Web Service Setup

Make the following selections from the eFinancials menu to display this tab:

eFinancials—Setup—Global Setup—Web Service Setup

Use this tab to specify the user who will retrieve eSite information. This setup is required if you want to include untransferred cash transactions on the Adjusted Cash Balance report.

ClosedFields

Web Service

This drop-down list defaults to eSite.

User

Type the User ID for accessing eSite information.

Password

Type the user password for the User ID.

Confirm Password

Re-type the user password to confirm it.

Post to Local

Select this check box if you want the system to post to the local eSite. Otherwise, leave this check box cleared and enter the URL and Database for posting in the fields that appear.

URL  

This field appears only if you left the Post to Local check box cleared. Enter the address where eSite is located using the standard address format (for example, http://servername/amsiweb/esiteweb/esitebillings.asmx).  

Database

This field appears only if you left the Post to Local check box cleared. Type the Database to be used for posting eSite information.

ClosedTo Set up the Web Service

  1. From the eFinancials menu, select Setup—Global Setup—Web Service Setup.
  2. In the User field, type the User ID for the user.
  3. In the Password field, type the user password.
  4. In the Confirm Password field, re-type the user password.
  5. If you want the system to post to the local eSite, leave the Post to Local check box selected. Otherwise, clear this check box and complete the fields that appear:
  6. Click Save.

See Also

Adjusted Cash Balance

Cash Group Codes Overview

Cash Group Codes Grid

Cash Group Codes Tab

GL Account Maintenance Tab

GL Reports Introduction

Series of Reports

Setup Report Formats

 

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