Integration

 

The CRM System is integrated with BASSnet™ Financials to support the transfer of sales invoice information from CRM to the Accounts Receivable - Sales Entry screen in BASSnet™ Financials. Once you complete the payment collection and document off-set, you can then use the integration to export payment information from the Accounts Receivable - Collection and Document Off-set screens respectively in BASSnet™ Financials to CRM.

 

Anytime the integration is used to import or export information between the two systems, an inbound/outbound log will be generated to record what data was transferred, when and by whom.

The Integration sub module allows you to view the inbound and outbound logs between BASSnet™ Financials and CRM.

 

 

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View the Integration Outbound Log

To view the integration logs from CRM to Financials:

 

1. Go to the Administration tab and click CRM to FInancial under Integration.

 

The Integration Outbound Log screen will be displayed.

 

 

 

2. Click on the link under the Invoice No. column to open the invoice in which the information was transferred to BASSnet Financials.

 

 

 

 

 

View the Integration Inbound Log

To view the integration logs from CRM to Financials:

 

1. Go to the Administration tab and click FInancial to CRM under Integration.

 

The Integration Inbound Log screen will be displayed.

 

 

 

2. Click on the link under the Invoice No. column to open the invoice in which the information was transferred from BASSnet Financials.

 

 

 

 

Search for a Specific Invoice in the Logs

To search for a specific invoice in the logs:

 

1. Go to the Administration tab and click FInancial to CRM or CRM to Financial under Integration.

 

The Integration Inbound/Outbound Log screen will be displayed.

 

2. Use the search filters on the Filter row to narrow down the list of invoices.

For more ways to filter, see Use Filters.

 

 

 

3. Alternatively, click Search Inbound/Outbound Log.

 

4. This will open a drop-down menu with more specific search criteria. Fill in the information you would like to use in your search.

 

 

 

5. The following table provides you with more information on the available fields:

Field

Description

BASS Entity

 Select which BASS company is issuing this invoice. For example, BASS AS, BASS CY, etc
Currency Select the currency used in this invoice.
Invoice Date From

The System will display all invoices created after this date.
Invoice Date To

The System will display all invoices created before this date.
Go directly to Invoice No. Type the Invoice number and click Go to directly open the invoice.

 

6. Click Search. The results of your search will be displayed.

 

 

 

 

What would you like to do?