Getting started

Prerequisites

Ensure you have read Solution overview. This gives you a high level description of the services together with a quick start guide to help you get started.

You must first setup and configure all master data before submitting transactions from your ERP.

See Settings.

Publishing BODs from your ERP

Set up all customer names published from your ERP without the corporate suffix.

For example, use INFOR MEXICO SOFTWARES instead of INFOR MEXICO SOFTWARES SA DE CV. This format helps validate the invoice.

Payment receipts

Issue Customer Payment Receipts for payments made on previously registered invoices. These receipts are not yet registered but serve as proof of payment for those invoices. Ensure each Customer Payment Receipt corresponds to a previously registered invoice.

Use these receipts to document payments made to non-resident suppliers in fulfillment of company obligations.