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Nota |
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title | Dispatch and receipt layouts |
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The Protheus + Serasa integration is through the dispatch and return files. To generate these files, layouts must be configured using MILE (Model Integrator Layout Engine). For more information, check SERASA - Dispatch and return layouts using MILE. |
02. OPERATIONS
Generate dispatch batches or removing remove bills.
View all information from the bills submitted and their occurrences.
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Totvs custom tabs box |
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tabs | 1.Configure MILE layouts,Register a customer,3.Register a nature,4.Add a bill |
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ids | layout_mile,cad_cliente,cad_natureza,cad_tit |
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Totvs custom tabs box items |
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default | yes |
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referencia | layout_mile |
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| If you do not have the files referring to the Serasa process ( serasa_layout_envio.xml and serasa_layout_retorno.xml), access the Customer Portal and download them. After the download, follow the configuration instructions below: To configure the MILE layouts, check SERASA - Dispatch and return layouts using MILE. If you have already imported the files, delete and re-import them. The layouts were updated. |
Totvs custom tabs box items |
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default | no |
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referencia | cad_cliente |
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| - Register a customer by entering the mandatory fields:
Access the Financial Module (SIGAFIN) > Updates > Records > Customers (MATA030). Click Add.
Fill out the required fields and click Save.
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Totvs custom tabs box items |
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default | no |
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referencia | cad_natureza |
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| - Register a nature by entering the mandatory fields:
Access the Financial Module (SIGAFIN) > Updates > Records > Natures (MATA030). Click Add.
Fill out the required fields and click Confirm.
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Totvs custom tabs box items |
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default | no |
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referencia | cad_tit |
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Fill out the required fields and click Save.
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