edoc invoice link for IGF Administration Guide
edoc invoice link for IGF Administration Guide
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Configure data sources and app variables for edoc invoice link for IGF

You can edit the data sources used (databases, d.velop documents connection, etc.) in the editor of the corresponding edoc automate app. You will also find the associated app variables in the app, such as access data for a web service used.

In this article, you will learn more about the conventions for connecting data sources and configuring variables.

Configure the data sources in edoc automate

Configure the database connections in the app details in the Datasources section. These data sources are available:

  • transfer_db: This connection refers to the local database you have created. For more information see: Install and uninstall edoc invoice link for IGF

  • veis_db: This connection contains the VEIS database tables.

  • igf_db: This connection contains the IGF database tables. You need the connection e.g. for the reverse charge tax procedure and to carry out the currency conversion using the conversion rate from the IGF database:

    • If you set the value of the currencyConvert app variable to 1, a currency other than the local currency will be converted.

    • If you set the value of the app variable useTransferCurrencyRate to 0, the conversion rate is determined from the IGF database.

    • If you set the value of the variable useTransferCurrencyRate to 1, the conversion rate from the exchange_rate field of the transfer table transfer_headvalue is used. This table is filled when the invoice data is exported from edoc invoice.

Configure the app variables in edoc automate

When you import the app, you will find a number of variables that you can configure in the app details in the Variables section. All variables are used by default. However, you can deactivate individual variables if required by entering the value 0 instead of 1 in the Value field for the variable.

The following variables are available to you:

  • igfCompanyId: The variable is used to determine the company ID for IGF:

    • If you enter the value companyId, the field company_id is determined from the table transfer_headvalue.

    • If you enter the value financeId, the finance_id field is determined from the transfer_headvalue table.

  • removeDifferences: The value 1 is used in all tables to monitor whether header data and line item data produce the same values in total and the differences are deducted from the line with the largest amount.

  • currencyConvert: The value 1 is used to perform a currency conversion with a currency other than the local currency.

  • localCurrency: Enter the currency code (e.g. EUR, USD) that you use as the local currency.

  • useTransferCurrencyRate: With the value 1, the exchange rate from the exchange_rate field of the transfer table transfer_headvalue is used. This table is filled when the invoice data is exported from edoc invoice.

  • exchangeRateDate: Enter the header data field of type Date from the transfer_headvalue table that you want to use for the conversion of a currency into the local currency (exchange rate calculation).

  • entityStateFinish: Enter the final value for the ENTITYSTATE field in the VEIS_INVOICE table, which is defined when the transfer is completed. You only need to enter a different value if the default value should not be 0.

  • costPositionAccountnumbers: Enter the first digit of the G/L account for which a COST line (table VEIS_INVOICE_COSTING_SPLIT) is to be written. If required, enter further first digits of the respective G/L accounts separated by a comma.

  • veisDBSchema: Enter the database schema for the VEIS database if it differs from the standard schema of the VEIS database.

  • igfDBSchema: Enter the database schema for the IGF database if it differs from the default schema of the VEIS database.

  • workflow.inbox: Specify the name of a group inbox to which invoices should be sent when clicking Send back to workflow.