Company: Link Technologies
Case No: L11867. Project: 12.10: LinkSOFT version 12.1
Logged By: Sanjay (Link Technologies) on 19 Dec 2019 11:24AM
Priority: Medium
Product: Framework
Group: Change Request
Time Taken: 142.00 (Weight: 160.00)
Version: 12.10.1020
Assigned To: Rashna (Edge Business Solutions)
Circulation: Alvis, DatecFiji, Development, Rashna, Sanjay
Resolve By: Tuesday, 10 March 2020 04:32 PM [1586 days since logged date]
Status: Closed
Subject: MYOB Accountright / LinkSOFT Integration for VMS and Full Integration (Similar to Linksoft to JIWA/Epicor)
Summary:    Objective: Build LinkSOFT Integration to MYOB

Agreed on the following:

  1. Setup the API on Link development environment so Link can build the POS Integration
  2. Edge and Datec to Assist with MYOB user functionality as Link does not have MYOB expertise
  3. Standard LinkSOFT Licencing will apply to the Integration. The current licence price is estimated at $1250 per site We will review the cost of integration once we know the effort required to build and maintain the integration
  4. The Integration needs to work similarly to the current JIWA POS integration
  5. Link will use the Standard WEB API to push and pull data
  6. Link will provide VM required to install the SDK
  7. Timeline for the first round of testing is Mid FEB 2020. Link will build this integration for LinkSOFT V11 only (Current version) and will  maintain support for Current Version - 1 for future releases

Audit Notes:Edited by sanjay on 18/03/20 13:28. Edited by sanjay on 06/03/20 16:32. Edited by sanjay on 06/02/20 16:39. Edited by sanjay on 29/01/20 20:53. Edited by sanjay on 29/01/20 20:46. Edited by sanjay on 24/01/20 14:49. Edited by sanjay on 21/01/20 15:33. Edited by sanjay on 21/01/20 15:32. Edited by sanjay on 21/01/20 15:32. Edited by sanjay on 21/01/20 15:32. Edited by sanjay on 08/01/20 08:17. Edited by sanjay on 06/01/20 17:41. 
19 Dec 201911:26AM Comment 1 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 20-12-2019 11:25 AM Time Taken: 6.00 Notes: Edited by sanjay on 19/12/19 11:28. 

Completed the following Tasks:

  1. Datec have installed MYOB on QA6 and taken us through the modules and requirements
  2. Registered for MYOB API and received API details. 

Next Step - Proceed with Development


06 Jan 202005:36PM Comment 2 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 07-01-2020 05:28 PM Time Taken: 4.00
Email confirmation received from MYOB Team on API usage

Thank you for contacting the MYOB API Team. Your ticket ID is 18993.

Your ticket will be reviewed by our team shortly. The Team will endeavour to respond to you within 72 hours.
Please note: the turnaround time for responses excludes weekends.

We have some tools to help you when working with our APIs:
> The API Support Centre - https://apisupport.myob.com/ a growing knowledge base of articles, tips and advice for working with our APIs
> Our Postman Collections -
> AccountRight API Collection - http://bit.ly/ARAPI_Postman_Collection
> Essentials API Collection - http://bit.ly/EAAPI_Postman_Collection
These collections represent a complete end-to-end set of requests for the API's - check them out today.
> Looking for API Endpoint documentation? Please visit our developer centre http://developer.myob.com

To add additional comments, reply to this email or click the link below:
https://apisupport.myob.com/hc/requests/18993



06 Jan 202005:45PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 07-01-2020 05:41 PM Time Taken: 4.00

Email from developers@myob.com

Hi there,
 
Thanks for signing up for the MYOB Developer Program, we’re excited to have you on board and look forward to seeing what you build on our API.
You are now registered and have access to use the API, if you require any extra technical help regarding the API we recommend emailing our API Development team at developers@myob.com, otherwise you can call 1300 555 123 and speak to our phone support.
 
The next steps
 
Shortly (if not already) you will receive an email that creates your my.MYOB login for you. This will have full login and a password setup link in it – follow the instructions to complete that process. (If you already have a my.MYOB login, you can skip this step. Please note that the email you provided on your registration is the email address that will be used)
 
Once you have set up your my.MYOB account, you will be able to log into the my.MYOB website. Here you will find the Developer tab, click on this to register your API key.
 
