e-Document settings (EDM integrator)

Guide

Module

Administration

Menu path

Yönetim › Özelleştirme › Finans › e-Belge Ayarları (Administration › Customization › Finance › e-Document Settings)

Screen route

/erp/edocuments/settings

Required permission

erp-edocuments-settings.view (görme) · erp-edocuments-settings.edit (kaydetme, parola, Bağlantıyı Sına)

erp-edocuments-settings.activate (e-Belgeyi açmak ve Canlı ortama almak — ayrı yetki)

CoreX ERP sends and receives e-Invoices, e-Archive invoices and e-Delivery Notes through EDM Bilişim, a private integrator authorized by the Turkish Revenue Administration (GİB). e-Belge Ayarları (e-Document Settings) is the single screen for this connection: "e-Fatura, e-Arşiv ve e-İrsaliye entegratör (EDM) bağlantısı. Kurulum kapalı başlar; kapalıyken hiçbir belge gönderilmez ve entegratöre çağrı yapılmaz" (e-Invoice, e-Archive and e-Delivery Note integrator (EDM) connection. The installation starts disabled; while disabled, no document is sent and no call is made to the integrator).

Credentials

The integrator user name and password belong to your organization; they are entered only on this screen, by an authorized person. The password is stored encrypted and never appears on the screen or in an export. In the screenshots in this documentation, the credential fields are intentionally empty.

The screen's seven tabs

Genel (General) · Bağlantı (Connection) · Etiketler ve Seriler (Labels and Series) · Belgeler (Documents) · Zamanlama (Scheduling) · Durum (Status) · Canlıya Geçiş (Go-Live). Switching between tabs does not lose unsaved fields. Kaydet (Save) is at the bottom of the panel and saves all tabs together (except the password — "Parola bu düğmeyle gitmez — Bağlantı sekmesinde ayrı kaydedilir." — The password is not sent with this button — it is saved separately on the Connection tab.). The pre-save validation names the tab of the invalid field ("… (Bağlantı sekmesi)" — … (Connection tab)) and takes you to that field with Alana git (Go to field).

Two persistent warnings may appear at the top of the screen:

Warning	Meaning
"Acil durdurma açık (sunucu ortam değişkeni). Buradaki şalter ne olursa olsun e-Belge KAPALI çalışır; bayrak kaldırılınca kayıtlı ayar geri gelir." (Emergency stop is on (server environment variable). Regardless of the switch here, e-Document runs DISABLED; when the flag is removed, the saved setting comes back.)	The server administrator has stopped all integrator calls with the `EDocuments__ForceDisabled` flag. Bağlantıyı Sına (Test Connection) does not work either: "Acil durdurma açıkken entegratöre çağrı yapılmaz." (No call is made to the integrator while emergency stop is on.)
"Bu kurulum TEST ortamı: canlı e-Belge ortamı kapalı. Canlı seçilemez ve canlı parola burada kaydedilmez; entegratöre yalnız Test ortamıyla bağlanılır." (This installation is a TEST environment: the live e-Document environment is disabled. Live cannot be selected and the live password is not saved here; the integrator is connected only with the Test environment.)	The installation is a test installation (a copy of the live database may be loaded here). Canlı (Live) is disabled in the environment list.

The live gate is on the server. If you try to save or enter the live password, the server returns one of these messages:

"Bu kurulumda canlı e-Belge ortamı kapalı (EDocuments__LiveAllowed=false): test ortamı canlı entegratöre bağlanmaz." (The live e-Document environment is disabled in this installation (EDocuments__LiveAllowed=false): a test environment does not connect to the live integrator.)
"Bu kurulumun lisansı TEST ortamı için: canlı e-Belge ortamına bağlanılamaz. Test ortamında e-Belge entegratörün test hesabıyla denenir; canlı fatura için canlı lisans gerekir." (This installation's license is for a TEST environment: it cannot connect to the live e-Document environment. In the test environment, e-Document is tried with the integrator's test account; live invoicing requires a live license.)

