Customer invoices sent electronically

Chris, You hit on a sore spot for most Vantage EDI users.

If you in fact need to send via EDI you will need a third
party product and I would suggest (depending on the number
of invoices) re-entering the invoice info into that
product. The Vantage EDI module has some significant
hurdles to get to work and would most likely require some
custom programming to interface directly with your customer.

The text file might be a better alternative. Depending on the
format required by your customer you may be able to export
a report builder report to the requested format.

That said, all of our EDI customers are moving or have moved
to an internet based data interchange which might also be available.
It is the future....even for Vantage....or should I say Vantage.net.

Second part, You could 'move' all the invoices to a separate group
for just that customer. I'm not sure what that would do for you.
I don't think your customer would want the file in the Vantage
invoice format.



-----Original Message-----
From: Chris Hansen [mailto:chansen@...]
Sent: Friday, April 19, 2002 9:24 AM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] customer invoices sent electronically


Hello everyone,
One of our customers has requested that we send our invoices to them via
EDI or get it to them in a text file. Is anyone currently sending their
invoices electronically?

My second question then related to all this is when you are pulling the
invoices through with the "get shipments" option in A/R, how are you going
to get just the customer that wants the electronic invoices? Would you
have to play around with marking only their shipments ready to invoice
first from shipping, and then do all the other customers?

Anyone have any ideas or advice? We are on Vantage 4.0.
Have a good Friday!
Chris Hansen
Controller
Herker Industries, Inc.
Hello everyone,
One of our customers has requested that we send our invoices to them via
EDI or get it to them in a text file. Is anyone currently sending their
invoices electronically?

My second question then related to all this is when you are pulling the
invoices through with the "get shipments" option in A/R, how are you going
to get just the customer that wants the electronic invoices? Would you
have to play around with marking only their shipments ready to invoice
first from shipping, and then do all the other customers?

Anyone have any ideas or advice? We are on Vantage 4.0.
Have a good Friday!
Chris Hansen
Controller
Herker Industries, Inc.
Chris,

We use Broadgun PDF Machine software. I believe it was Shirley Graver who told me about it. It opens up an invoice, quote, etc. in Adobe Acrobat and allows you to print it or email it from Acrobat. We use it for emailing quotes, POs, and invoices. It's very simple to use.

http://broadgun.com/pdfmachine/index.htm

Wendy Bowen
Network Administrator
Schmald Tool & Die, Inc.

----- Original Message -----
From: Chris Hansen
To: 'vantage@yahoogroups.com'
Sent: Friday, April 19, 2002 10:24 AM
Subject: [Vantage] customer invoices sent electronically


Hello everyone,
One of our customers has requested that we send our invoices to them via
EDI or get it to them in a text file. Is anyone currently sending their
invoices electronically?

My second question then related to all this is when you are pulling the
invoices through with the "get shipments" option in A/R, how are you going
to get just the customer that wants the electronic invoices? Would you
have to play around with marking only their shipments ready to invoice
first from shipping, and then do all the other customers?

Anyone have any ideas or advice? We are on Vantage 4.0.
Have a good Friday!
Chris Hansen
Controller
Herker Industries, Inc.



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[Non-text portions of this message have been removed]
We use the multi-form utility from Caesar developments. We email the
invoices, quotes, PO's, etc. in Microsoft Word format, but there are several
other formats as well (Rich Text, pdf, etc.).




[Non-text portions of this message have been removed]
You apparently don't have the EDI module. We use EDI a good deal, mainly
receiving 830 documents, (Shipping Releases). Your customer is asking you
for an 856 or (ASN) Advanced Shipping Notice). There are document types for
every transaction. Since it doesn't sound like you have other customers
needing this set up an export and send run the manually. To set up an EDI
system you need to buy the software, ($2500.00 We use Sterling Commerce. Set
up a connection to the internet, build or buy document templets ($250.00
each if in Sterlings Library, $1,200.00 if not. Then you will have to Import
or hand enter the information into your document then send. Starting from
scratch figure about $10,000 for an edi implimentation. An awful lot if you
only have one small customer needing it. In our case our biggest customer
said "GET IT".

