Introduction


The purpose of this manual is to describe Basware API integration capabilities for Master data imports and Purchase-to-Pay integration scenarios.  It contains process-level instructions, end-to-end data flows, as well as recommended practices for implementation and debugging.

Basware API is a REST API available through web service calls. JSON data format is used in the message payloads.

Basware API integrations are available for the following Basware end-systems.

  • Basware Network
  • Basware Purchase-to-Pay
  • Basware Supplier Management

 

P2P APIs are available through the following regions: Europe (EU), USA (US) and Australia (AU). APIs will be set up in the same region as your P2P system. Separate environments are available for test and production systems. 

                                                     

List of available Purchase-to-Pay APIs


The following APIs are available for transferring invoices to accounting,  importing master data, user data and external purchase orders for invoice matching,  as well as for importing and exporting data to and from P2P Purchase. 

Importing master data Available Basware systems
AdvancedValidations Import invoice coding row validation rules from ERP P2P
Accounts Import accounts from ERP P2P
CostCenters Import cost centers from ERP P2P
ExchangeRates Import exchange rates from ERP P2P
GenericLists Import additional coding dimensions from ERP P2P
PaymentTerms Import payment terms from ERP P2P
Projects Import projects from ERP P2P
TaxCodes Import tax codes from ERP P2P
Vendors Import vendors from ERP P2P, Supplier Management
Importing user master data  
Users Import users

P2P, Supplier Portal, Supplier Management, Reporting, CloudScan 3.0

ApplicationGroups Control per-application log-in access (assigned to users). P2P, Supplier portal, Supplier Management, Reporting, CloudScan 3.0
AdvancedPermissions Import user approval rights information P2P
Importing external purchase orders for invoice matching  
MatchingOrders Import order header data into matching  P2P (AP Automation)
MatchingOrderLines Import and update order lines and goods receipts into matching P2P (AP Automation)
Importing and exporting procurement data for P2P Purchase  
PurchaseRequisitions Import purchase requisitions to P2P Purchase from an external system P2P (Purchase)
PurchaseOrders Import Purchase Orders to P2P Purchase from an external system P2P (Purchase)
PurchaseGoodsReceipts Import goods receipts to P2P Purchase from an external system P2P (Purchase)
Contracts Import contract metadata to P2P Purchase from an external system P2P (Purchase)
ExportedPurchaseOrders Export purchase orders and GR's from P2P Purchase P2P (Purchase)
ExportedPurchaseRequisitions Export purchase requisitions from P2P Purchase P2P (Purchase)
Transferring approved invoices to accounting  
AcccountingDocuments Prebook invoices or transfer approved invoices to accounting system  P2P (AP Automation)
Acknowledge Mark invoice as fetched P2P (AP Automation)
PrebookResponse  Mark invoice as prebooked in accounting system P2P (AP Automation)
TransferResponses Mark invoice as transferred to accounting system P2P (AP Automation)
PaymentResponses Update invoice payment date P2P (AP Automation)
Retrieving API request status / errors
 
RequestStatus (new API) Check target system status of sent requests. Asynchronously returns success and error messages from target systems. Replaces errorFeedbacks API.  P2P, Supplier portal, Supplier Management
ErrorFeedbacks Error handling. Returns errors asynchronously from Basware receiving systems. P2P

 

 

Supported methods for Basware APIs


API methods and fields

Detailed documentation for available methods and field sets for each API are described in the P2P API reference documentation. 

Basware APIs support the following methods.

POST - Adds or updates records. Clears existing data from omitted fields

POST method updates the record based on externalCode field. If no record is found with given externalCode, a new record is created. All fields are updated within the record. Existing data in fields is cleared before the update.

PATCH -  Updates records. Preserves existing data in omitted fields

PATCH method updates the record based on externalCode field. Difference to POST is that only fields included in the JSON in the request are updated. Data fields not explicitly included in the JSON request are left unchanged.

GET - Gets records from Basware API

GET method lists the records for a particular interface. Returned data contains all JSON fields and their values for the returned records. An externalCode can be specified as parameter to return data for only the specified record.

DELETE -  Deletes records from Basware API

DELETE method deletes records from Basware API. The records are deleted from API only. To delete the records also from the data receiving Basware systems, use the data deletion mechanisms provided by each of the Basware receiving systems.

Data update scenarios

Below is an illustration of system behaviour in various data update scenarios.

API data flow scenarios-1

 

Push notifications

Push notifications are available for pilot use starting from August 2021.

To receive push notifications, customer needs to publish a webservice which receives notifications in a predefined format. These notifications trigger customer system to fetch documents from Basware API, which enables near real-time transfer of documents. To register for pilot use, please contact Basware product management through your consultant(s).

Data export notifications are available for the following APIs. When notification is received, you can immediately retrieve data from the same API(s) as would be polled otherwise.

    • accountingDocuments
    • exportedPurchaseOrders
    • exportedPurchaseRequisitions
    • requestStatus

 

Subscribing to push notifications

Receiving the notifications requires customer to publish a webservice which receives task notifications in below JSON format. This webservice needs to be accessible from public Internet. Each nofitication is signed a using secret key which is self-service changeable by customer.

[
{
"taskId": "sajkhe1i87yhdgdi6sad7iyahljh1ut1",
"taskStatus": "New",
"taskType": "AccountingDocuments",
"taskSubtype": "WaitingForTransfer",
"documentId": "sajkhe1i87yhdgdi6sad7iyahljh1ut1",
}
]

When the webservice to receive notifications is up and running, customer can subscribe to receive webhook notifications. This is done by specifying your webhook endpoint address as well as details on which notifications you want to receive through a subscription API.

When subscribing, Basware API will verify the endpoint by posting a test notification with taskType 'ConnectionTest'. Customer system needs to return a 200 'OK' HTTP response to this request for the subscription endpoint to be validated. When subscribed, notifications for any new API tasks will be sent to your specified webservice address.


Recommended usage patterns

When you receive a notification, you should do a GET request to the interface specified by the notification's (field 'taskType'). Since one GET operation can return multiple documents and new notifications may arrive before the GET operation finishes, Basware recommends following usage patterns.

Usage pattern 1: GET multiple documents in a single thread (recommended)

  • Start the thread for fetching documents when a webhook notification is received.
    • If a thread is already running, do not start another one before the thread completes in order to to prevent receiving same documents twice. Instead, start the new thread after task has completed in order to fetch any remaining documents.
  • Use acknowledge or lastUpdated to get the next round of documents.
  • Have a (nightly) task which polls for new documents in order to prevent missing documents due to network or other issues.

API_sequence_DataExportNotifications_v2

Usage pattern 2: Get each document by documentId

Usage pattern 2: GET invoices one by one using the invoiceId provided in the notification.
  • GET each invoice individually by invoiceId as soon as the notification arrives.
  • Have a (nightly) task which polls for new documents in order to prevent missing documents due to network or other issues.
  • Note: Sending webhook notifications is not retried, but you can use the 'tasks' API to check for any notifications whose delivery has failed.

 

Validating notification signature

In order to secure your webhook endpoints, which receive calls from Basware, Basware signs the webhook events it sends to your endpoints by including a signature in each request’s header. This allows you to verify that the event requests were sent by Basware and not by an unauthorized third party. Here is how to validate the signature with example payload contents.

Request header parameter 'x-bwapi-signature-256':
Name: x-bwapi-signature-256
Value: t=1629118316,v1=55258f455c0c0427527679626967148475a12d68b19248b69a903a9970b35a02

JSON payload:
[{"taskId": "1a2ee1c0-d0ab-486d-8da6-95a8d4ac37ce", "taskStatus": "New", "taskType": "AccountingDocuments", "taskSubType": "WaitingForTransfer", "documentId": "3661018bdfe24eeea2ec271a45eca5b4", "expirationTime": null}]


Validation instructions:

  1. Read request header parameter 'x-bwapi-signature-256'.
    • 't=1629118316' indicates the timestamp (in epoch format). Timezone: UTC.
    • 'v1=55258f455c0c0427527679626967148475a12d68b19248b69a903a9970b35a02' contains the signature.
  2. Check notification timestamp
    • Compare timestamp t=1629118316 to current datetime. Reject the notification if it is too old.
    • Useful tool for converting the time: https://www.epochconverter.com/
  3. Calculate signature from request payload
    • Create a string in format TIMESTAMP.NOTIFICATION_PAYLOAD
      • Example: 1629118316.[{"taskId": "1a2ee1c0-d0ab-486d-8da6-95a8d4ac37ce", "taskStatus": "New", "taskType": "AccountingDocuments", "taskSubType": "WaitingForTransfer", "documentId": "3661018bdfe24eeea2ec271a45eca5b4", "expirationTime": null}]
    • Calculate HMAC-SHA256 hash from the generated string using pre-specific secret key.
      • The secret key has been specified by customer when subscribing to receive push notifications through /v1/subscriptions API. The key is specified in field 'webhookAuthenticationToken' in /v1/subscriptions API. It can be changed at any time by updating the subscription. Values used in this example below:
        • Secret key: ad65rujltr9093ijhdkutiyua09döijhsa76d8799w8pqugdfafjdhfkjhadls
        • Resulting hash using above example values: 55258f455c0c0427527679626967148475a12d68b19248b69a903a9970b35a02
      • Note the resulting hash is the same as in 'v1' on the header parameter.
      • Useful tool for calculating the signature: https://www.devglan.com/online-tools/hmac-sha256-online
  4. Compare the calculated signature with value given in header parameter
    • Get value from 'X-BWAPI-Signature-256' header parameter, field 'v1'.
    • Reject the notification if the values are different.
    • Else accept the notification.

 

Note: Webhook payloads may contain unicode characters in the future. If your language and server implementation specifies a character encoding, ensure that you handle the payload as UTF-8.

  

 

Usage scenario 1: Import master data


Basware solutions require a set of master data that replicate the Customer’s business model in Basware. This data is required to enhance the processing of business documents and makes it possible to bring all, or suitable parts of the validation logic to Basware.

As best practice, master data should be maintained in one central place. This data nearly always sits in an organization’s main ERP system. Basware API is designed for importing master data to Basware services from your central master data store(s). Master data can be made available in all supported Basware services.

