Overview
The "Accounts Receivable
Transaction" rule is a one-way integration between LinkSOFT and FMIS. These
records can be viewed in menu "
AR Master " and menu "AR
Transaction"
How this integration
works:
- Data
is imported from FMIS and updated to the "AR Master
".
- These transactions can then
be integrated with Tax Core to sign and
email the signed invoice to the customer.
Steps to configure Accounts
Receivable Transaction:
- Enable the "Accounts
Receivable Transaction" rule in menu "Integration -> Integration Setup
-> [Select the appropriate integration code] -> Integration
Settings
- Configure the "Start Date"
under the Integration Rule -> Configuration
- Configure the "Last Read
Date from FMIS" and "Last Read Record Number" under the Integration Rule
-> Configuration
- Configure any additional
settings required by the integration code.