Shirley Graver
Systems Administrator
Rubber Associates Inc.
Cleveland/Akron, OH

-----Original Message-----
From: Chris Hansen [mailto:chansen@...]
Sent: Friday, April 19, 2002 10:24 AM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] customer invoices sent electronically


Hello everyone,
One of our customers has requested that we send our invoices to them via
EDI or get it to them in a text file. Is anyone currently sending their
invoices electronically?

My second question then related to all this is when you are pulling the
invoices through with the "get shipments" option in A/R, how are you going
to get just the customer that wants the electronic invoices? Would you
have to play around with marking only their shipments ready to invoice
first from shipping, and then do all the other customers?

Anyone have any ideas or advice? We are on Vantage 4.0.
Have a good Friday!
Chris Hansen
Controller
Herker Industries, Inc.



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have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
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[Non-text portions of this message have been removed]
Shirley,
It sounds like you have Vantage EDI working. Could you describe how Vantage
handles an 830 from a Customer using the Sterling software.

-----Original Message-----
From: Shirley Graver [mailto:shirleyg@...]
Sent: Friday, April 19, 2002 10:41 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] customer invoices sent electronically



You apparently don't have the EDI module. We use EDI a good deal, mainly
receiving 830 documents, (Shipping Releases). Your customer is asking you
for an 856 or (ASN) Advanced Shipping Notice). There are document types for
every transaction. Since it doesn't sound like you have other customers
needing this set up an export and send run the manually. To set up an EDI
system you need to buy the software, ($2500.00 We use Sterling Commerce. Set
up a connection to the internet, build or buy document templets ($250.00
each if in Sterlings Library, $1,200.00 if not. Then you will have to Import
or hand enter the information into your document then send. Starting from
scratch figure about $10,000 for an edi implimentation. An awful lot if you
only have one small customer needing it. In our case our biggest customer
said "GET IT".

Shirley Graver
Systems Administrator
Rubber Associates Inc.
Cleveland/Akron, OH

-----Original Message-----
From: Chris Hansen [mailto:chansen@...]
Sent: Friday, April 19, 2002 10:24 AM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] customer invoices sent electronically


Hello everyone,
One of our customers has requested that we send our invoices to them via
EDI or get it to them in a text file. Is anyone currently sending their
invoices electronically?

My second question then related to all this is when you are pulling the
invoices through with the "get shipments" option in A/R, how are you going
to get just the customer that wants the electronic invoices? Would you
have to play around with marking only their shipments ready to invoice
first from shipping, and then do all the other customers?

Anyone have any ideas or advice? We are on Vantage 4.0.
Have a good Friday!
Chris Hansen
Controller
Herker Industries, Inc.



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have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
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Off hand I would...
1. Run invoice as all other invoices (as a batch)
2. Create a special "text only" version of the invoice (with whatever fields
the customer wants) in Crystal and export it (in V8.0 and earlier only) to a
PC where invoices are done
3. Do a "reprint" (preview on screen only) of the one invoice to load the
.dbf file
4. Run the exported special invoice version and Print to File
This should leave a plain text file in the format the customer wants. I
think. Might take some playing around with. Probably an easier way too.
-Todd C.

-----Original Message-----
From: Chris Hansen [mailto:chansen@...]
Sent: Friday, April 19, 2002 9:24 AM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] customer invoices sent electronically


Hello everyone,
One of our customers has requested that we send our invoices to them via
EDI or get it to them in a text file. Is anyone currently sending their
invoices electronically?

My second question then related to all this is when you are pulling the
invoices through with the "get shipments" option in A/R, how are you going
to get just the customer that wants the electronic invoices? Would you
have to play around with marking only their shipments ready to invoice
first from shipping, and then do all the other customers?

Anyone have any ideas or advice? We are on Vantage 4.0.
Have a good Friday!
Chris Hansen
Controller
Herker Industries, Inc.




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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




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