Setup
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Setup

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 Role Center​

incadea Automotive365 Network Management comes with the Role Center:

  • Auto365 Network Management

You can select the Role Center by clicking on Settings ➔ My Settings. For the field Role select the one mentioned above.

Fig. 3: My Settings - Role Center
Fig. 4: Role Center Selection - Available Roles
①Open Setups
②Search for new Data
③OAI Send Data Activities
④OAI Payment Activities
⑤Company Message Activities
Fig. 5: Role Center - Network Management
  • Setups: here you can open the three different setups which are included in the app.
  • Search New Data: by clicking on this action the system is searching OAI data.
  • OAI Send Data Activities: For each available export option you can find 2 Cues: One for data which is pending and one for data, which has been sent. To check the data of the respective status, click on the cue to open a list.
  • OAI Payment Activities: For each available import option you have a cue "Pending" and one "Transferred". To check the entries of each status, click on the cue to open the list with detailed information.
  • Company Msg Activities: The cue indicated the number of messages available in the system. Click on the cue to open a list of all messages.
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 Data Subscription Setup​

With the Data Subscription Setup it is possible to setup all necessary information to connect to the publisher and retrieve the data from the table subscriptions.

1.
Click on Data Subscription Setup on the Role Center page.

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Fig. 6: Open Data Subscription Setup

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The Data Subscription Setup page opens:

 
Fig. 7: Data Subscription Setup page

Field

Description

Subscription ID

This is the Subscription ID provided by the publisher.

AAD Tenant ID

This is the Azure Active Directory Tenant ID provided by the publisher.

Environment Name

This is the Environment Name provided by the publisher.

Company ID

This is the Company ID provided by the publisher.

Tenant ID

This is the Tenant ID of the publisher in case of an multi-tenant environment. The value is provided by the publisher.

Base URL

This is the Base URL to connect to the publisher's API. It is composed automatically using the Environment Name. It can be changed if needed but the default value should work in most cases.

Login URL

This is the Login URL to authorize against the publisher's AAD Tenant ID.

Enabled

By setting Enabled, the system will test the connection to the publisher. If it fails, Enabled is deactivated. It is also possible to test the connection by clicking on the action Test Connection on the Data Subscription Setup page.

Client ID

This is the Client ID provided by the publisher.

Client Secret

This is the Client Secret provided by the publisher.

Last Call

This is the last time the process of downloading the table subscriptions has been run.

Process Running

Set in case the process of downloading the table subscriptions is running.

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 OAI Setup​
1.
Click on OAI Setup on the Role Center to open the setup page.

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Fig. 8: Open OAI Setup

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The OAI Setup page opens:

 
Fig. 9: OAI Setup page

The following fields are provided:

Field

Description

External Code LCY

Enter the external code which is used for the local currency. This value is used as the LCY code in the export files.

Date Field Exchange Format

This field specifies in which format the date fields will be exported and later imported.

The following options are available:

  • DD.MM.YYYY
  • DD/MM/YYYY
  • DDMMYYYY
  • MM/DD/YYYY
  • MMDDYYYY
  • YYYYMMDD

Customer

Payment Jnl.Template

Select the journal template to be used for posting customer payments.

Payment Jnl.Batch

Select the journal batch to be used for posting customer payments.

Bal. Account No.

Select the customer balance account to be used if there is no default balance account defined in the selected journal batch or journal template.

Vendor

Payment Jnl.Template

Select the journal template to be used for posting vendor payments.

Payment Jnl.Batch

Select the jurnal batch to be used for posting vendor payments.

Bal. Account No.

Select the vendor balance account to be used if there is no default balance account defined in the selected journal batch or journal template.

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 OAI File Type Setup​

This setup is used for setting up OAI import and export files.

1.
On the OAI Setup page click on Setup ➔ File Type Setup.

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Fig. 10: Open OAI File Type Setup

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The OAI File Type Setup page opens:

 
Fig. 11: OAI File Type Setup page

The following fields are provided to setup OAI import/export files:

Field

Description

File Type

Enter the file type of the export. You can select the following options:

  • GL Entry
  • Customer Ledger
  • Vendor Ledger
  • Customer
  • Vendor
  • Customer Payment Import
  • Vendor Payment Import

Field Delimiter Type

Select the type of the field delimiter. The following options can be selected:

  • Flexible Character
  • Semicolon (;)
  • Tab ($09$)

Field Delimiter

Enter a character to be used as a delimiter between exported fields. For imports, this character will be used to define the end of a field. This only needs to be entered if you select Flexible Character as Field Delimiter Type.