Posting and updating basic records

The following diagram illustrates data flow for posting master data, such as basic data records and user data, to Basware API.

This is applicable for the following entity types (APIs): Accounts, AdvancedPermissions, AdvancedValidations, ApplicationGroups, Contracts, CostCenters, ExchangeRates, GenericLists, PaymentTerms, Projects, TaxCodes, Vendors.

POST operation must be used when first sending the record to Basware API. Records can be updated using both POST and PATCH operations. Basware recommends using POST operation to also update the records for most cases. PATCH may be more suitable when, for example, the sending system provides only the changed fields within the modified record.

Note that GenericLists API can be used to populate several different lists. The list key needs to be specified as additional parameter for this API.

API_sequence_basicdata

 
                                                     

 

Usage scenario 2: Import external purchase orders for Order Matching


In order matching a purchase order, purchase order line, or a goods receipt is linked to an invoice or invoice line. Basware API supports importing external Purchase orders from customer systems to order matching. Purchase orders, purchase order lines and goods receipts can be imported and updated using Basware API.

These orders need to be fully processed, approved, and marked received in external systems. These orders are called matching orders and they are used only for automatic matching to received invoices. Creating, approving and sending orders can be also done in Basware P2P using "Purchase" module, which has another set of APIs to integrate the purchasing process with external purchasing systems (see section "Usage scenario 4: Import and export procurement data").

Posting and updating matching orders

The following diagram illustrates data flow for transferring and updating order data for use in invoice matching. Purchase orders from external systems are received through the MatchingOrders (order headers) and MatchingOrderLines (order lines and goods receipts) API entity types.

Order header needs to be received before the order lines are sent. Both order headers and order lines can be updated through API when they are changed, for example when changing requested delivery date or when items have been received.            

API_sequence_matchingOrders

Order data validations

There are validations performed on order data. Expand below section to list the validations.

 Validations applied in Basware API:

  • NetSum and grossSum must have a same sign within an object. Example: if an order line has a postive netSum like 100,00 EUR, the grossSum, if defined, must be equal or more than zero.
  • Sum for a blanket purchase order line(matchingOrderLines.matchingMode= 2) must be positive(matchingOrderLines.netSum=>0)
  • Quantity for a blanket purchase order line(matchingOrderLines.matchingMode= 2) must be one(1). ​
  • Quantity for a purchase order line must be higher than zero(matchingOrderLines.quantity >0)​
  • A blanket purchase order line(matchingOrderLines.matchingMode= 2) cannot require receipts(matchingOrderLines.isReceiptBasedMatching= true, matchingOrderLines.isReceiptBasedMatching= true)

Validations applied in Basware P2P:

  • A purchase order line that has been already matched, cannot be deleted (matchingOrderLines.isDeleted=true).
  • A purchase order line with positive total(matchingOrderLines.netSum=>0) that has been already matched, cannot be changed to have a negative total(matchingOrderLines.netSum<0)
  • A purchase order line with negative total that has been already matched(matchingOrderLines.netSum<0), cannot be changed to have positive total(matchingOrderLines.netSum=>0)
  • A purchase order line with isService = false that has been already matched, cannot be changed to be a service purchase order line(matchingOrderLines.isBlanketOrderLine= true)
  • A purchase order line that NOT require goods receipts(matchingOrderLines.isReceiptRequired= false) and it has been already matched, cannot be changed to require goods receipts(matchingOrderLines.isReceiptRequired= true)
  • A purchase order line that requires goods receipts(matchingOrderLines.isReceiptRequired= true) and it has been already matched, cannot be changed NOT to require goods receipts(matchingOrderLines.isReceiptRequired= false)
  • A purchase order line that requires goods receipt based matching(matchingOrderLines.isReceiptBasedMatching= true) and it has been already matched, cannot be changed NOT to require goods receipt based matching(matchingOrderLines.isReceiptBasedMatching= false)
  • A goods receipt that has been already matched, cannot be deleted(matchingOrderLines.goodsReceipts.isDeleted= true)
  • A goods receipt with positive total(matchingOrderLines.goodsReceipts.netSum=>0) that has been already matched, cannot be changed to have a negative total(matchingOrderLines.goodsReceipts.netSum<0)
  • A goods receipt with positive quantity(matchingOrderLines.goodsReceipts.quantiy=>0) that has been already matched, cannot be changed to have a negative quantity(matchingOrderLines.goodsReceipts.quantity<0)
  • A goods receipt with negative total(matchingOrderLines.goodsReceipts.netSum<0) that has been already matched, cannot be changed to have a positive total(matchingOrderLines.goodsReceipts.netSum=>0)
  • A goods receipt with negative quantity(matchingOrderLines.goodsReceipts.quantiy<0) that has been already matched, cannot be changed to have a positive quantity(matchingOrderLines.goodsReceipts.quantity=>0)

Usage scenario 3: Prebook and transfer invoice to Accounting


Once an invoice has been approved in P2P, it is routed to AP/finance users for transfer to accounting. In this phase, the invoice and its coding data are transferred to an ERP system for payment. This phase can be configured to be completed automatically.  

Prebooking invoices and transferring approved invoices to accounting

Prebooking and transferring invoices from Basware P2P to accounting use AccountingDocuments API. The progress of both activities is shown in 'ProcessingStatus' field. 

Invoice is made available for transfer to accounting when it has been approved in Basware P2P. When an invoice is transferred in Basware P2P it becomes available for a GET operation in AccountingDocuments API with status 'WaitingForTransfer'.  When a transfer succeeded message is received, invoice status in P2P is changed from “Transfer in progress” to “Processed”.

Invoice prebooking is an optional feature that can be enabled if required. In prebooking invoice data can be made available in the AccountingDocuments API before the invoice is approved. Prebooked invoices require a prebookeResponse message from ERP system. When a prebooked invoice is approved in P2P it will be made available in the accountingDocuments API as an invoice 'WaitingForTransfer'. Invoices can can be sent for prebooking automatically based on configurable rules. Manual selection of invoices to be prebooked is not yet supported.  

Invoice transfer consists of the following steps

    1. Get invoice data from the API for prebooking (processing status: WaitingForPrebook)
    2. Post technical acknowledgement (optional, processing status changed to: PrebookInProgress)
    3. Post prebook succeeded / failed message (processing status changed to: Prebooked, PrebookFailed)
    4. Get invoice data from API for transfer (processing status: WaitingForTransfer)
    5. Post technical acknowledgement (optional, processing status changed to: TransferInProgress)
    6. Post transfer succeeded / failed message (processing status changed to: Transferred or TransferFailed)
    7. Post payment information (optional, processing status changed to: Paid)
Expand below sections for status diagrams of invoice transfer flow in accoutingDocuments API. These describe the available status transitions in 'processingStatus' field.

Below diagram describes the main flow in terms of invoice status transitions in AccountingDocuments API.

API_accountingDocuments_MainStatusFlow_v3

 

Below diagram describes the available statuses in exception situations. Some of the exception statuses are currently reserved for future use. These are in grey and there is no interaction path leading to those statuses at the moment. Retransferring an invoice from P2P will start the invoice process again as in the main flow above. Note: If a prebooked invoice is returned, prebook cancellation may need to be triggered in ERP system from 'WaitingToBeReturned' status. Most returned invoices are reprocessed and retransferred again to ERP.

API_AccountingDocuments_ExceptionStatusFlow_v10


 

The following diagram illustrates the data flow for retrieving prebooked or approved invoices (AccountingDocuments) from Basware P2P to accounting and handling related response messages.

API_sequence_accountingDocuments

 

 

 

Usage scenario 4: Import and export procurement data


The procurement subset of APIs is used to integrate Basware Purchase with external purchasing systems. These APIs are not used to import orders for matching. For matching please see Usage scenario 2: Import external purchase orders for Matching. Basware Purchase handles the procurement process. It allows users to approve the purchase requisition, sends created order(s) out to supplier(s), handles any changes done in ordering phase and allows documenting that goods have been received. Orders created in Basware Purchase are also automatically available for invoice matching along with the documented goods receipts.

Procurement data integrations scenarios

  • Basware API currently supports importing purchase requisition draft(s) to a specified owner on valid organization. The imported data is pre-validated by Basware Purchase making sure that document contains sufficient data required by purchase process setup. Purchase requisition can contain lines to many suppliers. Result of requisition approval process (requisition approved or cancelled) can be retrieved from Basware API as an exported purchase requisition.
  • Basware API also supports importing purchase orders. Purchase orders (single supplier) are already approved before importing so they bypass approval process and are automatically sent to supplier.
  • Basware Purchase supports contract based purchasing. Contract metadata can be imported through Basware API contract import. Contracts link buyer and supplier in requisition.
  • Orders sent to suppliers can be exported from exported purchase orders API. Whenever the order status changes, the data in API is also updated.
  • Basware API exported purchase orders also include goods receipts when they are registered in Basware Purchase. The goods receipts can originate from Basware API goods receipt import or Basware Purchase goods receiving UI action.

 

Below picture illustrates available purchase document flows. The operations between P2P and purchasing system are performed using Basware API.

API_PurchaseDocumentFlow_v2

APIs for importing procurement data:

Importing procurement data is done in similar manner as master data imports. See Usage scenario 1: Import Master data for more details. 

APIs for exporting procurement data:

 

Exporting procurement data is done in a similar manner to invoice transfer (Usage Scenario 3: Prebook and transfer invoices to Accounting). Exported data is made available in the exportedPurchaseOrders / exportedPurcahseRequisitions APIs. Export is confirmed by sending an acknowledgement response. Orders which have been acknowledged are marked as 'Exported' and can be filtered out from the get next request. 

API_GetPurchaseOrders

 

 

Usage scenario 5: Error handling and monitoring


You can check request status from end-systems (which receive data asynchronously) through ‘requestStatus’ API. When you POST records to Basware API, the posted data contents are schema validated on API layer and then distributed asynchronously to one or more target system(s).

