Introduction

The present guide is addressed to developers and describes the required steps to link the IOM to an external accounting system. Please refer to the Reference - IOM ImpEx Interfaces (valid to 2.0) for an overview of the the provided import and export formats.

General Configuration

This section describes the general configuration of a finance controller, i.e., external accounting system. The following queries or query snippets are to be executed on a SQL command prompt or console of the IOM database.

FinanceControllerDO

1. Create an entry/row in the table oms."FinanceControllerDO" for the required finance controller.

   INSERT INTO oms."FinanceControllerDO"("id", "name") values 
       (nextval('"FinanceControllerDO_id_seq"') , 'Name of FinanceController')

   
   In these examples, an entry with a name 'Name of FinanceController' is created. Kindly use an appropriate name.

PartnerReferrerDO

1. The added finance controller needs to be qualified as a partner for future communications (with shop).

   INSERT INTO "PartnerReferrerDO" ("id", "financeControllerRef") values 
   	(nextval('"PartnerReferrerDO_id_seq"') , (SELECT "id" FROM "FinanceControllerDO" WHERE "name" = 'Name of FinanceController'));

Shop2FinanceControllerDO

1. Assign/map the shop to the external finance controller.

   INSERT INTO "Shop2FinanceControllerDO"("id", "financeControllerRef", "shopRef", "financeControllerShopName", "description") values 
       (nextval('"Shop2FinanceControllerDO_id_seq"') , --id 
   	(SELECT "id" FROM "FinanceControllerDO" WHERE "name" = 'Name of FinanceController'), --financeControllerRef
   	10000, --shopRef
   	'XYZ', --financeControllerShopName
   	'Debtormanagement der XYZ for Shop ABC.'); --description and end of insertion query

Additional Configuration

CommunicationPartnerDO

• To define which bean is used to send the transmission for the specific partner referrers and transmission type.
• It is possible to use a custom implemented sender bean which is configured in CommunicationDO.

INSERT INTO "CommunicationPartnerDO"("id", "decisionBeanDefRef", "splitTransmission", "communicationRef", "sendingPartnerReferrerRef", "receivingPartnerReferrerRef", "maxNoOfRetries", "retryDelay", "mergeTypeDefRef") values
    (
        nextval('"CommunicationPartnerDO_id_seq"'),
        null,
        FALSE,
        (select id from "CommunicationDO" where "key" = Name of Key), -- enter the required key here
        (select id from "PartnerReferrerDO" where "shopRef" = your shopId), -- enter the required shop ID (e.g. 10000) here
        (select id from "PartnerReferrerDO" where "financeControllerRef" = (SELECT "id" FROM "FinanceControllerDO" WHERE "name" = 'Name of FinanceController')),
        5,
        '10m',
        null
    );