Changes for page Invoice Service
Last modified by Fredrik Köhler on 2018/12/07 12:59
From version 1.1
edited by Tore Aasebo
on 2018/02/19 16:09
on 2018/02/19 16:09
To version 2.1
edited by Tore Aasebo
on 2018/02/19 16:19
on 2018/02/19 16:19
Change comment: There is no comment for this version
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... ... @@ -1,1 +1,155 @@ 1 -Test 1 += Introduction = 2 + 3 +PayEx CUSIN is a file format for customers to send customer and invoice information to PayEx. 4 + 5 += What you need before you get started = 6 + 7 +* sFTP Client 8 +* Agreement that includes PayEx CUSIN 9 +* Obtained credentials from PayEx 10 +* Basic understanding of file name convention and file format limitations 11 + 12 +To get a grasp of what we expect of your implementation when you are finished, we recommend that you take a peek at the following diagram before you get started. 13 + 14 +> insert fancy diagram here 15 + 16 += What you should do, step by step = 17 + 18 +Below is an example provided in .XML 19 + 20 +Note that the example is for a basic usage of the file format. It is provided to help understanding the file format and give the implementation a head start. For more extensive usage of the file format, head over to the [[API reference>>Reference]]. 21 + 22 +If you encounter any problem with the implementation, please visit the troubleshooting section. 23 + 24 +== Step 1 Create file and add XML declaration == 25 + 26 +{{tabs idsToLabels="Step1_Description=Description, Step1_Example=Example"/}} 27 + 28 +(% id="Step1_Description" %) 29 +((( 30 +Create a file with extension .XML and UTF-8 encoding. Name it according to the filename convention. 31 +\\Add a row on root level with XML declaration, with XML-version 1.0 and UTF-8 encoding. 32 +\\You can read more about this [[here>>File Reference]]. 33 +))) 34 + 35 +(% id="Step1_Example" %) 36 +((( 37 +Filename: ##CUSIN_<CompanyNumber>_<DateTime>_<SerialNumber>.XML## 38 +\\{{code language="xml"}} <︖xml version="1.0" encoding="utf-8"︖> (xwiki eats the declaration while using default question mark){{/code}} 39 +))) 40 + 41 +== Step 2 Add CUSIN Header == 42 + 43 + 44 + 45 +{{tabs idsToLabels="Step2_Description=Description, Step2_Example=Example"/}} 46 + 47 +(% id="Step2_Description" %) 48 +((( 49 +Add a CUSIN Header at root level with the following attributes. 50 + 51 +* XSD version 52 +* Createion date and time 53 +* Company number 54 +* Company name 55 + 56 +You can read more about this [[here>>Reference]]. 57 +))) 58 + 59 +(% id="Step2_Example" %) 60 +((( 61 +{{code language="xml"}} 62 + <︖xml version="1.0" encoding="utf-8"︖> 63 + <CUSIN Version="2.0" CreatedDateTime="2017-12-07T14:54:55" CompanyName="Test Company" CompanyNo="9999"> 64 + </CUSIN> 65 +{{/code}} 66 +))) 67 + 68 +== Step 3 Distribution Date == 69 + 70 + 71 + 72 +{{tabs idsToLabels="Step3_Description=Description, Step3_Example=Example"/}} 73 + 74 +(% id="Step3_Description" %) 75 +((( 76 +Set your distribution date. 77 +\\Add a child element {{code}}DistributionDate{{/code}}. This can be set to a date (in the future) of your choosing or you can leave it up to us. 78 +\\In this example we have set the value to{{code}}AsSoonAsPossible{{/code}}. 79 +\\You can read more about this [[here>>Reference]]. 80 +))) 81 + 82 +(% id="Step3_Example" %) 83 +((( 84 +{{code language="xml"}} 85 +<︖xml version="1.0" encoding="utf-8"︖> 86 +<CUSIN Version="2.0" CreatedDateTime="2017-12-07T14:54:55" CompanyName="Test Company" CompanyNo="9999"> 87 + <DistributionDate> 88 + <AsSoonAsPossible /> 89 + </DistributionDate> 90 +</CUSIN> 91 +{{/code}} 92 +))) 93 + 94 +== Step 4 CUSINInfo == 95 + 96 +Define CUSINInfo per customer. 97 + 98 +{{tabs idsToLabels="Step4_Description=Description, Step4_Example=Example"/}} 99 + 100 +(% id="Step4_Description" %) 101 +((( 102 +In order to define the CUSINInfo per customer you need to do add the following child elements: 103 +Add {{code}}CustomerNo{{/code}}, {{code}}CustomerInfo{{/code}} and {{code}}Invoices{{/code}} to the {{code}}CUSINInfo{{/code}} parent. 104 +\\You can read more about this [[here>>File Reference]]. 105 +\\We will go into more details related to {{code}}CustomerInfo{{/code}} element and {{code}}Invoices{{/code}} element in the coming steps. 106 + 107 +))) 108 + 109 +(% id="Step4_Example" %) 110 +((( 111 +{{code language="xml"}} 112 +<︖xml version="1.0" encoding="utf-8"︖> 113 +<CUSIN Version="2.0" CreatedDateTime="2017-12-07T14:54:55" CompanyName="Test Company" CompanyNo="9999"> 114 + <DistributionDate> 115 + <AsSoonAsPossible /> 116 + </DistributionDate> 117 + <CUSINInfo> 118 + <CustomerNo>1</CustomerNo> 119 + <CustomerInfo/> 120 + <Invoices/> 121 + </CUSINInfo> 122 +</CUSIN> 123 +{{/code}} 124 +))) 125 + 126 +>NOT DONE STUFF!! 127 + 128 +== Step 5 Customer info == 129 + 130 +== Step 6 Invoices == 131 + 132 +**Validation** 133 + 134 +The XML-file must be validated with the lastest XML Schema Definition (XSD). 135 +This is found here (provide link). 136 + 137 +**Transfer the file** 138 + 139 +== Step 7 FTP the file == 140 + 141 +== Step X: Template == 142 + 143 +Lorem Ipsum 144 + 145 +{{tabs idsToLabels="TextA=Panel A, TextB=PanelB"/}} 146 + 147 +(% id="TextA" %) 148 +((( 149 +Text A 150 +))) 151 + 152 +(% id="TextB" %) 153 +((( 154 +Text B 155 +)))