In case an error occurs when target system(s) process the record, it will be returned through 'requestStatus' API. This API can be queried to check status of a request POSTed to Basware API. Errors returned by target systems are typically data validation errors that cannot be validated on the API layer. Examples of such errors would be "Company not found in target system" or "Cannot resolve username 'JOHNSMITH' to a valid purchase requisition owner". You can choose to query only errors or also success' responses. Retrieving only the errors should be enough for most use cases. Success responses indicate that the request has been succesfully processed in all of the target systems. If this does not occur within three hours, an error response is returned.

There is also an older 'errorFeedbacks' API, which returns only errors from P2P ('success' responses are not available). The 'errorFeedbacks' API is likely to be deprecated at a later time. There will be a 12 months notice period before eventual deprecation. Currently both APIs are functioning side by side and are returning same errors.

Retrieving request status messages from requestStatus API

Do a GET to 'requestStatus' API in order to retrieve target system processing status(es) for a POSTed request. Most often the request status response will be available within less than one minute. There are some conditions, such as a heavy initial data loads, where this can take longer. If there is no response from a target system within two hours, the request is set to ’Error’ status automatically. Checking this is done hourly, so max time until timeout is just below three hours.

Request status is shown as 'error' if one or more of the POSTed records could not be imported to one or more of the target systems. Note that you need to query the API separately for both 'success' and 'error' statuses. If parameter 'status' is not used in the GET requestStatus query, the API defaults to returning only messages which have received 'error' status. Basware recommends following ways to programmatically query the API.

Option 1: GET by status + acknowledge

  1. Get by statuses: 'error', 'success'.
    • This needs to be done in two GET requests.
  2. POST acknowledge for all requestIds (to which status response is received)
    • Acknowledged status responses are no longer offered on the next GET request.
    • Acknowledging changes the status: 'Error' -> 'AcknowledgedError', 'Success' -> 'AcknowledgedSuccess'.
  3. Repeat from step 1.

Option 2: GET by lastUpdated timestamp.

  1. GET with 'lastUpdated' timestamp
    • Include a stored 'lastUpdated' timestamp in GET request. Get by statuses: 'error', 'success'.
    • This needs to be done in two GET requests.
  2. Store the 'lastUpdated' timestamp locally.
    • Store the latest 'lastUpdated' timestamp separately for 'error' and 'success' statuses.
  3. Repeat from step 1.

 

Option 3: Get by requestId

  1. Save the returned requestId when doing a POST/PATCH request to Basware API
    • RequestId is returned as a header parameter in response message.
  2. Query the API using the requestId until a response is received.

Basware recommends doing GET requestStatus 1 minute after sending a request. If several requests are sent over time, you can do GET requestStatus once a minute until the last request has been sent. It's also a good practice to additionally poll requestStatus API every 10..60 minutes to receive responses for potentially long-running requests. If status responses to all request have been received, this polling can be stopped until a new request is sent to Basware API.

API_sequence_requestStatus

 

[Legacy] Retrieving error messages from errorFeedbacks API

Note: The 'errorFeedbacks' API has been replaced by 'requestStatus' API and is likely to be deprecated at a later time. There will be a 12 months notice period before eventual deprecation. Currently both APIs are functioning side by side and are returning same errors.

In case an error occurs while using an API an error message is returned either in the API response message or through the ErrorFeedbacks API.

Errors from data validation in Basware API are returned immediately in the API response. These are mainly errors resulting from data structure validation and simple validations on data values.

Errors occurring when data is distributed from Basware API to the receiving Basware systems are returned asynchronously through the ErrorFeedbacks API. These include errors from validations performed in the receiving systems.

The following diagram illustrates data flow for receiving error messages.

 API_ErrorFeedbacks

Recommended practice is to query the errorFeedbacks API using the timestamp of the last error that has been retrieved. This will return any new errors that have occurred since the last time errors have been fetched. Errors will become available in the API at the same time as the receiving Basware systems process data. Most requests will be processed within 60 seconds. If there is considerable load errorFeedbacks will be available only after the receiving Basware systems have finished processing the data.

 

 

Usage scenario 6: Import companies

Importing companies is a network-only usage scenario (companies cannot be imported to P2P). Companies are imported through the 'companies' API. The sequence of API messages is same as when posting master data records.

The company identifier type (field identifiers.schemeId) needs to be specified from available values. Please expand the element under the flow diagram for a table of available values.

API_sequence_basicdata

Available company identifier types

Expand below section to list available company identifier types used in companies API.

 

Global identifiers

SchemeId Name Description Type External link Alternative name(s) Alternative form(s)
DUNS DUNS A proprietary system developed and managed by Dun & Bradstreet General   - -
EMAIL-RFC2822 Email Email address General   - -

GLN

Global Location Number (GLN)   General   - -
IBAN IBAN Bank account in IBAN format General   - -
ISO6523-ACTORID-UPIS ISO 6523 Globally unique identifiers based on ISO 6523 and PEPPOL. Prefixes denote issuing authorities (ICD) and may be known by regional names such as OVT in Finland (prefix 0037) with format of <prefix>:<organization identifier> or <prefix><organization identifier> General https://docs.peppol.eu/poacc/billing/3.0/codelist/ICD/ - -
UNKNOWN   No known schemeId -   - -

 

Regional identifiers

SchemeId Name Description Type External link Alternative name(s) Alternative form(s)
EU:VAT European VAT A value added tax identification number, or VAT identification number (VATIN), is an identifier used for value added tax purposes. Tax http://ec.europa.eu/taxation_customs/vies/ VAT, AT:VAT, BE:VAT, BG:VAT, CY:VAT, CZ:VAT, DE:VAT, DK:VAT, EE:VAT, EL:VAT, ES:VAT, FI:VAT, FR:VAT, GB:VAT, HR:VAT, HU:VAT, IE:VAT, IT:VAT, LT:VAT, LU:VAT, LV:VAT, MT:VAT, NL:VAT, PL:VAT, PT:VAT, RO:VAT, SE:VAT, SI:VAT, SK:VAT Country VAT code specific

 

Country specific identifiers

SchemeId Name Description Type External link Alternative name(s) Alternative form(s)
AT:ORGNR Austrian Firmenbuchnummer Organization number in Austria is a unique combination of 6 digits and a letter. Business Identifier https://www.justiz.gv.at/web2013/html/default/8ab4a8a422985de30122a90fc2ca620b.de.html - -
AU:ABN

Australian Business Number (ABN)

An ABN (Australian Business Number) is a unique number issued by the ATO (Australian Taxation Office) to all entities that are in business.

Business Identifier

http://www.business.gov.au/registration-and-licences/Pages/register-your-business-name.aspx

ABN ISO (some can be converted to AU:ACN)
AU:ACN Australian Company Number (ACN) ACN (Australian Company Number) Business Identifier http://www.business.gov.au/registration-and-licences/Pages/register-your-company.aspx AU:CAN, AU:ORGNR ISO
AU:TFN Australian Tax File Number (TFN) A Tax File Number is a personal reference number used in tax and super systems. Tax File Numbers are issued by the Australian Taxation Office. Business Identifier https://www.ato.gov.au/Individuals/Tax-file-number/ TFN -
BE:KBO Belgium KBO (CBE) The KBO nummer is a unique 10 digit identifier issued to companies by the Kruispuntbank van Ondernemingen. Business Identifier http://economie.fgov.be/en/entreprises/#.VYkE0UbLlWA BE:ORGNR, BE:CBE BE:VAT, ISO
CA:BN Canadian Business Number A Business Number (BN) is a unique identification number that identifies a business in Canada. Business Numbers are issued by The Canada Revenue Agency. Business Identifier

http://www.cra-arc.gc.ca/bn/

http://www.canadiancommunities.org/gpa/lib/pdf/legal/BN.pdf

- -
CA:GST Canadian GST The Goods and Services Tax (GST) is a value added tax in Canada. Tax https://www.canadianbusinessresources.ca/services/canadian-federal-business-number-gst-hst - -
CA:VAT Canadian VAT Canada does not use a VAT system, but bases all taxes on BN. Tax

http://www.cra-arc.gc.ca/tx/bsnss/tpcs/bn-ne/wrks-eng.html

- -
CH:ORGNR Swiss Unternehmens-Identifikationsnummer (UID) Every company active in Switzerland receives a uniform corporate identification number (UID). Business Identifier https://www.bfs.admin.ch/bfs/en/home/registers/enterprise-register/enterprise-identification.html - -
CH:VAT Swiss VAT A value added tax identification number, or VAT identification number (VATIN), is an identifier used for value added tax purposes. Tax   - -
CN:BRN Chinese 统一社会信用代码 (Business Registration Number or Unified Social Credit Code) A unique company identification and tax number (TIN) for all Chinese mainland registered companies.

Tax

https://www.chinacheckup.com/blogs/articles/18-digit-chinese-business-registration-number

http://www.oecd.org/tax/automatic-exchange/crs-implementation-and-assistance/tax-identification-numbers/China-TIN.pdf

- .
CZ:ORGNR Czech Republic IČO The IČO of company Identification number is an 8 digit code (older organizations may be composed of 6 digits). Business Identifier http://www.search-czech.com/business/trade-register.html - -
DE:ORGNR German Steuernummer Steuernummer is a unique identifier issued to each taxable individuals or entities by the German Federal Central Tax Office. Tax http://www.bzst.de/EN/Home/home_node.html - -
DK:CVR Danish CVR The CVR nummer is a unique identifier issued by the Central Government Register. The CVR provides financial information, mission information, company filings, information about management, and corporate governance. Business Identifier http://datacvr.virk.dk/data DK:ORGNR, CVR -
EE:ORGNR Estonian Organization Number Company registry code in Estonia is a unique 8 digit number. Business Identifier https://ariregister.rik.ee - -
ES:CIF Spanish Certificado de Identificación Fiscal (CIF) CIF (Certificado de Identificación Fiscal) is the tax identification number for companies issued by the Registro Mercantil Central. Tax http://www.rmc.es/Home.aspx ES:ORGNR -
ES:NIF Spanish Número de identificación fiscal (NIF) NIF (Número de identificación fiscal), or Tax Identification Number, or Tax File Number, is used to identify a taxpayer in Spain. Tax http://spain.angloinfo.com/moving/residency/nie-number/ - -
FI:Y-TUNNUS Finnish Y-Tunnus A Business ID ("Y-tunnus" in Finnish) is a unique eight-digit number issued to companies by the Finnish Patent and Registration Office. Business Identifier https://www.prh.fi/en/index.html FI:ORGNR, Y-TUNNUS FI:VAT, ISO
FR:SIRENE French SIRENE A SIREN number is a unique French business identification number issued by the INSEE. Business Identifier http://insee.fr/en/default.asp FR:ORGNR ISO
FR:SIRET French SIRET SIRET codes are given the establishments and facilities of French businesses and nonprofit associations. Business Identifer http://insee.fr/en/default.asp - -
GB:UTR United Kingdom Unique Taxpayer Reference (UTR) A UTR (unique taxpayer reference) number is a 10-digit number completely unique to each and every UK taxpayer. Business Identifier https://www.gov.uk/find-lost-utr-number UTR -
IE:ORGNR Irish Company Registration Number Company registration number in Ireland is a unique 6 digit number. Business Identifier https://www.cro.ie - -
IN:GSTIN Indian GST Tax Identification Number (GSTIN)

Under the GST regime, all registered taxpayers are consolidated into one single platform for compliance and administration purposes and are assigned registration under a single authority.  All of these businesses will be assigned a unique Goods and Services Tax Identification Number (GSTIN). 

