Setting up the Service

The exchange of electronic documents between companies is facilitated through a mediator - a service provider such as Vchasno and EDIN.

To configure the workflow, you first need to create a service.

1. Click the button, which will open the Search function, and enter DocFlow Service List, then follow the corresponding link.
2. Click the New button.
3. Fill in the necessary fields on the configuration card:

Field	Description
Service Code	Enter the service code.
Service Vendor	Select the service provider from the list.
Name	Enter the full name of the service.
Base URL	The URL of the provider from where information is sent and received between systems.
EDI Base URL	The provider's URL for EDI document exchange, such as ORDERS, ORDRSP, DESADV, etc.
Company ID	Your organization's ID in the provider's system. This field is only available if Service Provider = EDIN.
Incoming Document Sync Date	The date on which the system last checked for updates.
Authorization	Choose the authentication method for this service.
Token	A unique token provided by the provider for user + company linkage.
EDI Token	A unique EDI token provided by the provider for user + company linkage, for EDI document exchange such as ORDERS, ORDRSP, DESADV, etc.
Login	The username under which document exchange will take place.
Password	The user's password.

Note:

On the DocFlow Service Card in the menu, there is a function that allows you to Retrive Company ID from the EDIN provider.

Configuring Document Statuses

Each service has its own document statuses that the system needs to update correctly. To add them to the system, follow these steps:

Click the button, which will open the Search function, and enter DocFlow Service List, then follow the corresponding link.

There are two possible ways to fill in the statuses: manually or automatically by request.

• To create them automatically, click Actions - Suggest DocFlow Statuses on the service card.
• To create them manually:

1. Open the card of the relevant service and navigate to the Statuses related page.
2. Click New or Edit List.
3. Fill in the following fields for each status:

Field	Description
Service Code	Enter the service code.
Status ID	The system code of the status.
Description	A detailed description of the status.
Completed Status	Check the statuses that are final. After receiving such a status, the system will no longer update the document as the processing is completed.

Document Type Configuration

To work with different types of documents, it is necessary to configure templates for their creation in a specific provider. To do this, follow these steps:

1. Click the button, which will open the Search function, and enter DocFlow Service List to go to the corresponding link.
2. Open the card of the required service and navigate to the DocFlow Document Template page.
3. Click New.
4. Fill in the fields on the document card:

Field	Description
Code	Specify the document code.
Service Code	Specify the service code from the List of DocFlow Services directory through which this document will be sent.
Description	Document description.
Type	Choose the service through which the document will be sent.
Document Title	The title of the transmitted document. Dynamic values can be inserted into the title if necessary.
Source Table ID	The number of the table the data of which will be used in the document.
Table Filter	Filter on the table fields, which allows specifying the conditions under which this document template will be sent.
Report ID	The number of the report that generates the document. Used when an unstructured document is sent.
Custom Report Layout Code	Select the user template number of the document to be sent. Used when an unstructured document is sent.
Report Parameters Page Options	If the document template requires additional parameters, activate this option and fill in the parameters.
Service Type Id	The document identifier in the provider's system.
FileName Pattern	The name of the file to be sent according to the provider's requirements. Dynamic values can be inserted into the name if necessary.
First Sign by	Choose whose signature should be the first - the sender's or the recipient's.
Owner Signature Mandatory	Specify whether the owner's signature of the document is mandatory before sending.
Owner Stamp Mandatory	Specify whether the owner's stamp of the document is mandatory before sending.
Expected Owner Signatures	Specify how many signatures there should be from the owning company.
Expected Recipient Signatures	Specify how many signatures there should be from the recipient company.
Signer Email	Email address of the signatory from the owning company.

Dynamic Values

If you need to insert field values from the system into the title, you can use the following symbols:

%1 - Recipient's EDRPOU code
%2 - Owner's EDRPOU code
%3 - Document date
%4 - Document number
%5 - Recipient's email

Counterparty Identification

Since EDIN uses a unique ID generated by it to identify a counterparty in its directories, there is an additional table that allows mapping this ID to the Counterparty's EDRPOU code. It can be filled manually if the organization's ID is known; otherwise, the system will create a record automatically upon the first request.

See Also

System settings required for working with the service:

1. Counterparty Settings
2. Automatic Document Loading and Updating Settings

Viewing and managing documents in the system:

1. List of Outgoing Documents
2. List of Incoming Documents
3. Process of Exchanging EDI Documents for Sales Order