SoftOne connection

Set up once under Integrations → SoftOne ERP. Changing it needs organization admin rights. The page has four tabs: Connection, Field Mapping, Suppliers and Item Codes. This page covers Connection.

Settings

• Server: the SoftOne web services address (for example https://yourcompany.oncloud.gr/s1services) and login.
• Company: App ID, Company, Branch, Module and REFID. This is where documents are posted.
• Sending:
  • Invoice series and Credit-note series: credit notes automatically use the credit-note series.
  • Default payment code: used for PAYMENT. If empty, PAYMENT is left out and a warning is shown.
  • Default item code and Default service code: available to the field mapping as settings.
  • Maximum line count: invoices with more lines are not sent.
  • Use item lines (ITELINES) and Use service lines (SRVLINES): which line tables may be used.
  • Send clean invoices automatically: see Send to SoftOne.
• VAT codes: a table of invoice VAT % to SoftOne VAT code. It is saved with the connection, but the current field mapping does not read it, so VAT codes are not sent.

Click Save changes, then Test Connection.

Confirm the mapping

Nothing can be sent until the mapping is confirmed with Confirm Mapping. The badge at the top shows Mapping confirmed (vN) or Mapping unconfirmed.

The confirmation is reset, and must be given again, when any of these change: series, default payment code, default item or service code, maximum line count, the item/service line switches, the field mapping, or a mapping template. Adding rows to Suppliers or Item Codes does not reset it.

Next: Field mapping.