Tax https://cleartax.in/s/know-your-gstin - -
IT:FISCALE Italian Codice Fiscale The Italian Fiscal Code Card ("Codice Fiscale" in Italian) is an identification number for companies issued by the Italian Tax Office. Business Identifier http://www1.agenziaentrate.gov.it/english/ IT:ORGNR -
IT:IPA Italian Indice della Pubblica Amministrazione (IPA) An index of public administration (Indice della Pubblica Amministrazione - abr. IPA) is an identifier given by the Public Admininstration. Business Identifier http://www.indicepa.it/public-services/docs-read-service.php?dstype=FS&filename=Guida_IndicePA_Area_Pubblica.pdf - -
LI:VAT Liechtenstein VAT A value added tax identification number, or VAT identification number (VATIN), is an identifier used for value added tax purposes. Tax   - -
MX:VAT Mexican VAT A value added tax identification number, or VAT identification number (VATIN), is an identifier used for value added tax purposes. Tax

http://www.stechno.net/sap-notes.html?view=sapnote&id=163554#sthash.6KacRCAx.dpuf

- -
MY:GST Malaysia GST The Goods and Services Tax (GST) is a value added tax in Malaysia. Tax http://gst.customs.gov.my/en/Pages/default.aspx - -
NL:KVK Dutch KvK The KvK number is a unique identifier allocated by the Dutch Chamber of Commerce. The KvK-nummer must contain 8 digits. Business Identifier http://www.kvk.nl/english/trade-register/what-does-the-trade-register-contain/ NL:ORGNR ISO
NO:ORGNR Norwegian Organisationsnummer A unique nine-digit identifier for organizations issued by the Brønnøysund Register Centre. Business Identifier http://www.brreg.no/english/   NO:VAT, ISO
NO:VAT Norwegian VAT A value added tax identification number, or VAT identification number (VATIN), is an identifier used for value added tax purposes. Tax   - ISO
PL:KRS Polish Krajowy Rejestr Sądowy (KRS) The object of the National Court Register is to provide readily-available and reliable information on the legal status of a registered entity (The Central Information of the KRS), the material elements of its financial condition and the manner of its representation. Business Identifier https://www.arch.ms.gov.pl/en/national-registers/national-court-register/general-information-on-the-national-court-register/ KRS -
PL:REGON Polish REGON Organization number in Poland is a unique 9 digit number. Business Identifier http://bip.stat.gov.pl/en/regon/ PL:ORGNR, REGON -
PT:NIF Portuguese Número de Indentificação Fiscal (NIF) Tax Identification Number ("Número de Indentificação Fiscal", or "NIF" in Portuguese), also referred to as the Tax File Number, identifies a taxable entity in Portugal. Tax http://portugal.angloinfo.com/moving/residency/fiscal-number-nif/ PT:ORGNR PT:VAT, ISO
SE:ORGNR Swedish Organisationsnummer Organization Number ("Organisationsnummer" in Swedish) is a 10 digit identifier for organizations issued by the Bolagsverket. Business Identifier http://www.bolagsverket.se - GLN, ISO
SK:ORGNR Slovakian IČO The IČO of company Identification number is an 8 digit code (older organizations may be composed of 6 digits). Business Identifier https://e-justice.europa.eu/content_business_registers_in_member_states-106-sk-en.do?member=1 - -
GB:ORGNR United Kingdom Company Registration Number (CRN) Company Registration Number is a unique identifier issued by the Companies House upon the registration of a company. Business Identifier https://www.gov.uk/government/organisations/companies-house UK:ORGNR -
UstidNr German Handelsregisternummer Handelsregisternummer is a unique indentifier issued by the Commercial Register ("Handelregister" in German) to a legal entity. Business Identifier https://www.handelsregister.de/rp_web/welcome.do?language=en&sec_ip=89.238.217.226    
US:TIN United States Tax Identity Number (TIN) A Taxpayer Identification Number (TIN) is an identification number used by the Internal Revenue Service (IRS) in the administration of tax laws. It is issued either by the Social Security Administration (SSA) or by the IRS. Tax http://www.irs.gov/Individuals/International-Taxpayers/Taxpayer-Identification-Numbers-TIN TIN -


 

Usage Scenario 7: Import users

Users can be imported through the 'users' API. It is possible to import user(s) to any of the following Basware applications: Purchase-To-Pay (P2P), Supplier portal (network), Supplier Management (network), Network, CloudScan 3.0 (available Q1/2021). The log-in-to-application rights are managed through both 'users' and 'applicationGroups' APIs.

Before importing users, you need to have one or more application Group(s) set up for the users. Application groups provide log-in access to applications when applicationGroups are assigned to users. Each user contains a section specifying which applicationGroups the user has access to. After the application groups are set up, POST user(s) while specifying their assigned applicationGroups.

If some of your end users require access to more Basware systems than other users, you will need to define multiple applicationGroups. An example of this would be access to P2P and Vendor management for some users while most users access only P2P. If you need to define invoice approval rights for users on coding row level, you can also import these using 'advancedPermissions' API.

Note: If you are not importing users from scratch but have an existing P2P tenant where users have already been created, it is still possible to move user maintenance to Basware API. See FAQ article "Can I migrate user maintenance to users API on an existing P2P tenant" for what needs to be taken into consideration. 

API_sequence_users

 

API testing guidelines


This section aims to support creating your API implementation test plan as well as to provide guidelines on how to test. Please select the scenarios applicable to your implementation onto your test plan, as well as add customer-specific cases.  While going through the scenarios, notice which ones you understand and clarify the ones you're not sure about with your consultants.

In a typical integration scenario, there are two or three actors: The customer, a Basware product consultant, and an ERP system consultant. There may also be an external company building the integration. Ideally the integration is verified before customer testing workshop(s) to work from a technical point of view and customer focuses on verifying the business logic of the integration.

As the integration endpoint(s) integrating with Basware API are generally custom built, it is important to verify the applicable scenarios to ensure smooth end-to-end functioning of the overall integration in production.

Use cases for testing

Click on below section(s) to view related test cases. The tables can be copy/pasted to Excel for easy tracking of scenarios.

Please follow these general guidelines when testing (and implementing) functionality against Basware APIs.

  • Check that there are no errors in errorfeedbacks / requestStatus APIs. If there are, check the reasons, fix and resend.
  • Verify API client will post / fetch next page of results when there are more items to fetch that can be returned in a single API operation.
  • Items specified in the common considerations section on Purchase-to-Pay API manual have been taken into account when developing the integration
  • Verify record externalCodes are unique and retain their values on document updates (see common considerations).

Related APIs: Accounts, AdvancedValidations, CostCenters, ExchangeRates, GenericLists, Projects, PaymentTerms, TaxCodes, Vendors.

  Test scenario How to verify
 
Basic use cases
  Import record(s) Check record(s) from target system(s). Verify each data field was imported.
  Deactivate/activate existing record(s) Post record(s) with active=true/false. Verify from target system(s).
  Import multiple records Check record from target system(s). Verify record count.
  Verify language translations (accounts, cost centers) If language translations are user, set target system language to match imported translation and verify translation from UI.
  Verify inheritance to lower org levels works as expected (Vendors, Accounts) Check record visibility in target system in desired organization levels.
  Use cases for vendors API
 
  Update bank account Check changed bank account(s) in target system(s).
  Multiple bank accounts on vendor
Post a vendor having multiple bank accounts, verify they are shown in target system(s)
  Verify correct subset of vendors is available for purchasing in P2P Purchase Check correct set of vendors is displayed in P2P Purchase. Vendor visibility in P2P Purchase is defined through field 'orderingMethod' on vendors API.
  Verify vendors payment terms
Verify vendor shows correct payment term. Payment terms need to be posted before vendors because they are validated during vendor import.
  Manual maintenance of specified fields (can be used e.g. for maintaining ordering information in P2P) Modify vendor through API, check manually maintained field(s) retained their value(s). Note: This feature needs to be configured by a P2P consultant in P2P.
  Verify vendor in Basware Network
If you are importing vendors to Basware Network, verify the vendors are imported correctly also in this system.
  Use cases for advancedValidations API
 
  Verify data contents and record count Import data, check results in P2P.
  Verify coding row validation rules work Create coding rows to which different validation rules are applied. Verify the validation rules are applied correctly in P2P (example: Cost center 1234 always requires a project code to be specified). Note: This feature needs to be configured by a P2P consultant in P2P.
  Initial data load
 
  Verify record count in target system matches with sent record count Compare record count sent with amount of records received.

Related APIs: MatchingOrders, MatchingOrderLines.