General

Field	Values	Description
e-Belge etkin (e-Document enabled)	On / Off (default off)	"Ana şalter. Kapalıyken belge gönderilmez, gelen kutusu çekilmez." (Main switch. While off, no document is sent and the inbox is not retrieved.) Turning it on requires the e-Belge Ayarları · Etkinleştir (e-Document Settings · Activate) permission; a user without it can turn it off but not on ("Açmak "e-Belge Ayarları · Etkinleştir" yetkisi ister." — Turning on requires the "e-Document Settings · Activate" permission.). Before turning it on, the user name and password of the selected environment must be saved ("e-Belgeyi açmadan önce seçili ortamın parolasını kaydedin." — Save the password of the selected environment before enabling e-Document.).
Ortam (Environment)	Test · Canlı (Live)	"Kimlik ve numara sayacı ortam başına ayrı; test gönderimi canlı seriyi tüketmez." (Credentials and number counter are separate per environment; a test submission does not consume the live series.) Switching to live also requires the Activate permission and opens a confirmation dialog (below).
Entegratör (Integrator)	EDM Bilişim (read-only)	The installation's integrator.
e-Fatura başlangıcı (e-Invoice start)	Date	"Bu tarihten itibaren fatura CoreX'te kesilir; öncesi fatura referansıyla kapanır." (From this date, invoices are issued in CoreX; earlier ones are closed with an invoice reference.) An external invoice reference cannot be entered for a delivery after this date. This is a blocking item for go-live.

Connection

There are two separate sections for Test and Live; the heading of the selected environment shows "· seçili" (· selected).

Field	Description
e-Fatura / e-Arşiv adresi (e-Invoice / e-Archive address)	The integrator's invoice service address. It must start with `https://` ("… https ile başlayan geçerli bir adres olmalı." — … must be a valid address starting with https.). EDM's test and live addresses are pre-filled in the installation.
e-İrsaliye adresi (e-Delivery Note address)	The integrator's delivery note service address; same rule.
Kullanıcı adı (User name)	The environment's integrator user. While e-Document is on, the selected environment's user name is required; in the live environment, the live user is required.
Test göndereni VKN (Test sender tax ID)	Test only: "Yalnız Test ortamında faturada/irsaliyede gönderen VKN. Test hesabının VKN'si; canlıda okunmaz, şirket profili değişmez." (The sender tax ID (VKN) on invoices/delivery notes in the Test environment only. The test account's VKN; it is not read in live, and the company profile does not change.) 10 digits.
Test göndereni unvanı (Test sender name)	Test only: "Boşsa şirket unvanı kullanılır." (If empty, the company name is used.) Cannot be entered without a VKN.
Parola (Password)	"••••• kayıtlı · tarih · kişi" (••••• saved · date · person) or "Parola kayıtlı değil" (No password saved). Parola gir (Enter password) / Parolayı değiştir (Change password) opens the field, Parolayı kaydet (Save password) saves and clears it. It is not sent with the form's Kaydet (Save). "Parola boş olamaz." (The password cannot be empty.)
Bağlantı (Connection) › Bağlantıyı Sına (Test Connection)	Signs in to the integrator with the saved credentials and queries the remaining credits and the company's GİB registration (labels); it does not create a document. If disabled, the reason is shown next to it: "Önce değişiklikleri kaydedin — sınama kayıtlı ayarla yapılır." (Save the changes first — the test uses the saved setting.), "Önce kullanıcı adını girip kaydedin." (Enter and save the user name first.), "Önce parolayı kaydedin." (Save the password first.), "Acil durdurma açıkken entegratöre çağrı yapılmaz." (No call is made to the integrator while emergency stop is on.) On timeout: "EDM … saniye içinde yanıt vermedi." (EDM did not respond within … seconds.)

A successful Bağlantıyı Sına (Test Connection) in the live environment is a blocking item of the go-live checklist.

