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The following new fields have been added to the generic Finance Integration sales export file format and the Invoices section of the Agency Portal > Finance Integration > Batch Maintenance > Batch Maintenance Details screen for the 11.37 this release:
Field Name | Description |
Debtor Export Code | The code that is used to map a Debtor record in the FastTrack360 system to the corresponding debtor details in an external system when the debtor details are exported out of FastTrack360. This is taken from the Agency Portal > Billing > Maintenance > Debtor > Billing Details > Export Code field within FastTrack360 and is a maximum of 50 alphanumeric characters. |
Debtor Import Code | The code that is used to map a debtor details in an external system to a Debtor record in FastTrack360 when the debtor details are imported into FastTrack360. This is taken from the Agency Portal > Billing > Maintenance > Debtor > Billing Details > Import Code field within FastTrack360 and is a maximum of 50 alphanumeric characters. |
In the generic sales export file, these fields appear directly after the existing Debtor field. On the Agency Portal > Finance Integration > Batch Maintenance > Batch Maintenance Details screen, these fields appear directly after the Debtor field within the Invoices section by default, as highlighted below.
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To facilitate export of the debtor export and import codes, ensure that the relevant codes are configured in the Export Code and Import Code fields on Agency Portal > Billing > Maintenance > Debtor > Billing Details screen for each Debtor record. Finance Integration will automatically pick up these codes from the relevant Debtor records when sales (invoices) are exported in a Finance Integration export batch.
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