Wiki source code of 01. Cusin

Last modified by David Persson on 2024/08/21 13:11
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David Persson 2.1 1 (% class="jumbotron" %)
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Fredrik Nilsson 72.1 5 PayEx CUSIN (CustomerInvoice) is a file format for you to send customer and invoice information to PayEx. This is a technical overview of the file format, its elements and related material. This section should be seen as a companion to the standard setup scenario.
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David Persson 83.1 9 == XSD overview ==
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David Persson 2.1 11 {{warning}}
12 Please note that your CUSIN file, depending on package type and file version, might only utilize and/or contain a subset of all elements described below. See the XSD for your CUSIN file version to learn more.
Fredrik Nilsson 72.1 13
Fredrik Nilsson 88.1 14 Invoice Service = <InvoiceWithDistribution>
Fredrik Nilsson 72.1 15
Fredrik Nilsson 88.1 16 Ledger Service = <InvoiceWithoutDistribution>
David Persson 2.1 17 {{/warning}}
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David Persson 85.1 19 === Invoice service (with distribution) ===
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David Persson 83.1 21 (% class="wikigeneratedid" id="H" %)
22 [[image:Cusin_[2.0].xsd-withdistribution.svg||height="961" width="435"]]
David Persson 79.1 23
David Persson 85.1 24 === Ledger service (without distribution) ===
David Persson 71.1 25
David Persson 79.1 26 [[image:Cusin_[2.0].xsd-withoutdistribution.svg||height="829" width="397"]]
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David Persson 2.1 28 == Encoding ==
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30 The file must use [[(% style="color:#0066cc" %)__UTF-8 encoding__>>url:https://en.wikipedia.org/wiki/UTF-8]](%%).
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32 (% id="HNameconvention" %)
33 == Name convention ==
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35 CUSIN_<CompanyNumber>_<DateTime>_<SerialNumber>.xml
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37 (% class="table-bordered table-striped" %)
Jens Kral 68.1 38 |=Name components|=Description
David Persson 2.1 39 |CompanyNumber|The company number in our ledger system
Daniel Franzén 21.1 40 |DateTime|Date created, Should be in the format ISO 8601 format, YYYYMMDDhhmmdd
Jens Kral 68.1 41 |SerialNumber|Should follow an uninterrupted number series, 1, 2, 3 and so on.
David Persson 2.1 42
43 (% id="HXSDValidation" %)
44 == Limitations ==
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46 (% class="table-bordered table-striped" %)
47 |=Limitations|=Description
48 |Maximum size limit|100 MB
David Persson 166.3 49 |Maximum number of invoices|50.000 invoice items
David Persson 2.1 50
Fredrik Nilsson 62.1 51 == Important to note! ==
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Fredrik Nilsson 64.1 53 * You cannot use the same serial number more than once. In case something goes wrong during CUSIN processing, you need to supply a new serial number - the next number in the number series you are using - when transferring the rectified file to PayEx.
54 * To avoid most file errors, always validate the cusin-file toward an up-to-date XML schema before transferring the file to PayEx.
Fredrik Nilsson 87.1 55 * Standard length of CustomerNo in Norway and Denmark is 7 characters (numeric only).
Fredrik Nilsson 124.1 56 * Only use numeric characters and not with a leading zero for CustomerNo in Sweden, in order to use AutoGiro (Direct Debit).
Fredrik Nilsson 155.1 57 * The use of EDIInfo will result in distribution by E-Invoice B2B if no other preferred distribution method is set in eDistributionType, see [[Standard Invoice distribution order of priority>>doc:Main.Invoicing.invoice-service.Implementation guide.Invoice columns.WebHome||anchor="HStandardInvoicedistributionorderofpriority"]].
Fredrik Nilsson 177.1 58 * DistributionDate on the credit invoice must have been passed when using CreditInstructions, in order to execute the settlement against a debit invoice.
Fredrik Nilsson 151.1 59 * Dependency to [[LegalEntity>>url:https://developer.payex.com/xwiki/wiki/developer/view/Main/Invoicing/invoice-service/Implementation%20guide/Technical%20reference/Cusin/XML%20Schema%20specification/#type_LegalEntity]] in CustomerInfo element:
60 ** [[Late fee>>url:https://developer.payex.com/xwiki/wiki/developer/view/Main/Invoicing/invoice-service/Implementation%20guide/Supplementary%20features/?HLatefee]] will be added instead of reminder fee or collection claim fee when LegalEntity is set to "Business" (if specially contracted with PayEx and configured in ledger)
61 ** SSN (RegNo) for private individuals will not be displayed in ledger reports due to GDPR. RegNO will only be displayed when LegalEntity is set till "Business"
62 ** If distributed by e-mail: When LegalEntity is set to "Private" the e-mail message will include a link to PayEx Invoice Portal where the invoice/claim is available, otherwise a copy of the invoice/claim will be attached in the e-mail message as a pdf-file.
63 ** Finland only: Different claim processes will be used depending on "Private" or "Business"
David Persson 2.1 64
65 == Current XML schema description ==
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Fredrik Nilsson 65.1 67 A detailed description of the elements in the current version of the XML schema definition file (XSD) can be found [[here>>doc:Main.Invoicing.invoice-service.Implementation guide.Technical reference.Cusin.XML Schema specification.WebHome]]
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Fredrik Nilsson 8.1 69 The Cusin file must be validated toward an up-to-date XML schema file!
