Frequently Asked Questions
Which information are exported to the workflow system
- Currencies
- Vendors
- G/L Accounts
- Payments (Vendor Ledger Entries)
- Dimensions (Dimension and Dimension Value). If applicable.
- Accounting Periods
- Purchase Orders and Receipts. If applicable.
- Company Information
- VAT Product Posting Groups
- Jobs and Job Tasks. If applicable.
How do the integration work
Rillion makes, on a scheduled basis, calls to Business Central using SOAP. It can be one of these:
| Call | Description |
|---|---|
| Ask for changed data | A change log that logs changes of tables that should be exported to Rillion. When Rillion does this call it returns info about all changed records. |
| Ask for all data | Information about all records are exported to Rillion. |
| Post | Rillion sends information about an invoice/credit memo and it is posted in Business Central. |
How to install Rillion Connect OnPrem
To install Rillion Connect on an Onprem version, see more at How to install WF Connect, Rillion Connect and Anysys Connect OnPrem
How do I set up user permissions for Rillion Connect?
Choose the search icon, enter Microsoft Entra Applications, and select the related link. Select the user you want to assign permissions to, choose Edit and fill in the fields in the User Permission Sets FastTab as necessary.
How do I find all Rillion documents in Business Central?
Choose the search icon, enter Rillion Documents and select the related link. Hover over a field to read a short description. You can also see Rillion documents by selecting the Find Entries action from the Vendor Ledger Entries page.
How do I open a document in Rillion from Vendor Ledger Entries?
Choose the search icon, enter Vendor Ledger Entries, and select the related link. Select the Vendor Ledger Entry you want to open the connected document for and choose the Open in workflow system action. If needed, manually add the workflow system URL in the External Invoice URL field in the Rillion Connect Setup.