Balanced Force develops Integrations from Rootstock to 3d party finance solutions

Martin UwlandMonday March 1st, 2021Rootstock add-onsComments are off for this post

Implementing ERP on the Salesforce platform is a leap forward for any organization, that is one of the reasons why some of our customers choose to do ERP first and Finance later. For these customers we build integrations.

A look behind the scenes;

Run the numbers

Balanced Force developed financial integrations between Rootstock ERP and off-platform financial solutions, ranging from a simple exports of accounts payable and accounts receivable to more complex bi-directional integrations. When developing these solutions we first create a visual overview of the integration, this is the easy part. Then we build the integration in a test environment and then we face the 3 challenges of integrations; master data, data formats and testing.

A solid integration requires alignment of master data between systems, customer and vendor numbers, General Ledger Accounts, VAT codes they must all match. What date is 1/4/2021? Is it April first or the fourth of January. And the decimal sign, is it a dot or a comma. And last but not least testing, it great when the happy flow works, but some times we have to create a credit note, does that work too? That is why we emphasize development of test scenarios to make sure we cover all exceptions.

Peer review, Cutover and Go-live

So now we have developed a new integration, how do we go live? First we do a final peer review within our team of highly experienced consultants then we develop a cutover plan, the timing is often crucial. And then, sometimes in the middle of the night on a weekend day we flip the switch and we are live. And of course we are available for support after go-live.

Use Salesforce tools for integrations

Balanced Force has a lot of experience in building various integrations between Salesforce / Rootstock and other solutions, both on and off-platform. These integrations are always critical for our customers, that is why we rely on state of the art Salesforce solutions to develop and implement solid integrations for our customers.

Martin Uwland

Digital warehouse & Manufacturing with Salesforce & Rootstock ERP

Looking for faster, easier and efficient inventory management and workorder processing? You no longer need a warehouse management system to control all of your warehouse’s activities, improved order fulfilment and inventory accuracy. Your shopfloor and office on a single platform Salesforce & Rootstock ERP offers real time warehouse management in one cloud solution for your shopfloor and office. In this series we showcase how we create flexible, easy, creative, smart and dynamic warehouse processes for our customers. Scan, take a picture and print on the spot On the shopfloor the stickers are printed directly from the platform to a cloud printer and you can upload a picture of documents and damage directly from your scanner or any other device. The pick lists, for production and for shipping, are optimized to reduce picking time and to create sensible packaging, e.g. heavy products first and breakable items go on top. We optimize improve and adapt your warehouse and production processes by using the edge technology Salesforce & Rootstock ERP provide to create more customer value. In this series we will discover; Flexible location transfer Space is a big challenge in many warehouses, especially when a big shipment comes in. So inventory items (SKU’s) are moved around and the challenge is to keep track of the current location of each item. Easy goods receipt Processing goods receipt can be a lot of work, finding the order, checking quantities and quality, processing documents, printing labels and stickering the items (SKU’s). Creative work order Never run out of components for your workorder, print your finished product barcode / QR code and documents from your handheld and complete your workorder by scanning your employee pass. Smart Sales order & shipment Your digital sales order picklist is created in a sensible packaging order, e.g. heavy products first and breakable items go on top. Enter weight and dimensions on your handheld and directly print the transport documents for your carrier. Dynamic Cycle count Making sure your inventory holds exactly what your system claims made as easy as ABC with mobile cycle count. Wall to wall, per location, per ABC class, per whatever you decide in simultaneous batches without closing down the warehouse. Coming soon Can’t wait to see? Contact us for a demo.
Processing of scanned invoices in Rootstock ERP

Many of our customers use invoice scanning software to convert a paper invoice into a PDF + attributes that were recognized in the text. This metadata e.g. vendor, amount, bank account number, VAT, etc. can be converted into transactions in Rootstock ERP. Scanned invoice processing cockpit Balanced force built a solution for uploading the scanned invoices (PDF + Metadata) onto the Salesforce platform. The standard Salesforce KanBan view is used as scanned invoice processing cockpit. Here you can manage your workload, execute the automated matching and monitor progress. Automated 3 Way Match Assuming your purchase order was already approved and the goods receipt value matches the invoice value this transaction can be fully automated, resulting in a direct posting of the invoice. For variances and invoices that are to be posted directly on general ledger accounts extra business rules and approval steps (in accordance with your approval matrix) can be added easily. With a business rule internal invoices or subscription invoices and invoices with very small variances can be excluded from the approval process. from the approval process. FAQ Does it work with foreign currencies? Invoices in foreign currencies are processed in exactly the same way, posting of the transaction registers both the home and the transaction currency. Does it handle VAT? VAT that is recognized on the invoice is used for posting, before posting the invoice and VAT amounts can be adjusted. Can you post multiple receipts on invoice? One invoice can match multiple purchase order receipts and post on extra lines in the general ledger. Can you process invoices for multiple companies? In the invoice processing cockpit invoices for different companies can be processed. Etc.. Optimize after go live We optimize, improve and adapt solutions after go-live, based on our knowledge of, and experience with ERP implementations and systems, as well as business process improvements. We help our customers to reduce handling costs and maximize the usability of systems to enable them to create more customer value.
Balanced Force develops Integrations from Rootstock to 3d party finance solutions

Implementing ERP on the Salesforce platform is a leap forward for any organization, that is one of the reasons why some of our customers choose to do ERP first and Finance later. For these customers we build integrations. A look behind the scenes;
Balanced Force brings Gantt to Rootstock

Align production capacity with customer milestone We love doing projects, we engineer, we manufacture, we build, we find solutions and we strive to exceed customer expectations. Rule number one for customer satisfaction in our business is on time delivery. We supply industrial solutions that are an essential part of our customers core business process. If we do not supply within the agreed timeframe, our customers business process stands still.
Balanced Force develops Remittance Advice on Rootstock

With salesforce and Rootstock you can create tailor made functionality and processes with standard software. A good example of this is the Remittance Advice that we recently developed for one of our international customers. Show me the money! Balanced Force developed an overview of outgoing payments that you can (automatically) email to you suppliers when you have processed your payments in Rootstock. This Remittance Advice is a salesforce report that clarifies which invoices and credit-notes the amount paid exactly represents for this supplier. The standard Salesforce automation tools can be used to automatically send this report to each supplier in PDF format. Optimize after go live. Balanced Force strives to reduce handling cost and maximize user experience for Salesforce and Rootstock customers. We use our expertise in the capabilities of these solutions and our long experience in ERP implementations and continuous business process improvement to create more customer value.

Run the numbers

Peer review, Cutover and Go-live

Use Salesforce tools for integrations

Martin Uwland

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