First step - Create partner
Go to the menu Partners - Choose New partner.
Fill in Name - Partner Type - Identification Type (GLN is preferred) - Identification Value and Data groups
When the partner has been created you see the following tabs:
As minimum the following things have to be filled out:
Contacts
Configuration keys
See LINK
Locations
Add locations to deliver and receive documents by the “+ “ under the location tab.
When you choose the transport type the fields to fill out for this specific type shows up.
During the test period, it’s recommended to set up Transport Type “TestBox”
Conversions
See LINK
Next step - Set up distribution
You have to define two partners at all distributions. The one partner is your own ERP-system or other order handling system. This can be either From and To partner depending on if you receive or send documents.
During the test period the Location is set to TestBox. Then you can test documents without any risk of sending it somewhere... Formulering!
Go to the menu Distributions - Create new
Choose document type
You need to set up From and To Partner, Location and From and To Format
Some locations are global. Others need to be set up under the menu Transport
The available From and To formats have been configured by your developer or by a developer at Bizbrains.
Next step - Upload of testfile
If you ask your partner to send you a test file you can upload it when the distribution is made
Jeg har brug for hjælp til at finde en fil, som passer ind i det format, der skal testes.