Integration of the Billing Registration Module
This article explains the integration of the Billing Registration module.
Summary
Section titled “Summary”To integrate this module, what you (ERP) need to do is:
- Implement the import of Table 119 - Financial Receipt.
- Process partial or full write-offs of the invoice in the ERP;
- Export the updated Invoice to Demander (Table 19);
- Export Field 37 - Allows billing registration, from Table 02 - Salespeople if you wish to use billing registration per salesperson.
Example of Partial Write-off Integration
Section titled “Example of Partial Write-off Integration”Consider the existence of the following financial invoice:
| Code | 1000123 |
| Installment | 1 |
| Value | $ 1,200.00 |
Now consider that the following financial receipts were registered for this invoice:
| Date | Value | Payment Method |
| 04/06/2021 | $ 500.00 | CHECK |
| 04/06/2021 | $ 300.00 | CASH |
Upon receiving the records from Table 119, you will identify that it is a partial write-off, as the total amount received ($ 800.00) is not sufficient to settle the invoice.
After processing the write-offs in your ERP, the updated invoice (Table 19) should be sent back to Demander with the information below:
| Code | 1000123 |
| Installment | 1 |
| Value | $ 400.00 |
| Last update | (Date and time of invoice update; Demander will disregard all receipts prior to this date) |
Example of Full Write-off Integration
Section titled “Example of Full Write-off Integration”Consider the existence of the following financial invoice:
| Code | 2000123 |
| Installment | 1 |
| Value | $ 245.00 |
Now consider that the following financial receipts were registered for this invoice:
| Date | Value | Payment Method |
| 04/06/2021 | $ 45.00 | CASH |
| 04/06/2021 | $ 200.00 | CHECK |
Upon receiving the records from Table 119, you will identify that it is a full write-off of the invoice.
After processing the write-offs in your ERP, send the following financial invoice update (Table 19) to Demander:
| Code | 2000123 |
| Installment | 1 |
| Value | $ 245.00 |
| Settled | Yes |
Caution
Section titled “Caution”Do not export the current file generation DateTime to Demander in field 13 of Table 19 - Financial Invoice, as this will force synchronization of all invoices for all salespeople.
Frequently Asked Questions
Section titled “Frequently Asked Questions”No, we only export data from this table.