’<br />
  20. 20. She verifies the invoice and gladly confirms it<br />Thank you!<br />
  21. 21. Miriam’s acknowledgement will arrive in the workflow of her F&A colleagues who can now send the invoice to the customer<br />
  22. 22. 2/1/2010<br />22<br />To change Footer click Insert &gt; Header & Footer<br />