We have also sent you an invite to access one of our shared AccountRight sandbox files, you’ll need your my.MYOB password to accept the invitation. We set these up with a generic username and password, which you will need if you wish to access this through the API.
Username: Administrator
Password: (leave blank) – yes, it’s a completely blank field so don’t put anything here
 
We have also created an Essentials demo file you can use for your development work. Details are on the Welcome to Essentials email which will be in your inbox shortly.
 
We have some tools to help you when working with our APIs:
 
The API Support Centre - https://apisupport.myob.com/ a growing knowledge base of articles, tips and advice for working with our APIs
Our Postman Collections: AccountRight API Collection - http://bit.ly/ARAPI_Postman_Collection Essentials API Collection - http://bit.ly/EAAPI_Postman_Collection
These collections represent a complete end-to-end set of requests for the API's - check them out today.
 
* Looking for API Endpoint documentation? Please visit our developer centre http://developer.myob.com 
 If you have any questions, please don't hesitate to contact us via email at developers@myob.com. Or you can log a ticket with us here – API Support Request
 
Can’t wait to see what you’ll do with our API's
 
Thanks,
The MYOB Team 


13 Jan 202003:51PM Comment 4 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 14-01-2020 03:50 PM Time Taken: 2.00

Email from Pushp confirmed that MYOB integration to LinkPOS is not required. Refer to email: 10th Jan 2020; Subject "How's it going"

"Link POS to MYOB is not required as per Asheel. He does not even remember talking about that." 

We will leave this till later in the year after we complete web translation.


13 Jan 202003:54PM Comment 5 by Sanjay (Link Technologies) Case L11867 removed from project 11.5
21 Jan 202003:32PM Comment 6 by Sanjay (Link Technologies) Case L11867 added to project 11.5
21 Jan 202003:36PM Comment 7 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 22-01-2020 03:34 PM
Case has been reopened to complete VMS Signing using LinkSOFT Framework

24 Jan 202003:40PM Comment 8 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 28-01-2020 03:37 PM Time Taken: 8.00
Jacob (Support for MYOB's apis)

Jan 23, 10:49 AEDT

Hi Sanjay,

Thanks for reaching out. The local API is also installed when you install the AccountRight software. If you are using the AccountRight 2019.3 PC edition then the API is installed automatically. If you are using the AccountRight 2019.3 Server edition then the API installer will pop up directly after installing the AccountRight software.

Thanks,
Jacob

--------------------------------
23/01/2020 8:25 am: Sent Skype message to Datec to request installing MYOB API
--------------------------------
Completed the following tasks:

  1. Setup MYOB Cloud Edition and setup company and API access on MYOB Cloud
  2. Installed PostMAN and API Pack
  3. Extracted Access Code (OAUTH) 
  4. Extracted Company File Data - This failed and I have sent an email to MYOB to diagnose

29 Jan 202008:45PM Comment 9 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 30-01-2020 08:39 PM Time Taken: 36.00

Completed the following tasks

  1. Upgraded the MYOB AccountRight 2019.3 API from Desktop to Server
  2. Added API configuration settings to handle API Version and Authentication
  3. Added Web API changes to handle MYOB API calls
  4. Built Customer Extraction from MYOB to LinkSOFT
  5. Created customer and transaction records on MYOB to import through the API
  6. Tested Customer Imports

Next Steps - Part A:

  1. Complete Orders import from MYOB to LinkSOFT
  2. Add functionality to sign invoices via VMS if FRCSVMS is enabled
  3. Add functionality to Email signed invoices (similar to SAGE)
  4. Perform System Tests
  5. Documentation
  6. Perform UAT and Training
  7. Release

Next Steps - Part B:

  1. Build LinkSOFT to MYOB Integration for Customer Updates
  2. Build LinkSOFT to MYOB Integration for Sales Orders
  3. Build LinkSOFT to MYOB Integration for Payments

29 Jan 202008:55PM Comment 10 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 30-01-2020 08:55 PM
Hi Alvis, Can you continue with Comment 9 Part A and B

03 Feb 202004:43PM Comment 11 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 04-02-2020 04:40 PM Time Taken: 16.00

Development work for this case (PART A) has been completed.

