IFS Connect for Sending e-Invoices

The purpose with this page is to provide a step-by-step guide how to, in IFS Connect, create new routing rules and how to use them effectively to direct outgoing e-Invoices to different locations, destination addresses.

Use this page when you want to learn more about how to configure IFS Connect for sending of e-Invoices.

Contents

• Set up Routing Rules for Outgoing e-Invoice
• Routing Rule Scenarios
  • Sending All e-Invoices to the Same Address
  • Sending e-Invoice to Different Destination Addresses for Different Customer Address Setup
  • Sending e-Invoice to Different Destination Addresses for Different Customers
  • Sending e-Invoice to Different Destination Addresses for Multiple Criteria
• Samples

Set up Routing Rules for Outgoing e-Invoice

1. Open IFS Solution Manager
2. Navigate to Configuration / Integration / Routing Rules
3. Select the Outbound tab
4. Select Create New in the menu bar
5. Select APPLICATION_MESSAGE to route from and ensure the checkbox Enabled is selected.
6. Enter a proper description in the Description field
7. Select the OUT1 queue
8. Press RMB in the Content based conditions area and select Insert
9. Select MESSAGE_FUNCTION as Search Criteria (Search), equals as Operand (Op) and SEND_EINVOICE_MESSAGE as Matching Criteria (Match).

   

10. As optional conditions you can use the Address defined in Message setup or the Customer ID to route the E-Invoice to different addresses.
    • Using Address in Customers Message Setup as a Content based condition
      1. Press RMB and select Insert again
      2. Select RECEIVER as Search Criteria and equals as Operand Criteria
      3. As Matching Criteria select the desired Address defined in the Message Setup tab in the Application Base Setup / Enterprise / Customer / Customer window.

         

    • Using Customer ID as a Content Based Condition
      1. Press RMB and select Insert again
      2. Select C16 as Search Criteria and equals as Operand Criteria
      3. As Matching Criteria select the relevant Customers Identity.

         

11. Select Destination Address link and choose the Destination Address dedicated to the scenario given in Content based conditions.
12. Press OK
13. If you have selected several addresses you have to set which of them to be the main address by pressing RMB on one of them and select Set as Main Address

    

     

14. Select Save in the menu bar
15. Routing Rules will be selected according to the following rules.
    1. Most importantly all the Content based conditions should match.
    2. If there are more than one Routing Rule with all the Content based conditions matching then the process will select the Routing Rule with most Content based conditions.
    3. If there is more than one Routing Rule with same number of matching Content based conditions then the process will select the Routing Rule which is created first.

       It is advisable to not rely on the created date/time of the Routing Rule and instead make more specific Content based conditions

16. Please refer to different scenarios below to get an idea on how to set-up different routing rules to suit different routing needs

Routing Rule Scenarios

Sending All e-Invoices to the Same Address

Sending all e-Invoices to the same address is simply achieved by having a single routing rule defined with only the MESSAGE_FUNCTION as the Content based condition

Sending e-Invoice to Different Destination Addresses for Different Customer Address Setup

In this scenario it is requested to send an e-Invoice to different Destination Addresses with respect to different addresses defined in Message Setup basic data for a Customer

First it is necessary to create separate Routing Rules for each address defined in the Customer’s Message Setup. Then the Content based conditions are used as follows,

1. Search Criteria (Search) set to RECIEVER
2. Operand Criteria (Op) set to equals
3. Matching Criteria (Match) set to <Value of the corresponding Address in Customer's Message Setup address field>
4. Perform step 1 to 3 for each Routing Rule.
5. Now connect the different Routing Rules to the appropriate Destination Address where the E-Invoice should be sent.
   1. ADD_SERVER defined in the Address field in Customer's Message Setup field.

      

   2. ADD_EMAIL defined in the Address field in Customer's Message Setup field.

      

Sending e-Invoice to Different Destination Addresses for Different Customers

In this scenario it is requested to send an e-Invoice to different Destination Addresses for different customers.

To achieve this it is necessary to create separate Routing Rules for each customer.

Then for each Routing Rule, select the Content based condition

1. Search Criteria (Search) set to C16

   This is the tag used by IFS E-Invioce for the customer identity.

2. Operand Criteria (Op) set to equal
3. Matching Criteria (Match) set to <The corresponding Customer’s Identity>

Now connect the different Routing Rules to the appropriate Destination Address where the E-Invoice should be sent.

Assume that we want to do the following,

• For customer ECUST1, send the e-Invoice to the server.
• For customer ECUST2, send the e-Invoice  by e-mail.

Routing Rule for customer ECUST1

Routing Rule for customer ECUST2

Sending e-Invoice to Different Destination Addresses for Multiple Criteriaa

In this scenario it is requested to send an e-Invoice to different Destination Addresses with respect to multiple criteria, like e.g. the Customer Identity and the Customer Address in the Message Setup.

To achieve this it is necessary to create a Routing Rule with conditions an MESSAGE_FUNCTION, RECEIVER and C16.

Assume that the following Routing Rules have been defined.

Note: MESSAGE_FUNCTION = SEND_EINVOICE_MESSAGE is common for all Routing Rules in this case and is not shown in the table.

The system will pick Routing Rules according to the following,

Note: When there are two or more Routing Rules that satisfy the condition, then the most content based condition will be picked.
If number of content based conditions is also equal then the first created Routing Rule will be selected.
Therefore make sure to add more content based conditions to avoid ambiguous scenarios

Samples

Sending e-Invoice information leads to the following,

1. Outgoing data is processed and an internal send e-invoice XML schema is created.
2. The internal XML is transformed to a schema called Finvoice. This schema is an external schema but with a few modifications for IFS e-Invoice functionality.
3. The Finvoice schema can now be further processed, transformed, according to customer needs.

The zip file SendEInvoiceSamples contains,

1. IFSFinvoice.xml
2. IFSFinvoice.xsd
3. IFSSendEinvoice.xml
4. IFSSendEinvoice.xsd