Record Delimiter Type

Select the type of the record delimiter. You can select between the following options:

  • Flexible Character
  • CRLF ($0D0A$)
  • CR ($0D$)

Record Delimiter

Enter a character to be used as a delimiter between exported records. For imports, this character will be used to define the end of a record. This only needs to be entered if you select Flexible Character as Record Delimiter Type.

Base Filename

Enter the import or export file name. This field is mandatory.

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 OAI Field Mapping Setup​

This setup is used to setup the mapping of internal accounting values to external values.

1.
On the OAI Setup page click on Setup ➔ Field Mapping Setup.

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Fig. 12: Open OAI Field Mapping Setup

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The OAI Field Mapping Setup page opens:

 
Fig. 13: OAI Field Mapping Setup page

The following fields are provided to setup OAI mapping:

Field

Description

Type

Select a mapping type. The options are:

  • G/L Account
  • VAT Business Posting Group
  • VAT Product Posting Group
  • Bal. Account

Sub Type

Select a mapping subtype (only available if Bal. Account has been selected as Type).

Code

Enter the intermal accounting value to be mapped to the External Code value. This field is mandatory.

External Code

Enter the external value to replace the internal accounting value.

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 Company Message Setup​

To setup the Company Message functionality perform the following procedure:

1.
On the Rolecenter page click on Company Msg Setup.

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Fig. 14: Open Company Message Setup

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The Company Message Setup page opens:

 
Fig. 15: Company Message Setup page
2.
Click on + to create a new company message.

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Fig. 16: Create new Company Message
3.
Fill the following fields:

Field

Description

Headline

This is the headline of the company message, e.g. “New Promotion for this month”

Text Style

Select the text style of the message. The following options are available:

  • None
  • Standard
  • Standard Accent (green version of Standard)
  • Strong
  • Strong Accent (green version of Strong)
  • Attention (red italic)
  • Attention Accent (green italic)
  • Favorable (green bold)
  • Unfavorable (red bold italic)
  • Ambiguous (green-brown standard)
  • Subordinate (grey standard)

Show Always

If this field is enabled, the text is always shown, regardless if accepted or not. If this field is not activated, the message is not shown anymore, if the user has accepted the message on his rolecenter.

Maintenance

While setup of the message, the status is “In Progress”. Once the message is released, the status is changed to Maintenance Completed.

Start Date

Select a start date for the company message.

End Date

Select the date until when the company message should be shown.

4.
Enter your message in the Lines section. You can select a Text Style for each line, e.g. Headline in style strong, text in style standard.
5.
You can also add a hyperlink by clicking on Add in the page menu.

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Fig. 17: Add Hyperlink
6.
To send the Company Message and make it available click on Release on the page menu:

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Fig. 18: Release Company Message
7.
To change the company message (e.g. spelling error), click on Block to set the message into Maintenance Mode.

The Company Message is then available on the Microsoft Dynamics 365 Business Central Standard Rolecenter Sales Processor:

Fig. 19: My Company Messages on Role Center Sales Processor
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 Permission Sets​

The incadea Automotive365 Network Management app includes the permission sets as follows:

Fig. 20: Permission Sets
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 INCA365 COMPANY MSG.​

This is the basic permission set related to the Company Message functionality. The aim of this permission set is to allow users to see the messages setup my an admin user. Since this functionality is optional in the app, in case the functionaltiy is used, this permission set must be assigned manually to the users or to a specific user group.

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 INCA365 DDS​

This is the permission set related to the subscriber functionality. The aim of this permission set is to allow users to create and maintain the Data Subscription Setup, run the process to download the table subscriptions from the publisher and consult the related activity logs.

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 INCA365 OAI​

This is the permission set related to the Open Accounting Interface OAI functionality. The aim of this permission set is to allow users to create and maintain the OAI Setups.

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 INCA365 NETWORK MGT.​

This is the admin permission set of the app. Technically, this permission set includes all previous described permission sets (company message, subscriber and OAI) and in addition it also includes the Auto365 Network Mangement Rolecenter and the logic to create and maintain message and run the OAI process.