13.3. Urgent Curier Integration

Initial Setup

Go to the Urgent Curier Interface Configuration window and enter the Client ID from the link with Urgent Curier and the Match Business Partner By for the receipt import: Business Partner ID or Business Partner Location ID.

In order to realize the receipts in the Urgent Curier application, the customer invoices must contain the AWB number in the Tracking No field. This field will be filled in:

• by the on-line shop web site via web services, or

• by using the the Generate Delivery Note process available in SocrateCloud.

Applicability

In SocrateCloud you must use the Import Payments from Urgent Curier process, found in System Admin -> Data -> Data Import, in order to import the receipts corresponding to the Urgent Curier deliveries. The process can be manually run or it can be included in the scheduler.

Fill in the process parameters:

• Payment Date - the date of the payment receipt on the Urgent Curier account and the date that the payment document will be generated in SocrateCloud on;

• Document Type for Payment - select the document type corresponding to the receipt;

• Bank Account - select the bank account where the money from Urgent Curier have been transferred to;

• EMail Address - enter one or more valid e-mail addresses that will receive e-mails containing the errors resulting from the process.

The process will:

• interrogate the Urgent Curier web service,

• generate a receipt for each record that has the same date as that in the process parameters and that has the Date and Direct Deposit No fields filled in, and

• try to allocate the generated receipts to customer invoices, based on the AWB number.