Logicity Automatic Invoicing for Visual Manufacturing is a package that builds on top of the Logicity framework to allow for the automatic delivery of invoices and invoice-related reports to customers or internal staff. These reports can be delivered via e-mail, printer, or saved as files using any of the Crystal Reports export formats found in Logicity.
How It Works
Step 1 - You first associate a Logicity Solution File (RRD) to the customer(s) you wish to utilize automatic invoicing for from Customer Maintenance:
Step 2 - From here you can either select an existing RRD file or create a new one:
Step 3 - When editing or creating a new RRD file, you will use Logicity Solution Builder to create a file the same as you would in any other Logicity deployment. The difference here is that you now have access to a set of variables that can be used anywhere within the RRD file to provide invoice-specific information:
Step 4 - At the time an invoice is created in Visual, any enabled RRD files for the customer will be automatically executed and the variables used here will be replaced with data from the invoice. So, for example, we include a starter report with Logicity Automatic Invoicing for the invoice itself. In order to automate the delivery of that report we recommend that you use the variable 'Invoice ID' for the report parameter INVOICE_ID and 'Contact E-mail' for the recipients:
Step 5 - You can attach as many different reports and actions as you like and they will all get executed at the time a new invoice is created for the customer. So perhaps you want to e-mail out the invoice to the customer, print off a copy to file, save a copy as a PDF, and e-mail a cost analysis to management.