Kuna FX Connect - Exchange Rate Service
Last Update 5 個月前
Kuna FX Connect exchange rate service automatically imports up-to-date exchange rates to your Epicor ERP.
1) Navigate to the services page
2) In the top right-hand corner, click the "+ New" button
3) On the Create Service Page, click the Exchange Rate square
Kuna will walk you through a service configuration wizard. Configure each parameter, clicking 'Next' on each section until complete. The detailed description of what each parameter is can be found below.
|Service||Name||A friendly name to remember the service by|
|Service||ERP Connection||The ERP connection the service should send data to|
|Configuration||Company||The Epicor Company the exchange rates are a part of|
|Configuration||Rate Type||The Epicor Rate Type Code|
|Configuration||Entry Person||The Epicor user that should get credit for inputting the rates|
|Configuration||Effective Date Delta||The date plus delta the rates should effective. Always works off now. So for example, if you had a delta of +1, Date.now + 1 = tomorrow|
|Configuration||Schedule||The schedule this service should run on|
|Source||Rate Source||The source of the currency exchange rates (ex: European Central Bank, Oanda.com, ect.)|
|API Key||API Key||Your API Key for the selected source (only applicable to some sources)|
|Currencies||Requested Rates||The currency codes of the rates that should be sent to your ERP|
|Email addresses (comma separated) to send email notifications to when the services has completed a run|
Manual Run & Test
After configuring your service, you can manually run the service by clicking the 'Run' button in the upper right-hand corner of the service page.
Kuna FX Connect will now automatically send up-to-date exchange rates to your ERP!
If you have any questions, please reach out to [email protected] or create a ticket.