Verifying the connection points and data flow for M3 and M3 FBM

If the connection point for M3 is not named m3 or if the connection point for M3 FBM is not named M3FBM_FILE_CONN_POINT, you must update the existing connection points with the applicable documents and reference the existing connection points from the data flow.

  1. In ION, select Connect > Connection Points.
    1. On the Connection Points page, select the M3 FBM connection point (M3FBM_FILE_CONN_POINT) and verify that the Documents tab includes all the inbound and outbound documents that are required for this integration:
    2. Select a document and set up the appropriate scenario (Write a file to a folder or Read a file from a folder) as instructed in the table.
      Document Write a file to a folder Read a file from a folder
      Sync.M3FBM_AR_Out_eDeliveryNote_Remito_COT selected
      Sync.M3FBM_AR_Out_eInvoicing_WSFEV1_Simplified selected
      Sync.M3FBM_AR_Out_eInvoicing_WSFEXV1_Export selected
      Sync.M3FBM_AR_Out_eInvoicing_WSMTXCA_Detailed selected
      Sync.M3FBM_AR_Out_VATReport_DigitalVATBook selected
      Sync.M3FBM_AT_Out_CustomerOrderInvoice_ebInterface selected
      Sync.M3FBM_AT_Out_VATReport_UVA_U30 selected
      Sync.M3FBM_AT_Out_VATReport_UVA_U30_2021 selected
      Sync.M3FBM_AT_Out_VATReport_UVA_U30_2022 selected
      Sync.M3FBM_BE_Out_AnnualVAT-Report_LK7 selected
      Sync.M3FBM_BE_Out_AnnualVATReport_LK9 selected
      Sync.M3FBM_BG_Out_Electronic_VAT_PurchaseBooks_POKUPKI selected
      Sync.M3FBM_BG_Out_Electronic_VAT_SalesBooks_PRODAGBI selected
      Load.M3FBM_BR_In_BankConfirmation_BDB selected
      Load.M3FBM_BR_In_BankConfirmation_BRADESCO selected
      Load.M3FBM_BR_In_BankConfirmation_HSBC selected
      Load.M3FBM_BR_In_BankConfirmation_HSBC_2022 selected
      Load.M3FBM_BR_In_BankConfirmation_ITAU selected
      Load.M3FBM_BR_In_BankConfirmation_Santander selected
      Load.M3FBM_BR_In_COInvoice_NFe2_CancelReturn selected
      Load.M3FBM_BR_In_COInvoice_NFe2_IssueReturn selected
      Load.M3FBM_BR_In_COInvoice_NFe4_Approved_IssueReturn selected
      Load.M3FBM_BR_In_COInvoice_NFe4_Unapproved_IssueReturn selected
      Load.M3FBM_BR_In_COInvoice_Synchro31_CancelReturn selected
      Load.M3FBM_BR_In_COInvoice_Synchro31_IssueReturn selected
      Load.M3FBM_BR_In_ItemComplementFCI selected
      Sync.M3FBM_BR_Out_BankRemittance_BDB selected
      Sync.M3FBM_BR_Out_BankRemittance_BRADESCO selected
      Sync.M3FBM_BR_Out_BankRemittance_HSBC selected
      Sync.M3FBM_BR_Out_BankRemittance_HSBC_2022 selected
      Sync.M3FBM_BR_Out_BankRemittance_ITAU selected
      Sync.M3FBM_BR_Out_BankRemittance_Santander selected
      Sync.M3FBM_BR_Out_COInvoice_NFe2_CancelRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFeXML4_CancelRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_Mastersaf_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2019_Mastersaf_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2021_Mastersaf_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2021_SEFAZ_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_Standard_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2019_Standard_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2021_Standard_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_Synchro31_CancelRequest selected
