#25146 - 11/30/10 01:11 PM
Invoicing hundreds of orders at once
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Adagio Buff
Registered: 03/22/04
Posts: 74
Loc: Modesto, CA 95350
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I have finally begun importing my orders from our web system into Order Entry. Aside from the back-order issue (I need to ensure EVERYTHING is in in stock when importing), it seems to work very well.
QUESTION: I now have a few hundred orders that require invoicing. Is there a way to invoice them as a batch?
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#25151 - 11/30/10 06:20 PM
Re: Invoicing hundreds of orders at once
[Re: BAMPH]
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Adagio Master
Registered: 03/16/99
Posts: 10498
Loc: Canada
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Hi Pete,
But we already have that function - it's called Adagio Invoices.
_________________________
Andrew Bates
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#25159 - 12/01/10 12:37 PM
Re: Invoicing hundreds of orders at once
[Re: Douglas Dickie]
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Adagio God
Registered: 03/10/02
Posts: 4454
Loc: Wynnewood, PA
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Hi Doug Hey, I mentioned Adagio Invoices first, not Andrew ![wink wink](/ubbthreads/images/graemlins/default/wink.gif) The reason for the speed issue I experienced with Automation Anywhere is that it has to cater to the slowest machine on the system, which means building in pauses while screens refresh. As for identifying orders to invoice, that one's easy, with the use of GridView to create a one column report which can be saved as a CSV file. Of course, you would need GridView. Steve
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#25161 - 12/01/10 12:41 PM
Re: Invoicing hundreds of orders at once
[Re: Steve Schwartz]
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Adagio Master
Registered: 03/16/99
Posts: 10498
Loc: Canada
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Why would you be runing a macro to invoice imported orders on more than a single machine (hopefully your fastest one at that)?
_________________________
Andrew Bates
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#25202 - 12/02/10 06:10 PM
Re: Invoicing hundreds of orders at once
[Re: Nick Sciabica]
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Adagio Master
Registered: 03/16/99
Posts: 10498
Loc: Canada
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In all this chit chat, we forgot to ask:
Are these really orders, or have you already taken the money and shipped the goods? Could the items be back ordered?
_________________________
Andrew Bates
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#25285 - 12/06/10 11:33 AM
Re: Invoicing hundreds of orders at once
[Re: Retired_Guy]
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Adagio Buff
Registered: 03/22/04
Posts: 74
Loc: Modesto, CA 95350
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Thanks for all the feedback.
Andrew, these are internet orders. I am importing the via a CSV into Order Entry. We have never used Adagio Invoices, I will have to look into that option.
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#26983 - 04/19/11 12:32 PM
Re: Invoicing hundreds of orders at once
[Re: Retired_Guy]
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Adagio Ace
Registered: 06/09/08
Posts: 224
Loc: Montreal, Canada
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Reviving this thread, we have a client who brings in several hundred orders each day via EDI and then wants to invoice them all at once as a batch. They are using Edisoft which integrates with Adagio Order Entry, not Adagio Invoices. They have to visit each order to invoice. Any thoughts?
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Brian Puddington Geneva Financial Systems Montreal
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#26985 - 04/19/11 01:30 PM
Re: Invoicing hundreds of orders at once
[Re: Brian Puddington]
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Adagio Master
Registered: 03/16/99
Posts: 10498
Loc: Canada
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Hi Brian,
Well, Adagio Invoices imports invoices, just like we mentioned previously. We have recorded the request to directly invoice a large number of orders simultaneously, but the request only comes up sporadically.
We'll see if this is a common problem at the AOC.
_________________________
Andrew Bates
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#29732 - 11/11/11 12:13 PM
Re: Invoicing hundreds of orders at once
[Re: Douglas Dickie]
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Adagio Guru
Registered: 06/05/07
Posts: 126
Loc: Los Angeles, CA
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I know this is an old thread, but is this something being work on? Probably create a macro that works the same way as the previous accpac macro? F7 to create a macro and F8 to use it.
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#29735 - 11/11/11 07:27 PM
Re: Invoicing hundreds of orders at once
[Re: MarlonMF]
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Adagio Master
Registered: 03/16/99
Posts: 10498
Loc: Canada
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We have been automating many functions over the years and Adagio does play well with most of the Windows macro programs. Is this what you are trying to automate?