Labels and Series

e-Document Settings — Aliases and Series

Field	Format	Description
e-Fatura gönderici etiketi (GB) (e-Invoice sender label, GB)	`urn:mail:ad@alan` (e.g. `urn:mail:defaultgb@…`)	The company's invoice sender unit label at GİB. Required in the live environment.
e-İrsaliye gönderici etiketi (GB) (e-Delivery Note sender label, GB)	`urn:mail:…`	Delivery note sender label. Required in live while e-Delivery Note is on.
Posta kutusu etiketi (PK) (Mailbox label, PK)	`urn:mail:defaultpk@…`	The mailbox label for incoming documents.
e-Fatura serisi (e-Invoice series)	3 uppercase letters or digits (e.g. `KRN`)	Required in live while e-Invoice is on.
e-Arşiv serisi (e-Archive series)	3 letters/digits (e.g. `KRA`)	Required in live while e-Archive is on.
e-İrsaliye serisi (e-Delivery Note series)	3 letters/digits (e.g. `KRI`)	Required in live while e-Delivery Note is on.
İhracat serisi (Export series)	3 letters/digits	Series for export invoices. "Seri 3 büyük harf ya da rakam ve entegratör portalında tanımlı olmalı. Fatura numarasını entegratör verir." (The series must be 3 uppercase letters or digits and defined in the integrator portal. The invoice number is assigned by the integrator.)

If the label format is wrong: "… 'urn:mail:ad@alan' biçiminde olmalı." (… must be in the format 'urn:mail:ad@alan'.); if the series is wrong: "… 3 büyük harf ya da rakam olmalı (ör. KRN)." (… must be 3 uppercase letters or digits (e.g. KRN).) The invoice number is assigned on submission to the integrator, not on finalization.

Documents

Switch	Description
e-Fatura (e-Invoice)	"Kayıtlı mükellefe giden fatura." (Invoice to a registered taxpayer.)
e-Arşiv (e-Archive)	"Kayıtlı olmayan alıcıya ve nihai tüketiciye fatura." (Invoice to an unregistered recipient and to the end consumer.)
e-Arşivi e-postayla ilet (Send e-Archive by email)	"Entegratör alıcıya e-posta gönderir." (The integrator sends an email to the recipient.) (Independent of the installation's SMTP.) On by default.
e-İrsaliye (e-Delivery Note)	"Teslimatta giden irsaliye." (Outgoing delivery note on delivery.)
Gelen e-Faturaları çek (Retrieve incoming e-Invoices)	Invoices in the inbox are taken into Gelen e-Faturalar (Incoming e-Invoices).
Gelen e-İrsaliyeleri çek (Retrieve incoming e-Delivery Notes)	Supplier delivery notes are taken into Gelen e-İrsaliyeler (Incoming e-Delivery Notes) (matched with the inbound delivery).
Gelen kutusu başka yazılımla paylaşılıyor (Inbox is shared with other software)	"Aynı EDM hesabını eski programınız da çekiyorsa açın: CoreX belgeleri EDM'de okundu işaretlemez ve her turda okunmuşlar dâhil sorar — iki program da her belgeyi alır." (Turn on if your previous software also retrieves from the same EDM account: CoreX does not mark documents as read in EDM and queries including read ones on every run — both programs receive every document.)
Dışarıda kesilen giden belgeleri (e-Fatura, e-Arşiv, e-İrsaliye) arşive çek (Retrieve outgoing documents issued elsewhere (e-Invoice, e-Archive, e-Delivery Note) into the archive)	"EDM portalında ya da eski programda kesilen faturalar Giden e-Faturalar'da, e-İrsaliyeler Giden e-İrsaliyeler'de salt okunur arşiv olarak görünür; cari hesaba, stoğa ve teslimata işlemez." (Invoices issued in the EDM portal or in the previous software appear in Outgoing e-Invoices, and e-Delivery Notes in Outgoing e-Delivery Notes, as a read-only archive; they are not posted to the business partner account, stock or delivery.)
Kesinleşince gönder (Send on finalization)	"Kapalıyken kesinleştirilen fatura ayrı bir "Gönder" onayı bekler (önerilen)." (While off, a finalized invoice waits for a separate "Send" confirmation (recommended).)
Varsayılan senaryo (Default scenario)	Temel fatura (Basic invoice) · Ticari fatura (Commercial invoice) — "Kayıtlı alıcıya kesilen e-Faturanın senaryosu." (Scenario of the e-Invoice issued to a registered recipient.) For a commercial invoice, the recipient responds with acceptance/rejection.

