Designed for Commercial Printers.
Do You Need Better Financials Yet Want To Keep PSI?
Most commercial printers have long recognized the need to upgrade their financial systems but were faced with a difficult choice. Upgrading their financial systems often meant either replacing PSI or using another system that didn’t quite meet their needs. The choice or lack of a choice always meant compromise. Not anymore!
INTRODUCING PSI BRIDGE BY PTC
PSI BRIDGE allows commercial printers to keep PSI while upgrading their financial systems to Microsoft Dynamics GP. PSI BRIDGE connects PSI seamlessly with Microsoft Dynamics GP and allows commercial printers to use the same trusted job order software while introducing the expanded benefits of Microsoft Dynamics GP.
HOW IT WORKS
PSI Bridge consists of two main integrations – Accounts Payable and Accounts Receivable. PSI remains the primary repository of master records, transactions and data is transferred to Dynamics GP reflecting any data that is added, modified or deleted within PSI. By utilizing PSI Bridge you eliminate the need to purchase Integration Manager, Scribe or other end-user integration tools. Integrations may be run on a scheduled basis or on an ad-hoc basis that suits your needs.
AP Integration – PSI remains the primary system for maintaining vendors, payment terms and shipping codes. Dynamics GP becomes the system for maintaining GL Account data with PSI Bridge utilizing built-in “triggers” that update PSI as required to ensure that your GL Account data remains in sync with PSI.
AP Integration involves two main areas – Vendors and AP Transactions. Vendor integration manages vendors, payment terms, shipping codes and vendor types. AP Transaction integration manages invoices and credits and includes Document Type, Voucher Number, Document Date, Vendor ID, PO Number, Payment Terms, Shipping Method, Purchase Amount, Discounts, Tax, Freight, and GL Account Distributions.
AR Integration – PSI remains the primary source for data related to customers, payment terms, salesperson codes and shipping codes. As with AP Integration, Dynamics GP becomes the system for maintaining GL Account data with PSI Bridge utilizing built-in “triggers” that update PSI as required to ensure that your GL data remains in sync with PSI.
AR Integration involves three main areas – Customers, AR Transactions and AR Balance data. With customer integration, customer data is entered and updated by users in PSI and the integration is used to make corresponding changes to customer data in Dynamics GP. The customer integration includes Customer Name, Customer ID, Payment Terms, Shipping Method, Tax Registration and Salesperson ID as well as the applicable customer address information.
The AR Transactions integration will be for Invoices, Debits and Credits and includes Document Type, Document Number, Description, Document Date, Document Amount, Customer ID, PO Number, Payment Terms, Shipping Method, Freight Amount, Tax Amount, and GL Account Distributions.
AR Balance integration updates PSI with AR balances information from Dynamics GP so PSI credit limit functionality is accurate. The integration updates PSI Total AR Balance, High Balance, Invoices Paid Year to Date, Last Payment Date, Last Payment Amount, Average Days to Pay, and Last Statement Date.
- NO DATA LOSS
Seamless, automatic and real time AP/AR integration between PSI and Microsoft Dynamics GP.
- REDUCE ERRORS & COSTS
Avoid errors & costs by eliminating the need to retrain users on new Job Order software.
- LOWER INVESTMENT
Reduced costs by maintaining PSI versus mandatory Job Order software replacement if using other financial packages.
Contact us for more information or to schedule an online demo.