ERPXTpl 1.1.0

# ERPXT.pl - .NET Helper library

A library that is to facilitate the use of the ERP XT API without unnecessary implementation.

Nuget

Requirements

You need to have ClientId and SecretKey to authorize API server. More information about how to get this data you can found on this page ERPXT-Authorization

Installation

Package Manager

Install-Package ERPXTpl

.NET CLI

dotnet add package ERPXTpl

or just find library in Nuget Package Manager in Visual Studio 😉

Usage

You need to create a main object that takes two parameters - ClientId and SecretKey.

ERPXT erpxt = new ERPXT(clientId, secretKey);

The token is saved in the memory cache. Prior to each request to the API, its validity is checked. If the token is expired, the server is asked for a new token which is saved to the cache.

Each request is wrapped in a Result object. Result consists of Data, StatusCode, and Message

Data = returned object from response.
StatusCode = HttpCode from response or "ERROR" if something went wrong before send request.
Message = Message from server if something went wrong or message from internal validator.

Examples

Methods are really simple and readable but if you need more information, you can ask me by creating issue 😃

Bank Accounts

Add Bank Account

BankAccount bankAccount = new BankAccount();
bankAccount.AccountNumber = "51239841214300002211";
bankAccount.BankName = "Best Bank Ever";
bankAccount.Symbol = "BBE";
bankAccount.ReportingPeriod = ReportingPeriod.MONTHLY;
bankAccount.Primary = false;
var addBankAcc = await erp.AddBankAccount(bankAccount);

Modify Bank Account

BankAccount bankAccount = new BankAccount();
bankAccount.Id = 10176471;
bankAccount.AccountNumber = "44991234888800002244";
bankAccount.BankName = "Our Best Bank";
bankAccount.Symbol = "BBE";
bankAccount.ReportingPeriod = ReportingPeriod.MONTHLY;
var modifyBank = await erp.ModifyBankAccount(bankAccount);

Take all Bank Accounts

var bankList = await erp.GetBankAccount();

Take a specific Bank Account based on Id

var getBank = await erp.GetBankAccount(10176471);

Delete Bank Account

var deleteBank = await erp.DeleteBankAccount(10176471);

Payment Methods

Add Payment Method

PaymentMethod paymentMethod = new PaymentMethod();
paymentMethod.Name = "FastPayOnline";
paymentMethod.Primary = false;
paymentMethod.Deadline = 14;
paymentMethod.Type = PaymentMethodType.ACCOUNT_PAYMENT;
var addPayment = await erp.AddPaymentMethod(paymentMethod);

Modify Payment Method

PaymentMethod paymentMethod = new PaymentMethod();
paymentMethod.Id = 10331712;
paymentMethod.Name = "2Fast2PayOnline";
paymentMethod.Primary = false;
paymentMethod.Deadline = 1;
paymentMethod.Type = PaymentMethodType.ACCOUNT_PAYMENT;
var modifyPaymentMethod = await erp.ModifyPaymentMethod(paymentMethod);

Take list of Payment Methods

var listOfPaymentMethods = await erp.GetPaymentMethod();

Take specific Payment Method based on Id

var getPaymentMethod = await erp.GetPaymentMethod(10331712);

Delete Payment Method

var deletePaymentMethod = await erp.DeletePaymentMethod(10331712);

Products

Add Product

Product product = new Product();
product.Name = "Epic Premium Product";
product.Description = "Best description ever!";
product.ItemCode = "27.11.22.0";
product.ProductCode = "EPP";
product.UnitOfMeasurment = "piece";
product.SaleNetPrice = 139.99;
product.Rate = Rate.TWENTY_THREE_PERCENT;
var addProduct = await erp.AddProduct(product);

Modify Product

Product product = new Product();
product.Id = 11661992;
product.Name = "Epic Premium Product";
product.Description = "Useful information!";
product.ItemCode = "27.11.22.0";
product.ProductCode = "EPP/1";
product.UnitOfMeasurment = "packaging";
product.SaleGrossPrice = 169.99;
product.Rate = Rate.FIVE_PERCENT;
var modifyProduct = await erp.ModifyProduct(product);

Take list of Products

var listOfProducts = await erp.GetProduct();

