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Hi. We sell internet services on a daily basis. Our new customers 1st invoice is pushed from an order in CRM to GP. At that point in GP I am required to "transfer" the order to invoice. I then run a series post to push the invoice to Nodus (our payment portal) My question is regarding the "transfer" process. Right now it is a manual process. Can this be automated? Thank you in advance for your assistance.
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This is a relatively common question. My understanding is that there is no native feature or even API in GP that automates the SOP order transfer process.
I'm aware of two third-party products that can automate the order to invoice transfer.
Post Master Standard from Envisage software has an option to perform transfers. It can also automatically post SOP Invoice batches.
envisagesoftware.com/post-master-for-dynamics-gp
Blue Moon's SOP Auto Invoice product is a very comprehensive product that has quite a few additional features, such as printing and posting invoices. The caveat is that it may be relatively expensive, depending on your GP user count.
www.bluemoonisv.com/productDetails.php
If anybody else is aware of other products that perform the transfer process, I'm interested in learning about other options.
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