Electronic Messaging

Please note that the "Client ID" and "Client Secret" need to be acquired from Minteo.io before progressing with this setup.

Web Application

Open the Web Application configuration by following these links.

Tax
Setup
Electronic messages
Web applications

Then fill in the following:

Base URL: https://auth.minteo.io
Token URL: /realms/< your_account >/protocol/openid-connect/token
Client Id
Client Secret
Authorisation format mapping: Minteo auth format
Import token model mapping: Minteo import token format (Minteo Auth model Minteo token response format)
Content type: application/x-www-form-urlencoded

Example showing filled out "Web applications" form.

Import Project

Go to Data Management and create an Import project.

Fill in the fields "Group Name" and "Description" next click "Add file" and select "Source data format" Package and upload the provided Minteo Setup Package zip-file.

The application will then load the data entities from the package.

Finally click "Import" to load the configuration into D365FO.

Open Invoices

Open customer invoices can be sent to Minteo.io by enabling the electronic message processing of "MtoSendOpenInvoices".

This is done by clicking on the links:

Tax
Setup
Electronic messages

... and search for "MtoSendOpenInvoices".

Set recurrance (i.e. every 6 or 12 hours) and click "Create batch".

This will create a normal batch-job which can either be cancelled or withheld like a normal batch-job or via this page.

After the batch-job has been created a list of open customer invoices will be sent.

Navigate to:

Tax
Electronic Messages

.. and look for "MtoSendOpenInvoices" and make sure that the message status is '"OpenInvoicesSent".