Service Provider

If you wish to use Codejig e-invoicing solutions (Export invoices and Import invoices functionality) but opt in favor of a service provider other than Apix, you have to enter information about it in the system through the use of the Service provider directory.

Note: Adding a service provider to the system and designating it as your default provider do not enable you to automatically upload and download generated e-invoices to/from it directly from Codejig ERP. To reach the full automation of data interchange with your service provider, you have to integrate it with the system. Custom integration can be performed only by Codejig developers. To discuss integration possibilities, please contact us at.... . 

Also, you are required to enter information about service providers of your customers with whom you wish to interchange invoices electronically. For that purpose, you have to use the Service provider directory as well. 

Note: The Service provider directory is inaccessible through the Main menu. You can go to it via My company settings or the Customer directory by clicking the Create new option in the list of the Service provider field that is located under the Settings tab in both cases. 

After adding the service provider of your choosing to the system, you have to select it as your default service provider in My company settings, under the Settings tab. For your customers, you have to select added service providers in the Customer directory, under the Settings tab. Only after that, the system will be able to automatically use information about your service provider and service providers of your customers in the process of e-invoice generation to specify the data regarding the Sender and Provider parties of the e-invoicing process. If your company and some of your customers use the same service provider, you have to enter information about it only once, and then select this provider as a default one for both your company and your customer. 

Failure to provide information about your service provider and service providers of your customers will interfere with the process of e-invoice generation since the section of e-invoices covering the Sender and Provider parties will be defective in terms of its compliance with the accepted file structure. This deviation will result in your e-invoice being rejected by the service provider after the validation checks.  

Thus, if you do not provide information about your service provider in the system and do not select it as a default provider in My company settings, you will not be able to use Codejig e-invoicing solutions at all. 

If you do not specify service providers for your customers, you will not be able to convert invoices created for them into e-invoices since the system will not identify those customers as potential parties of electronic data interchange and will not offer invoices issued for them to be converted into e-invoices in the Export invoices section in Codejig ERP. For more information how to convert Codejig invoices into e-invoices, see Generate Electronic Invoices. 

To go to the Service provider directory

1. Go to My company settings in the Settings module. 

2. Under the Accounting tab, locate the Service provider field, and then open the field list by clicking an arrow next to the field. 

3. On the list, click the Create new option. 

A new tab opens in your browser. You are taken to a form page for defining a new service provider. Meanwhile, the page from which you accessed this form remains open in another tab. Information entered in it is not saved automatically.

You also can go to the Service provider directory through other Service provider fields available in the Company directory, the Export invoices and Import invoices directories. 

More information