Infor LSP configuration
Use these procedures to complete the Infor LSP configuration tasks that are required for the SunSystems Cloud - Infor LSP integration.
Setting up an accounting entity
- In Infor OS Portal, select Localization Services Platform.
- In the Navigation Menu, select Administration > Accounting Entity Maintenance.
- Click Add.
- In the Accounting Entity Details window, specify this information:
- Accounting Entity
-
Specify the accounting entity code.
Note: The accounting entity code in Infor LSP must match the business unit code in SunSystems Cloud.
- Name
- Specify the name of the accounting entity.
- Country
- Select the company's country.
- ERP
- Select the ERP type.
- ERP Version
- Specify the version of the selected ERP.
- Base Currency
- Select the base currency.
- Click Save.
- On the Service tab, select eInvoicing and click the + button.
- Click Save.
- In the Navigation Menu, select Administration > Connectivity > Web Services Gateway.
- Click the + button.
- In the Gateway Setup Wizard window, specify this information:
- Accounting Entity ID
- Select the accounting entity ID.
- Service Name
- Select the service name.
- Direction
- Select the gateway direction.
- Output File Description
- Select PEPPOL Access Point.
- Connection Type
- Specify the connection type.
- Environment
- Specify the type of environment.
- Click Finish.
- To enable the accounting entity, click the Inactive link next to the accounting entity record and click OK.
- In the Navigation Menu, select Administration > Accounting Entity Maintenance.
- On the Register tab, click Register.
- Specify this information:
- Tax SchemeID
- Select the tax scheme ID.
- Tax ID
- Specify the tax ID.
- PEPPOL SchemeID
- Select the PEPPOL scheme ID.
- Click Register.
- In the User menu, select Sign out.
- Sign in to Infor OS Portal.
- Select Localization Services Platform > Administration > User Authorization.
- Select your user profile and click Modify.
- Select the Authorize check box for the eInvoicing record.
- Click Save.
- Select Administration > System Setup > Output Generation Default.
- Select the Is Push Active check box for PEPPOL Access Point.
- Define the functional mappings.
Defining the functional mappings
Use this procedure to define the functional mappings that are required to translate the XML-based BOD into the PEPPOL-standard JSON message.
- In Infor OS Portal, select Localization Services Platform.
- In the Navigation Menu, select eInvoicing > Invoice Translation Maintenance.
- To define the translation mappings for the payment method, specify this information:
- Output Type
- Select PEPPOL Access Point.
- Translations
- Select Payment Method.
- To add mappings the payment method, click the + button and specify this information:
- User Payment Method
- Specify the user's payment method.
- Standard Payment Method
- Select the standard payment method.
- To define the translation mappings for the tax code, specify this information:
- Output Type
- Select PEPPOL Access Point.
- Translations
- Select Tax Code.
- To add mappings for the tax code, click the + button and specify this information:
- User Tax Code
- Specify the user's tax code.
- Standard Tax Code
- Select the standard tax code.
Note: For a complete list of supported taxes, see the Infor LSPUser Guide. - To define the translation mappings for the unit of measure, specify this information:
- Output Type
- Select PEPPOL Access Point.
- Translations
- Select Unit of Measure.
- To add mappings for the unit of measure, click the + button and specify this information:
- User Unit of Measure
- Specify the user's unit of measure.
- Standard Unit of Measure
- Select the standard unit of measure.
- Select Administration > Settings > Default eInvoice Type.
- In the eInvoice Type field, select PEPPOL Access Point for each accounting entity.
- Click Save.