Exact Globe+

Front Office Settings

Menu path

System ➔ General ➔ Settings ➔ Front Office

Introduction

To generate the Incoming Invoice Registered (IIR) request in Exact Synergy Enterprise for the approval of the IIR entry, the Front Office settings must be defined.

What version are you using?

The information in this document is applicable to product update 416 and higher. If you have versions lower than this, certain features explained here will not be applicable.

Note: The following settings are available only if SE5482 Incoming Invoice Register (Exact Synergy Enterprise Integration) is included in your license.

How do I define the front office settings?

In the Front Office screen, define the fields.
Click Save.

Fields

Connection

Select how you want to connect to the server where the Exact Synergy Enterprise database is located. Select the SQL server option to connect to the SQL server, or SQL Azure option to connect to SQL Azure.

Server

Type or select the corresponding server where the Exact Synergy Enterprise database is located. This is mandatory.

Database

Type or select the name of the corresponding Exact Synergy Enterprise database. This is mandatory.

Login name

Type the login name of the server where the Exact Synergy Enterprise database is located.

Note: This field is enabled only if the SQL Azure option at Connection is selected.

Password

Type the password of the server where the Exact Synergy Enterprise database is located.

Note: This field is enabled only if the SQL Azure option at Connection is selected.

Request type

Type the request type ID to be used to generate the IIR request for the approval of incoming invoices. This is mandatory.

Note: Ensure that the request type selected is accessible by the authorizers if the authorizers are assigned with the Employee self-service or CRM role. For more information, see Defining HRM general settings.

IIR Request Description

Type the request description to be used when the IIR request is generated to Exact Synergy Enterprise for the approval of incoming invoices. This is mandatory. Four tags are available for you to configure the type of information to be displayed as the description of the request. The tags are:

Our reference
Your reference
Payment reference
Entry reference

The tags are case sensitive. You must also use a single quote before and after each tag, for example: Authorize incoming invoice 'Entry reference'.

These tags are used to indicate what information is to be passed to Exact Synergy Enterprise via the poll feature. For more information on the IIR poll functionality, see Incoming Invoice Register poll function.

See the following table for the explanation:

Tag	Explanation
Our reference	The tag will be replaced with the Our reference number in the description of the incoming invoice request.
Your reference	The tag will be replaced with Your reference in the description of the incoming invoice request.
Payment reference	The tag will be replaced with the cash flow payment entry reference in the description of the incoming invoice request.
Entry reference	The tag will be replaced with the entry reference number in the description of the incoming invoice request.

If no value is available in the incoming invoice, the tag will be replaced with a blank value.

To ensure the description of the IIR request matches what you have configured in Exact Globe Next, you need to:

Fill in the four tags by following the letter case as shown in the table under the Tag column. The tags are case sensitive.
Use a single quote before and after each tag. For example, 'Our reference'.

Note: You can fill in all the four tags in the description at any one time. Just remember that you are required to use the single quote before and after every tag.

Responsible

Type or select the resource ID of the resource designated as the creator of the IIR request. You can only select resources with the IIRRESP role. This is mandatory.

Note: The IIRRESP role is not available by default. You are required to create the role manually.

Directory: Log file

Type or select the folder where the results of the Poll synchronization and errors will be recorded. This is mandatory.

Invoice documents mandatory

Select this check box if it is mandatory to attach the invoice document to the request when the request is generated by the Poll function. The invoice document created will be of the Purchase invoice document type. By default, this check box is not selected.

Note: If this check box is selected and there is no invoice attached to the IIR entry, the request will not be created in Exact Synergy Enterprise and the error will be recorded in the log file (in general, the invoice documents created are not viewable by the ESS users).

Exact Synergy Enterprise Web address

Type the URL address of the corresponding Exact Synergy Enterprise website. This is mandatory.