D'Angelo was able to test the connection with Chorus Pro in the sandbox. Everything seems to be running smoothly.
He'd love to check out the dashboards and list views, but for that he needs real data. To get enough data, he suggests that the sales team does a little training in the Dreamhouse sandbox.
This will ensure both that we have enough data to use the reports later on, and that the team is up and running after production.
D'Angelo begins his training with the basics. The team doesn't know Chorus Pro yet either, so he gives them a summary of the mandatory information needed to ensure that the platform accepts deposits.
Mandatory information on an invoice
For submission on Chorus Pro, your invoices (PDF) must include the mandatory information listed below:
Mandatory information for Chorus Pro | that correspond to these field(s) in Frisbii |
Invoice issue date | Invoice date |
Issuer designation (SIRET number) | SIREN + NIC on Frisbii object Corporate name |
Invoice recipient designation (SIRET number) | Customer SIRET on Invoice or Accounting Data |
The unique invoice number | Invoice reference in Frisbii |
Service code | Service code on invoice |
For processes involving purchase orders, the | Order number on accounting data or invoice |
The name of the payer, with an indication for public bodies of the | Supplier corporate name on accounting data / Account name on invoice |
The date of delivery of the supplies or performance of the services or work, | Delivery date on Invoice |
The quantity and precise designation of products delivered, services provided and | Invoice Line item Quantity and Designation |
The unit price, exclusive of tax, of the products delivered, services provided and/or work carried out | Invoice line item unit price |
The total amount of the invoice, the total amount before tax and the amount of | Total including VAT, Total excluding VAT, Total VAT on Invoice |
Identification of the invoice issuer's fiscal representative, if applicable, | Corporate name on invoice |
Where applicable, terms of payment, | Invoice payment terms and payment deadlines |
Where applicable, information on additional deductions or payments. | Custom fields to be set up and displayed on the invoice PDF according to business needs. |
Outside the context of Chorus Pro, you will find here a list of Information required in France.
Create and issue invoices
As there are a few new colleagues on the team, D'Angelo takes the opportunity to show them how to create and issue invoices.
Steps
1. Create a complete invoice with all mandatory information.
2. Add invoice line items > Invoices - Invoice line items.
From here on in, it's new for everyone. D'Angelo takes the time to explain how the checkbox works, and they discuss how to use it afterwards.
3. Tick the Eligible for Chorus box on the invoice (or on the accounting data so that all invoices in this accounting data are ticked as eligible for Chorus).
Please note: By default, the Eligible for Chorus box must be checked manually. If necessary, we recommend automating this step by setting up conditions and exceptions specific to each business case.
4. Fill in the following fields (if requested by the payer account):
Service code either on the accounting data or on the invoice
Order number either on the accounting data or on the invoice
SIRET on the accounting data or on the account (without space)
> Accounting data - Field dictionary.
5. Fill in the SIRET and NIC fields on the invoice's corporate name: they will make up the SIRET field in the Chorus qualification environment (e.g. 00000000301554).
6. Create the invoice PDF and issue the invoice by following this article: Invoices - Issue, PDF creation and dispatch.
At Dreamhouse, they use Accounting data. D'Angelo had added the Service Code, Order Number and SIRET fields prior to training on object page layout.
Check deposits
Each trainee set up three to four invoices. They deliberately created a few wrong ones to test the error handling. Together they discover the External API object and D'Angelo explains the usefulness of its fields.
He manually launches the Apex class that creates the repositories, explaining that this will be done automatically every evening at 8pm, after office hours.
Trainees can follow the creation of deposits in the invoice component:
When finished, the component displays :
They then control the creation of the deposits by following the steps below:
Steps
1. Check that a record in Deposits has been created via the Chorus Pro Deposits component and click on the Record number.
Note: One record per eligible invoice is expected.
2. Make sure that all mandatory fields are included in the deposit.
3. Check that the To be corrected field contains an error message listing any missing mandatory fields.
4. Also check that the PDF Invoice field contains the link to the PDF record of the invoice.
5. Check that the Final deposit status field contains the value: Ready for deposit.
Now that everyone has managed to get their deposits right, D'Angelo explains how the Chorus connector he's set up works. Every two minutes, this connector checks the presence of deposits with the right status for uploading to Chorus.
Once integrated, the Chorus Pro deposit component of the invoice shows :
And you'll find the same status on the depot:
Check the deposit on Chorus Pro and process invoices
D'Angelo explains that the Final deposit status field contains the value Integrated flow for a successful deposit. Everyone checks whether he or she has at least one deposit with the correct status before logging on to the Chorus Pro test platform.
Steps
1. Log on to theChorus qualification environment:
Url: https: //chorus-pro.gouv.fr/qualif/utilisateur?execution=e1s1
Login: platform customer technical username
Password: set by your administrator
2. Check that invoices have been sent.
D'Angelo also takes the opportunity to train them in the use of the platform. He searched the Internet for tutorials on how to do this: