Customer Account Invoice Content Managed Webpage Area Login

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The Customer Account Invoice area displays details of a single invoice (related to the user's assigned customer account) that has been obtained in real time from an accounting/ERP system, by making a request through the Connector software that has been configured in the TOTECS project.

If the Connector is able to obtain the invoice data from the accounting/ERP system, it will then use 3 formats to display the invoice, and its lines in an area within a tailored content managed web page.

If TOTECS is unable to connect to the configured project's connector, or the connector is unable to obtain the invoice data from the accounting/ERP system, then a separate format can be tailored to display an error message back the user.

The kind of invoice data that can be displayed in the area:

• Invoice ID, date, reference number.
• Billing and delivery addresses.
• Subtotal, tax, freight, levies, charges, amounts.
• Product lines containing product codes, descriptions, amounts, quantities.
• Text description lines.

This information can be useful to for users to view the details of an invoice, or print off the invoice in a customised style and layout based on the administrator user's choice.

The invoice chosen to display in the area must be linked to the customer account assigned to the logged in user. If the user is not logged in then the area will not output any data or try to make a request to obtain data from the connector.

The area contains the following formats:

Customer Account Invoice

The format displays once within the area when the invoice data has been successfully obtained from the accounting/ERP system via the connector software. The format contains hooks available to display and position the invoice data such as invoice ID, addresses, lines, and totals.

Customer Account Invoice Line Item

This format can display zero-to-many times, based on the number of item lines that exist within the invoice. Each line item format has hooks available to displaying the line code, description, quantities, and amounts. Each of the line item formats are combined with the invoice text line formats, and placed in a hook available to be placed within the Customer Account Invoice format.

Customer Account Invoice Line Text

This format can display zero-to-many times, based on the number of text lines that exist within the invoice. Each line text format has hooks available to displaying the line code, and description. Typically in accounting/ERP systems text lines are used for comments or information related to other item lines. Each of the text line formats are combined with the invoice item line formats, and placed in a hook available to be placed within the Customer Account Invoice format.

Customer Account Record Error Message

The format displays once within the area when the invoice data could not be obtained. Use this format to display a meaningful mesage to the user to explain that the connection is down, the accounting/ERP system is under maintainence, or that their customer account does not exist, or that the invoice could not be found.

Layout of Invoice Formats:

The area contains no configurable settings within its editor.

In order for the the area to display invoice data the following configurations are required to be set up:

• The user viewing the area must be assigned to a permission Facility Role that has the My Account Invoice permission set to Allow.
• The user viewing the area must be logged in and assigned to the Content Managed Website interface.
• The Connector software must be installed on a computer, and have an adaptor configured to connect to an accounting/ERP system that supports obtaining customer account invoice data.
• The TOTECS project must have the Connector settings configured to be able to make connections to the Connector software, and the configured adaptor.

• Create the area on secured content managed web page to ensure that the invoice data being returned to the user's browser cannot be intercepted, viewed, or stored by external third parties.
• Make sure that Connector software installed is up to date with the latest version. Older versions may not support the latest standards that TOTECS uses the obtain data from the Connector.
• Only have one Customer Account Invoice area appear on the web page. This will make the page quicker to load by reducing the amount of times TOTECS has to request data from the Connector, and the associated accounting/ERP system.