Scheduling

Field	Value	Description
Yoklama aralığı (dk) (Polling interval, min)	5–1440, default 15	"Gelen kutusu 5–1440 dakikada bir çekilir." (The inbox is retrieved every 5–1440 minutes.)
İlk çekim başlangıcı (Initial retrieval start)	Date	"Boşsa ilk açık kayıt döneminin başı; hiç dönem kapatılmadıysa yalnız son 7 gün. Daha eski bir tarih seçmek ilk yüklemeyi o tarihten yeniden başlatır." (If empty, the start of the first open posting period; if no period has ever been closed, only the last 7 days. Selecting an earlier date restarts the initial load from that date.) It is the common start for incoming invoices, incoming e-Delivery Notes and the outgoing archive.
Kontör uyarı eşiği (Credit warning threshold)	0 or a positive whole number, default 500	If the remaining credits are below this number, the Kontör (Credits) item of the Go-Live list becomes Uyarı (Warning).
Request header › Kanal adı (Channel name)	Text	The channel name of requests to the integrator. "Boşsa şirket unvanı gönderilir." (If empty, the company name is sent.)
Request header › İşlem nedeni (Operation reason)	Text	The request's operation reason (default "CoreX ERP e-belge işlemi" — CoreX ERP e-document operation).
Request header › Uygulama adı (Application name)	Read-only	The software's name and version (e.g. "CoreX ERP 4.3.0").

In the background, the system also updates the GİB registered user list (whether the recipient is an e-Invoice taxpayer) in 15-minute runs and queries the status of sent documents once a minute. These runs work only while e-Document is enabled.

Status

Row	Description
Durum (Status)	"Etkin" (Enabled) / "Kapalı" (Disabled) · selected environment.
Bağlantı (Connection)	"Henüz sınanmadı" (Not tested yet) · "Bağlantı çalışıyor" (Connection working) · "Kimlik reddedildi — ayar değişene kadar yeniden denenmez" (Credentials rejected — not retried until the setting changes) · "Entegratöre ulaşılamadı" (Integrator could not be reached).
Son sınama (Last test)	Time of the last Bağlantıyı Sına (Test Connection) and who ran it.
Sınama sonucu (Test result)	The result of the last test.
Son başarılı çağrı (Last successful call)	Time of the last successful call to the integrator.
Kalan kontör (Remaining credits)	The credits last queried and the time.

Go-Live

The checklist is re-evaluated each time it is opened; Yeniden denetle (Re-check) refreshes it manually. The summary reads "Engelleyici madde yok — canlıya geçilebilir." (No blocking items — you can go live.) or "N engelleyici madde var — canlıya geçiş kapalı." (There are N blocking items — go-live is disabled.) Item statuses: Tamam (OK), Uyarı (Warning), Engelleyici (Blocking), Elle teyit (Manual confirmation).

