Setting up the API key Every connection starts with the step where Docura sends the USER ID and USER API, and the client enters these data into the ERP system.
Selecting the Docura channel on the customer and vendor card
Setting up automatic import and export jobs
If only Docura is used, one job "Võta e-dokumendid kanalilt" with Kanal (Channel) = "Docura teenus" is enough. If Telema is also used, see step 8.
Sending uses one common automatic job for all channels, see step 9.
All names maximum 50 characters! Check during QA.
If the document is received successfully, Docura shows the status Received. If there is no Received status, the invoice has not arrived. Error!
A document can be uploaded manually from an XML file
Receiving e-documents from Docura (EE, when Telema is also used)
Incoming e-documents are fetched by an automatic job (Job Queue Entry) of type Report, object "Võta e-dokumendid kanalilt" (Get E-Documents from Channel).
If such a job already exists for Telema, do not change it. Create one more job of the same kind (the easiest way is to copy the Telema job).
On the new job, open the "Aruande päringuaken" (report request page) and set Kanal (Channel) to "Docura teenus". After this there are two jobs: one fetches documents from Telema, the other from Docura.
Further processing of received e-documents is the same for both channels, no changes are needed there.
Sending does not need a separate job. One common automatic job sends each e-document to the channel set on it, which comes from the customer/vendor card (see step 3).
