Draft
While the Fintechs are financial market companies using technology to offer conventional services, the Techfin goes beyond: this a technology and data company offering customized financial services, which are more competitive, to help companies to overcome business challenges.
TOTVS Techfin arrives on the market to revolutionize the credit, payment, and services solutions, using the power of technology. You will be able to evaluate the necessary settings for the Techfin integrations with Protheus. VICTOR
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Configuration Wizard
Configuration Wizard
To start the Configuration Wizard, enter WizardTF1 in the homepage
Click OK
Check if the initial requests have been met, and then click Next
Enter Admin user and password, then choose the companies to set and click Next
Choose Product to be set, in this case, TOTVS More Time to Pay or TOTVS Antecipa. Click Next.
Accept parameters sharing verification
Enter ClientID and Client Secret, sent by Techfin
Complete the parameters according to as requested.
TOTVS Antecipa
For further information on TOTVS Antecipa integration, refer to this link:
Integration Protheus x TOTVS Antecipa
TOTVS Financial Panel
For further information on the TOTVS Financial Panel integration, refer to this link:
Integration Protheus x TOTVS Financial Panel
TOTVS More Time to Pay
Implementation
To implement TOTVS More Time to Pay:
1) Apply the last Protheus continuous expedition, along with the dictionary differential through the UPDDISTR, according to the release version.
2) Registers of these items:
3) Execute the o wizard according to the steps of the Configuration Wizard tab.
Operation
The operation consists of scheduling the execution by FINA137F, which is the JOB in charge of requesting the transactions along with the Techfin and execute them in Protheus.
Operations flow:
1) JOB FINA137F, with schedule and periodicity at every hour, will perform a request along with the Techfin to receive a message with the transactions to be executed in Protheus. The customer may adjust the periodicity, however, we recommend never to increase this interval too much, in order to keep the Techfin portal as synchronized as possible with Protheus
2) After the operation in Protheus, the system sends to Techfin the operations performed in Protheus. Keeping Protheus and Techfin synchronized.
3) The bills that will be negotiated are the ones with bar code registered.
Posting Payments of Bills
The Posting Payment of Bills will be executed with the reason of the posting set in the Wizard, remembering that the Reason of the Posting does not involve any bank transactions , so this posting is not displayed in the bank statement. The history will be sent through the Platform.
This posting payment does not involve bank transactions. Note the posting reason is TEC, the same one chosen in the wizard previously registered, with the option "Involve Bank Transaction - "N", the History "BANK SLIP PAID" is sent by the Techfin, the posting date is the processing date.
Adding New Bills
New bills are added according to the negotiation in the Techfin portal. Values are already added with the embedded interest, as well as the due dates agreed. The bar codes are made available properly registered in the bill.
Note the traceability of the bills and breakdowns according to the images.
Extension of Installments
You can postpone bills that were previously negotiated.
Postponing requests are added as soon as the Techfin Portal is released.
The requested installments will be changed with new due dates, new bar codes and increased interest negotiated.
The Interests are added via Accessory values - FKD with the code chosen at the Wizard.
Tables and Parameters
Tables:
Parameters:
Technical Data
FINXAPI.PRW
With the bank transactions, these functions are called:
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Appserver.ini
After running the Wizard, these tags are added to the appserver.ini
In the Environment session
fw-tf-debug=0fw-tf-carol-endpoint=[<span style="color: #0000ee">{+}<a href="https://totvstechfindev.carol.ai/api+" class="external-link" rel="nofollow">https://totvstechfindev.carol.ai/api+</a></span>|https://totvstechfindev.carol.ai/api] fw-tf-platform-endpoint=[<span style="color: #0000ee">{+}<a href="https://fmscash.dev.totvs.io+" class="external-link" rel="nofollow">https://fmscash.dev.totvs.io+</a></span>|https://fmscash.dev.totvs.io] fw-tf-rac-endpoint=[<span style="color: #0000ee">{+}<a href="https://admin.rac.dev.totvs.app+" class="external-link" rel="nofollow">https://admin.rac.dev.totvs.app+</a></span>|https://admin.rac.dev.totvs.app]
Json Techfin- TOTVS Mais Prazo
\[\{"cnpj": "53485215000106","boletos": \{"pagos": \[\{"platformId": "5","erpId": "T1|D MG 01 ||20210121A||NF|000001|01","dataMovimento": "2021-01-21","valor": 350000,"historico": "BOLETO PAGO"\}\],"gerados": \[\{"platformId": "99999900000000001","numeroTransacao": "200000001","valorTotal": 360000.60,"juros": 10000.6,"parcelas": \[\{"numeroParcela": "1","valorParcela": 120000.20,"dataVencimento": "2021-02-21","dataEmissao": "2021-01-21","numeroLinhaDigitavel": "34191092060023598295680002060004687700002288835","numeroCodigoBarras": "34196877000022888351092000235982958000206000","historico": "PARCELA GERADA"\},\{"numeroParcela": "2","valorParcela": 120000.20,"dataVencimento": "2021-03-21","dataEmissao": "2021-01-21","numeroLinhaDigitavel": "34191092060023598295680002060004687700002288835","numeroCodigoBarras": "34196877000022888351092000235982958000206000","historico": "PARCELA GERADA"\},\{"numeroParcela": "3","valorParcela": 120000.20,"dataVencimento": "2021-04-21","dataEmissao": "2021-01-21","numeroLinhaDigitavel": "34191092060023598295680002060004687700002288835","numeroCodigoBarras": "34196877000022888351092000235982958000206000","historico": "PARCELA GERADA"\}\],"boletoOrigem": \[\{"erpId": "T1|D MG 01 ||20210121A||NF|000001|01"\}\]\}\],"alterados": \[\]\}\},\{"cnpj": "20412968000132","boletos": \{"pagos": \[\{"platformId": "6","erpId": "T2|D MG 01 ||20210121C||NF|TST001|01","dataMovimento": "2021-01-21","valor": 450000,"historico": "BOLETO PAGO"\}\],"gerados": \[\{"platformId": "99999900000000002","numeroTransacao": "200000002","valorTotal": 480000.60,"juros": 30000.6,"parcelas": \[\{"numeroParcela": "1","valorParcela": 240000.30,"dataVencimento": "2021-02-22","dataEmissao": "2021-01-21","numeroLinhaDigitavel": "34191092060023598295680002060004687700002288835","numeroCodigoBarras": "34196877000022888351092000235982958000206000","historico": "PARCELA GERADA"\},\{"numeroParcela": "2","valorParcela": 240000.30,"dataVencimento": "2021-03-22","dataEmissao": "2021-01-21","numeroLinhaDigitavel": "34191092060023598295680002060004687700002288835","numeroCodigoBarras": "34196877000022888351092000235982958000206000","historico": "PARCELA GERADA"\}\],"boletoOrigem": \[\{"erpId": "T2|D MG 01 ||20210121C||NF|TST001|01"\}\]\}\],"alterados": \[\]\}\}\]
Enable the Generation of the Logs
To Enable the Logs in the Console.Log, add to the Appserver.Ini this Environment Session, according [<span style="color: #0000ee"><span style="text-decoration: underline; ">MP - ADVPL - How to Activate the function FWLogMsg.</span></span>|https://centraldeatendimento.totvs.com/hc/pt-br/articles/360041301114-MP-ADVPL-Como-Ativar-a-função-FWLogMsg-][ <span style="color: #0000ee"><span style="text-decoration: underline; ">– TOTVS Service Central</span></span>|https://centraldeatendimento.totvs.com/hc/pt-br/articles/360041301114-MP-ADVPL-Como-Ativar-a-função-FWLogMsg-]
*FWLOGMSG_DEBUG {*}= 1
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Other Actions / Related Actions
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Main Fields and Parameters
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