DH Pace Case Study

Payments Processing in Mobile App to IFS

Mobile Payment Integration for Field Service Operations

How ESS modernized DH Pace's field service payments with DSI platform integration, enabling multiple payment modes and seamless IFS ERP synchronization.

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40%
Reduction in Manual Errors
50%
Faster Transaction Processing
100%
Real-Time Sync
Instant
Email Confirmations
Executive Summary

Modernizing Field Service Payments

DH Pace, a national leader in dock and door services, sought to modernize its field service operations by integrating mobile payment capabilities with its ERP system. The goal was to replace legacy BAAN ERP workflows with a robust IFS ERP-based solution.

ESS Inc. developed and deployed a mobile payment screen using the DSI platform, enabling multiple payment modes and seamless integration with third-party payment systems.

Cash

Check

Credit Card

Office-Run Card

Background / Challenge

Project Requirements & Challenges

Building a flexible and secure mobile payment solution while migrating from legacy BAAN ERP

Multiple Payment Types

Support for cash, check, credit card, and office-run card transactions

BAAN to IFS Migration

Replicate existing BAAN ERP functionality while enhancing capabilities through IFS

User Validation

Robust validation to prevent unauthorized transactions

Real-Time Synchronization

Maintain data consistency across mobile and back-office systems

Secure Payment Gateway

Comply with industry standards for credit card data security

User-Friendly Mobile Experience

Minimize manual entry and provide instant confirmation to customers

Solution / Approach

DSI Platform Mobile Payment Solution

ESS utilized the DSI platform to build a mobile payment screen integrated with IFS ERP

Authorized Technician Validation

Ensure only authorized technicians can initiate payment transactions

Automated Payment ID Creation

Auto-generate unique Payment IDs and replicate across systems

Location ID Retrieval

Fetch Location IDs via API for accurate payment mapping

Third-Party Payment Integration

Seamless integration with payment gateways for credit card processing

Email Notifications

Automated email confirmations with payment details to customers

Cash & Check Processing

New DB tables and APIs for handling cash and check payments

Payment Flow

End-to-End Payment Process

Technician

Initiates Payment

DSI Mobile

Validates & Processes

IFS ERP

Records Transaction

Cash/Check

  • • Direct DB table storage
  • • Custom API endpoints
  • • Instant IFS sync

Credit Card

  • • Third-party gateway redirect
  • • Token-based auth
  • • Secure processing

Confirmation

  • • Auto email notification
  • • Transaction details
  • • Service information
Implementation

Technical Implementation

1
API Development

  • APIs for creating and retrieving Payment IDs
  • User validation against IFS ERP
  • Location ID fetching from IFS
  • Real-time synchronization with DSI mobile platform

2
Credit Card Integration

  • Secure redirect flows to third-party payment gateways
  • Duplicate payment checks implementation
  • Token-based authentication
  • Secure handling of sensitive card details

3
Cash & Check Processing

  • New database tables for transaction storage
  • Custom API endpoints for direct IFS integration
  • User-friendly mobile workflow screens
  • Automated email notifications for confirmations

4
Technical Solutions

  • Custom service definitions for IFS APIs
  • Select queries for parameter allocation
  • Deep-linking strategies for app redirection
  • Rigorous unit, integration, and UAT testing
Results / Metrics

Measurable Outcomes

Automated Payment IDs

Auto-generates unique Payment IDs and fetches Location IDs without manual intervention

Real-Time Integration

Transactions processed instantly and reflected in IFS ERP without lag

Email Notifications

Automatic confirmations with transaction details build trust and reduce queries

Key Metrics

40%
Less Manual Errors
50%
Faster Processing
100%
Real-Time Sync
High
Technician Adoption
Lessons Learned / Best Practices

Key Takeaways

Efficient API Design & Parameter Handling

Well-defined endpoints, structured request/response formats, and optimized parameter handling with proper input validation

Validate User & Payment Data First

Confirm user authorization and payment details before processing, check for duplicates to prevent double billing

Use Modular Architecture

Independent components for payment processing, user validation, and API integration enable scalability and easier maintenance

Seamless Third-Party App Redirection

Secure token-based authentication and deep linking for minimal disruption during credit card payment flows

About ESS

Your IFS Implementation Partner

Enterprise Software Solutions Inc. (ESS) is a premier ERP implementation and support company, recognized for delivering successful projects across manufacturing, distribution, and service verticals for over 15 years. As a dedicated IFS Gold Partner, ESS specializes in comprehensive ERP implementation and migration services.

Core Services

  • Full-cycle ERP implementation
  • Post-implementation support
  • Third-party API integration
  • Data migration solutions

Technical Proficiency

  • Legacy to modern ERP migration
  • RESTful APIs & IFS customization
  • Microsoft, SAP, BAAN expertise
  • Epicor P21 implementation

Modernize Your Field Service Payments

Let ESS help you implement mobile payment solutions integrated with IFS ERP for your field service operations.

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