Configure ERP add-ons for B2Brouter integration
B2Brouter allows you to connect your management system or ERP with the platform to manage electronic invoicing in an automated and large-scale way. You have different options to do so, and one of them is through add-ons.
To activate this type of integration, you must have an active subscription to the eDocExchange product.
To configure the ERP add-on services, you need to define what you want to use. This setup is done through the following sections in the side menu:
- Sending (eSender): Allows you to define how and what type of documents will be sent from your ERP through B2Brouter.
- Receiving (eReceiver): Allows you to configure the automatic reception of documents into your ERP from the B2Brouter platform.
Sending Configuration (eSender)
Section titled “Sending Configuration (eSender)”The eSender section allows you to configure how B2Brouter will automatically receive and send electronic invoices generated from your ERP.
This configuration is essential to define:
- The file import directory.
- The format of the electronic documents.
- The automatic sending behavior.
Available Parameters
Section titled “Available Parameters”| Parameter | Description |
|---|---|
| Folder name | Specifies the name of the subfolder where invoice files will be placed. This folder is automatically created inside the connector’s root folder. It cannot contain spaces. |
| Format | Select the electronic invoice format that your ERP system can generate. This format must be compatible with the formats recognized by B2Brouter. |
| Send automatically | Enable this option if you want invoices to be automatically sent after being imported into B2Brouter. |
Important Considerations
Section titled “Important Considerations”- Each invoice format must have a dedicated folder. If you send invoices in multiple formats, you’ll need to create and configure a folder for each of them.
- The defined folders and configurations are automatically generated within the activated connector (e.g., SFTP or B2Bconnector).
- Once invoices are successfully imported, they are sent using the configured transports depending on the recipient and selected format.
Useful Links
Section titled “Useful Links”View accepted document formats What are transports in B2Brouter?
Incoming Invoice Configuration (eReceiver)
Section titled “Incoming Invoice Configuration (eReceiver)”The Received Invoices section of the eReceiver module allows you to configure the automatic synchronization of incoming invoices into your ERP system, based on those received in B2Brouter.
The documents are synchronized from a specific folder that will be automatically created inside the INBOX folder of the active connector (SFTP or B2Bconnector).
Available Parameters
Section titled “Available Parameters”| Parameter | Description |
|---|---|
| Connector | Select the active connector that will be used for invoice synchronization (e.g., B2Bconnector, SFTP Server, etc.). |
| Folder name | Define the name of the folder within INBOX where the invoices will be stored. It cannot contain spaces. |
| Add subfolder per recipient | If this option is enabled, a subfolder will be created for each invoice recipient within the main folder. |
| Add subfolder per organizational unit | If your company has multiple organizational units, you can create specific subfolders for each one. |
Filtering Invoices for Integration
Section titled “Filtering Invoices for Integration”By default, all received invoices are integrated. However, you can limit synchronization based on invoice status:
- Sync all invoices: All received invoices are integrated, regardless of their status.
- Sync accepted invoices: Only invoices with “accepted” status are integrated.
- Sync paid invoices: Only invoices with “paid” status are integrated.
- Sync accepted or paid invoices: Only invoices that meet one of these two criteria are integrated.
Format of the Received Document
Section titled “Format of the Received Document”You can select the format in which the received invoice will be saved in your system:
- Original format: Keeps the original format in which the invoice was received (e.g., UBL, Facturae…).
- PDF format: Converts the invoice to PDF.
- Convert received document to specific format: Option to automatically convert the document to a predefined specific format (requires specific configuration).
Considerations
Section titled “Considerations”- This configuration applies only to incoming electronic invoices.
- Folders and subfolders are automatically created based on the configured parameters.
- Invoices are automatically synchronized to your ERP system according to the selected filter and format.
Sent Invoice Synchronization Configuration (eReceiver)
Section titled “Sent Invoice Synchronization Configuration (eReceiver)”The Sent Invoices section of the eReceiver module allows you to configure the automatic synchronization of invoices sent from B2Brouter so they are available in your ERP system or document repository.
Invoices will be stored in a folder automatically created inside the INBOX directory of the active connector (e.g., B2Bconnector or SFTP).
Available Parameters
Section titled “Available Parameters”| Parameter | Description |
|---|---|
| Connector | Select the active connector where sent invoices will be stored. |
| Folder name | Define the folder within INBOX where invoices will be saved. It cannot contain spaces. |
| Add subfolder per recipient | Automatically creates a subfolder for each invoice recipient. |
| Add subfolder per organizational unit | Allows creating specific subfolders for each company unit. |
Exported Document Format
Section titled “Exported Document Format”You can choose in which format each sent invoice will be saved:
- Sent document (legal invoice): Saves the exact version of the invoice sent through B2Brouter (legal original).
- PDF format: Generates a PDF version of the invoice, useful for viewing or archiving.
- Convert sent document to specific format: Converts the sent document to a different format, depending on the receiving system’s requirements (requires additional configuration).
