A separate module to accommodate exporting invoices from WebTMA and importing payments is available with the purchase of the WebTMA IntAPInvoicePayment license.
When you have this license, you can see the following selections on the Transaction Type drop-down menu. Look to the bottom of the menu to find them:
- UPI – AP Invoice Export
- UPI – AP Payment Import
These are described in the following topics. See Appendix B for examples of JSON elements in request and response messages used to exchange data.
UPI - AP Invoice Export
Path: Admin > Universal Interface > Universal Interface Setup
Select the UPI – AP Invoice Export Transaction Type to export Invoice records using the Universal Interface framework. You have a choice of four export Connection Types: Web Service, Comma Delimited Text File, Tab Delimited Text File, or Microsoft SQL Server.
The Export Query is used only to determine the records to be exported. Select an existing Browse Query to serve as the Export Query. The selected Export Query has no impact on the data columns that are used in the export process.
Your Query should be general because WebTMA will only export a record one time regardless of the query. For example, if you only want to export Invoices for Acme Widgets, a general query on Acme Widgets is sufficient.
ALERT: Each Invoice can be exported only once. Even if you use a new WebTMA Universal Interface setup, when an Invoice has been exported previously using the Universal Interface function, it will not export a second time.
Once a record has been exported, the xx_uiExport Boolean field is updated with a value of 'true'. Records with a true xx_uiExport value are excluded from the export query to prevent duplicate data from being exported.
Be sure to select a folder so an error log can be generated.
The WebTMA Integration Client Service Configuration (Stand-alone windows application) Service includes fields to support exporting records.
Remember to add at least one Repair Center to the Repair Center Tab.
How to Link Fields for UPI – AP Invoice Export
In order to export Invoice lines, you must link WebTMA fields with fields within your Universal Interface table. By default, any required fields have line entries. Edit those records and then add elective fields.
From your Universal Interface Setup window in Add/Edit mode:
- Complete the Required Setup fields described above.
- Click the Add Column link on the grid to open the Column Mapping popup window.
- Choose your WebTMA Column.
- Select the Remote Column
- Click Save & Add (or Save & Close).
- Repeat until all fields in your Universal Interface table have been matched up.
- Add the applicable Repair Center(s) to the Repair Center
- Click Save on the WebTMA toolbar.
UPI – AP Invoice Export Columns
In logical sequence, the following table lists the UPI web services AP Invoice Export fields. See Appendix B for the actual JSON format.
UPI – AP Payment Import
Path: Admin > Universal Interface > Universal Interface Setup
After you configure the Client Service Installation described on page 1 and following topics, the Universal Interface Setup window must be completed. Remember to add at least one Repair Center to the Repair Center Tab.
When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red sphere in the left column until the row is mapped to the remote columns in the third-party database.
WebTMA filters the column field selection to prevent duplicate selection. For example, Account # is not available for selection when you click the Add Column link because it is already selected. Reminder: The lines that auto-populate the grid are required. Please do not delete these lines.
How to Link Fields for UPI – AP Payment Import
To import AP Payment lines, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries. Edit those records and then add elective fields.
From your Universal Interface Setup window in Add/Edit mode:
- Complete the Required Setup fields described above.
- Click the Add Column link on the grid to open the Column Mapping popup window.
- Choose your WebTMA Column.
- Select the Remote Column
- Click Save & Add (or Save & Close).
- Repeat until all fields in your Universal Interface table have been matched up.
- Add the applicable Repair Center(s) to the Repair Center
- Click Save on the WebTMA toolbar.
UPI – AP Payment Import Columns
The following table lists the fields, in logical sequence, available for import. When you add a new Universal Interface Setup, the required fields are automatically added to the TMA Column in the grid. All you need to do is map them.
