bizBox Mailbox

To send or receive e-invoices, as well as to import them to eDocumentation, you need a Mailbox, through which eExchange will run. For the Mailbox, certain settings must be defined.

On the Datalab Web Service, two Mailboxes are available, through which sending and receiving e-invoices from bizBox runs.

• bizBox – Box for sending (mailbox for sending e-invoices from PANTHEON to bizBox
• bizBox – Box for receiving (mailbox for receiving e-invoices to PANTHEON from bizBox)

HINT For more detailed information about mailboxes, see the chapter Mailboxes in the technical manual.

WARNING Before defining settings for bizBox mailboxes, you must be registered on the bizBox portal.

This chapter presents a use case of transferring a bizBox Mailbox and defining its settings.

CASE SUMMARY The person responsible wants to transfer bizBox Mailboxes for sending and receiving e-invoices via Web Service, then correctly define required settings. First, the person responsible must register on the bizBox portal, transfer the Mailboxes and equip them with correct data about subject, classification and login data. This is done as follows: Registering on bizBox Transferring bizBox Mailboxes via Web Service Defining Mailbox settings

1 Registering on bizBox

To successfully set the bizBox Mailboxes, the person responsible first registers on the bizBox portal.

• Next, the person responsible transfers Mailboxes via Web Service.

2. Transferring bizBox Mailboxes via Web Service

The person responsible selects Settings | Program Administration Panel from the menu, then goes to the Settings | Documentation | Mailboxes panel.

In the toolbar, the person responsible clicks the (Import/Export Data) button and selects the option Transfer registers from the list.

The person responsible follows the procedure described in the chapter Transfer Registers – Mailboxes and transfers both bizBox Mailboxes via Web Service.

After transferring the Mailboxes, the person responsible defines required settings.

3. Defining Mailbox settings

In the search field on the Mailboxes panel, the person responsible clicks the button, finds the Mailbox using the search engine and selects it. In this case: bizBox – Box for sending.

In the Name field, the name of the Mailbox that was transferred via Web Service is already visible.

On the Settings tab, transferred operations and their data is also visible.

The person responsible supplements other necessary data.

From the list in the Subject field, the person responsible selects their company: Tecta Plc..

In the Classification field, the person responsible selects the suitable classification from the Classification Scheme: 250 – Invoices (received, issued, internal) and documentation required to create them.

In the Login field, the person responsible selects the login with login data for bizBox, which is created on the User Names and Passwords panel. In this case, the person responsible selects: TECTA.ADMINISTRATOR.

Clicking the (Post edit) button saves the Mailbox settings.

By clicking the (Next Record) button, the person responsible opens the Mailbox bizBox – Box for receiving and defines the settings the same way.