Integration with Cegid Primavera Jasmin

1. Prepare a demonstration environment

1. Access the developer dashboard.

2. Create an application if there isn't any yet.
   • Choose the "Product" - it will be "Jasmin"
   • Fill the "Key", it will be the CLIENT_ID that we will need for the managing entity settings on our platform
   • Fill the application "Name"
   • Fill the application "Description"

3. Edit the application clicking on the correspondig row.
   • Scroll to the "Authorization" section and select "Client credentials" on the "OAuth flow" field
   • Click on "Reset Client Secret" to generate a new one - it will be the CLIENT_SECRET that we will need for the managing entity settings on our platform
   • On the next section - Additional settings - click on the external link button to make the app available

4. Create a demo subscription
   • Fill the "Descriptio" field
   • Choose the "Product" - it will be "Jasmin"

5. Check the tenant and organization key of the created subscription
   • The first segment will be the TENANT_ID that we will need for the managing entity settings on our platform
   • The whole key will be the ORGANIZATION_KEY that we will need for the managing entity settings on our platform

2. Config Jasmin platform

1. Click on the subscription created on the last section (1.4)

2. Navigate to "Settings » General » Items", create the following items (CODE - Description - Base unit - Item type), and for each one of them check the setting "Available for sales"

   • "INSP_PER" - "Inspeção periódica" - "UN" - "Serviço"
   • "INSP_EXTRA" - "Inspeção extraordinária" - "UN" - "Serviço"
   • "REINSP" - "Reinspeção" - "UN" - "Serviço"
   • "SELAGEM" - "Selagem" - "UN" - "Serviço"

3. Disable invoices automatic communication to AT
   • Navigate to "Sales » Settings » Invoice types"
   • Edit each one and, in the "Series" section, select the current series and click on the vertical three-dot button and then on "Additional fields"
   • Check the "Manual communication" checkbox and fill "AT validation code" field with "12345678"

4. Navigate to "Checking accounts » Settings » Cash and bank accounts" and check if there is an account with the code "01" - it will be the "Financial account code" that we will need for the managing entity settings on our platform

3. Config Lifting Equipments Management platform

1. Navigate to "Entities » Managing entities" and edit the managing entity
2. On the "Invoicing settings (Jasmin)" tab, fill the required information
   • The first row comes from the first section of this doc
   • The second and third rows come from the second section of this doc