Take specific product based on Id

var getProduct = await erp.GetProduct(11661992);

Delete product

var deleteProduct = await erp.DeleteProduct(11661992);

Customers

Add Customer

Customer customer = new Customer();
customer.Name = "Comarch S.A";
customer.CountryCode = "PL";
customer.CustomerTaxNumber = "6770065406";
customer.CustomerCode = "Customer/PL/1";
customer.CustomerType = CustomerType.BUSINESS_ENTITY;
customer.CustomerStatus = CustomerStatus.DOMESTIC;
customer.Mail = "erpxt@comarch.pl";
customer.PhoneNumber = "126814300";
customer.Address.BuildingNumber = "39A";
customer.Address.FlatNumber = "1";
customer.Address.Street = "Al.Jana Paw�a II";
customer.Address.PostalCode = "31-864";
customer.Address.City = "Cracow";
var addCustomer = await erp.AddCustomer(customer);

Modify Customer

Customer customer = new Customer();
customer.Id = 13632471;
customer.Name = "Comarch Spolka Akcyjna";
customer.CountryCode = "PL";
customer.CustomerTaxNumber = "6770065406";
customer.CustomerCode = "Customer/PL/1";
customer.CustomerType = CustomerType.BUSINESS_ENTITY;
customer.CustomerStatus = CustomerStatus.DOMESTIC;
customer.Mail = "erpxt@comarch.pl";
customer.PhoneNumber = "126814300";
customer.Address.BuildingNumber = "39A";
customer.Address.FlatNumber = "3";
customer.Address.Street = "Al.Jana Paw�a II";
customer.Address.PostalCode = "31-864";
customer.Address.City = "Cracow";
var modifyCustomer = await erp.ModifyCustomer(customer);

Take list of Customers

var listOfCustomers = await erp.GetCustomer();

Take specific Customer based on Id

var getCustomer = await erp.GetCustomer(13632471);

Take specific Customer based on TIN

var getCustomer = await erp.GetCustomer("6770065406");

Take specific Customer based on Email

var getCustomer = await erp.GetCustomerByEmail("erpxt@comarch.pl"); // Can return more than one customer if few of them have same email

Delete Customer

var deleteCustomer = await erp.DeleteCustomer(13632471);

OSS Procedure

Take list of EU Country codes

var listOfCodes = await erp.GetCountries();

Take list of foreign VAT rates

var listOfVatRates = await erp.GetVatRates();

Sales Invoices

Add Sales Invoice

SalesInvoice invoice = new SalesInvoice();
invoice.PaymentStatus = PaymentStatus.PAID;
invoice.OSSProcedureCountryCode = "DE";
invoice.IsOSSProcedure = true;
invoice.PurchasingPartyId = 13632511;
invoice.ReceivingPartyId = 13632511;
invoice.PaymentTypeId = 10199423;
invoice.BankAccountId = 10176453;
invoice.IssueDate = "2022-01-01";
invoice.SalesDate = "2022-01-02";
invoice.InvoiceType = InvoiceType.TOTAL;
invoice.Description = "Invoice for our business partner.";
invoice.Items.AddRange(new List<Item>
{
     new Item() { ProductId = 11626227, Quantity = 99, ProductCurrencyPrice = 15.52M, VatRateId = 75 },
     new Item() { ProductId = 11290439, Quantity = 1, ProductCurrencyPrice = 25.00M, ProductDescription = "Hello2", VatRateId = 75 }
});
var addInvoice = await erp.AddSalesInvoice(invoice);

Modify Sales Invoice

SalesInvoice invoice = new SalesInvoice();
invoice.Id = 22386347;
invoice.PaymentStatus = PaymentStatus.UNPAID;
invoice.IsOSSProcedure = false;
invoice.PurchasingPartyId = 12466411;
invoice.ReceivingPartyId = 12466411;
invoice.PaymentTypeId = 10199423;
invoice.BankAccountId = 10176453;
invoice.IssueDate = "2022-01-01";
invoice.SalesDate = "2022-01-05";
invoice.InvoiceType = InvoiceType.TOTAL;
invoice.Description = "Send invoice by email";
invoice.Items.AddRange(new List<Item>
{
     new Item() { ProductId = 11626227, Quantity = 35, ProductCurrencyPrice = 12.21M},
     new Item() { ProductId = 11290439, Quantity = 7, ProductCurrencyPrice = 125.00M, ProductDescription = "Color RED",}
});
var modifyInvoice = await erp.ModifySalesInvoice(invoice);

