Review trial Invoices

Review of trial invoices
Combining the power of Exact Globe and Exact Synergy

Meet Miriam

Successful delivery of her projects
A happy customer
What she cares about most?

She wants to be reliable
No surprises to her, the team nor the customer

She needs to be in control of her projects

To plan people on her projects
To create and manage her project budgets
To be sure correct project rates are used
She uses Synergy timesheet

To be in control if and when hours get invoiced
She uses Synergy timesheet

She’s very satisfied with the way in which Synergy supports her in her daily work...

...but she has a problem

The problem Miriam faces
She would like to be able to verify invoices before they get sent to her customers
Simply to ensure the invoices have the right description, references, layout, amounts etc

Using Exact Synergy timesheet solution, these invoices are processed in Exact Globe
Where Miriam prefers to control all aspects of her projects in one environment: Exact Synergy. That’s her everyday cockpit
Besides that, her company only provides F&A colleagues access to Exact Globe

Her F&A colleagues making the invoices in Exact Globe, would like to help Miriam...
...but making a trial invoice, storing that in Exact Synergy and creating a review request, takes a lot of time

How can we help Miriam?

Combine the power of Exact Globe and Exact Synergy
Prepare and process the transactions in Exact Globe
Use Exact Synergy for the collaboration part
How?
Solution

Specify what the URL is of Exact Synergy. No validation
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

When printing a trial invoice, a new Review option

The regular process for trial invoice is executed
Followed by automatically creating a new request in Exact Synergy
Calling the ‘request’ webservice of Exact Synergy using the URL from ‘Connectivity’ settings
Filling request type from ‘Invoice’ settings
Filling the person and description from the trial invoice page
Filling Account, Project, Invoice number (if available) from the invoice header
Filling Currency with frkrg.valcode and filling Amount (realized) with frkrg.bdr_val
Filling in the attachment with the trial invoice in HTML or PDF format, depending on the ‘Invoice’ settings
If the user clicks ‘process’

Miriam gets a ‘review’ request in her workflow
Miriam clicks the attachment to see the trial invoice

If the user clicks ‘process’

She verifies the invoice and gladly confirms it
Thank you!

Miriam’s acknowledgement will arrive in the workflow of her F&A colleagues who can now send the invoice to the customer

2/1/2010
22
To change Footer click Insert > Header & Footer

http://productblog.exactsoftware.com	159
http://blogs.exact.com	32
http://e-leete.blogspot.com	7
http://www.slideshare.net	3
http://research.exact.nl	1
http://translate.googleusercontent.com	1

Review trial Invoices

by ronald_voets on Feb 01, 2010

Accessibility

Categories

Tags

Upload Details

Usage Rights

6 Embeds 203

Statistics

Review trial Invoices — Presentation Transcript