Customizing the Partner Agreement and ION configuration for third-party connectivity tool

If a third-party tool is used to connect to the government portal, tax authority, or receiver, you must manually configure the settings in the Partner Administration Tool and in ION. This configuration enables the generation of proprietary files for outbound messages and the receipt of proprietary files for inbound messages.

Support for connecting to the third-party tool and processing its feedback is not included. Therefore, using the existing inbound mapping to process the response from third-party tool is not applicable.

  1. Create documents:
    1. In Infor M3, select Administration Tools > Enterprise Collaborator Configuration.
    2. Click the Documents tab.
    3. Click +.
    4. Specify this information:
      Name and Description
      Specify the mapping name.
      Type
      Select ANY.
      Send
      Select this check box for outbound.
      Receive
      Select this check box for inbound.
    5. Click Save.
    6. If there are multiple maps involved, create a separate document for each mapping.
  2. Configure IEC mappings:
    1. For outbound, use standard mapping.
    2. For inbound, import the standard mapping and check if String s = getManifestInfo(ManifestConstants.MAP_ION_ACCOUNTING_ENTITY); exists in GetCONO_DIVI java.
    3. If existing, create a copy of the standard mapping and append the map name with _CUSTOM.
    4. Open the custom inbound mapping and update GetCONO_DIVI java class. Replace String s = getManifestInfo(ManifestConstants.MAP_ION_ACCOUNTING_ENTITY); with String s = getManifestInfo("agr:AccountingEntity");.
    5. Publish the custom mapping using IEC Mapper.
  3. In Infor M3, select Enterprise Collaborator Administration > Server > Agreement Status and select the standard agreement. Click Deactivate.
  4. Create a custom agreement:
    1. In Infor M3, select Administration ToolsEnterprise Collaborator Agreements.
    2. Select a folder and then click + to add an agreement.
    3. Use the mapping name on the General Information tab and copy the control properties from the deactivated standard agreement. For inbound agreement, add these properties:
      • Name: AccountingEntity
      • Value: The accounting entity with this format (‘nnn_CCC’)
    4. Click the Detection tab.
    5. For outbound, copy the detection of the deactivated standard agreement.
    6. For inbound, add these properties:
      • Detection Type: Manifest detection
      • Target Group: IONDocumentName
      • Target Value: The document created from step 1.
    7. Click the Processes tab.
    8. For outbound, copy all the processes from the standard agreement before the first File to File Transfer BOD process.
    9. Add the Send process by selecting IMSOut for the routing and selecting the document created from step 1 for the document. Ensure that the document type is ANY and the encoding is UTF-8.
    10. For inbound, only select the XML Transform process and select the custom mapping created from step 2b.
  5. Add the documents to connection points to ION Connection points:
    1. On m3 connection point, add the documents created in step 1. For inbound, select the Receive in Application check box. For outbound, select the Send from Application check box.
    2. On File Connection point, add the document, select the scenario Write a file to a folder and configure the Write File Settings for outbound. Select the scenario Read a file from a folder and configure the Read File Settings for inbound.
      Note: When adding the document to the file connection point, you must select the option in the Document field on the File Format Template & Document Settings section.
      Read file settings include these values:
      • Read Location: Input file location
      • Error Location: Error location
      • Archive Location: Archive location
      • File Name Pattern: “.”
      Write file settings include these values:
      • Write Location: Output location
      • File Name Pattern: [document_name]_[current_datetime].xml

        You can change the file name extension depending on the actual output.

    3. After adding the document, click TEST and save.
      See Verifying the connection points and data flow for M3 and M3 FBM.
  6. Create a custom document flow in ION > Data Flows and add the documents. The document flow should be M3 connection point > File Connection point for outbound and File Connection point for outbound and File Connection point > M3 connection point for inbound.
  7. Activate or reactivate the data flow.