Setup in Isah

For fastest performance of Supply Chain Integration, you are recommended to specify the default values in advance. Once Supply Chain Integration has been set up, sending electronic messages will require just a click of a button.

Specifying SCSN codes

To successfully create electronic messages, both your company and your customer or supplier must have individual SCSN codes. An SCSN code uniquely identifies the participating companies during electronic communication, and can be found on the customer card or supplier card in Isah. For your own company, enter the code for customer '99999' and supplier '99999'.

Setting up the delivery method

Use the Document delivery method form to define the method to be used for sending electronic messages to customers and suppliers. Enter general details, such as recipients and sender, and use the following settings to configure electronic communication:

• In the Output field, select 'Email'.
• Use the Recipients fields to select to recipients of the electronic messages. For a purchase order, for example, you could select the contact at your supplier.
• In the Attachment(s) field, choose 'Electronic message' or choose both 'Electronic message' and 'Report'.

Specifying default values

Electronic documents can come in from two sides: you can be the supplier or the customer. This is why you specify your default settings for both sides. You need to do this for every document type you are working with:

• Default settings for customers
• Default settings for suppliers.

Specifying default values per customer or supplier

To use non-default settings for particular customers or suppliers, you can specify alternative settings in the details of that customer or supplier.

Sales type 'Electronic sales order'

When you receive an electronic purchase order from a customer and load the order into Isah, Isah will automatically convert it into a sales order. As this behavior requires a sales type, the sales type must be specified when a sales order is created. For each customer you can specify a default sales type. If no value is defined for the customer, Isah needs a value to fall back on.

For that reason, a new field has been added to the Sales tab of the Default values form, called Electronic order sales type. Use this field to specify the default sales type to be used for sales orders if no specific sales type has been defined for the customer.

One sales order for every sales invoice

In order to successfully send a sales invoice using Supply Chain Integration, the invoice can relate to only one sales order. To ensure that all orders always end up on individual invoices, set the Create invoice option to 'New invoice for every order' for the customers who you send electronic invoices to. To set this as the default behavior for every new customer you enter in Isah, make sure the default setting of this value in the General Settings module is 'New invoice for every order' as well. You should be aware, however, that this value will change for all customers that use the default setting ().

Reverse charge VAT

If you are using Isah as well as Isah Finance, you already have the right data to administer 'Reverse charge VAT' using Supply Chain Integration. If your company is not using Isah Finance, but is using reverse charge VAT, create a scenario code '2A', and use it to register reverse charge VAT.