      Sync.M3FBM_BR_Out_COInvoice_Synchro4_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2021_ThomsonReuters_IssueRequest selected
      Sync.M3FBM_BR_Out_ItemFCIDeclaration selected
      Sync.M3FBM_BR_Out_SupplierPayment_BDB selected
      Sync.M3FBM_BR_Out_SupplierPayment_HSBC selected
      Load.M3FBM_CA_In_AutoBankStatement_CAMT05412 selected
      Sync.M3FBM_CA_Out_SupplierPayment_ACH_CCD_PPD selected
      Sync.M3FBM_CA_Out_SupplierPayment_EFTACH_IAT_2022 selected
      Sync.M3FBM_BR_Out_SupplierPayment_HSBC_2023 selected
      Sync.M3FBM_CH_Out_SupplierPayment_SEPA_113_CH02_CreditSuisse selected
      Sync.M3FBM_CL_Out_VATReport_RegistrodeCompras selected
      Load.M3FBM_CN_In_GoldenTaxInvoice_IssuedInvoiceList selected
      Sync.M3FBM_CN_Out_GoldenTaxInvoice_RejectedInvoiceList selected
      Sync.M3FBM_CN_Out_GoldenTaxInvoice_SalesInvoiceList selected
      Sync.M3FBM_CZ_Out_VAT_Report_Control_Statement_XML_2019 selected
      Sync.M3FBM_CZ_Out_VAT_Report_Control_Statement_XML_2024 selected
      Sync.M3FBM_CZ_Out_VAT_Return_Statement_DPHDP3 selected
      Load.M3FBM_DE_In_AutoBankStatement_CAMT05318 selected
      Sync.M3FBM_DE_Out_BankRemittance_pain818 selected
      Sync.M3FBM_DE_Out_SupplierPayment_pain119 selected
      Sync.M3FBM_DE_Out_VATReport_Elster_UStVA selected
      Sync.M3FBM_DE_Out_VATReport_Elster_UStVA_2021 selected
      Sync.M3FBM_DE_Out_VATReport_Elster_UStVA_2023 selected
      Sync.M3FBM_DE_Out_VATReport_Elster_UStVA_2024 selected
      Sync.M3FBM_DE_Out_VATReport_UVA18 selected
      Sync.M3FBM_DK_Out_eInvoicing_OIOUBL_2_1_CreditNote selected
      Sync.M3FBM_DK_Out_eInvoicing_OIOUBL_2_1_Invoice selected
      Load.M3FBM_ES_In_OnlineVATReport_SII_RespuestaEmitidas_1_1Bis selected
      Load.M3FBM_ES_In_OnlineVATReport_SII_RespuestaEmitidas_2018 selected
      Load.M3FBM_ES_In_OnlineVATReport_SII_RespuestaRecibidas_1_1Bis selected
      Load.M3FBM_ES_In_OnlineVATReport_SII_RespuestaRecibidas_2018 selected
      Sync.M3FBM_ES_Out_CustomerOrderInvoice_Facturae_321 selected
      Sync.M3FBM_ES_Out_OnlineVATReport_SII_FacturasEmitidas_1_1Bis selected
      Sync.M3FBM_ES_Out_OnlineVATReport_SII_FacturasEmitidas_2018 selected
      Sync.M3FBM_ES_Out_OnlineVATReport_SII_FacturasRecibidas_1_1Bis selected
      Sync.M3FBM_ES_Out_OnlineVATReport_SII_FacturasRecibidas_2018 selected
      Sync.M3FBM_ES_Out_VATReport_Format340 selected
      Sync.M3FBM_ES_Out_VATReport_Format347_2015 selected
      Load.M3FBM_FR_In_ExternalAccountStatement_ETEBAC selected
      Sync.M3FBM_HR_Out_Electronic_VAT_PurchaseBooks_URA selected
      Sync.M3FBM_HU_Out_AnnualVATReport_1965 selected
      Sync.M3FBM_HU_Out_AnnualVATReport_2065 selected
      Sync.M3FBM_HU_Out_AnnualVATReport_2165 selected
      Sync.M3FBM_HU_Out_AnnualVATReport_2265 selected
      Sync.M3FBM_IL_Out_SupplierWithholdingTaxReport_Form_856_2012 selected
      Sync.M3FBM_IL_Out_VATReport_PCN874 selected
      Sync.M3FBM_IT_Out_VATException_LetterdiIntento selected
      Sync.M3FBM_IT_Out_VATReport_Esterometro_2019 selected
