• Home
  • Logicity Automatic Invoicing for VISUAL ERP

Logicity Automatic Invoicing for VISUAL

logicity logo for visual auto invoicingLogicity 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:
Logicity Automatic Invoicing for Visual Manufacturing

Step 2 - From here you can either select an existing RRD file or create a new one:
Logicity Automatic Invoicing for Visual Manufacturing

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:
Logicity Automatic Invoicing for Visual Manufacturing

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:
Logicity Automatic Invoicing for Visual Manufacturing

Logicity Automatic Invoicing for Visual Manufacturing


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.

Contact us to learn about Logicity for VISUAL Automatic Invoicing

 

Logicity Logo White 300

132 Main St., Wadsworth, OH 44281 USA
855.758.0100
sales@logicitysuite.com

Logicity for ERP

Logicity for Infor VISUAL ERP
Logicity Auto Invoicing
Logicity for Epicor ERP

Copyright © 2008-2016 SaberLogic LLC  |  Privacy Policy  |  Terms & Conditions  |  Site Map