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Priority Deployment

Priority Configurations

Create Webhooks

Follow this path: System Management > System Maintenance > Periodic Maintenance > BPM Maintenance > Webhook Definitions>New.

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2 webhooks need to be added:

Complyt_cust. -

https://eorqk6qfe0zsrn3.m.pipedream.net⁠

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Complyt_tran. -

https://eo7g30s56ewnbj6.m.pipedream.net⁠

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Add a Custom Column

Go to: System Management → Generators → Tables → Column Generator → Add Column

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In table name type: INVOICES in the sub menu below, fill the following values:

Column Name: COMP_TAX_STATUS Type: CHAR Width: 60 Title: Sales Tax Status Decimal Precision: 0

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Click anywhere else in the screen to create the new column.

Add the Column to the Relevant Forms

Go to System Management → Generators → Forms → Form Generator

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Add the new column to 2 forms

1) CINVOICES 2) INVOICESTOTAL

Form Column Name - COMP_TAX_STATUS Column Name & Table Name should be updated automatically.

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When finished, click somewhere in the first menu and click on “Prepare Form”

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Add Status

Go to:

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Create new Status and change color to purple:

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Create Business Rules

Multi-Shipment Invoices

Follow this path: Financials → Accounts Receivable → Customer Invoices → Multi-Shipment Invoices → Multi-Shipment Invoices From there, click on Automations → Define Business Rules → New Enter the following settings: Rule Description: Trigger for Complyt's Sales Tax Engine - {{CLIENT_NAME}} <<Invoice>> <<Tax Code>> <<Debit/Credit>> <<Customer Number>>

<<Tax Code>> <<Debit/Credit>> <<Cust. Name>> <<Customer No.>> <<Invoice No.>>

Make sure they are update both in Hebrew and English

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Customers

Follow this path: CRM → Customers → Customers From there, click on Automations → Define Business Rules → New Enter the following settings:

Rule Description: Trigger for Complyt's Sales Tax Engine - {{CLIENT_NAME}}

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Create New Tax Code & New Tax Account

Go to Taxes, follow this screenshoot:

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Fill the following setting: Tax Code: 818 Description: US Sales Tax - Complyt Engine In the sub-menu choose all the tax codes (except Tax Exemption) and set the tax rate of each to 1% . Then, open Chart of Accounts by clicking on the small page just at the right of the Account No. field. Enter the settings as the screenshot

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How to get the URL for API call

Not Supported on mac - Ask someone with Windows

Login to the correct environment go to System Management → System Maintenance → Users → Send Program Activation Link. Go to the correct environment and go to Send Program Activation Link. Choose API → Email address

We might have to download and install priority plugin.

You will see the link in Priority in messages (will be prompted upon login)

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