  Test scenario How to test
  Verify order type(s) are selected correctly
  Type 1: Standard order - line has quantities and positive currency amounts. Send 'standard' quantity based orders with 'matchingMode' = Standard. Verify in P2P, the order has both quantity and currency amounts.
  Type 2: Framework/budget/blanket order - line has no quantities, only currency amounts. If you have framework / budget orders, send these with matchingMode = Blanket. Verify that correct order type is selected for these orders. Verify in P2P that the order has always '1' as the quantity amount.
  Type 3: Return PO - Has negative unit price and positive quantity. Typically used to return items to supplier which did not originate from the supplier, such as returning bottles or forklift pads. If you have return orders, send these with matchingMode = Return. Verify that correct order type is selected for these orders. Verify in P2P that the order has negative unit price and positive quantity.
  Verify order data contents in P2P
 
  Values in each fields are correctly imported Fill all the fields being imported to P2P. Verify with a checklist that each field value was imported correctly on a sample order.
  Numbers are imported correctly Verify numbers, including negative and decimal numbers with 2-digit precision, are imported correctly to P2P. This is mainly important when orders are imported from a position-based file, where there are multiple ways to indicate both that value is negative as well as decimals.
  Vendor is recognized and available for matching

Check that vendors vendors have been imported (or manually created) before importing orders. If you have vendor specific matching categories in P2P, match the order in such a category to verify matching has recognized the vendor. Note: Vendors need to be imported before orders, as upon order import the vendor is verified.

  Order lines include planned additional costs

If you have planned additional costs on the order lines and want to match against those, make sure they are sent to Basware API. Verify the additional cost lines in P2P. 

  ExternalCodes are unique within the document (also on lines and coding lines) Verify with programmer that externalCodes are generated so they are both unique as well as maintain their values during document updates. Verify this also on sample order(s) in matchingOrders and matchingOrderLines APIs.
  Include invoices amounts and quantities
 
  Verify invoiced sums and quantities If you are importing partially invoiced orders, verify the invoicedQuantity and invoiced[Net/Gross]Sum fields are filled. Verify alsot that only the uninvoiced amounts remain available for matching in P2P. Note: These fields exist on both order lines and goods receipts.
  Update existing order(s)
 
  Add new order line(s) to an existing order Verify new line(s) arrived in P2P.
  Close order line(s) Send a line with isClosed = true and send a corresponding invoice to automatic matching. The invoice should no longer go to 'waiting for goods receipts' status when there is unmatched quantity on the order line (and no unmatched goods receipts).
  Delete order line(s) Send line with isDeleted = true (and having no goods receipts). Verify you cannot match against an invoice against the line.
  Verify there is a ~5 second delay between API operations to same order

Test below cases likely to produce multiple API operations and verify the entire order data is updated in P2P within ~ 1 minute after the operation. 

  • Update same order repeatedly in ordering system (add / modify lines, etc).
  • Add multiple goods receipts one-by-one to the order.
  • Send an order with more than 100 lines (100 lines is maximum for one POST operation).

The order is locked when is is being updated in P2P. If there are API operations to same order while the previous operation is still being carried out in P2P, those will result in timed retries. Many such operations simultaneously can result in tens of minutes wait time before entire data is updated to P2P.

  Add goods receipt(s) to existing order line(s)
 
  Technical option 1: POST whole matchingOrderLine including all goods receipts (recommended)

Add a new goods receipt in ordering system, verify goods receipt(s) arrived in P2P.

In this option the goods receipt is added through matchingOrderLines API by using a POST operation to update entire contents of the order line, along with goods receipts.

  Technical option 2: PATCH existing matchingOrderLine to add new goods receipt

Add a new goods receipt in ordering system, verify goods receipt(s) arrived in P2P.

In this option the goods receipt is added through matchingOrderLines API by using a PATCH operation to add a new goods receipt to existing matchingOrderLine contents. This option is generally not recommended unless sending system is not able to send full order line data. Drawbacks include that same order line can no longer be updated using POST operations unless that POST operation includes the previously PATCHed goods receipts (else the goods receipts would be removed from the order line).

  Cancel goods receipt(s)  
  Option 1: Using negative quantity on another goods receipt line Indicate goods receipt "cancellation" by sending a new goods receipt having a negative quantity. Verify invoice gets matched as desired, taking the negative gr into account.
  Option 2: Using 'referenceGRExternalCode' to indicate cancelled goods receipt Indicate goods receipt cancellation by sending a new gr having a negative quantity and a reference to the gr being cancelled (field: 'referenceGRExternalCode'). Verify the quantity to match shown on original goods receipt shows the sum of both the original gr as well as the cancellation.
  Verify order source system is specified
 
  SourceSystem is specified in 'sourceSystem' -field to enable different matching rules based on ERP. Verify 'sourceSystem' field is populated on order header (matchingOrders API). This is important especially if you will have different matching rules based on the source system of the order.
  Verify product code matches with invoices
 
  Product code matches with what is on invoice(s) Send orders for several suppliers. Verify that product codes used in matching matches with product codes the supplier specifies on their invoices.
  Verify criteria for best fit grouping is sent
 
  Delivery notes are grouped to enable "best fit" matching Verify that 'bestFitGrouping' field contains a grouping criteria, such as delivery note, datetime of receival or technical receipt number. This can be used to group goods receipts during matching.
  Verify contents of matched coding lines
 
  Dimensions and cost allocation Match an invoice against the order line and verify all coding dimensions, including taxes, show correct values in P2P.
  One product allocated to multiple coding lines (multiple account assignment) Post an order line having multiple coding rows. Verify the costs are split (between different cost centers, accounts, etc) on matched coding lines as expected.
  Verify quantity unit handling
 
 
  • Unit price reflects quantity unit correctly in cases where boxes of n pcs are converted to individual pcs, etc.
If boxes / packages of n units are being converted to individual units in the integration, verify that the unit price reflects the correct unit (such as a box of items vs. a single item).
 
  • Quantity unit on order line matches to quantity on vendor invoice(s).
Send orders for several suppliers. Verify the quantity unit sent on orders matches with the quantity unit on supplier invoices.
  Verify order line specific matching rules
 
  Is a goods receipt required for matching (true / false) Send order lines with both 'isReceiptRequired' true and false (applicable only if you have both types). Verify P2P requires / does not require the receipt for matching.
  Coding row generation: Per goods receipt / per PO line.  Send order lines with both 'isReceiptBasedMatching' true and false (applicable only if you need both coding row generation options). Verify the generated coding rows in P2P when matching an invoice line to an order line having more than one goods receipt.
  Is over receival allowed (generally used for products whose weight will vary, such as meat and fish) Send order lines with both 'isOverreceivalAllowed' true and false (applicable only if you have both over receivable and non over receivable items). On an over receivable line, send a larger quantity amount in the (sum of) goods receipts than is specified on order line and verify P2P allows matching.
  Is additional approval required on self approved order lines When additional approval is required after matching on self approved order lines, indicate this on order line (field: 'isSelfApproved' = true) and matching configuration in P2P. Verify P2P requires the additional approval.
  Initial data load
 
  Verify order count in target system matches with sent record count

Compare record count sent with amount of records received. Note: The initial import can take several hours depening on the amount of PO data. Vendors need to be imported before orders, as upon import the vendor is verified.

Related APIs: AccountingDocuments (including acknowledge, prebookResponses, transferResponses, paymentResponses). Verify transfer results in target system.

Scenarios for Non-PO invoices

  Test scenario How to verify
 
Verify invoice / transaction types
  Standard invoice - with positive sum Transfer invoice to ERP and verify results.
  Credit note - with negative sum Transfer invoice to ERP and verify results.
  Foreign invoice - with foreign currency Transfer invoice to ERP and verify results.
  Mixed invoice - with both positive and negative sums on coding lines Transfer invoice to ERP and verify results.
  Downpayment - PO reference on invoice but processed as a non-PO invoice. Transfer invoice to ERP and verify results. Some ERPs use a separate transaction for receiving this type of data.
  Invoice having fixed asset transactions Transfer invoice to ERP and verify results. Some ERPs use a separate transaction for receiving this type of data.
  Prebooking (see 'prebooking' section below) Prebook invoice to ERP and verify results. Also includes
  Verify invoice data contents
 
  Values in each field are transferred correctly to ERP Fill all the fields in P2P which are imported to ERP. Verify with a checklist that each field value was imported correctly on a sample invoice.
  Numbers are transferred correctly to ERP Verify numbers, including negative and decimal numbers with 2-digit precision, are imported correctly to ERP This is mainly important when invoices need to be imported from a position-based file, where there are multiple ways to indicate both that value is negative as well as decimals.
  VAT scenarios
 
  Invoice with partially deductible VAT Transfer invoice to ERP and verify results.
  Invoice with reverse VAT code Transfer invoice to ERP and verify results.
  Invoice with 100% VAT Transfer invoice to ERP and verify results.
  Invoice with multiple VAT codes (multiple coding lines) Transfer invoice to ERP and verify results.
  US tax handling (based on addresses and product codes) May be posted directly as a lump sum to VAT account, sometimes without VAT codes.
  Verify tehcnical items in customer side of the integration
 
  When a next page of invoices is available in Basware API, it is automatically fetched and transferred to ERP

Transfer more invoices in one operation from P2P than are fetched in one GET accountingDocuments API operation.

Technical option 1: GET one page of invoices, noticing a continuationToken is returned. Acknowledge the invoices before doing next GET operation. Keep doing GET operations until continuation is no longer returned, which indicates last page of invoices.

Technical option 2: GET one page of invoices, noticing a continuationToken is returned. Keep GET:ting next pages until last page (continuationToken is no longer returned).

Verify that the integration keeps calling GET accountingDocuments using a continuationToken to keep fetching next page(s) of results.  The default pageSize is up to 100, and can be set to a smaller value during testing.

  Integration polls for invoices in appropriate statuses

Check have the invoice processingStatuses which are polled from accountingDocuments API been explicitly decided.

Options: WaitingForTransfer (to get invoices waiting for transfer), WaitingForPrebook (if prebooking in use), WaitingToBeReturned (invoices returned to start of processing), WaitingToBeRemoved (removed in P2P), WaitingForPrebookCancellation (reserved for prebook cancellation functionality, not yet implemented), WaitingToBeCompleted (manually marked as 'trasnfer completed').

