Hilldun Integration
- Sandra Petrovic
The Hilldun tab will be displayed in the Sales Module if the “Enable Hilldun Integration” checkbox is ticked. This can be accessed via the main Settings > Accounts > Hilldun tab
To configure, Hilldun will provide details for the SFTP directory including:
Host Name
User Name
Password
Port Number
And Indigo8 will generate the host key fingerprint. These details will be added onto the below screen.
For each currency (not each trading entity), Hilldun will provide a client code. This must be added onto the above screen. Bank details are optional.
The Hilldun screen will display all sales order against customers that have a Hilldun Debtor Code against their customer card. This field can be found on the integrations tab of the Customer Card.
Process:
Sales Order created. This will be visible on the Hilldun tab, if the Hilldun Debtor Code field is populated
Credit Request sent to Hilldun for the full amount of the sales order
User will select one, multiple or all sales orders using the checkboxes in the Credit Request column. And press the Send button
The Date Sent column will then be populated
Note: user can resend a Credit Request again if required
Note: Indigo8 will send a CSV file per currency to the SFTP
Hilldun will respond with a Credit Response advising if the amount is approved for that customer
Details on the response can be viewing in the Credit response column
Note: Credit Responses will be pulled automatically every 12 hours. Or can be pulled manually by pressing the green “Get Hilldun Response” button
Deposit Invoice and Tax Invoice created, as appropriate
Deposit and Tax Invoices will appear in the Invoice column and be grouped by sales order
User will select one, multiple or all invoices using the checkboxes in the Invoice column. And press the Send button
The Date Sent column will be populated
Note: invoices can be resent
Note: Indigo8 will send a csv file per currency. And Indigo8 will send one PDF per Invoice to the SFTP