Salesorder options

Payment Method

In ApiCenter, you have the option to include payment method information on the sales order. However since the values of this payment methods are usually not identical in both Applications, this cannot be set by default. In the settings menu, which can be found by: Flow Settings --> Order settings --> Make Use Of A Default Payment Method Id

If you want to insert a default value then configuring the setting as follows:

• Enable the 'Make use of default payment method Id'
• Enable the 'Force usage'
• Enter a valid value in the text box
  • Valid values by default are: 'pay_later', 'direct_debit', 'already_paid'

If you want it to depend on a value from the source application, configuring the setting as follows:

• Enable the 'Make use of default payment method Id'
• Make sure that 'Force usage' is disabled.
• Enable the 'Use mapping Table'
• Enter the values in the table. The example below shows it mapped with status.
  
  
• Change the data mapping for "payment.methodId". Select the field that contains the data.
  

Payment Terms

In ApiCenter, you have the option to include payment term information on the sales order. However since the values of this payment terms are usually not identical in both Applications, this cannot be set by default. In the settings menu, which can be found by: Integration Settings --> Customer settings --> Make Use Of A Default Payment Terms Id

If you want to insert a default value then configuring the setting as follows:

• Enable the 'Make use of default payment terms Id'
• Enable the 'Force usage'
• Enter a valid value in the text box
  • Valid values by default are: any numerical non-negative integer value ( ℕ+ )

Set order status

To select thesendstatus you need to turn on theMake Use Of A Default Customer Communication Method Idsetting and fill in theDefault customer communication method idsetting with eitherselforemail. When the invoice it created in Jortt a invoicing bot will look at the invoice and process it.

So it will look at the technical fieldsend_methodand if it is filled in with eitherselforemailit will update the status of the invoice tosent.