      Sync.M3FBM_IT_Out_VATReport_Spesometro_2017 selected
      Sync.M3FBM_LT_Out_ConsignmentNote_iVAZ_133 selected
      Sync.M3FBM_LT_Out_VATReport_iSAF_11 selected
      Sync.M3FBM_NO_Out_VATReport_SAFT_2022 selected
      Sync.M3FBM_PH_Out_VATReport_Sales selected
      Sync.M3FBM_PH_Out_VATReport_Purchases selected
      Sync.M3FBM_PH_Out_VATReport_Importations selected
      Sync.M3FBM_PL_Out_eInvoicing_KSeF_2024_Exempt_Info selected
      Sync.M3FBM_SE_Out_VATReport_eSKD selected
      Sync.M3FBM_SI_Out_Electronic_VAT_PurchaseBooks_2023 selected
      Sync.M3FBM_SI_Out_Electronic_VAT_SalesBooks_2023 selected
      Sync.M3FBM_SI_Out_VATReport_DDV_O selected
      Sync.M3FBM_SI_Out_VATReport_DDV_O_2023 selected
      Sync.M3FBM_SK_Out_InvoiceList_VATReport_KVDPH_2017 selected
      Sync.M3FBM_SK_Out_VATReport_DPH2018 selected
      Sync.M3FBM_SK_Out_VATReport_DPH2021 selected
      Sync.M3FBM_US_Out_BankRemittance_ACHCCD selected
      Sync.M3FBM_US_Out_SupplierPayment_ACH selected
      Sync.M3FBM_US_Out_SupplierTaxReport_1099_MISC_2021 selected
      Sync.M3FBM_US_Out_SupplierTaxReport_1099_NEC_2021 selected
    3. On the Connection Points page, select the M3 connection point and verify that the Documents tab includes all the inbound and outbound documents that are required for this integration:
      Document Receive in Application Send from Application
      Sync.M3FBM_AR_Out_eDeliveryNote_Remito_COT selected
      Sync.M3FBM_AR_Out_eInvoicing_WSFEV1_Simplified selected
      Sync.M3FBM_AR_Out_eInvoicing_WSFEXV1_Export selected
      Sync.M3FBM_AR_Out_eInvoicing_WSMTXCA_Detailed selected
      Sync.M3FBM_AR_Out_VATReport_DigitalVATBook selected
      Sync.M3FBM_AT_Out_CustomerOrderInvoice_ebInterface selected
      Sync.M3FBM_AT_Out_VATReport_UVA_U30 selected
      Sync.M3FBM_AT_Out_VATReport_UVA_U30_2021 selected
      Sync.M3FBM_AT_Out_VATReport_UVA_U30_2022 selected
      Sync.M3FBM_BE_Out_AnnualVAT-Report_LK7 selected
      Sync.M3FBM_BE_Out_AnnualVATReport_LK9 selected
      Sync.M3FBM_BG_Out_Electronic_VAT_PurchaseBooks_POKUPKI selected
      Sync.M3FBM_BG_Out_Electronic_VAT_SalesBooks_PRODAGBI selected
      Load.M3FBM_BR_In_BankConfirmation_BDB selected
      Load.M3FBM_BR_In_BankConfirmation_BRADESCO selected
      Load.M3FBM_BR_In_BankConfirmation_HSBC selected
      Load.M3FBM_BR_In_BankConfirmation_HSBC_2022 selected
      Load.M3FBM_BR_In_BankConfirmation_ITAU selected
      Load.M3FBM_BR_In_BankConfirmation_Santander selected
      Load.M3FBM_BR_In_COInvoice_NFe2_CancelReturn selected
      Load.M3FBM_BR_In_COInvoice_NFe2_IssueReturn selected
      Load.M3FBM_BR_In_COInvoice_NFe4_Approved_IssueReturn selected
      Load.M3FBM_BR_In_COInvoice_NFe4_Unapproved_IssueReturn selected
      Load.M3FBM_BR_In_COInvoice_Synchro31_CancelReturn selected
      Load.M3FBM_BR_In_COInvoice_Synchro31_IssueReturn selected
      Load.M3FBM_BR_In_ItemComplementFCI selected
      Sync.M3FBM_BR_Out_BankRemittance_BDB selected
      Sync.M3FBM_BR_Out_BankRemittance_BRADESCO selected
      Sync.M3FBM_BR_Out_BankRemittance_HSBC selected
      Sync.M3FBM_BR_Out_BankRemittance_HSBC_2022 selected
      Sync.M3FBM_BR_Out_BankRemittance_ITAU selected
