Learn how to give Procuros access to your Business Central system and set the correct permissions & settings.

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Installing the app

To connect Business Central to Procuros, you need the “simple_EDI” app. Depending on whether your Business Central instance is hosted in the cloud or on-premise, you can download the app from Microsoft App Source or contact us for the download link for on-premise installation. In the case of an on-premise installation, please provide us with your partner’s PSBC ID so that we can authorize them for the installation and ensure that the required object ids are approved.

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Basics app

We created a new role center called “simple_EDI”. It contains all the lists, settings and actions you need to implement the module in your BC - and also to work in your day-to-day business: Business Central Role Center Installing/publishing the simple|EDI app creates two new permission sets: Permission Sets The “ALL” permission set contains all permissions for all objects added by the module. The “READ” permission set includes only read permissions on all tables and the permissions to execute pages and code units that are added. Make sure all users processing orders have full permissions to the module.

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Setting up the app

First, you need to set up the API connection and transaction transfer options: API Connection Setup Please follow the steps below to edit fields, options and features: Setup Steps
  1. Enter the URL and API token (provided to you by Procuros) and activate the setup with the specified API version (currently v2).
  2. Decide at what time/action the incoming and outgoing transactions will be triggered:
    • Import orders:
      • Manual to receive orders only when the function is called from this setup page
      • Interval-based to use a job queue that allows you to control start times and the time between runs. We recommend using this option.
If not already done, initialize the job queue: Job Queue Initialization Determine the time intervals between runs: Time Intervals If you want, you can edit the job queue: Edit Job Queue If you decide to switch from the interval-based to the manual option, the job queue will be automatically cleared. If the import method is “interval-based”, you cannot import manually. Enable setup to ensure the transfer works. If you want to import new orders in the background without confirmation messages, it is helpful to activate the “Hide validation dialog” flag.

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Activation of the app

It is necessary to enter the GLN of your own company or the companies in your database if there is more than one company. You may have already done this on the Company Information page. If this has already happened, the Sync GLN Information function populates the simpleEDI Business Relationships table: Sync GLN Information If you have not yet entered a GLN code for your company, either enter it in the “Company Information” card, or (recommendation) create a new entry here in the “simpleEDI - Business Relationships” table for each company in your database to be linked to Procuros: Business Relationships

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Setup Checklist

Use this checklist to ensure that key facilities are completed.

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Initial Setup Checklist