Companies (MDI)

The setup is entered on the source company, which will then release its data to other (target) companies. Open Companies (MDI) page and set up all target companies, which can then receive the data.

 

 


Field

Description
Code / Description enter Code and Description for the target company
Type enter the connection type OAuth
Partner Description clicking on the field, the system opens a wizard to facilitate the configuration process in case of integration between companies in the same database.
In the wizard, enter:

- URL to call the webservice. This field is editable manually or you can choose it from the list (if the remote company is in the current db. In this case, the system will ask:

- which server to connect to
- which service to connect to
- what is the company name you want to connect with


Authentication Code by clicking on the field you can access the page (MDI Authentications) where the credentials are set to have the ability to manage the data to be synchronized
Active Company you can choose whether to keep synchronization active or have your company set up without synchronizing it 
Language Code language code to use for synchronization
Matrix Column No. defines the priority with which to display companies in matrix. You can enter numeric values.
(1=maximum priority. As the numeric value increases, the priority decreases.) 
Current Company shows what the current company is. The check is automatically placed by the Wizard. 


 

By pressing Test Connection you can make a test. The system will return information such as:

 

  • the service name

  • the Company name

  • the domain

  • the username, date and language

 

 

 

 

 

 

 

 

 

Introduction