Without specifying the statuses, all invoices will be returned, also ones which have been previously transferred.

  Prebooking to ERP
 
  Prebooking Prebook invoice to ERP, verify data contents.
  Prebook response Send a prebook response from ERP. Note: Failed prebook responses are not supported at this time, but a workaround is available.
  Remove prebook entry in ERP (optional) Invoice may be removed / reprocessed in P2P. In such cases the processingStatus in accountingDocuments API will show as WaitingToBeReturned / WaitingToBeRemoved / WaitingForPrebookCancellation. In such a case you may want to remove the existing prebooking entry in ERP. Note: Prebook cancellation along with 'WaitingForPrebookCancellation' API status is not yet implemented and is reserved for future use.
  Finalizing invoice in ERP when actual transfer to accounting is done Transfer an invoice to accounting after it has been approved in P2P for transfer to ERP. This invoice needs to have been previously prebooked to ERP. Verify the results in ERP.
  Transfer to ERP
 
  Transfer invoice to accounting (done above several times) Transfer invoice to ERP, verify data contents.
  Transfer response case 1: Transfer accepted Send 'success' transfer response from ERP after ERP has succesfully received the invoice. Verify invoice status is shown as 'Processed' in P2P.
  Transfer response case 2: Transfer failed Send 'failed' transfer response from ERP after ERP has failed to receive the invoice. Verify invoice status is shown as 'Transfer failed' in P2P and an error message from ERP is shown in invoice history log in P2P.
  Payment response  
  Payment response Send a payment response after a previously transferred invoice gets paid, verify the payment data is visible on the invoice in P2P.

 

Scenarios for PO invoices (invoices matched to orders)
  Test scenario How to verify
 
Verify invoice and updated order data in receiving system(s)
 
  Verify any order -related fields are received correctly in ERP. Match an invoice to an order in P2P and transfer the invoice to ERP. Check results especially for matching -related fields (order number, coding generated based on order data, sums, etc).
  Invoiced quantities are updated correctly in ordering / warehouse management system (update available inventory) Match an invoice to an order in P2P and transfer the invoice to ERP. If you are transferring invoiced quantities back to an ordering / inventory management system, verify they are reflected correctly in the receiving system.
  Verify ERP handling for different coding line types  
  Rows with quantity difference(s) Match an order to an invoice having quantity difference(s) on some rows. Verify data is received correctly in receiving system(s).
  Rows with over receival allowed

Match an order having more quantity received than was ordered to an invoice. This commonly happens when ordering variable weight products, such as fish / meat. Verify data is received correctly in receiving system(s).

  Rows with price difference(s)

Match an order to an invoice having price difference(s) on some rows. Verify data is received correctly in receiving system(s). Price differences can be allocated to coding lines in several ways (verify the ones used):

  • Allocated (proportionally) to matched product lines
  • Allocated to biggest matched line
  • Allocated to separate coding line (might be booked to product price variance gl account)
  Invoice line matched against a negative GR If you match invoices against negative goods receipts (such as a credit note for a return), verify data is received correctly in receiving system(s).
  Coding lines created manually after automatic matching Match an order to an invoice. Add manually created coding line(s), which do not have an equvalent line on the order. Verify data is received correctly in receiving system(s).
  Verify handling of additional costs
 
  Option 1: Additional cost line(s) exist on order (planned additional cost)
Match an order already containing a product line for additional cost to an invoice.  IN this case, it is recognized from invoice and matched as any other order line. Verify data is received correctly in receiving system(s).
  Option 2: Additional cost line(s) do not exist on order (unplanned additional cost)
Add coding (automatically or manually) for invoice lines which are not contained in any order line. Verify data is received correctly in receiving system(s). Allocation options (verify the ones used):
  • Allocated (proportionally) to matched product lines
  • Allocated to biggest matched line
  • Allocated to separate coding line (might booked to product price variance gl account)
  Verify above for each of the used order types
 
  Type 1: Standard order - line has quantities and positive currency amounts.  
  Type 2: Framework/budget/blanket order - line has no quantities, only currency amounts.  
  Type 3: Return PO - Has negative unit price and positive quantity. Typically used to return items to supplier which did not originate from the supplier, such as returning bottles or forklift pads.  
  Verify above for applicable order creation channels
 
  Approved order - imported through matchingOrders API

"Matching order" imported through 'matchingOrders' and 'matchingOrderLines' APIs. These orders are already approved and ready for matching.

  Approved order - imported through Basware Anyerp adapter "Matching order" imported using Basware Anyerp adapter. These orders are already approved and ready for matching.
  Requiring approval - manually created in P2P Purchase Order created manually in Basware P2P Purchase. This order needs to be approved in P2P Purchase before it can be matched to an invoice.
  Requiring approval - imported through purchaseRequisitions API Order imported as a requisition to P2P Purcase through 'purchaseRequisitions' API. The requisition needs to be approved and converted to an order in P2P Purchase before it can be matched to an invoice.
  Requiring approval - imported through purchaseOrders and purchaseGoodsReceipts APIs Order imported through to P2P Purcase through 'purchaseOrders' API. Goods receipts need to be done manually in P2P Purchase or imported through 'purchaseGoodsReceipts' API.
  Requiring approval - imported through Basware anyerp adapter P2P Purchase requisition / order imported through Basware Anyerp adapter.

Related APIs: Contracts, PurchaseRequisitions, PurchaseOrders, PurchaseGoodsReceipts, ExportedPurchaseRequisitions, ExportedPurchaseOrders.

Import scenarios:

  Test scenario How to verify
  Import contracts  
  Contract(s) are imported succesfully Import through contracts API, verify from P2P that each data field matches sent values and appropriate fields are visible in P2P.
  Supplier(s) are recognized on contract Import contract, verify that P2P shows imported suppliers on contract.
  Currency amount type is specified correctly (gross vs net) Verify sums and unit prices in P2P, compare with prices in source system. Amount type (gross or net) is specified through field 'amountType' in contracts API.
  Link to external contract URL opens up correctly If external URL link to contract is included on the contract, click on it to verify it can be accessed from P2P.
  Import purchase requisitions  
  Purchase requisitions(s) are imported succesfully Import through purchaseRequisitions API, verify results from P2P. Verify each data field matches sent values and appropriate fields are visible in P2P. Verify data is valid (lines, coding, taxes, products, etc.). Check if there are validation errors in P2P or in errorFeedbacks / requestStatus APIs.
  Owner, supplier(s) and category code(s) are validated in P2P Verify these fields have values in P2P right after import. These fields will be empty if their validation failed against existing data in P2P.
  All lookup list values have been validated in P2P Verify all lookup lists have values and that those were not cleared. P2P may clear values that are not found on lookup lists (such as cost centers, etc). Some of the values may be required before requisition is sent to approval process.
  ExternalCodes are unique within the document (also on lines and coding lines) Verify with programmer that externalCodes are generated so they are both unique as well as maintain their values during document updates. Verify this also on sample order(s) in purchaseOrders API.
  Currency amount type is specified correctly (gross vs net) Verify sums and unit prices in P2P, compare with prices in source system. Price type (gross or net) is specified through field 'priceType' in contracts API.
  Delivery address(es) are correct Verify requisition has correct delivery address(es). One address can be specified for the whole requisition or different addresses can be specified for individual requisition lines.
  Requisitions are mapped correctly to spend categories (spend categories are created manually in P2P) Check spend category mappings in P2P as well as the categories used in spend reports in Basware Analytics.
  Requisition is sent to approval automatically after import Verify imported requisition was automatically sent to approval in P2P. Note: This is controlled by 'sendToProcess' field in purchaseRequisitions API.
  Approving requisition creates order(s) which can be processed in P2P or exported to ERP Approve an imported requisition in P2P Purchase. One or more orders should be created based on the requisition data. Depending on settings and imported data, the order may require additional approval.
  Requisition is grouped into order(s) as expected, based on grouping criteria (when the requisition is approved) Import a requisition having multiple lines. Use different values for fields used to group requisition lines into order(s). These include for example supplier, payment- and delivery condition (if configured as order split criteria).
  Order is sent sent to supplier (when requisition is approved)

Approve an imported requisition in P2P Purchase. An order should be created. Verify the order is automatically sent to supplier. Verify both sending methods:

  • Orders sent through Basware network
  • Orders sent through email
  Copy of order is sent to owner when requisition is approved (if configured in field 'orderRecipientType') If owner should receive a copy of the order sent to vendor in email when the order is placed, verify this is specified in purchaseRequisitions API 'orderRecipientType' field and a copy of the order is received in email.
  Order(s) created from requisition(s) matches correctly against data on vendor invoice(s) Import a requisition to which a previous supplier invoice has been received. Import the supplier invoice to a test P2P instance and verify matching results.
 
Import purchase orders
 
  Purchase order(s) are imported succesfully Import through purchaseOrders API, verify results from P2P. Verify each data field matches sent values and appropriate fields are visible in P2P. Verify data is valid (lines, coding, taxes, products, etc.). Check if there are validation errors in P2P or in errorFeedbacks / requestStatus APIs.

If the order cannot be found in P2P as an order, it might be found as a requisition having invalid data. In this case, check which data was invalid from the requisition. Orders are technically handled as requisitions that are auto-approved and then a corresponding order is automatically created.
  Purchase order with more than 200 rows is imported correctly (requires several API requests). Import an order having more than 200 lines. First POST the first page with processingStatus = 'Uncompleted'. Next, PATCH the order with additional lines. On the last PATCH request send processingStatus = 'ReadyForImport'. Verify the order got succesfully imported to P2P with expected amount of order lines.
  Supplier(s), delivery receiver(s), category code(s) and owner are validated in P2P Verify these fields have values in P2P right after import. These fields will be empty if their validation failed against existing data in P2P.
  ExternalCodes are unique within the document (also on lines and coding lines) Verify with programmer that externalCodes are generated so they are both unique as well as maintain their values during document updates. Verify this also on sample order(s) in purchaseOrders API.
  Currency amount type is imported correctly (gross vs net) Verify sums and unit prices in P2P, compare with prices in source system. Price type (gross or net) is specified through field 'priceType' in contracts API.
  All lookup list values have been validated in P2P Verify all lookup lists have imported values and that those were not cleared. P2P may clear values that are not found on lookup lists (such as cost centers, etc)
  Verify order was automatically sent to supplier

Import a purchaseOrder. An order should be created and sent to supplier (although this can be changed in P2P settings). Verify the order is automatically sent to supplier. Verify both sending methods:

  • Orders sent through Basware network
  • Orders sent through email
  Delivery address(es) are correct Verify requisition has correct delivery address(es). One address can be specified for the whole requisition or different addresses can be specified for individual requisition lines.
  Order matches correctly against data on vendor invoice(s) Import an order to which a previous supplier invoice has been received. Import also corresponding goods receipts (or create them manually in P2P if goods receipt import is not used). Import the supplier invoice to a test P2P instance and verify matching results.
  Import purchase goods receipts
 
  Add new goods receipt(s)

Import a purchaseOrder through purchaseOrders API or create one manually in P2P. Next, POST goods receipt(s) to it using purchaseGoodsReceipts API. Verify the goods receipt(s) are available in P2P.

  • Check that receivings document has unique identifiers (externalcode, ext#) and valid Alusta Purchase receiver credentials.
  • Import receiving to one/all lines on order created. Make sure receivings has reference to corresponding orders externalcodes and order lines having sufficient quantity to receive
  • Check that the receivings are correctly mapped to order and received in Alusta Purchase Goods receivings

For importing goods receipts to the correct purchase order, you need to know the externalCode of the purchase order as well as of the purchase order line. For purchaseOrders imported through purchaseOrders API, corresponding imported values can be used directly. For other orders, these values can be retrieved through exportedPurchaseOrders API.

  Cancel existing goods receipt(s)

Send a purchaseGoodsReceipt cancellation (reversal) to an existing goods receipt line. Verify in P2P the goods receipt is cancelled and has the cancelled amount substracted from what is available for matching. Goods receipt cancellation is indicated by fields referenceGRDocumentExternalCode, referenceGRLineExternalCode, quantity in purchaseGoodsReceipts API.

 

Export scenarios:

  Test scenario How to verify
  Export purchase requisitions to ERP
Note: Requisition export needs to be enabled in P2P (in purchase config)
  Export approved purchase requisition(s)
  • Create requisition (import / create manually in P2P Purchase) -> Send/Autosend to Approval Process. Approve requisition in Approval process. Check that order is created so approval process is done.
  • Verify requisition data is correctly imported to receiving system. You can also check from exportedPurchaseRequisitions API was the data exported.
  Export rejected purchase requisition(s)
  • Create requisition (import / create manually in P2P Purchase) -> Send/Autosend to Approval Process. Reject all lines or cancel the requisition in approval process.
  • Verify requisition data is correctly imported to receiving system. You can also check from exportedPurchaseRequisitions API was the data exported.
  Verify appropriate process is in place to handle cases where requisition was rejected by ERP Export a document which gets rejected by ERP (for example due to an expired project code). Go through how such documents will be modified and re-imported to ERP.
  Export purchase orders to ERP
Note: Order order export needs to be enabled in P2P (in purchase config)
  Export purchase order(s) created from requisition

Export an order through exportedPurchaseOrders API. Verify that order data is received correctly in ERP.

  • Create or import a requisition to Alusta Purchase -> Send to approval process
  • Approve (requisition) in process -> Check that order document is created in P2P Purchase
  • Verify corresponding order(s) have been exported correctly to ERP. You can also check from exportedPurchaseRequisitions API was the data exported.
  • Edit the order and update the changes to supplier, verify that order has been updated correspondingly in ERP.
  Export purchase order(s) created through purchaseOrders API
  • Import order to Alusta Purchase
  • BypassApprovalFlow -> Check that Order is created in Alusta Purchase Orders
  • ExportedPurchaseOrders -> Check that the corresponding order(s) can be found on exported orders (GET)
  • Edit the order and Update the changes to supplier -> Check that exported orders have updated version
  Verify appropriate process is in place to handle cases where order was rejected by ERP Export a document which gets rejected by ERP (for example due to an expired project code). Go through how such documents will be modified and re-imported to ERP. Note that order is already sent to supplier even if ERP rejects the order.
  Cancel existing purchase order(s) Cancel an existing order, verify the order has been appropriately cancelled in ERP.
  Add goods receipt(s) to existing purchase order(s)

 Verify ERP receives goods receipts correctly in applicable scenarios:

  • Goods receipt created manually in P2P Purchase (or imported using AnyErp file-based integration)
  • Goods receipt reversal created manually in P2P Purchase
  • Goods receipt imported through purchaseGoodsReceipts API
  • Goods receipt reversal imported through purchaseGoodsReceipts API

 

 

Related APIs: RequestStatus, ErrorFeedbacks.

  Test scenario How to verify
 
Handling synchronous errors
 
  API client retries when transient error is received Verify from people who built the integration that there is a mechanism for retrying when transient error occurs. You could also log when these happen and then check the logs.
  Non-transient errors are logged and sent to personnell Create a data error, such as a field having too long value. Make sure there is a mechanism in place to notify relevant people during production use of such cases.
  Handling asynchronous errors option 1: RequestStatus
 
  Option 1a: GET by status + acknowledge

Option 1: Get only errors (default)

Option 2: Get also acknowledgements of succesful processing of requests (queried through a separate status)

  Option 1b: GET by lastUpdated timestamp

Option 1: Get only errors (default)

Option 2: Get also acknowledgements of succesful processing of requests (queried through a separate status)

  Option 1c: GET by requestId  
  Handling asynchronous errors option 2: errorFeedbacks  (legacy)
 
  Option 2a: GET by status + acknowledge  
  Option 2b: GET by lastUpdated timestamp  

Related APIs: Companies.

  Test scenario How to verify
  Import companies to Basware network
 
  Import companies to Basware network (note: network tenant model required) If P2P is also used, make sure company structure is aligned or backfill from P2P.

Related APIs: Users, ApplicationGroups, AdvancedPermissions.

  Test scenario How to verify
  Verify login mechanism(s)
 
  Forms login (username and password)
POST a user which gets authenticated by username and password. Verify the user can login.
  SSO login (requires SSO setup)

POST a user which gets authenticated by Single Sign-On. Verify the user can login.

Option 1: Single identity provider in use

Option 2: Multiple Identity Providers in use

  Multi-factor authentication (requires Basware Access)
POST a user which has Multi-Factor Authentication enabled. Verify the user can login and user needs to enter additional account verification in order to login.
  Basic scenarios (users API)
 
  Check data fields
POST user through users API, verify user data in target system(s). Pre-requisite: user access is granted to the target system through applicationGroups.
  Change user data, verify results
POST an update to an existing user, verify user data in target system(s). Note: The usr needs to be changed through the API. Any user field manually changed in one target system will not be reflected in any other system.
  Deactivate / activate user based on loginAllowed: true / false POST user, change 'loginAllowed' field value. Verify user can / cannot login in target systems. Pre-requisite: user access is granted to the target system through applicationGroups.
  Deactivate / activate user based on validFrom, validTo dates POST user, change 'loginAllowed' field value. Verify user can / cannot login in target systems. Note: Network consumer does not support validFrom and validTo -dates. Pre-requisite: user access is granted to the target system through applicationGroups.
  P2P user groups are imported correctly Create user groups in P2P and assign external codes to them through P2P UI. Post users having 'externalGroupCode' field values match to the values defined in P2P. Also remove existing user groups and verify results in P2P. Note: There is a parameter in P2P which needs to be enabled to remove existing groups from users.
  Login access to applications (applicationGroups API)  
  Verify user can access applications as specified through application groups Create applicationGroups through applicationGroups API. If you require access to more than one Basware application, specify this in the applicationGroup(s). Post users having appropriate applicationGroups assigned to them in users API, verify the users can / cannot login to applications as expected.
   Coding row approval rights (advancedPermissions API)  
  If coding row approval rights are used, verify the user can approve coding lines according to specified criteria.

If you use coding row approval rights, load these through advancedPermissions API. Verify the data was loaded correctly in P2P (data contents, counts). Verify the users can / cannot approve coding lines according to the criteria specified.

  Validate user in different target systems
 
  Purchase-to-Pay Verify user data in application.
  Network Verify user data in application.
  Reporting Check user who should be able to login to the application can login and user who should not be able to cannot login. This application does not show user data.
  CloudScan 3.0 Check user who should be able to login to the application can login and user who should not be able to cannot login. This application does not show user data.

 

Common considerations when using Basware API


Please take the following into account in order to achieve smoothly running integrations.

Records are identified for update based on ‘externalCode’ field value


ExternalCode field is present in all record types. This field is used to identify the record to be updated and must be unique per record within an interface (single Account, Cost Center, etc.). More specifically, it must be unique within an Entity Type (Accounts, CostCenters, etc).

Exception to this is GenericLists, where the externalCode must be unique within the target list (specified by the ‘listKey’ parameter).

Maximum length of the externalCode is 36 characters – this needs to be maintained in cases where externalCode is concatenated from other key values, such as [companyCode]_[AccountCode]. The max length of these values combined must not exceed 36 characters.

Inactivating records is done by updating the record


Records are inactivated by updating the record with field ‘active’ = ‘false’. There is no explicit delete (or delete/insert) functionality.

Changed records are forwarded from Basware API to receiving Basware systems


To improve end-to-end integration throughput, received data is compared record-by-record to current data stored in the Basware API. Only records with changed data (compared to what is already in Basware API) are forwarded to receiving systems.

Basware API is primarily designed to receive incremental data changes.  It is still possible to send a full data set (such as full list of suppliers) once per night.

GET method returns the latest version of data posted to Basware API


Changes made manually to master data, for example through user interfaces, are not reflected in returned results. GET is mainly intended as a tool to check what has been posted to Basware API.

Number of records per message is limited per API


Consecutive API calls are needed for processing large amounts of records.  The record limit varies by endpoint. It is 100 for AccountingDocuments, MatchingOrderLines and PurchaseRequisitions, and 500 for everything else. Please distribute the payload over multiple requests to stay below the respective limits.