Group	Item	How it is measured
Contract and account	EDM private integrator contract and financial seal	Manual confirmation
Contract and account	GİB label routing	Manual confirmation (GB/PK labels routed to EDM; the previous integrator does not use the same series)
Contract and account	Live user and password	Blocking: "e-Belge Ayarları › Bağlantı › Canlı: kullanıcı adı ve parola girilmeli." (e-Document Settings › Connection › Live: the user name and password must be entered.)
Contract and account	Connection test in the live environment	Blocking: "Canlı kimlikle "Bağlantıyı Sına" henüz başarılı olmadı (ya da kimlik sonradan değişti)." ("Test Connection" with the live credentials has not succeeded yet (or the credentials changed afterwards).)
Contract and account	Labels and series	Blocking: missing labels and series are listed.
Contract and account	Credits	Warning: if the remaining credits are below the threshold or have not been queried yet.
Data	Company profile	Blocking: valid VKN, tax office, province/district.
Data	Identity and address of customer master records	Warning: number of active customers missing an identity type, VKN/TCKN or province/district — "bu kartlara fatura kesinleşmez" (invoices to these records cannot be finalized).
Data	UN/ECE codes of units	Warning: active units without a UN/ECE code.
Data	Exemption and withholding codes	Warning: the current GİB list must be entered; 0% and withholding lines cannot be finalized without a code.
Data	GİB registered user cache (live)	Warning: in the live environment it fills on the first run (15 min); during that time invoices cannot be finalized.
Test evidence	Invoice delivered in the test environment	Warning if none.
Test evidence	Incoming invoice in the test environment	Warning if none.
Test evidence	Financial advisor approval	Manual confirmation
Transition	e-Invoice start date	Blocking: "Tanımlı değil — dış platformdan CoreX'e hangi günden geçildiği belirsiz kalır." (Not defined — it remains unclear from which day you moved from the external platform to CoreX.)
Transition	Stopping issuance on the external platform	Manual confirmation (ban on double issuance)
Transition	Go-live permission	Number of users with the Activate permission — "yalnız yetkili kişide olmalı" (should be held only by the authorized person).
Transition	Fallback plan	Manual confirmation: the switch is turned off, pending documents remain in the queue; emergency stop flag.

When Ortam: Canlı (Environment: Live) is selected and Kaydet (Save) is clicked, the "Canlı ortama geçilsin mi?" (Switch to the live environment?) dialog opens: "Canlı ortamda gönderilen her belge GİB'e gerçek belge olarak gider ve geri alınamaz. Muhasebe programında fatura kesiminin durdurulduğundan ve aynı seri ile etiketin başka bir yerde kullanılmadığından emin olun (çifte fatura yasağı)." (Every document sent in the live environment goes to GİB as a real document and cannot be undone. Make sure invoice issuance has been stopped in the accounting software and that the same series and label are not used elsewhere (ban on double invoicing).) The dialog lists the blocking items under the heading "Canlıya geçmeden kapatılması gerekenler:" (To be resolved before going live:); while there is a blocking item, Canlıya geç ve kaydet (Go live and save) is disabled.

Lifecycle of an outgoing invoice

Draft ──Finalize──► Finalized ──(Send on finalization on, or Send to GİB)──► In send queue
                          │ party, scenario, type and totals are FROZEN;                │ background worker
                          │ no GİB number yet                                           ▼
                          │                                                    At integrator (number assigned)
                          │                                     ┌──────────────────────────┼──────────────────────┐
                          │                                     ▼                          ▼                      ▼
                          │                          Reached recipient (final)   Awaiting response (commercial)  Could not be sent
                          │                          basic invoice, e-Archive     ├─► Accepted                  (schema/data error)
                          │                                                       └─► Rejected
                          └─ e-Archive: Cancelled · numbered but dropped document: Voided · Could not be verified

Status	Meaning
Taslak (Draft)	Editable; nothing has been sent to GİB.
Kesinleşti (Finalized)	Party data, channel (e-Invoice / e-Archive), scenario, type and totals are frozen. No GİB number yet — the integrator assigns it on submission. A finalized invoice cannot be edited or deleted.
Gönderim kuyruğunda (In send queue)	The background worker will transmit it to the integrator.
Entegratörde (At integrator)	The integrator received it and assigned a number; the GİB or recipient result is awaited.
Alıcıya ulaştı (Reached recipient)	The final status for a basic invoice and e-Archive.
Yanıt bekleniyor (Awaiting response)	Commercial invoice: the recipient's acceptance/rejection response is awaited (8 days).
Kabul edildi (Accepted) / Reddedildi (Rejected)	The recipient's response.
Gönderilemedi (Could not be sent)	Schema, data or envelope error. If it has not received a GİB number, it can be reverted to draft and corrected; if it has, it is resent with the same number.
İptal edildi (Cancelled)	e-Archive cancellation.
Geçersiz sayıldı (Voided)	A document that received a number but was definitively dropped at the integrator and whose resubmission did not succeed is closed with a reason; the source documents are released and a new invoice is issued.
Doğrulanamadı (Could not be verified)	The integrator said "already sent", but the status query cannot find the document. It counts as neither sent nor not sent; it is not resent automatically, and the status is queried on a limited schedule.

