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DK+
What data can be transferred with this integration?
Customers
Projects
Invoices
Upon creating a new customer in Moment, it will be immediately transferred to DK+. Any changes made to a customer will trigger an update of the customer data.
Fields included: Customer name, customer number, customer status, organization number (SSN/Kennitala), phone number, address fields and country code.
When creating a project in Moment this will automatically be transferred to DK+. Unfortunately is there no support in DK+ for updates on projects. Any changes done after a project is created must be done manually in DK+
Fields included: Project number, project name and customer number.
Upon finalizing an invoice in Moment, it will be transferred to DK+. Each invoice will create a booked sales invoice in DK+ and is posted under Sales Invoices.
Note! DK+ does not accept invoice number set by Moment, so the invoice number from Moment will be stored as reference in DK+. See more information below.
Fields included: Customer number, invoice number, invoice date, due date, sales person number, project and invoice lines
Invoice line fields: Description, quantity, unit price, discount, total price and an item code.
Note! The item code is mapped to a product in DK+, if this does not exist Moment will add this. In Moment, the item code is based on the external revenue class (Vörunúmer in DK). This is configured as part of the financial accounts in Moment.
Moment = master. This means that the customer number and project number will be transferred to DK+. Do not change these numbers in DK+.
Note!
For customers, be aware that payment term is currently not set when created. However this is planned for a future update.
For invoices, the organization number (SSN/Kennitala) is required. Moment will check this prior to sending invoices to DK+.
DK+ does not allow for the invoice number being set by Moment when an invoice is transferred. To compensate for this we recommend that Moment is configured to use same series as in DK+. Check Setup/Settings/General and the Number series section.
Usage of surcharge in Moment vs DK+. As DK+ does not have a separate field to store this value, Moment will transfer the invoice rows with the surcharge added, this will create rows where the quantity is the same as in Moment, however the unit price is the price after adding the surcharge.
An invoice line transferred from Moment to DK+ must include an item code. For this Moment uses the product number, if the line is linked to a product alternatively the accounting VAT code from the financial account selected for the invoice line. The accounting VAT code is not a required field, but all accounts that can be used should have this registered.
To configure the integration, go to Setup/Settings/Integrations and click on the "New Integration" button in top right corner. Search for "dkPlus" in the list of integrations. Fill out the form.
- A required field is the token, this is provided by DK+. In your DK+, go to Menu/Settings.On the settings page, tokens are found in the bottom right area. To create a new one, enter a description and click the "Add" button. Your new token appears in the list above. Click on the copy icon to copy the token to your clipboard. Paste the token into the "Token" field in Moment. Here you can read documentation about this from DK+.
- Select the type of objects you want to transferred from Moment to DK+
- Customers
- Projects
- Invoices By selecting invoices one must also specify a sales person to be set on all invoices. The number entered here must exist as Sales Person in DK+
- Register an email address to receive error messages if something fails
Last modified 6mo ago