_________________________
Andrew Bates
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#29737 - 11/12/11 07:49 AM
Re: Invoicing hundreds of orders at once
[Re: Steve Schwartz]
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Adagio Master
Registered: 03/16/99
Posts: 10498
Loc: Canada
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We already have a way of importing invoices into Adagio - it's called Adagio Invoices. And Adagio Invoices and Adagio OrderEntry run quite happily with each other and will both feed Adagio SalesAnalysis.
Why would we do R&D to duplicate a function we already provide?
_________________________
Andrew Bates
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#29779 - 11/16/11 11:41 AM
Re: Invoicing hundreds of orders at once
[Re: Nick Sciabica]
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Adagio Guru
Registered: 06/05/07
Posts: 126
Loc: Los Angeles, CA
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I agree with Steve's last post. And hope that softrak will not see this as a duplicate function. Because Order Entry Module and Invoice Module are two separate modules. Not everyone needs both modules.
The orders that I'm talking about are received via EDI and is posted to Adagio Order Entry. And these Orders are by stores which would be 100s of work orders that is being made. Now, someone needs to create an invoice in Order Entry for it to close the order and take out the Inventory. So, the macro will really help alot in this process. Type in the work order, pre-fill whats needed, user double checks then invoice.
We don't have the Adagio Invoice Module and not sure how Adagio Invoice will help with our current process but I'm trying to avoid to have the user import and export stuff. The lesser module they go to the better.
Edited by MarlonMF (11/16/11 11:45 AM)
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#29829 - 11/22/11 02:55 PM
Re: Invoicing hundreds of orders at once
[Re: MarlonMF]
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Adagio Guru
Registered: 06/05/07
Posts: 126
Loc: Los Angeles, CA
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Invoicing one shipment with multiple order. What do I need to do to make this happen without using third party software? Do I need to talk to someone in Softrak? If so, can someone direct me?
Honestly, this is the only thing that holds me back from upgrading to current version of Adagio. I'm actually tempted to go with other option. But I'm still hopefull that this will be address.
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#29834 - 11/22/11 09:12 PM
Re: Invoicing hundreds of orders at once
[Re: MarlonMF]
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Adagio Master
Registered: 03/16/99
Posts: 10498
Loc: Canada
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Hello Marlon,
Since you want someone to check the order, can't they click "Ship all" and OK? Don't you want the orders/invoices to be reviewed before they are invoiced? You can change an order, but you cannot change an invoice.
We have never been able to combine orders onto a single invoice, and our data structure would make that difficult. How would you handle the situation with different sales people on each order? Different Ship to codes? Different tax rules.
We do offer customizations to Adagio to address specific users processing requirements. While I am out of the office at the moment, you can address specific requests to me.
_________________________
Andrew Bates
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#29852 - 11/23/11 01:28 PM
Re: Invoicing hundreds of orders at once
[Re: Steve Schwartz]
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Adagio Guru
Registered: 06/05/07
Posts: 126
Loc: Los Angeles, CA
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Hello Steve,
No, I don't need consolidated invoice. I just need a function that will expedite the invoicing of each work order.
A function that will work something like this: -User starts with OE open. -Launches the function. -The user will be asked to enter the two or more parameters; EX. Ship Via, Comment 2, Shipment Date and etc. -Function will launch the shipping routine -Start invoice routine -Open order finder and allow the user to enter the order number. -Populate Ship Via, Comment 2, Shipment Date and etc. -Select ‘Ship All’ -Have an option to go back to details to change quantity if partially shipped. -User Select Ok to Invoice order. -Loop back to ‘Start invoice routine’. -When finished press the Esc key to stop the macro. This will also clear the variables making the macro ready for the next use.
These orders needs to be close somehow, right?
-Marlon
Edited by MarlonMF (11/23/11 01:29 PM)
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#29880 - 11/24/11 02:11 PM
Re: Invoicing hundreds of orders at once
[Re: MarlonMF]
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Adagio Master
Registered: 03/16/99
Posts: 10498
Loc: Canada
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Hello Marlon,
You know, if you just let users edit their entry template in OrderEntry, you can pretty much accomplish what you're trying to do.
