If the LogoConnect application is used, certain data import and export method defaults are specified on the Logo Connect page of the AR/AP. The information to be entered is:
E-Trade Data Transfer Type: Indicates the data transfer method to accounts in e-trade applications. This field contains two options:
- Cross
- Direct
When "Cross" is used, slips are reversed on the server and transferred to the selected AR/AP. For example, the sales order slip recorded in the Logo application is sent to the AR/AP as a purchase order slip.
When "Direct" is used, documents are sent to the AR/AP without changes. For example, the sales order slip recorded in the Logo application is sent to the AR/AP as a sales order slip.
Use Same Material Codes: Used to specify how the material will be used in e-trade applications. If you check this option, the materials are used by their defined codes in the program during the transactions proceeded by Logo Connect.
Sales Order Approval Info: Indicates the status with which the order transactions received from the AR/AP through Logo Connect will be recorded. The field contains the following options:
- Proposal
- Deliverable
When Proposal is selected, orders received from the AR/AP through LogoConnect server are recorded with the proposal status.
When Deliverable is selected, orders received from the AR/AP through LogoConnect server are recorded with the deliverable status.
Sales Order Price Info: Orders received from the AR/AP through Logo Connect can be recorded with or without prices. The price default is specified using this parameter on the Logo Connect page. The field contains the following options:
- Priced
- Unpriced
When Priced is selected, the order slips transferred through LogoConnect server include the price information.
When Unpriced is selected, order prices are not transferred.
Purchase Order Approval Info: It specifies status info in which order transactions will be exported to AR/AP via Logo Connect. This field contains the following options:
- Proposal
- Deliverable
When Proposal is selected, orders to be sent to the AR/AP through Logo Connect application are transferred with proposal status.
When Deliverable is selected, orders to be sent to the AR/AP through Logo Connect application are transferred with deliverable status.
Purchase Order Price Info: Orders to be sent to AR/AP through Logo Connect application can be transferred with or without prices. The price default is specified using this parameter on the Logo Connect page. This field contains the following options:
- Priced
- Unpriced
When Priced is selected, the order slips transferred through Logo Connect include the price information.
When Unpriced is selected, order prices are not transferred.
Information used in direct transactions with the banks, such as sending checks, P. Notes and invoices, and automatic payments of the AR/AP is specified on the Logo Connect tab of the AR/AP.
The bank used for automatic AR/AP payments is specified on "Bank Used in Automatic Payments" field. The banks defined in the Administration section are listed by clicking on "..." icon, and the appropriate definition is selected.
Subscriber Status / Subscriber Additional Info: The fields used to record information used in direct transactions with the banks (sending checks, P. Notes and invoices, and automatic payments etc.) and Subscriber status and Subscriber Additional Info of the AR/AP.
Bank of Automatic Payments: The bank of automatic AR/AP payments is specified on the bank used in automatic payments field. The banks defined in the administration section are listed on this field by clicking on "..." icon, and the appropriate definition is selected.
Shop Card No: Indicates the shop card number if shops are used in sales transactions.
Operation Status Defaults: The operation status defaults for AR/AP bank slips and invoices in web-based transactions. This section contains the following options:
- Bank slips will be transferred to bank
- Invoices will be transferred to bank
- Return invoices will be transferred to bank
When these options are checked, these statuses will be displayed as default on the operation status fields of invoices and bank slips.
Company of Data Transfer: Used to select the default company that will be used for form / data transfers without using Logo Connect tool.
Default Invoice Type (while saving e-invoice): In LogoConnect application, when e-invoices are being received to mailbox, the type in which relevant invoices will be recorded as default is determined by this field. The field contains Purchase Invoice and Service Purchased Invoice options.
When Purchase Invoice is selected, received e-invoices are recorded to mailbox as purchase invoice. When Service Purchased Invoice is selected, received e-invoices are recorded to mailbox in service purchased invoice type. If necessary, invoice types can be changed with "Convert to Purchase Invoice" or "Convert to Service Invoice" options which are located in F9/right Mouse button menu of mailbox in Logoconnect.