This Help Article covers:
General/Overview:
If you have a J.A.Russell Ltd second Account, it will require a second API Connection to be added to facilitate the picking up of Purchase Invoices.
Following adding the second Account API Connection, you will need to contact Katipolt Support as they need to contact J.A. Russell Ltd and get them to set up the other end and set a Token to allow communication.
⚠️ NOTE: You can only have 1 J.A. Russell Ltd "Day to Day" Account (as this is used to update your Price File), any secondary or other Account(s) are set up as Sub Type* "Contract".
To Connect to J.A. Russell Ltd
1. From the Side Menu, Press Company Settings, then Press Connected Apps Top Tab to display the Connected Apps Expandable Section
2. Fron the Connected Apps Expandable Section, Press [+ADD] to display the "New Connected App" Popup
3. From the "New Connected App" Popup:
Press the "Type*" dropdown and Select the option "JA Russel Ltd", (the Sub Type will default to "Contract")
Press [CREATE] to display the New Connected App Window
4. From the New Connected App Window, Enter your;
"Account Code*", and
"Transition Date" Optional at this time
5. When you have selected/entered the settings, Press [SAVE]
6. Contact Katipolt Support and advise them you have set up a second J.A. Russell Ltd API Connection and what the Account Code is that you used.
💡 TIP: Depending on your selections/entries, your Purchase Invoices will start pulling in from J.A. Russell Ltd, this may take a short while depending on the number to be pulled in. After that, your J.A. Russell Ltd Price File and Purchase Invoices will be picked up daily each morning.
⚠️ NOTE: If you choose to "pick up" J A Russell Ltd Purchase Invoices using the API Connection, do not Unlock any Purchase Invoice, Edit the Invoice Number*, then Lock again. As on the next pick up, Katipolt will not have a matching Purchase Invoice to the one in the J A Russell Ltd database and will pick it up again.