Have you tried that? (Entry templates are stored by Group in Adagio OrderEntry.)
Otherwise I would suggest you download one of the many Windows macro languages and experiment with that, or engage Doug Dickie, who has experience in this type of automation, to program a macro for you.
Your requirements are so specific that this would never become part of Adagio OrderEntry.
Sorry.
The original request for this thread is to add the capability to multi-select a range of orders and automatically invoice each of them without operator intervention or confirmation.
_________________________
Andrew Bates
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#32693 - 07/22/12 06:36 AM
Re: Invoicing hundreds of orders at once
[Re: Steve Schwartz]
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Adagio Master
Registered: 03/16/99
Posts: 10498
Loc: Canada
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If we provided this functionality as an add-on for OrderEntry for $1250 instead of suggesting Invoices, would you prefer that approach?
_________________________
Andrew Bates
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#32694 - 07/22/12 10:17 AM
Re: Invoicing hundreds of orders at once
[Re: Retired_Guy]
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Adagio God
Registered: 03/10/02
Posts: 4454
Loc: Wynnewood, PA
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If those were the only two options, yes.
I would expect something fairly flexible, with the ability to tag orders from a screen, select from a range, or import from a list. Plus the options to auto-generate a payment and to flag the invoice as printed.
Another feature that would give such an add-on extra value would be the option to select all items on orders with quantities shipped but not invoiced, and invoice them using the same options as above.
OK, now I am going to dream on. In the old DOS program, there was an add-on that allowed a user to "allocate" (ie change to shipped from backordered) items on orders, based on options. The options were to allocate all matching lines or only only up to available on-hand quantities, based on a range of items, orders, and/or customers, order date and/or expected ship date, with an option to give priority to orders that will be completed. Obviously you can see where I am going with this in conjunction to the feature listed above.
I have one client who owns and uses Adagio but still uses the DOS program for this single feature. It would be wonderful to offer them an Adagio replacement.
Steve
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#32723 - 07/25/12 08:31 AM
Re: Invoicing hundreds of orders at once
[Re: Steve Schwartz]
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Adagio Conductor
Registered: 03/19/02
Posts: 555
Loc: Vancouver, BC
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Personally, I'd like to see this feature in OrderEntry, but that's not the only way to get this done. It could exist as a separate utility or something within the Toolkit for Adagio. However it gets done, it's more complicated than just, 'ship all'. There are a variety of strategies and options to consider. There will be no shortage of suggestions.
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#32879 - 08/12/12 01:32 PM
Re: Invoicing hundreds of orders at once
[Re: Retired_Guy]
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Adagio Ace
Registered: 06/09/08
Posts: 224
Loc: Montreal, Canada
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Why not see how many users want this feature. I have one user who would love such a feature. Would they pay $1250 for it? I don't know. It seems like a small add-on to a module for which they already paid $1250, so in terms of perceived value, it will be a hard sell. It is possible that when an end user looks at what he got for his first $1250 - a full Order Entry module, and what he gets for his second $1250 - a new button (albeit with great utility,) there might be some resistance in terms of perceived value.
My client uses Edisoft that integrates with OE but not with Invoices. The client needs to keep track of backorders. I believe that the absence of bulk invoicing limits Adagio's use with EDI and many web store applicaions.
In this thread you have been pushing people in the Invoices direction. Those who either cannot or do not want to go in that direction might react badly if they perceive this to be punitive pricing. $1250 is what we have come to expect as a module price. The only important concept of a module's value is the value that exists only in the minds of the purchasers. At $2400, an EDI-enabled Adagio OE might seem expensive.
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Brian Puddington Geneva Financial Systems Montreal
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#32880 - 08/12/12 07:07 PM
Re: Invoicing hundreds of orders at once
[Re: Brian Puddington]
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Adagio Master
Registered: 03/16/99
Posts: 10498
Loc: Canada
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Hi Brian,
Do you mean $2500 for OE and an add-on?
Of course, it's REALLY valuable for those that need it, and useless for those that don't. It'll save a TON of time, and therefore should be seen as a valuable addition.
As I've said before, expense is a relative term, and of course, your expense is my income!
_________________________
Andrew Bates
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