      Sync.M3FBM_BR_Out_BankRemittance_Santander selected
      Sync.M3FBM_BR_Out_COInvoice_NFe2_CancelRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFeXML4_CancelRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_Mastersaf_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2019_Mastersaf_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2021_Mastersaf_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2021_SEFAZ_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_Standard_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2019_Standard_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2021_Standard_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_Synchro31_CancelRequest selected
      Sync.M3FBM_BR_Out_COInvoice_Synchro4_IssueRequest selected
      Sync.M3FBM_BR_Out_COInvoice_NFe4_2021_ThomsonReuters_IssueRequest selected
      Sync.M3FBM_BR_Out_ItemFCIDeclaration selected
      Sync.M3FBM_BR_Out_SupplierPayment_BDB selected
      Sync.M3FBM_BR_Out_SupplierPayment_HSBC selected
      Load.M3FBM_CA_In_AutoBankStatement_CAMT05412 selected
      Sync.M3FBM_CA_Out_SupplierPayment_ACH_CCD_PPD selected
      Sync.M3FBM_CA_Out_SupplierPayment_EFTACH_IAT_2022 selected
      Sync.M3FBM_BR_Out_SupplierPayment_HSBC_2023 selected
      Sync.M3FBM_CH_Out_SupplierPayment_SEPA_113_CH02_CreditSuisse selected
      Load.M3FBM_CN_In_GoldenTaxInvoice_IssuedInvoiceList selected
      Sync.M3FBM_CL_Out_VATReport_RegistrodeCompras selected
      Sync.M3FBM_CN_Out_GoldenTaxInvoice_RejectedInvoiceList selected
      Sync.M3FBM_CN_Out_GoldenTaxInvoice_SalesInvoiceList selected
      Sync.M3FBM_CZ_Out_VAT_Report_Control_Statement_XML_2019 selected
      Sync.M3FBM_CZ_Out_VAT_Report_Control_Statement_XML_2024 selected
      Sync.M3FBM_CZ_Out_VAT_Return_Statement_DPHDP3 selected
      Sync.M3FBM_DE_Out_VATReport_Elster_UStVA selected
      Sync.M3FBM_DE_Out_VATReport_Elster_UStVA_2021 selected
      Sync.M3FBM_DE_Out_VATReport_Elster_UStVA_2023 selected
      Sync.M3FBM_DE_Out_VATReport_UVA18 selected
      Load.M3FBM_ES_In_OnlineVATReport_SII_RespuestaEmitidas_1_1Bis selected
      Load.M3FBM_ES_In_OnlineVATReport_SII_RespuestaEmitidas_2018 selected
      Load.M3FBM_ES_In_OnlineVATReport_SII_RespuestaRecibidas_1_1Bis selected
      Load.M3FBM_ES_In_OnlineVATReport_SII_RespuestaRecibidas_2018 selected
      Sync.M3FBM_ES_Out_CustomerOrderInvoice_Facturae_321 selected
      Sync.M3FBM_ES_Out_OnlineVATReport_SII_FacturasEmitidas_1_1Bis selected
      Sync.M3FBM_ES_Out_OnlineVATReport_SII_FacturasEmitidas_2018 selected
      Sync.M3FBM_ES_Out_OnlineVATReport_SII_FacturasRecibidas_1_1Bis selected
      Sync.M3FBM_ES_Out_OnlineVATReport_SII_FacturasRecibidas_2018 selected
      Sync.M3FBM_ES_Out_VATReport_Format340 selected
      Sync.M3FBM_ES_Out_VATReport_Format347_2015 selected
      Load.M3FBM_FR_In_ExternalAccountStatement_ETEBAC selected
      Sync.M3FBM_HR_Out_Electronic_VAT_PurchaseBooks_URA selected
      Sync.M3FBM_HU_Out_AnnualVATReport_1965 selected
      Sync.M3FBM_HU_Out_AnnualVATReport_2065 selected
      Sync.M3FBM_HU_Out_AnnualVATReport_2165 selected
      Sync.M3FBM_HU_Out_AnnualVATReport_2265 selected