Please send the ‘x-amz-meta-continuationtoken’ parameter value returned in previous GET response header as parameter in the GET request header in order to retrieve the next batch of items.

API responses make use of HTTP redirects


Programs using Basware API need to handle redirects either at the application layer or the HTTP layer. Please verify all HTTP request headers are correctly included in the redirected request (the second request after receiving a redirect) including HTTP standards such as Authorization and Date.

JSON parsing requirements for API clients


Basware reserves the right to introduce new non-mandatory fields to existing API data schemas (new fields may be added to Accounts, Vendors, AccountingDocuments, etc). Please make sure your API client is configured to read data from records returned from API using named JSON fields and does not assume the fields come in a predefined sequence of elements.

Basware also reserves the right to send only those fields in API responses, where the field value is not null. Please make sure your API client checks whether the field exists in the received JSON before attempting to parse it’s contents.

The above kinds of changes are considered minor (non-breaking) changes and may be performed by Basware upon discretion at any time. Changes where, for example, a mandatory field is added or removed, or existing field names are changed, are considered major (breaking) changes and will be published under a new API version (‘v2/accounts’ instead of ‘v1/accounts’, etc)

Automatically populated fields in API


The following fields are automatically populated and should be omitted with POST and PATCH requests. They will be visible with GET requests and therefore are present in API schema definitions.

  • LastUpdated (All APIs)
  • Buvid (Vendors)

 

Authentication and access rights


Authentication


Basware API uses basic HTTP authentication to authenticate API clients.

All communication is secured by using the HTTPS protocol (HTTP over TLS, TLS version 1.2 or later). You must make all API requests over HTTPS. API requests made without authentication will fail.

Access rights


API user access rights can be set per API endpoint. This controls what the user can do when interacting with Basware API.

Common scenarios where access restrictions are needed are:

  • Restricting access for technical partners, who GET/POST data only to one API, such as Contracts.
  • Restricting access for reporting integration, which for example is only allowed to GET records

The available access rights are 1) "Read", 2) "Write" (=read+write), 3) "Delete" (read+write+delete). If no restrictions are specified API users will have full access (read+write+delete) to all APIs.

 

 

API response codes


The various response codes are outlined in the API definition per endpoint and method. Overall API response guideline:

  • 200/OK: Credentials validated, task executed successfully
  • 404/Not Found: Credentials validated, that particular data item does not exist (e.g. unknown Account)
  • 403/Forbidden: Credentials invalid
  • 405/Method Not Allowed: Typically occurs on POST Acknowledge, when the invoice has been already acknowledged. Each invoice can be acknowledged only once. 
  • 411/Length Required: URI is not correct, check for typos (case-sensitive). This usually occurs on POSTs.
  • 502/Bad Gateway: URI or endpoint does not exist, check for typos (case-sensitive). This usually occurs on GETs

 

 

API Versioning


Every time there is a backwards-incompatible change to the API, a new major version will be released. This major version is part of the URL path. The current major version is v1.

Unless informed by our technical support department that we are discontinuing support for a particular API version, you do not need to switch API versions. We will let you know at least 12 months in advance if an old API version is to be deprecated.

Major change


Change that requires changes from the API consumer before the new version can be taken into use. This change would for example be a change to existing fields or adding new mandatory fields.

Minor change


Minor change is a new version of the API that is backward compatible and does not require changes from the API consumer.  Minor change would consist of for example adding a new non-mandatory field. Please make sure your API client accepts new non-mandatory fields.

                                                                  

 

Fair use practices


Data import APIs


Data import APIs are intended only for importing data from Customer systems to Basware systems. Data imports are one directional, APIs will not reflect any changes done in Basware P2P.

Main use cases

  • Import new data entities (Method: POST)
  • Update existing data entities (Method: PATCH/POST)

 

Development phase / Supporting use cases

  • Getting data entities by external code (Method: GET) – This use case is mainly intended for development phase usage. Not to be used as part of production usage.
  • Deleting data from API layer – This use case is mainly intended for development phase usage. Not to be used as part of production usage.

 

Posting all entities vs changed entities

Best practice is to update entities one by one as they change as opposed to batch operations. If batch operation (posting all entities, not only changed ones, every time) is used then that should be done infrequently. Optimal frequency depends on how many data entities there are in total and should be discussed with Basware especially if there are very high number of entities

 

Invoice transfer APIs


Invoice transfer APIs are meant for transferring invoice data to ERP system when an invoice is ready for payment. The process includes polling the AccountingDocuments API for new invoices, fetching invoices and posting transfer and payment responses.

Polling for invoices that are ready for transfer

  • GET with status ‘ReadyForTransfer’ from AccountingDocuments API
  • It is recommended to use one polling process only to avoid duplicate requests
  • Polling frequency best practice is once per minute

 

Rate limits for APIs


The API platform has been built to scale up and down automatically. Sudden peaks in usage can potentially cause timeouts as it may take a moment for the platform to scale up. Please avoid very high concurrency especially when starting an integration flow. Please ensure you have retry mechanisms in place to handle any failed requests.  

We may temporarily or permanently block access if you are calling the API too frequently or you are requesting an unreasonable amount of data in a short time period. The limits should only affect scripts that are malfunctioning or attempting to make too many requests in parallel.

Update frequency for Matching Order Lines

  • Do not POST or PATCH updates to the same MatchingOrderLine more often than every 10 seconds.

 


Release notes

Release notes are updated after API release to production. 

Release to production API Change category Notes Type
20.8.2020 v1/matchingOrderLines Data validation change Ignore deleted goods receipts when validating PO line quantities Bug fix
20.8.2020 v1/Users Other Password field is no longer returned in API responses Bug fix
17.9.2020 v1/vendors New fields Added new non-mandatory fields vendorClass, deliveryLocation and orderingMessageLanguage New feature
17.9.2020 v1/errorFeedbacks Other ErrorFeedbacks API returns messages in correct order when not using lastUpdated -parameter Bug fix
1.10.2020 v1/purchaseGoodsReceipts Data validation change

Validate correct set of field are posted for both standard and reverse GRs.

New validation: If field 'referenceGRDocumentExternalCode' doesn’t have a value, then:

  • All of 'referenceGRLineExternalCode' -fields must not have value
  • All 'receivedQuantity' fields must be positive
New feature
19.10.2020 - Swagger update

Updated Swagger documentation

  • Revised Swagger documentation for Purchasing APIs.
  • Revised existing Swagger documentation based on user feedback
  • Improved documentation of error responses from API calls and from errorFeedbacks
  • Added links to developer site JSON examples.
Documentation
19.10.2020 v1/exportedPurchaseRequisitions New API Introduced new API for exporting purchase requisitions from Basware P2P. New feature
26.10.2020 v1/PurchaseRequisitions Data validation change Increased max number of purchase requisition lines from 100 to 200. New feature
07.12.2020 v1/vendors Data validation change Increased max length of 'groupName' field (in customFields block) to 500 chars.
New feature
07.12.2020 v1/users Data validation change Increased max length of 'externalGroupCode' field (in groups block) to 260 chars. New feature
14.12.2020 - Swagger update

Updated Swagger documentation

  • Usability improvements: Swagger page opens with API methods collapsed and 'Models' section is automatically expanded.
  • Improvements to descriptions
Documentation
20.1.2021 - Swagger update

Updated Swagger documentation

  • Better example values for exportedPurchaseRequisitions, exportedPurchaseOrders and accountingDocuments APIs
  • Improvements to descriptions

 

Documentation
20.1.2021 - Other

Made Basware APIs available in Canada region (api.ca.basware.com)

New feature
25.1.2021 v1/applicationGroups Data validation change

Added CloudScan to list of applications supported in applicationGroups.

New feature
3.3.2021 v1/requestStatus New API

Introduced new API for tracking request status in target systems, supporting both 'error' and 'success' responses.

New feature
17.3.2021 v1/genericLists Data validation change

'Inherit' field is no longer mandatory.

Bug fix
17.3.2021 v1/purchaseGoodsReceipts Data validation change

'lineReceivings' block is now mandatory. Added API validation as field is required by target system (P2P).

Bug fix
16.4.2021 v1/genericLists Data validation change

Added target list specific field validations.

New feature
27.4.2021 v1/users Other

Fields not included in PATCH method payload no longer get default values.

Bug fix
5.5.2021 v1/contracts New fields

Added new non-mandatory fields orderSpend, spendPlanSpend, invoiceSpend.

New feature
12.5.2021 v2/projects New API

Released v2/projects API.

New feature
12.5.2021 - Swagger update

Updated swagger to OAS3 specification.

Documentation
10.6.2021 - Swagger update

Fixed functionality to POST requests through Swagger page

Bug fix
22.6.2021 - Developer site update

Updated API developer site with

  • API testing guidelines for delivery projects
  • Push notifications (available for piloting Aug 2021)
  • Revised documentation for purchasing APIs. Added several new FAQ questions/answers.
Documentation
4.8.2021 v1/accountingDocuments New fields

Added field 'OriginService' to accountingDocuments API.

New feature
14.8.2021 (Push notification APIs) New API

Enabled pilot use of push notifications APIs.

New feature
16.8.2021 - Other

Deprecated usage of TLS1.0/1.1.

Other
Release notes are available from 20.8.2020 onward.

 

Terminology



Entity type      

Named structured types with a key. They define the named properties and relationships of a record. Examples: accounts, costCenters, matchingOrderLines.

Record

Instances of entity types (e.g. account, opportunity).

Accounting system

Computer program used for keeping accounts. Commonly included in an ERP system as a module

ERP

Enterprise resource planning (ERP) is defined as the ability to deliver an integrated suite of business applications. ERP tools share a common process and data model, covering broad and deep operational end-to-end processes, such as those found in finance, HR, distribution, manufacturing, service and the supply chain.

Basware P2P

Basware Purchase-to-Pay, in this manual refers to Basware Purchase-to-Pay solution.

Basware AP Automation

Accounts Payable Automation solution. Part of Basware P2P. 

Basware Purchase

Basware Purchase solution. Part of Basware P2P.