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
To version 2.1
edited by Tore Aasebo
on 2018/02/19 16:19
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
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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 +)))