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Setting up B2Brouter

Before users can send invoices with B2Brouter, administrators must complete setup in Document Dispatch - Module Setup and in the related dispatch profile.

Prerequisites

  • The B2Brouter feature is enabled in your environment.
  • You have B2Brouter account credentials for production and, if needed, staging.

Configure B2Brouter in Module Setup

  1. Open the role center Document Dispatch - Administrator.
  2. Go to Setup and open Module Setup.
  3. Open the B2Brouter Setup area.
  4. Enter your production credentials:
    • Account Id
    • API Key
  5. Enter your staging credentials if you want to test:
    • Account Id (Staging)
    • API Key (Staging)
  6. Set Testmode if you want to use staging instead of production.
  7. Review the connection indicators:
    • API Status (Production)
    • API Status (Staging)

The status fields show whether the configured account can be reached.

Configure a Dispatch Profile for B2Brouter

  1. Open Dispatch Profiles.
  2. Create a new profile or open an existing one.
  3. Set Output Type to B2Brouter.
  4. Open Output Type Setup.
  5. Configure these options:
    • Automatic Validation on Dialog: validates the selected document in the send dialog.
    • Automatic Deletion if Error Occurs: removes the transferred item in B2Brouter when a send error is returned.

Configure the B2Brouter JSON request body

If you want to generate the JSON request body for B2Brouter, configure an eDocuments schema in JSON mode.

  1. Open eDocuments Schema.
  2. Create a new schema or open an existing schema.
  3. Set Schema Type to JSON.
  4. Use Create Schema Lines to generate the default JSON structure.
  5. In Schema Data, review fields and assign values as needed.
  6. For each JSON field, set JSON Value Type to control output format:
    • String for text values
    • Number for numeric values
    • Boolean for true/false values

Info

In JSON schemas, the contact fields transport_type_code and document_type_code are controlled by the dispatch profile and are not edited directly in schema lines.

JSON field help

In a JSON schema line, use Information to open a field description for the selected JSON node.

Test B2Brouter Json

Use Test B2Brouter Json to verify the schema end-to-end against the B2Brouter API.

  1. Open the JSON schema.
  2. Choose Test B2Brouter Json.
  3. Select a business record, for example an invoice.
  4. Confirm the selection.

The system submits the generated JSON payload to B2Brouter for validation, deletes the submission from B2Brouter immediately after, and displays the validation result.

Configure FactBox Status for B2Brouter (Optional)

You can show a dedicated B2Brouter counter in the FactBox status area.

  1. Open Module Setup.
  2. In Status Display, enable B2Brouter Sent Counter.
  3. The FactBox can now show how many B2Brouter entries exist for the current record.

See also