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Archive for October, 2009

Automatic Credit Memo Notifications - Summit Messenger

October 28th, 2009

We recently implemented a solution (that we are now calling Summit Messenger) for a customer to automatically send credit memo notification emails from Microsoft Dynamics GP to their customers.  Each quarter, the customer runs a SQL Reporting Services report to determine the credit that should be applied to each of their customers.  Rather than having to manually enter the subsequent credit memos, print them out, and mail them to their customers, we designed a solution using Scribe Insight and Summit Messenger to accomplish this task.  We created an integration using Scribe Insight to import the data from the report into credit memo transactions in a specific import batch in Microsoft Dynamics GP.  Then once the credit memos have been reviewed and the batch posted, the email notifications are immediately sent to the customer.  This solution saves the customer a tremendous amount of time and money by removing a majority of the otherwise manual process and no longer requiring stamps.

For more information on Summit Messenger, please visit http://www.summitgroupsoftware.com/php/messenger.php.

Author: Tyler Sand Categories: Scribe, Summit Messenger Tags: