🔁 Procuros <> Odoo Integration (EDI)
🔁

Procuros <> Odoo integration : Product Description

Procuros is a platform allowing you to exchange transactions (order-to-cash or purchase-to-pay) with trade partners, independently of the systems they are using. 

With the Procuros integration module, you will be able to seamlessly integrate Odoo with Procuros, establishing a bi-directional communication between your Odoo and your Procuros environment. 

Availabilities

 Odoo.sh, Odoo On Premise

Odoo Versions

 v16, v17, v18, v19



Order-to-cash : processes for Suppliers

If you are a supplier, you can use Procuros to communicate with your customers. The integration covers the following use-cases.

Importing sales orders

Sales orders are imported from Procuros with the following data : 

  • Procuros transaction ID
  • Buyer information: buyer identifier (GLN:GS1 format)
  • Supplier Information: Supplier Identifier (GLN:GS1 Format)
  • Ship To Information: Buyer Identifier (GLN:GS1Format)
  • Bill To Information:  Buyer Identifier (GLN:GS1Format)
  • Order: Order Identifier, Order Date, Requested Delivery Date, Currency
  • Product: Product Identifier (Barcode:GS1 Format), Line Number, Quantity, IsDepositItem, Quantity, Unit of Measure, Product Description, Unit Price

The following standards are configurable in the integration settings : 

  • Standard warehouse
  • Standard locations
  • Standard shipping method
  • Standard payment terms
  • Standard salesperson
  • Standard sales team

The integration allows you to : 

✅ Manually import orders

✅ Automatically import orders (scheduled import) 

Exporting Order Responses 

Once you receive a sales order, you can send an Order Response back to your customer to confirm it, reject it, or propose changes. Order Responses are exported with the following data:

  • Buyer Information: Buyer Identifier (GLN:GS1 Format)
  • Supplier Information: Supplier Identifier (GLN:GS1 Format)
  • Ship To / Bill To Information: Buyer Identifier (GLN:GS1 Format)
  • Order: Order Response Identifier, Order Response Date, Order Identifier, Order Date, Currency, Requested Delivery Date, Confirmed Delivery Date
  • Payment Terms: PayInNumberOfDays, Percentage
  • Product (for changes): Line Number, Product Identifier (Barcode:GS1 Format), Description, Unit Price, Unit of Measure, IsDepositItem, Ordered Quantity, Confirmed Quantity, Tax, Discount
  • Optional response comment (on reject or change)

The integration allows you to:

✅ Manually send order responses

✅ Automatic detection of the response type (ACCEPT / REJECT / CHANGE) based on whether the order was confirmed, cancelled, or had its quantities / delivery date changed

✅ Optional response comment when rejecting or changing an order

Exporting shipment (Shipping Notice)

Shipping Notices are exported with the following data: 

  • Shipping Notices are exported with the following data:
  • Buyer Information: Buyer Identifier (GLN:GS1 Format)
  • Postal Address: City, Country Code, Name, Postal Code, Street
  • Ship To Information: Buyer Identifier (GLN:GS1 Format)
  • Bill To Information: Buyer Identifier (GLN:GS1 Format)
  • Supplier Information: Supplier Identifier (GLN:GS1 Format)
  • Shipping Information: Shipping Notice Identifier, Shipping Notice Date, Requested Delivery Date, Expected Delivery Date, Order Identifier, Order Date, Carrier, Tracking Number
  • Transport Units: Unit Identifier, Unit Type, Order Line Number, Product Identifier (Barcode:GS1 Format)
  • Product: IsDepositItem, Ordered Quantity, Shipped Quantity, Product Description, Line Number
  • Batches: Batch Identifier, Expiration Date, Quantity (for products tracked by lot / expiry)

The integration allows you to: 

✅ Manually export shipping notices 

✅ Automatically export shipping notices (scheduled export)


Exporting Invoices and Credit Notes

Invoices and Credit notes are exported with the following data : 

  • Buyer Information: Buyer Identifier (GLN:GS1Format) 
  • Supplier Information: Supplier Identifier (GLN:GS1Format) 
  • Postal Address: City, Country Code, Name, Postal Code, Street
  • Invoice: Invoice Identifier, Invoice Date, Currency
  • Shipping Information: Shipping Notice Identifier, Shipping Notice Date
  • Order: Order Identifier, Order Date, Payment Terms (PayInNumberOfDays, Percentage)
  • Product: Product Identifier (Barcode:GS1 Format),IsDepositItem, Quantity, UnitPrice, Description
  • Tax: Amount, Percentage, Description, Tax Amount Per Unit

The integration allows you to : 

✅ Manually export invoices and credit notes

✅ Automatically export invoices and credit notes

✅ Automatic handling of deposit addition on invoices

Importing Remittance Advice 

When your customer notifies a payment through Procuros, the remittance advice is imported and a customer payment is created in Odoo. Remittance advice is imported with the following data:

  • Procuros Transaction ID
  • Buyer / PayFrom Information: Identifier (GLN:GS1 Format), Name
  • Advice Information: Advice Date, Advice Number, Payment Reference, Payment Method, Currency
  • Documents: Document Number, External Document Number, Document Type, Remitted Total
  • Corrections: Reason, Amount (e.g. Skonto / early-payment discounts)
  • Summary: Remitted Total, Correction Total, Due Total

The integration allows you to:

✅ Automatically import remittance advice (scheduled import)

✅ Automatic creation of customer payments, grouped into a single payment when one remittance advice covers several invoices

✅ Automatic matching to the referenced invoices and credit notes (a standalone inbound payment is created when no matching invoice is found)

✅ Automatic recording of the payment breakdown and corrections in the chatter


Purchase-to-pay : processes for Customers

If you are using Procuros to communicate with your suppliers, you can use the much. Procuros <> Odoo integration for the following use-cases. 

Export requests for quotations

Requests for quotations are exported with the following data: 

  • Buyer Information: Buyer Identifier (GLN:GS1Format) 
  • Supplier Information: Supplier Identifier (GLN:GS1Format) 
  • Order: Order Identifier, Order Date, Currency, Requested Delivery Date
  • Bill To Information: Buyer Identifier (GLN:GS1Format) 
  • Ship To Information: Buyer Identifier (GLN:GS1Format) 
  • Product Identifier (Barcode:GS1 Format), Line Number, Quantity, IsDepositItem, Quantity, Unit of Measure, Product Description, Unit Price 

The integration allows you to :

✅ Manually export requests for quotations

✅ Automatically export requests for quotations (scheduled export) 

✅ Automatically confirm requests for quotations into purchase orders after successful transmission — when the supplier is not configured to send an order response. When the supplier requires an order response, the purchase order is confirmed once the order response is received (see Importing Order Responses).

Importing Order Responses

When your supplier responds to your order through Procuros, the order response is imported and applied to the related Purchase Order. Order responses are imported with the following data:

  • Procuros Transaction ID
  • Order Information: Order Identifier, Payment Terms
  • Response Type: Accept, Reject or Change
  • Product (for changes): Line Number, Product Identifier (Barcode:GS1 Format), Ordered Quantity, Confirmed Quantity, Unit of Measure

The integration allows you to:

✅ Automatically import order responses (scheduled import)

✅ Automatic confirmation of the Purchase Order when the supplier accepts

✅ Automatic cancellation of the Purchase Order when the supplier rejects

✅ Automatic adjustment of ordered quantities when the supplier proposes changes

✅ Automated payment-term control against the order response payload


Importing shipment (Shipping Notice)

When your supplier sends a shipping notice related to your order, shipment is imported with the following data: 

  • Procuros Transaction ID
  • Order Information: Order Identifier, Order Date
  • Carrier Information: Carrier,  Tracking Number, Tracking Url

The integration allows you to  : 

✅ Manually import shipment

✅ Automatically import shipment (scheduled import)

✅ Automated notification on respective purchase orders

✅ Automated entry of tracking numbers into open receipts


Importing invoices and credit notes

Invoices and credit notes are imported with the following data: 

  • Procuros Transaction ID
  • Buyer Information: Buyer Identifier (GLN:GS1Format) 
  • Supplier Information: Supplier Identifier (GLN:GS1Format) 
  • Postal Address: name, Street, City, Postal Code, Country Code
  • Ship To: Name, Identifier, Postal Address
  • Bill To: Name, Identifier, Postal Address 
  • Invoice Information: Invoice Identifier, Invoice Date
  • Shipping Information: Shipping Notice Identifier, Shipping Notice Date
  • Order Information: Order Identifier, Order Date, 
  • Payment Terms: PayInNumberOfDays, Percentage, Currency
  • Product Information: linenumber, identifier, IsDeposit, Description, Quantity, UnitPrice, IsInvoiceItem, UnitOfMeasure
  • Tax Information Amount, Percentage, Description

The integration allows you to: 

✅ Manually import invoices and credit notes

✅ Automatically import invoices and credit notes (scheduled import)

✅ Automatically match to existing purchase order

✅ Automated tax and payment term control