3. Phase at customer in Visma Proceedo. Integration Request. 1 Introduction COMPLETED BY CUSTOMER: 2 Customer information.

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1 1 Introduction This document comprises a customer order (request) for integration work between Visma Proceedo and the requested supplier. The completed document is sent to [email protected] by the customer with the text Integration Request in the subject field of the . Items 1-4 are completed by the customer and items 5-12 by the customer together with the supplier. Note: the information in this request must be agreed upon with the supplier before it is send to Visma Proceedo so that the Integration can be be executed within the agreed implementation date. COMPLETED BY CUSTOMER: 1. Parties to the agreement Customer * Supplier * 2 Customer information Specify basic customer information. Request administrator * Mandatory information 3. Phase at customer in Visma Proceedo Project Operation 4. Choice of connection Please indicate below which connections are to be made: Catalogue See 4.1 Punch-out (external web shop) See 4.1 Order See 4.2 Order response See 4.3 Delivery notification Invoice See 4.4 Check with the supplier that the selected alternatives are supported. 1

2 4.1 Catalogue or punch-out (external web shop) Yes No Has the offering been decided together with the supplier? Have UNSPSC codes, image links, environmental labels, search words etc. been decided with the supplier? Test environment for catalogue/punch-out desired? Specify supplier agreement Proceedo ID: If using catalogue approval, specify the approver: 4.2 Order Yes No Will delivery dates be included in orders? *Always *When needed Will supplier comments be included in orders? * Will goods marks be included in orders? * Will temporary addresses be accepted in orders? * Will test orders be sent from the test environment? * Has the address list (GLN numbers) been sent to the supplier? *If yes is selected, check that the supplier offers support for this. Do not show 4.3 Order response None All All without changes Which order responses are to be automatically approved by? Check that the supplier can send ESAP if "None" or "All without changes" is selected in the question above. 4.4 Invoice Yes No Have invoice-specific requirements (references, order numbers, subscription numbers) been checked with the supplier? State examples of invoice reference. Subscriptions: Order number: Invoice referens: Do you want to see a test invoice in the test environment? If yes, check that the supplier can create test invoices. Has the address list (GLN numbers) been sent to the supplier? AGREED IMPLEMENTATION DATE (between customer and supplier): 2

3 COMPLETE WITH HELP FROM THE SUPPLIER: 5. Supplier information Specify basic supplier information. Supplier information VAT number * GLN number Customer manager Technical manager * Mandatory information 6. Catalogue/punch-out Mark the checkbox for the selected alternative if the supplier supports catalogue/punch-out in the presented format. Catalogue EDIFACT D96 PDO_FF_V6 PDO_XML_CAT_V6 VICE XML Svekatalog Peppol BIS Peppol BAS Supplier Center Mandatory information for catalogue: Yes No Other Specify the agreement number/name that you as a supplier will send in to identify the catalogue. Have the offering and other content requirements been discussed by the supplier and the customer? (E.g. requirements concerning images, UNSPSC codes, search words). Has the supplier received the ID (GLN or VAT number) to be used to identify the customer? When can a complete catalogue be sent to the customer? Specify date: 3

4 Punch-out The supplier's web shop will be used for orders based on: OCI 3.0 OCI 4.0 cxml SFTI Mandatory information for punch-out: Yes No Other Have the customer and the supplier decided which offering is to be included? Specify URL to punch-out and login details, if any. Production: Test (if it is going to be used): 7. Order Mark the checkbox for the order format the supplier will integrate. Integrated EDIFACT D96 ORDERS (ESAP 6.3) cxml xcbl 3.5 SFTI Sveorder Mandatory information for order integration: Yes No Other Does the supplier want to see a test order? 8. Order responses Mark the checkboxes if the supplier offers support for order responses in the presented formats. Integrated EDIFACT D96 ORDRSP (ESAP 6.3) xcbl 3.5 ESAP (Request acknowledgement) If EDIFACT D96 is selected, which scenario is used? ESAP (Request confirmation) 4

5 9. Delivery notifications Mark the checkboxes if the supplier offers support for delivery notifications in the presented formats. Integrated EDIFACT D96 DESADV (ESAP 6.3) 10. Invoices Mark the checkboxes for the invoices the supplier can generate in its invoicing system Integrated EDIFACT D96 INVOIC (ESAP 6.3, ESAP 9.1) cxml Svefaktura FINVOICE OIO XML OIO UBL e2b XML EHF Supplier Center Mandatory information for invoice: Yes No Other Can the supplier generate a test invoice for the test environment? If an invoice is to be sent which is not based on an order from Visma Proceedo, has the supplier received information on the reference/subscription number? Has the supplier received the customer's electronic invoice address (e.g. GLN number or VAT number)? 5

6 11. Provider information If the supplier works with a provider, specify the provider's contact details below. Technical contact, provider Company * Has the supplier reached an agreement with the provider on the work that has to be done? * Mandatory information 12. Other information Yes This has to be done before the Integration Request is sent in. Feel free to provide specific information concerning the request below to facilitate the integration process between Visma Proceedo and the selected supplier. Comments Visma Proceedo 6