      Sync.M3FBM_IL_Out_SupplierWithholdingTaxReport_Form_856_2012 selected
      Sync.M3FBM_IL_Out_VATReport_PCN874 selected
      Sync.M3FBM_IT_Out_VATException_LetterdiIntento selected
      Sync.M3FBM_IT_Out_VATReport_Esterometro_2019 selected
      Sync.M3FBM_IT_Out_VATReport_Spesometro_2017 selected
      Sync.M3FBM_LT_Out_ConsignmentNote_iVAZ_133 selected
      Sync.M3FBM_LT_Out_VATReport_iSAF_11 selected
      Sync.M3FBM_NO_Out_VATReport_SAFT_2022 selected
      Sync.M3FBM_PH_Out_VATReport_Sales selected
      Sync.M3FBM_PH_Out_VATReport_Purchases selected
      Sync.M3FBM_PH_Out_VATReport_Importations selected
      Sync.M3FBM_PL_Out_eInvoicing_KSeF_2024_Exempt_Info selected
      Sync.M3FBM_PL_Out_eInvoicing_KSeF_2024 selected
      Sync.M3FBM_SE_Out_VATReport_eSKD selected
      Sync.M3FBM_SI_Out_Electronic_VAT_PurchaseBooks_2023 selected
      Sync.M3FBM_SI_Out_Electronic_VAT_SalesBooks_2023 selected
      Sync.M3FBM_SI_Out_VATReport_DDV_O selected
      Sync.M3FBM_SI_Out_VATReport_DDV_O_2023 selected
      Sync.M3FBM_SK_Out_InvoiceList_VATReport_KVDPH_2017 selected
      Sync.M3FBM_SK_Out_VATReport_DPH2018 selected
      Sync.M3FBM_SK_Out_VATReport_DPH2021 selected
      Sync.M3FBM_US_Out_BankRemittance_ACHCCD selected
      Sync.M3FBM_US_Out_SupplierPayment_ACH selected
      Sync.M3FBM_US_Out_SupplierTaxReport_1099_MISC_2021 selected
      Sync.M3FBM_US_Out_SupplierTaxReport_1099_NEC_2021 selected
      Your connection point also includes documents for other integrations.
  2. In ION, select Connect > Data Flows.
  3. On the Data Flows page, select the data flow and use the configured connection points. If the file connection point for M3 FBM named M3FBM_FILE_CONN_POINT is to be used, you must update the file connection point to use the correct enterprise location and connection details.
    1. In ION, select Connect > Connection Points and select M3FBM_FILE_CONN_POINT.
    2. On the Documents tab, update the Write Location, Read Location, Archive Location and Error Location. Update the tenant with the actual tenant value.
      For inbound FBM messages, update the accounting entity with the actual accounting entity value. The placement of the accounting entity in relation to the folder structure in the read location should be reflected in the FilePathAELevel control property of the agreement. You can update this in Enterprise Collaborator Administration > Server > Agreement Control Properties.

      For outbound FBM messages, [accounting_entity] depends on the value of the accounting entity sent in the manifest info for the FBM mapping. Therefore, it is not necessary to update [accounting_entity] for outbound FBM messages.

    3. Click Save.
    4. Click Activate/Reactivate.

    If a file connection point is to be used but does not exist, create a file connection point. Follow the instructions in the Infor ION Technology Connectors Administration Guide–Cloud Edition.

    If an enterprise location is not available for use in the file connection point, create an enterprise location. Follow the instructions in the "Enterprise Connector application connection points" section of the Infor ION User Guide - Cloud Edition.