Take list of Sales Invoices

var listOfInvoices = await erp.GetSalesInvoice();

Take Sales Invoice based on Id

var invoice = await erp.GetSalesInvoice(22386352);

Take Sales Invoice based on Number

var invoice = await erp.GetSalesInvoice("2022/1/FS/5")

Get last X issued Sales Invoices

var lastInvoices = await erp.GetLastInvoices(5); // Last 5 invoices

Delete Sales Invoice

var deleteInvoice = await erp.DeleteSalesInvoice(22386353);

Proforma Invoices

Add Proforma Invoice

ProformaInvoice proforma = new ProformaInvoice();
proforma.OSSProcedureCountryCode = "DE";
proforma.IsOSSProcedure = true;
proforma.PurchasingPartyId = 13632511;
proforma.ReceivingPartyId = 13632511;
proforma.PaymentTypeId = 10199423;
proforma.BankAccountId = 10176453;
proforma.IssueDate = "2022-01-01";
proforma.InvoiceType = InvoiceType.SUBTOTAL;
proforma.Description = "Proforma with our best offer.";
proforma.Items.AddRange(new List<Item>
{
     new Item() { ProductId = 11626227, Quantity = 12, ProductCurrencyPrice = 88.11M, VatRateId = 75 },
     new Item() { ProductId = 11290439, Quantity = 3, ProductCurrencyPrice = 55.00M, ProductDescription = "Test description", VatRateId = 75 }
});
var addProforma = await erp.AddProformaInvoice(proforma);

Modify Proforma Invoice

ProformaInvoice proforma = new ProformaInvoice();
proforma.Id = 22386743;
proforma.OSSProcedureCountryCode = "DE";
proforma.IsOSSProcedure = true;
proforma.PurchasingPartyId = 13632511;
proforma.ReceivingPartyId = 13632511;
proforma.PaymentTypeId = 10199423;
proforma.BankAccountId = 10176453;
proforma.IssueDate = "2022-01-05";
proforma.InvoiceType = InvoiceType.SUBTOTAL;
proforma.Description = "Proforma with our worst offer.";
proforma.Items.AddRange(new List<Item>
{
     new Item() { ProductId = 11626227, Quantity = 12, ProductCurrencyPrice = 300.11M, VatRateId = 75 },
     new Item() { ProductId = 11290439, Quantity = 3, ProductCurrencyPrice = 155.00M, ProductDescription = "Sell with 100 percent margin", VatRateId = 75 }
});
var modifyProforma = await erp.ModifyProformaInvoice(proforma);

Take all Proforma Invoices

var listOfProforms = await erp.GetProformaInvoice();

Take Proforma Invoice based on Id

var getProforma = await erp.GetProformaInvoice(14745129);

Take Proforma Invoice which are converted to other documents or not

var getConvertedProforms = await erp.GetProformaInvoice(true); // if false, you will get unconverted proforms

Delete Proforma Invoice

var deleteProforma = await erp.DeleteProformaInvoice(22386743);

Prints

Take list of Custom Prints

var listOfCustomPrints = await erp.GetPrintTemplates();

Take default Sales Invoice print for Customer

var defaultSalesPrintForCustomer = await erp.GetInvoicePrintByCustomer(22386352);

Take custom Sales Invoice Print

var customInvoicePrint = await erp.GetInvoiceCustomPrint(22386352, 10161077);

Take default Proforma Invoice print for Customer

var defaultProformaPrintForCustomer = await erp.GetProformaPrintByCustomer(15339936);

Take custom Proforma Invoice Print

var customProformaPrint = await erp.GetProformaCustomPrint(15339936, 10177498);

Save print to PDF

string base64Print = customProformaPrint.Data.ToString();
string path = "Z:\\OurCompany\\PrintsForCustomers\\";
var getPrintPdf = await erp.SavePrintToFile(base64Print, path);

License

MIT