Collins Computing, Inc.

Inter-company AP transactions: Here’s the secret for doing it right!

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A company needs to distribute an AP invoice across multiple entities. It may be a VERY simple process.  There may be account numbers with entities or departments defined within the same company database, and that is all that is needed.  But in the real world, this could also mean distributions across databases, and attaching scanned or electronic copies of the invoice/P.O./receipt to the transaction, with a need to bring data across disparate systems!

So what is the secret to solving the customer’s true need?  First, we distribute and implement Microsoft Dynamics GP financial software – so, let’s start there.  If the company isn’t already using this world-proven application, we start with showing them the benefits of using Microsoft Dynamics GP.  Microsoft Dynamics provides integration tools to bring data into the application from outside sources – like outsourced databases, proprietary modules, or CRM systems.

Next we discuss MC2’s AIT (Advanced Intercompany Transactions) module.   Although ‘stock’ Microsoft Dynamics GP can definitely handle basic inter-company transactions, MC2’s AIT module extends the automation and functionality.  AIT automatically posts transactions across entities; has the ability to handle other modules I/C transactions (POP, Bank Rec, Payroll, etc.); and has drill-down ability to see transactional details across these entities.

For the document imaging/workflow solution, we partner with many CfMD (Certified for Microsoft Dynamics) vendors so we can offer the exact features the customer requires.  These requirements may vary from OCR (Optical Character Recognition), Advanced Workflow, Approvals, Email attachments, using Microsoft SharePoint – or only a super simple way to scan and attach an invoice.

The secret to doing it right?Relationships and Communication between the customer, consulting partner, and the vendors.  As you just read, customer’s requirements vary.  Many of the above mentioned products snap together seamlessly, but to get it just right the pieces need to be configured only after customer/partner discussions and planning.  The right consulting partner, with the expertise, experience, and the skills to manage the discovery and implementation process will determine the level of success the customer will have in achieving their goal.

At Collins Computing, we develop strategic partnerships with the product leaders in the Microsoft channel.  While we are planning a new project with a customer, we may need to validate a new situation or idea for an implementation, so we KNOW we can call on the product vendors for confirmation of a product’s ability or a coming feature.  We assure our customers that their software and processes will all work together in the most efficient manner possible by staying current on the products and vendors in the marketplace.  Just today I had a quick conference call between a customer, a document imaging vendor, an inter-company vendor and myself (the project manager).  With that quick call, all of the details were discussed and we can be certain the customer has the right solution for their needs!

So although the software and hardware need to be configured correctly – the relationships and communication level of the people involved ultimately drive the success of the project!  Make sure your financial/ERP consultant knows the products, the industry, AND the partners!  Count on Collins, Count on Success

By Abra Gilman, Collins Computing, Inc.  Gold Certified National Dynamics Partner, Headquarters- Southern California

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