CNH Invoice Import Interface Setup

This setup is required to prepare the import of invoice XML files issued by CNH. Please make sure to complete all steps. Afterwards, you can import and process CNH invoices.

In this chapter, you can find the following sections:

• Basic Setup
• Job Queue Setup

Basic Setup

First, the basic interface setup must be performed. Please proceed as follows:

• Open the Interface List page in TRASER DMS 365 and select the CNHINVOICEIMPORT entry.
• In the General FastTab:
  • Activate the Interface Log toggle switch to keep a record of all CNH Invoice Import Interface activities via the Log button in the menu bar.

• In the Parameters FastTab, enter the following information in the Value field to prepare the interface:
  • ClientID: Enter the x-ibm-client-id that will be used for the authentication for the CNH Invoice Import Interface.
  • CustomerPrefix: Enter the customer prefix that will be used for getting the invoice details for the CNH Invoice Import Interface.
    Default value: DE13
  • ItemChargeForSurcharge: Select the item charge to be used to apply existing surcharges from the invoice in the created purchase invoice.
  • PasswordURL: optional Enter the URL for updating the expired password via the web service.
  • SecretID: Enter the x-ibm-secret-id that will be used for the authentication for the CNH Invoice Import Interface. The value is encrypted after entering and cannot be seen anywhere in the system.
  • SourceID: Enter the source ID that will be used to get the invoice details for the CNH Invoice Import Interface.
    Default value: TRASERDMS365
  • VendorID: Enter the vendor ID that will be used to create purchase invoices in the CNH Invoice Import Interface.
  • WSURL: Enter the URL for the invoice inquiry web service as defined in the official interface description by CNH.
  • ZIPUrl: Enter the URL for the document provider web service as defined in the official interface description by CNH.

When all requirements are met (green or grey values in the Parameters FastTab), users can enable the interface via the Activate Interface button of the CNH Invoice Import Interface Card.

• Close the Interface Card page of the CNH Invoice Import.
• Open the Dealer Codes table to add your CNH dealer code(s).
• Open the CNH User Authentications table and add the specific data for your CNH dealer code(s).
  • User ID: select the TRASER DMS 365 user who is primarily in charge for CNH invoices
  • Dealer User ID: is provided by CNH
  • User Password: is provided by CNH

Please proceed with the Job Queue Setup section.

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Job Queue Setup

This job queue is used to process imported invoice files from CNH. It is automatically created during the CNH Invoice Import Interface Setup, so it is not necessary to create it manually. When activating the CNH Invoice Import Interface, a notification is displayed from where the job queue could be opened directly, if necessary.

In case the job queue was changed or reset, please follow below instructions to recreate the recommended settings:

• Open the Job Queue Entries page in TRASER DMS 365 using the search (ALT+Q).
• Click on the New button to create a new job queue entry.
• In the General FastTab of the Job Queue Entry Card, do the following:
  • In the Object Type to Run field, select the Codeunit value.
  • In the Object ID to Run field, select the 5576037 value.
  • Optional In the Description field, enter a unique job queue description, if needed, e.g., CNH Invoice Processing.
  • Optional In the Earliest Start Date/Time field, enter the date and time the job queue should run the next time. If no value is selected, the job queue will run as soon as Status = Ready.
• In the Recurrence FastTab of the Job Queue Entry Card, do the following:
  • Activate the toggle switches for all weekdays.
  • In the Starting Time field, select a time shortly before the usual business hours, so that the CNH Invoice Import Interface data is already up to date when starting.
    Recommended value: 06:00:00 (06:00:00 AM)
  • In the Ending Time field, select a time after the usual business hours, so that no traffic is generated if it is not needed.
    Recommended value: 18:00:00 (06:00:00 PM)
  • In the No. of Minutes between Runs field, enter a value which suits your processes best. We recommend a value of 60.

The job queue entry is finished and has Status = On Hold.

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