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Enable e-Document in the Test environment

Task
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.edit
erp-edocuments-settings.activate (ana şalteri açmak için)
Prerequisites
  • The integrator's Test account (user name, password) and the test VKN (tax ID) of that account.
  • A valid VKN, tax office and province/district in Şirket Bilgileri (Company Information).

This task is performed with a real integrator account and requires the organization's credentials; only an authorized person performs it. A document sent in the Test environment does not go to GİB as a real document and does not consume the live series.

Steps​

  1. Open the Yönetim › Özelleştirme › Finans › e-Belge Ayarları (Administration › Customization › Finance › e-Document Settings) screen. On the Genel (General) tab, verify that Ortam (Environment) is Test.
    Open screen/erp/edocuments/settings
    e-Document Settings — General
    1. 1Seven tabs
    2. 2Main switch — enabling needs Activate
    3. 3Environment — Test / Live
    4. 4Integrator
    5. 5e-Invoice start date
  2. On the Bağlantı (Connection) tab, in the Test ortamı (Test environment) section, enter the Kullanıcı adı (User name) and the Test göndereni VKN (Test sender tax ID), then click Kaydet (Save) at the bottom of the panel.
    EnterKullanıcı adı
    e-Document Settings — Connection
    1. 1Separate credentials per environment
    2. 2Service URLs (https)
    3. 3User name
    4. 4Test only: sender tax no.
    5. 5Password saved separately, never shown
  3. In the same section, click Parola gir (Enter password), type the password and click Parolayı kaydet (Save password).
    ClickParolayı kaydetExpected: The row shows '••••• kayıtlı' (••••• saved)
  4. Click Bağlantıyı Sına (Test Connection). The result is shown below the row; the connection and remaining credits appear on the Durum (Status) tab.
    ClickBağlantıyı SınaExpected: Bağlantı çalışıyor (Connection working)
  5. On the Etiketler ve Seriler (Labels and Series) tab, enter the GB/PK labels and the series; on the Belgeler (Documents) tab, the document types to enable; then Kaydet (Save).
    OpenEtiketler ve Seriler
    e-Document Settings — Aliases and Series
    1. 1GIB sender aliases (GB)
    2. 2Mailbox alias (PK)
    3. 3Series — 3 letters/digits
  6. On the Genel (General) tab, turn on the e-Belge etkin (e-Document enabled) switch and click Kaydet (Save).
    Clicke-Belge etkinExpected: 'e-Belge ayarları kaydedildi.' (e-Document settings saved.) — Durum: Etkin · Test ortamı (Status: Enabled · Test environment)
Result
e-Document is enabled in the Test environment: finalized invoices go to the integrator's test account, and the inbox is retrieved at the polling interval. To go live, resolve the blocking items on the Canlıya Geçiş (Go-Live) tab.

What you need to know​

  • Turning on the main switch and switching to Canlı (Live) requires the Etkinleştir (Activate) permission; without it, fields other than this change can still be saved ("Açmak ya da canlıya almak "Etkinleştir" yetkisi ister; bu değişiklik olmadan kaydedebilirsiniz." — Enabling or going live requires the "Activate" permission; you can save without this change.).
  • Bağlantıyı Sına (Test Connection) works with the saved setting; save first.
  • If the installation is a test installation, Live cannot be selected and the live password is not saved — the server says "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.)
  • When going live, the confirmation dialog lists the blocking items; while there is an item, Canlıya geç ve kaydet (Go live and save) is disabled.