Short Description
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It is only possible to include the first value or the first and second value.
Project and Cost Center
A project and cost center is setup according to customers requirements on request from Viewledger, for example Voyage, VesselCode, Pool, BusinessUnit etc. Integration checks for new data that is ready for posting every 10 seconds and then posts it immediately. The data will transfer to all companies or to a group company if this is setup.
Business Partner
Integration checks for new data that is ready for posting every 10 seconds and then posts the data immediately. It is possible to setup which Dataloy Business Partner Type/s are to be transferred as customers and suppliers. The data will transfer to all companies or to a group company if this is setup.
Exchange Rate
Exchange rates are transferred from Xledger to Dataloy VMS once daily, Monday to Friday.
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- Install a certificate for the Xledger user account in Windows. To install:
- Download, unzip, install and run http://apps.xledger.net/CertificateManager/XCertificateManagerSetup.zip.
- Select Get New Certificate.
- Enter the Xledger Web Service User Name and Password.
- Select Get Security Code (E-mail).
- Enter the Security Code.
- Select Get Certificate. The certificate will automatically be installed.
- Download and install Xledger Test Client: http://apps.xledger.net/WebServices/XWSTestClient.zip.
- Start the client and check that the certificate is listed in the first drop down selector.
- Enter username and password.
- Select Web Service Method.
- Filter needed data.
- Always use DataOption: All
Click Get DataSet to contact the Xledger Web Service.
Example:
Attachment
From version 3.2, attachments can be transferred together with the invoice to Xledger. To do this, use the Assemble and Attach button when assembling an invoice. When the invoice is posted transferred to Xledger, the attachment will exist in Xledger. Its currently only possible to transfer one attachment and the format must be pdf or tiff.
Information
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that View Maritime needs to provide Dataloy when setting up a new Xledger Integration
- Should we be using Xledger test or demo for testing?
- View Maritime will setup companies and also add "konsern" as company in VMS. Provide the list of companies and "konsern" to Dataloy.
- Companies should be linked to "konsern" using company link
- Should cost center be used or not?
- What info should we send in Posting1 and Posting2?
- Should VAT be setup automatically
- If yes, which VAT code
- Should actuals/accruals be setup?
- Are there any custom requirements?
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