The change will be available in version: 11.5

1. The following changes were made(Include Database object names, Program classes and any other relevant information):

  1. Added integration to import MYOB invoices and quotations

2. Affected Areas:

  1. Integration for MYOB

3. The issue was caused by:

  1. New feature

4. Notes: A demo server has been setup. Details below:

Server: LinkQA6

To access LinkWEB portal for MYOB use this link: http://localhost/LinkWEB-MYOB
Username: admin
Password: admin
VMS Email will be sent to: zhussain@datec.com.fj


5. Next Step
: Development for Part B


06 Feb 202004:38PM Comment 12 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-02-2020 04:33 PM Time Taken: 32.00

Development work for this case has been completed.

The change will be available in version:11.5

1. The following changes were made(Include Database object names, Program classes and any other relevant information):

  1. Added MYOB integration for the following:
    1. Tax Master
    2. Accounts Receivable Master
    3. Accounts Receivable Transaction
    4. General Ledger Master
    5. Inventory
    6. Multi-Currency Master
    7. Accounts Payable Invoice
    8. Accounts Payable Purchase Order
    9. Accounts Receivable Adjustment
    10. Accounts Receivable Receipt
    11. Accounts Receivable Sales Order
    12. General Ledger Journal
2. Affected Areas:
  1. Integration to MYOB AccountRight 2019

3. The issue was caused by:

  1. New Feature

4. Notes
5. Next Step
: UAT


11 Feb 202010:10AM Comment 13 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 12-02-2020 10:05 AM Time Taken: 2.00

Development work for this case has been completed.

The change will be available in version:11.5

1. The following changes were made(Include Database object names, Program classes and any other relevant information):

  1. Added Discount to MYOB invoice signing.
  2. Since MYOB API does not provide line-level tax, we have to distribute the tax evenly across all lines.
  3. when using MYOB API, set the "Line Tax to No" using the menu "Business Intelligence ~> Report maintenance ~> Accounts Receivable Transaction Report" and choose "Print Tax Amount in each line = No"

2. Affected Areas:

  1. MYOB Invoice integration

3. The issue was caused by:

  1. change request

4. Notes
5. Next Step
: UAT


11 Feb 202012:20PM Comment 14 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 12-02-2020 10:10 AM Time Taken: 3.00
QA Results
Tests carried out according to requirements for FRCS Signing.

Test Results Summary

Table 1 - Summarised list of issues
NoTest DescriptionFRCS ResponseLink Invoice LayoutPass/Fail
1

Quotation - Item Layout using Tax Inclusive flag
"Image has been removed to reduce document size."

"Image has been removed to reduce document size."
"Image has been removed to reduce document size."
Conditional Pass
The order of items in FRCS is incorrect and have been corrected
2Quotation - Item Layout using Tax Exclusive flag
"Image has been removed to reduce document size."
"Image has been removed to reduce document size."
"Image has been removed to reduce document size."
Pass
3Invoice - for quotation from line 2 above
"Image has been removed to reduce document size."

"Image has been removed to reduce document size."
"Image has been removed to reduce document size."
Pass
4

Credit Note for invoice in line 3 above
"Image has been removed to reduce document size."

Allocate the credit note to Invoice

"Image has been removed to reduce document size."

"Image has been removed to reduce document size."
"Image has been removed to reduce document size."

Conditional Pass.

The unit price in Link Invoice Layout is negative. This has been corrected to show as positive.


Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 11.5
  3. Setup: MYOB Integration to LinkSOFT
  4. Server : 10.0.0.16
  5. Database: LINKSOFT

Next Step

  1. UAT

    11 Feb 202002:20PM Comment 15 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 12-02-2020 01:09 PM Time Taken: 2.00
    QA Results
    Tests carried out according to requirements for FRCS signing

    Test Results Summary

    Table 1 - Summarised list of issues
    NoTest DescriptionFRCS ResponseLink Invoice LayoutPass/Fail
    1Quotation
    "Image has been removed to reduce document size."
    "Image has been removed to reduce document size."
    "Image has been removed to reduce document size."
    Pass
    2Invoice
    "Image has been removed to reduce document size."
    "Image has been removed to reduce document size."
    "Image has been removed to reduce document size."
    Pass
    3

    Credit Note of invoice created above
    "Image has been removed to reduce document size."

    Allocate credit note to invoice created above
    "Image has been removed to reduce document size."

    "Image has been removed to reduce document size."
    "Image has been removed to reduce document size."
    Pass

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 11.5
    3. Setup: MYOB Integration to LinkSOFT
    4. Server : 10.0.0.16
    5. Database: LINKSOFT

    Next Step

    1. Review

      11 Feb 202002:29PM Comment 16 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 12-02-2020 02:24 PM Time Taken: 1.00

      UAT the following items:

      1. MYOB Invoice with FRCS integration
      2. LinkSOFT to MYOB using Link Inventory
        1. AP Invoice
        2. AR Adjustment
        3. AR Receipt
        4. AR Sales Order
        5. GL Journal
      3. LinkSOFT to MYOB using MYOB Inventory
        1. ?AP Invoice
        2. AP Purchase Order
        3. AR Adjustment
        4. AR Receipt
        5. AR Sales Order
        6. GL Journal

      13 Feb 202003:46PM Comment 17 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 14-02-2020 03:42 PM Time Taken: 2.00

      Following areas have been tested

      1. MYOB and Linksoft Integration Setup.
      2. VMS integration for Normal Sales from MYOB.
      3. VMS integration for Returns from MYOB.
      4. VMS integration for Quotation from MYOB.
      I will continue testing on 17/02/2020.

      05 Mar 202003:45PM Comment 18 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 06-03-2020 03:39 PM Time Taken: 4.00

      To handle a situation where an invoice comes in as VMS to sign and has failed. We flag the status of this entry as "Failed".

      There are two possible outcomes:

      1. Resubmit for VMS processing. This scenario happens when ESDC is turned off or incorrectly configured. The issue is caused when there are no issues with the actual invoice.
      2. Delete the invoice from LinkSOFT. Void the invoice in ERP. This scenario happens when there are invoice related issues, such as invalid tax code, missing invoice information, etc. This issue is caused by invoice data related.

      Users can use the data view or FMS portal to "failed" scenarios.

      This change is relevant to all LinkSOFT API. 

      Next Step: update documentation


      06 Mar 202004:33PM Comment 19 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 10-03-2020 04:32 PM

      For documentation:

      1. Inventory mode available is Noth MYOB and LinkSOFT. ?When Inventory Mode is MYOB, users can use all MYOB inventory functions.

      18 Mar 202001:28PM Comment 20 by Sanjay (Link Technologies) ETC was changed from 07/02/2020 to 10/03/2020
      23 Mar 202005:02PM Comment 21 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 24-03-2020 04:58 PM Time Taken: 16.00

      Hi Rashna, we have made the following changes in today's build:

      1. Removed MYOB inventory mode as we plan to use LinkSOFT inventory only. Also, MYOB doesn't have a MODIFY date on Inventory making it difficult to load changed Masterfile
      2. Added TRAINING mode on Fiscal Receipt. If the system.Operating.Mode is "Test", all fiscal receipts will be marked as Training
      3. Corrected Reprint behaviour of Quotations and Layby
      4. Cleaned up and refactored



      22 Apr 202002:59PM Comment 22 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 23-04-2020 02:57 PM Time Taken: 4.00

      Hi Sanjay, 

      Documentation has been updated at this link.

      1. Framework\Integration\MYOB_Integration.htm
      2. Framework\Integration\LinkSOFT_Inventory_Integration_to_MYOB.htm
      3. Framework\Integration\LinkSOFT_Payroll_Integration_to_MYOB.htm
      4. Framework\Integration\MYOB FRCS VMS Integration.htm

      Thanks
      Rashna


      If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L11867 in the subject line of all emails regarding this issue.

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