Configure Integration Flows for Credit Lines

As sales administrator or implementor, you can integrate system to manage the balances in credit notes and credit lines. It also covers how you must configure the integration to refresh the credit records in the integration tables periodically.

Note:

If you don't use credit notes, you can skip the integration of credit note and integrate only credit line.

The credit line and credit note records that the CX Retail Execution Mobile uses are read-only. Although the credit balances are updated in the mobile application to facilitate route execution, these balances are not sent to the consumer goods server. Only the payment transaction records are sent to the consumer goods server. Instead of using credit line balances, the integrating system must use the captured payment transaction records to update the credit balances.

The integration system must do the following to maintain credit details:

• Add and update records for open credit lines and credit notes.

• Remove records for closed credit lines and credit notes.

Link a credit note to its parent credit line to create the credit note records in consumer goods, you must perform the following tasks:

• Create the parent credit line record first.

• Read the Internal ID of the credit line record and use it to create the child credit note records so that the records are properly linked.