After a merger with a competitor our customer decided to combine all data from the separate ERP systems used in the two organizations into a new, third ERP system.
In the meantime one of the two systems (Sage ERP) should act as the main financial system. As a result, the goal was to add invoice data generated in the other system to the main system automatically using an accounts-receivable interface provided by Sage ERP..
smart outcome’s contribution
Together with the customer's specilalists we defined the detailed requirements for the export of invoices from the source system. Subsequently, we created routines to read and transform the selected data points from the source database and save them to the CSV formats defined by Sage ERP for accounts receivables and open positions.
The export was then set up as a daily scheduled process in the customer's network. The last step - visual check of the data and import into Sage ERP - was purposely left as a manual process to provide the accounting department with the ability to verify data before the import.
Result
- Daily, automated export of invoices and open positions into Sage ERP CSV format
- Daily time saving through elimination of manual booking of invoices in Sage ERP
- Improvement of data quality through eliminatino of manual data entry
Employed technologies
- Microsoft SQL Server 2008
- Microsoft SQL Server Integration Services (SSIS)
Industry
Metalworks