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Fredrik Nilsson 8.1 71 == Download current XML schema file ==
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David Persson 2.1 73 (% class="row" %)
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75 (% class="col-xs-12" %)
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77 (% border="0" style="width:1023px" %)
78 |=(% style="width: 208px; background-color: rgb(237, 237, 237);" %)Fileversion|=(% style="width: 213px; background-color: rgb(237, 237, 237);" %)Version|=(% style="width: 288px; background-color: rgb(237, 237, 237);" %)Releasedate|=(% style="width: 585px; background-color: rgb(237, 237, 237);" %)Comment
David Persson 178.1 79 |(% style="width:208px" %)[[Cusin[2.X].xsd>>attach:CUSIN_[2.X].xsd]]|(% style="width:213px" %)2.91|(% style="width:288px" %)2024-09-03|(% style="width:585px" %)Added VatRate enum item 25.50
Anders Hällbom 29.2 80
Fredrik Nilsson 14.1 81 == Change Log ==
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Anders Hällbom 39.1 83 (% id="HVersion1.1" %)
David Persson 178.1 84 ==== **Version 2.91{{id name="3"/}}** ====
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86 (% id="HJanuary2C2016" %)
87 ===== September 03, 2024 =====
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David Persson 184.1 89 [[Cusin[2.X].xsd>>attach:CUSIN_[2.X].xsd]]
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91 (% class="box" %)
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93 Added VatRate enum item 25.50
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96 (% id="HVersion1.1" %)
David Persson 161.1 97 ==== **Version 2.9{{id name="3"/}}** ====
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99 (% id="HJanuary2C2016" %)
100 ===== April 18, 2023 =====
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David Persson 165.1 102 [[Cusin[2.9].xsd>>attach:CUSIN_[2.9].xsd]]
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104 (% class="box" %)
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106 Added element 'CashDiscountInfo' for specifying cash discount on invoices, only supported for invoices without distribution
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109 (% id="HVersion1.1" %)
David Persson 157.2 110 ==== **Version 2.8{{id name="3"/}}** ====
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112 (% id="HJanuary2C2016" %)
David Persson 160.1 113 ===== March 29, 2023 =====
David Persson 157.2 114
David Persson 159.1 115 [[Cusin[2.8].xsd>>attach:CUSIN_[2.8].xsd]]
David Persson 157.2 116
117 (% class="box" %)
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119 Added element 'RecurringCardInfo' to support recurring card payments (agreement for card payments must be set before use)
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122 (% id="HVersion1.1" %)
David Persson 152.1 123 ==== **Version 2.7{{id name="3"/}}** ====
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125 (% id="HJanuary2C2016" %)
126 ===== February, 2023 =====
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David Persson 157.2 128 [[Cusin[2.7].xsd>>attach:CUSIN_[2.7].xsd]]
David Persson 152.1 129
130 (% class="box" %)
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132 Added VatRate 24 and 10
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135 (% id="HVersion1.1" %)
Tobias Karlsson 134.1 136 ==== **Version 2.6{{id name="3"/}}** ====
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138 (% id="HJanuary2C2016" %)
Tobias Karlsson 136.1 139 ===== October, 2022 =====
Tobias Karlsson 134.1 140
Tobias Karlsson 144.1 141 [[Cusin[2.6].xsd>>attach:CUSIN_[2.6].xsd]]
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145 Allows a wider range of chars for Name, Addressee, StreetAddress, COAddress and City.
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147 Supports StreetAddress and COAddress with up to 72 chars in length.
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150 (% id="HVersion1.1" %)
151 ==== **Version 2.5{{id name="3"/}}** ====
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154 ===== September, 2022 =====
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Daniel Lofqvist 95.1 164 ==== **Version 2.4{{id name="3"/}}** ====
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Tobias Karlsson 134.1 167 ===== April, 2022 =====
Daniel Lofqvist 95.1 168
Tobias Karlsson 134.1 169 [[Cusin[2.4].xsd>>attach:CUSIN_[2.4].xsd]]
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Anders Hällbom 46.1 177 ==== **Version 2.3{{id name="3"/}}** ====
Rasmus Enekvist 19.1 178
Anders Hällbom 39.1 179 (% id="HJanuary2C2016" %)
180 ===== November, 2020 =====
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David Persson 184.1 182 [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" style="color:#2980b9" %)__Cusin[2.3].xsd__>>attach:CUSIN_[2.3].xsd]]
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David Persson 2.1 189 (% id="HVersion1.1" %)
Anders Hällbom 46.1 190 ==== **Version 2.2{{id name="3"/}}** ====
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Anders Hällbom 32.2 193 ===== October, 2020 =====
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Anders Hällbom 36.1 199 EdiInfo.EDIOrderRows.Quantity decimal support,
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Kent Westerlund 28.1 212 ===== June, 2020 =====
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David Persson 184.1 214 [[(% class="wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink wikiattachmentlink" style="color:#2980b9" %)__Cusin[2.1].xsd__>>attach:Main.Invoicing.invoice-service.Technical reference.WebHome@CUSIN_[2.1].xsd]]
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David Persson 2.1 236 ==== **Version 2.0{{id name="3"/}}** ====
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239 ===== September, 2016 =====
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Anders Hällbom 33.1 241 Cusin[2.0].xsd
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244 (((
245 Initial version (latest documented version)
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Fredrik Nilsson 13.1 248 == Download sample file ==
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Fredrik Nilsson 29.1 250 [[CUSIN_367_20190911090045_93>>attach:Main.Invoicing.invoice-service.Technical reference.WebHome@CUSIN_367_20190911090045_93.xml]]
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