Anna-Lena Bervoets April 2022
New FlexEbill Application available for new and migrated customers
How to use it? What has been changed?
New FlexEbill Application / Anna -Lena Bervoets
Agenda
New setup process in assited mode
5.
New FlexEbill Application at a glance
1.
Parallel usage of “old” and “new” FlexEbill application
2.
What has been changed?
3.
What is not available yet?
4.
New FlexEbill Application at a glance:
New FlexEbill Application / Anna -Lena Bervoets
New FlexEbill & DailyFlex configurations are available for new customers or migrated customers
Internal
New FlexEbill Application is very similar to legacy
The Customer cannot setup
configuration by himself
The Application will be opend via CRM on transmission channel level
Customer needs to confirm
FlexEbill /DailyFlex configuration before activating
New configurations can be done by AirPlus Customer Service Agent or
Implementation Manager only
A default configuration (CSV layout) applies, if the format is setup in CRM without customization
New FlexEbill Application / Anna -Lena Bervoets
EDI profile in CRM with new FlexEbill and DailyFlex channel
Internal
Selected FlexEbill Channel in CRM to open new FlexEbill Application via “FlexEbill Configuration” button
New FlexEbill Application / Anna -Lena Bervoets
Internal
For new FlexEbill setup the „FlexEbill Alias“ is empty
The new FlexEbill Application opens in a separate window
New FlexEbill Application / Anna -Lena Bervoets
Internal
New unique key
The selected configuration from CRM is highlighted in the overview
Parallel usage of “old” and “new” FlexEbill application
New FlexEbill Application / Anna -Lena Bervoets
Internal
Customer or A+ STAFF
A+ STAFF only
Nightly Sync
Until full migration, both Application will exist in parallel!
Parallel usage of “old” and “new” FlexEbill application
New FlexEbill Application / Anna -Lena Bervoets
Internal
FlexEbill & DailyFlex configurations of (partly) migrated customers will be setup and changed via legacy Portal.
Changes will be synchronized nightly from legacy to masterplan (not the other way around)
•
Migrated setups will be displayed in new FlexEbill Application Overview, but cannot be edited
•
New and not migrated FlexEbill & DailyFlex setups in legacy, will be visibile in new FlexEbill Application, if they use the same EDI aliase or EDI partner number
•
FlexEbill & DailyFlex configurations of not migrated customers will be setup and changed via legacy Portal
FlexEbill & DailyFlex configurations of new customers or new setups of migrated customers will be setup and changed in new FlexEbill Application via CRM only
The new FlexEbill Application can be also opened for a migrated FlexEbill /DailyFlex Channel
For migrated FlexEbill setup the „FlexEbill Alias“ is available
Migrated FlexEbill /DailyFlex Config cannot be edited
Migrated configurations can be changed via legacy portal only, but are displayed in new Application for overview and for comparison
New FlexEbill Application / Anna -Lena Bervoets
Internal
What has been changed?
Overview page displays all configurations of all EDI partners related to the selected business partner in CRM.
All fields are available for DailyFlex .
Test data can be created for download immediatly. The downloaded test file needs to be provided to customer manually (no direct E-Mail sending).
New FlexEbill Application can be opend with latest browser versions.
New process, as the customer needs to confirm final setup for data integrity before activation.
The format is setup in CRM and cannot be changed to standard CSV via FlexEbill UI (mask/menu settings).
CRM channelUID is new unqiue key for FlexEbill configuration, instead of EDI aliase (which is not existing in Masterplan anymore).
Overview page
Additional Info for the Overview
Internal
FlexEbill/DailyFlex Transmission Channel, which are availabe in CRM but copied from a migrated EDI partner number are not visible in the overview. This FlexEbill/ DailyFlex setup needs to be changed in legacy portal.
FlexEbill/DailyFlex Transmission Channels which are not active yet (f.e. status pending for Email/SFTP) are displayed in FlexEbill Overview
FlexEbill/DailyFlex Transmission Channels which are deleted in CRM will be displayed in FlexEbill Overview for interim time
Test data can be 1) created immediately as preview
New FlexEbill Application / Anna -Lena Bervoets
Internal
Or test data can be 2) created for saved configuration
New FlexEbill Application / Anna -Lena Bervoets
Internal
User manual can still be used for changing the settings
New FlexEbill Application / Anna -Lena Bervoets
Internal
For the customized setup of a FlexEbill/DailyFlex configuration please find detailed info in the existing user manual chapter 5 in the intranet: https://intranet.airplus.net/intranet/en/products/data_integration/ ebilling_neu/flexebill_1/flexebill___dailyflex/start_4.jsp Here you can also find the Data field overview or format description, which have not changed.
The User Manuals are not updated as they are still valid for legacy FlexEbill application
What is not yet available?
New FlexEbill Application / Anna -Lena Bervoets
Internal
Technical Requirements:
Deletion concept
Fast Performance
Test automation
Required Functions:
Editor name is not visible in history, but every login is stored for audit
•
Display of FlexEbill /DailyFlex Channels of copied EDI profiles in CRM
•
UI (user interface) currently
only available in EN
•
FlexEbill Plus
•
New Setup Process in assisted mode
Account Manager or Sales support is in contact with the customer and clarifies the need of customized FlexEbill or DailyFlex
01
CRM-Support Team setups new transmission channel in CRM with format FlexEbill or DailyFlex via the requested transfer medium f.e. Portal download, E-Mail.
02
Customer approval via Order Forms in new Portal: The data transfer is activated with default configuration
03
Implementation Manager setups FlexEbill/DailyFlex configuration for the customer in CRM and creates test data file within the FlexEbill application
04
Test data file is provided to the customer via E-Mail for further clarification of field requirements or confirmation
05
Adjustments and further testing with the customer, if needed
06
Customer needs to confirm final setup via E-mail. This e mail needs to be archived in EDA for data integrity reason before activation of the configuration.
07
Activation of customized configuration in FlexEbill Application by Implementation Manager
08
Or test data can be 2) created for saved configuration
New FlexEbill Application / Anna -Lena Bervoets
Internal
I:\Information\Training Material\02 Training Modules\ E-Billing\WorkInstruction Flexebil_EN.pd
Please see work instruction for archiving process
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