A sent e-Invoice cannot be withdrawn: corrections are made with a return invoice, and for e-Archive by cancellation. To create an invoice: Create an invoice.

The e-Delivery Note originates from the delivery (e-İrsaliye Oluştur (Create e-Delivery Note) on the delivery detail) and is tracked in Giden e-İrsaliyeler (Outgoing e-Delivery Notes). Incoming invoices and delivery notes are retrieved at the polling interval: Finans › e-Belge › Gelen e-Faturalar (Finance › e-Document › Incoming e-Invoices) and Gelen e-İrsaliyeler (Incoming e-Delivery Notes). The work counters of the four document families are collected in Finans › e-Belge › e-Belge Kokpiti (Finance › e-Document › e-Document Cockpit).

Recommended setup order

Genel (General): Environment Test, e-Invoice start empty or the planned date.
Bağlantı › Test ortamı (Connection › Test environment): user name and test sender VKN; Kaydet (Save); Parola gir (Enter password) › Parolayı kaydet (Save password); Bağlantıyı Sına (Test Connection).
Etiketler ve Seriler (Labels and Series) and Belgeler (Documents): the test account's labels, series, and the document types to enable.
e-Belge etkin (e-Document enabled; with the Activate permission) › Kaydet (Save); test invoices and the inbox are tried.
Once the blocking items in the Canlıya Geçiş (Go-Live) list are resolved: credentials in Bağlantı › Canlı ortamı (Connection › Live environment), test, Ortam: Canlı (Environment: Live) › Kaydet (Save) › Canlıya geç ve kaydet (Go live and save).

Step by step: Enable e-Document.

Save messages

Message	Reason
e-Belgeyi açmak ya da canlı ortama almak ayrı yetki ister (e-Belge Ayarları · Etkinleştir). (Enabling e-Document or switching to the live environment requires a separate permission (e-Document Settings · Activate).)	No Activate permission. Other fields can be saved without this change.
e-Belgeyi açmadan önce seçili ortamın parolasını kaydedin. (Save the password of the selected environment before enabling e-Document.)	No password when the switch is turned on.
e-Belgeyi açmadan önce seçili ortamın kullanıcı adını girin. (Enter the user name of the selected environment before enabling e-Document.)	No user name when the switch is turned on.
Canlı ortam için kullanıcı adı zorunlu. · Canlı ortam için e-Fatura gönderici etiketi zorunlu. (User name is required for the live environment. · e-Invoice sender label is required for the live environment.)	Missing field in live.
Canlıda e-Fatura açıkken e-Fatura serisi zorunlu. (e-Invoice series is required while e-Invoice is on in live.) (same for e-Archive, e-Delivery Note)	The enabled document type has no series.
Gelen kutusu yoklama aralığı 5–1440 dakika olmalı. (The inbox polling interval must be 5–1440 minutes.)	Scheduling field out of range.
Ayarlar siz düzenlerken başka biri tarafından değiştirildi. Sayfayı yenileyip yeniden deneyin. (The settings were changed by someone else while you were editing. Refresh the page and try again.)	Concurrent save.

The screen's seven tabs​

General​

Connection​

Labels and Series​

Documents​

Scheduling​

Status​

Go-Live​

Lifecycle of an outgoing invoice​

Recommended setup order​

Save messages​

Related​