Follow the steps below to connect KING ERP administrations to your Zenvoices environment. These steps must be performed for each administration.
Please note: to connect KING ERP administrations it is required that the Zenvoices integration software is installed on your server. Contact us for more information.
Configuration in KING ERP
Activate functionality
Ensure that the following functions are enabled in the KING ERP administration (via Help, Information about King, tab Administration, button Change license):
King Data Digger
Webservices Financial
Webservices NAW
Webservices Orders
Digital archive (NAW) documents (if you want to work with a digital archive in KING ERP)
Process archive documents (if you want to work with a digital archive in KING ERP)
Configure webservice access codes
Go to Miscellaneous -> Master data webservices, set a fixed access code for the following webservices and save/remember the access code:
ArchiveDocument_Add
PostingProcess_Close
PostingProcess_JournalEntry_JournalLine_Add
PostingProcess_JournalEntry_Add
PostingProcess_JournalEntry_Delete
PostingProcess_Add
Creditor_BankAccount_Add
Creditor_BankAccount_Delete
Creditor_AddEdit
Debtor_BankAccount_Add
Debtor_BankAccount_Delete
Debtor_AddEdit
PurchaseInvoice_ArchiveDocument_Add**
PurchaseInvoice_VatLine_Add**
PurchaseInvoice_InvoiceLine_Add**
PurchaseInvoice_ReleaseLock**
PurchaseInvoice_Add**
OpenItem_Edit
Webservice_Test
** Only required if you use the Zenvoices module Purchase to pay.
Configure digital archive
If a digital archive in KING ERP is desired, check whether the correct digital archive types exist in KING ERP. When creating a new digital archive type, use at least the following settings:
Processing: Enter journal entries
Journal: the journal for which the digital archive type is used
File storage: configure a location as desired (for example <documentpath>\Purchase). This location will not be used by Zenvoices, but it is important when bookings are processed manually in KING ERP.
Activate external access
Open KING ERP on the server where the Zenvoices King webservice is installed.
Go to General / Administration / Change administration / Select the administration / External access.
Enter a username and access code, save it and click 'Create'.
Click 'Activate ODBC connection for this machine'. An ODBC datasource has now been created.
Configuration in Zenvoices
Please note: for each KING ERP administration an accounting package is created in Zenvoices.
In Zenvoices go to Manage / Environment / Accounting package integrations, 'Connect new accounting package' and select KING ERP.
Fill in the requested details. These details can be found in an already connected accounting package or in the documentation you received after the installation of the integration.
API url: the URL where the Zenvoices King webservice is accessible via the internet. For example: https://customeripaddress:8900/
Secret token: the configured secret token.
Connection string: enter this as follows: “Dsn=KingDataDigger_AdministrationCode; Uid=Username; Pwd=Password;” (without quotation marks). Replace AdministrationCode with the administration code of the KING ERP administration. Replace Username with the ODBC username (set during the ODBC activation). Replace Password with the ODBC access code (set during the ODBC activation).
Administration code: enter the administration code of the KING ERP administration.
Administration access code: enter the webservice access code configured in KING ERP.
Then continue with the following steps:
Click Next to test the connection. If the connection works, a list of administrations will be shown. This will always contain one administration.
Does the client work with a digital archive in KING ERP?
a. No: disable the uploading of booking documents in the administration settings in Zenvoices (via Manage / Environment / Administrations / Edit administration / tab KING ERP).
b. Yes: check whether the correct digital archive types are configured in the administration settings in Zenvoices (via Manage / Environment / Administrations / Edit administration / tab KING). Various digital archive types can be configured per journal type and booking type. The setting 'Use digital archive file storage settings from KING ERP' (via Manage / Environment / Accounting package integrations) must be enabled for this.
Test the integration by performing the following actions:
Import a test invoice.
Create an account from the booking screen in Zenvoices.
Save the booking so that it is exported to KING ERP.
Check the result in KING ERP: verify that the booking and the archive document can be viewed. Remove the data after this test.
Automatically create general ledger accounts for cost centers and cost units in KING ERP (optional)
Do you want to use the automatic creation of general ledger accounts for cost centers and cost units in KING ERP and is your installation prepared for this? Then follow these additional steps:
Go to Miscellaneous / Jobs in the relevant KING ERP administration and click Add.
Enter the "Number" field and ensure that this value matches the King.KingJob.GrootboekrekeningImportJobNummer setting from the web.config file of the Zenvoices King webservice.
Enter the "Description" field as desired, for example "Import general ledger accounts Zenvoices".
In the tab "Lines" click "Add" and change type to "Import".
Change "Import type" to "General ledger accounts".
At "Import layout" click the "i" button and create a new import layout.
Enter "Layout number" and "Description" as desired.
Enter "File name" with the directory configured with the King.KingJob.GrootboekrekeningImportDirectory setting in the web.config of the Zenvoices King webservice and add "ImportGrootboekrekening.xml" after it. Example: "C:\Zenvoices\King Jobs\ImportGrootboekrekening.xml".
Change "Delete file" to "Yes".
Click "Close".
Select the created import layout in the window "Job data" and click "Close".
Open "Edit administration" for the relevant administrations in the Zenvoices portal, go to the tab KING ERP and enable the option "Automatically create non-existing cost center/cost unit general ledger accounts when exporting bookings". If this option is not visible, the option "Use separate fields for cost center and cost unit" must first be enabled.