Considerations
Section titled “Considerations”- This configuration affects only invoices sent from B2Brouter.
- You can combine multiple output formats if needed (e.g., PDF and legal invoice).
- Folders and subfolders are automatically generated based on the selected configuration.
Order Reception Configuration (eReceiver)
Section titled “Order Reception Configuration (eReceiver)”The Orders section of the eReceiver module allows you to configure the automatic synchronization of received orders through B2Brouter so they can be directly integrated into your ERP system.
Orders are stored in a folder automatically created inside the INBOX directory of the selected connector.
Available Parameters
Section titled “Available Parameters”| Parameter | Description |
|---|---|
| Connector | Select the active connector (e.g., B2Bconnector, SFTP) where orders will be stored. |
| Folder name | Define the folder name inside INBOX where received orders will be saved. Avoid spaces in the name. |
| Add subfolder per recipient | Creates a separate subfolder for each client or recipient. |
| Add subfolder per organizational unit | If you have multiple business units, you can separate orders into specific subfolders. |
Order Filtering for Integration
Section titled “Order Filtering for Integration”By default, B2Brouter synchronizes all received orders. However, you can limit synchronization to only those that have been accepted:
- Sync all orders: All orders are integrated, regardless of their status.
- Sync accepted orders: Only orders with “accepted” status are integrated.
Format of the Received Order
Section titled “Format of the Received Order”You can choose the output format for received orders according to your ERP’s needs:
- Original format: Keeps the electronic format in which the order was received (e.g.,
xml.ubl.order.v3). - PDF format: Generates a PDF version of the order for consultation or archiving.
- Convert to a specific format: Allows conversion of the received order to a specific format (requires prior configuration).
Considerations
Section titled “Considerations”- Defined folders are automatically created inside the connector’s INBOX.
- You can enable multiple output format options simultaneously.
- This configuration applies only to orders (not invoices or other documents).
Configuration of Sent Invoice Status Transitions (eReceiver)
Section titled “Configuration of Sent Invoice Status Transitions (eReceiver)”The Status Transitions section allows you to generate automatic notification files when status changes occur in invoices sent through B2Brouter. This functionality is especially useful for ERP systems that need to update the status of their documents based on responses from recipients or transport services.
Files are generated in a folder automatically placed in the INBOX directory of the selected connector.
Available Parameters
Section titled “Available Parameters”| Parameter | Description |
|---|---|
| Connector | Select the active connector where notification files will be generated (e.g., SFTP, B2Bconnector). |
| Folder name | Define the name of the folder within INBOX where the files will be stored. Avoid spaces in the name. |
| Add subfolder per recipient | Creates separate subfolders for each recipient. |
| Add subfolder per organizational unit | Allows separation of notifications by company business units. |
Status Transition Filtering
Section titled “Status Transition Filtering”By default, all status changes for sent invoices are reported. However, you can filter only the most relevant ones:
- Sync all invoices: Generate a notification for any status change.
- Sync registered invoices: Only generate a notification if the invoice has been registered by the recipient.
- Sync rejected invoices: Only generate a notification for rejected invoices.
- Sync registered or rejected invoices: Only for these two cases.
Notification File Format
Section titled “Notification File Format”You can choose from various output formats for the files, depending on your ERP or management system needs:
- CSV: Simple and easily readable format for automated systems.
- ApplicationResponse: Standard XML format compliant with UBL for status responses.
- Custom: Customized format (requires specific configuration based on the project).
Considerations
Section titled “Considerations”- This functionality does not send invoices, it only informs about their status changes.
- You can combine filtering with file format selection to perfectly tailor integration with your system.
- Statuses include receipt confirmations, registration, validation, or rejection by the recipient or platform.
Configuration of Declaration Responses (eReceiver)
Section titled “Configuration of Declaration Responses (eReceiver)”The Declaration Responses section allows you to generate automatic notification files when status changes occur in declarations sent through B2Brouter (e.g., tax or informational declarations sent to a public administration).
Files are saved in a folder automatically created inside the INBOX directory of the active connector (SFTP or B2Bconnector).
Available Parameters
Section titled “Available Parameters”| Parameter | Description |
|---|---|
| Connector | Select the active connector that will receive the responses (e.g., SFTP, B2Bconnector). |
| Folder name | Indicate the name of the folder within the INBOX directory where notifications will be saved. It cannot contain spaces. |
| Add subfolder per recipient | Organizes notifications into subfolders for each administration or receiving body. |
| Add subfolder per organizational unit | Creates differentiated subfolders for each internal company unit. |
Response Format
Section titled “Response Format”The only available format for status change notifications of declarations is:
- Application Response: Standardized XML file following the UBL model for responses to submitted documents. Includes registration, validation, or error information returned by the administration.
Considerations
Section titled “Considerations”- This functionality only applies to declarations sent from B2Brouter.
- The configuration is useful for receiving automated notifications in your ERP or document management system.
- It is not necessary to configure multiple formats, but you can combine folder generation by recipient and organizational unit to facilitate archiving and integration.