Setup en Eerste Gebruik

Deze gids helpt je bij het uitvoeren van de eerste setup van Credit Device na installatie en basisconfiguratie.

Pre-Setup Checklist

Zorg ervoor dat de volgende stappen voltooid zijn:

• Credit Device app geïnstalleerd
• API credentials geconfigureerd
• Webhook URL geregistreerd
• Gebruiker permissies toegewezen
• Test API connectie succesvol

Setup Wizard

Starten van Setup

1. Open Credit Device Setup pagina
   • Via Accountant Role Center → Credit Device Setup
   • Of via Search (Alt+Q) → "Credit Device Setup"
2. Launch Setup Wizard
   • Klik op Setup Wizard actie
   • Volg de guided setup stappen

Wizard Stappen

Stap 1: Welkom en Verificatie

Systeem Controles: - Business Central versie compatibility - Q-Team App Authenticator installatie - Gebruiker permissies verificatie - Network connectivity test

Resultaat: ✅ Alle controles geslaagd → Ga verder ❌ Controles gefaald → Los problemen op eerst

Stap 2: API Configuratie Verificatie

Automatische Tests:

1. API Key validatie
   - Format controle
   - Authentication test
   - Rate limit verificatie

2. Endpoint toegankelijkheid
   - Health check endpoint
   - Data endpoints beschikbaarheid
   - Response time meting

3. Permissions verificatie
   - Read permissions voor debtoren
   - Write permissions voor facturen
   - Bulk operation capabilities

Stap 3: Data Mapping Setup

Business Central → CreditDevice Mapping:

Customer/Debtor Mapping: | BC Field | CreditDevice Field | Required | Transform | |----------|-------------------|----------|----------| | No. | customer_id | Yes | Direct | | Name | customer_name | Yes | Direct | | Address | addressline1 | No | Concatenate | | City | city | No | Direct | | E-Mail | email_address | No | Validate format | | Phone No. | phone_number | No | Format normalize | | Credit Limit (LCY) | credit_limit | No | Currency convert |

Invoice Mapping: | BC Field | CreditDevice Field | Required | Transform | |----------|-------------------|----------|----------| | No. | invoice_number | Yes | Direct | | Sell-to Customer No. | customer_id | Yes | Direct | | Posting Date | invoice_date | Yes | Date format | | Due Date | due_date | Yes | Date format | | Amount Including VAT | total_amount | Yes | Currency convert | | Remaining Amount | outstanding_amount | No | Calculate |

Stap 4: Import Definitie Setup

Automatische Generatie: De wizard genereert automatisch een import definitie JSON:

{
  "version": "1.0",
  "created": "2026-03-21T10:30:00Z",
  "mappings": {
    "customers": {
      "source_table": "Customer",
      "target_entity": "debtor",
      "field_mappings": [
        {
          "source_field": "No.",
          "target_field": "customer_id",
          "required": true,
          "transform": "direct"
        }
      ],
      "filters": [
        {
          "field": "Blocked",
          "operator": "=",
          "value": "0"
        }
      ]
    }
  }
}

Stap 5: Test Import Uitvoeren

Sample Data Import:

1. Selecteer Test Dataset:
   • Kleine sample (10 records)
   • Medium sample (100 records)
   • Custom selection
2. Execute Test Import: ```al procedure RunTestImport(DatasetSize: Integer) var CreditDeviceMgt: Codeunit "QTEAM Credit Device Mgt"; TestResult: Record "Credit Device Test Result"; begin TestResult.Init(); TestResult."Test ID" := CreateGuid(); TestResult."Test Type" := "Initial Setup"; TestResult."Started At" := CurrentDateTime;

if CreditDeviceMgt.RunTestImport(DatasetSize, TestResult) then Message('Test import successful: %1 records processed', TestResult."Records Processed") else Error('Test import failed: %1', TestResult."Error Message"); end; ```

1. Resultaat Verificatie:
   • Records successfully imported: X
   • Records with errors: Y
   • Total processing time: Z seconds
   • Data integrity check: PASSED/FAILED

Stap 6: Job Queue Setup (Optioneel)

Automatische Import Scheduling:

1. Frequentie Selectie: ``` ○ Disabled (Manual only) ○ Every 15 minutes ○ Hourly ○ Daily at specified time ○ Weekly on specified day ```
2. Job Queue Entry Creation: ```al procedure CreateJobQueueEntry(Frequency: Text) var JobQueueEntry: Record "Job Queue Entry"; begin JobQueueEntry.Init(); JobQueueEntry."Object Type to Run" := JobQueueEntry."Object Type to Run"::Codeunit; JobQueueEntry."Object ID to Run" := 11195976; // Credit Device Mgt JobQueueEntry.Description := 'Credit Device Auto Import'; JobQueueEntry."Job Queue Category Code" := 'CREDITDEV';

case Frequency of 'HOURLY': JobQueueEntry."No. of Minutes between Runs" := 60; 'DAILY': JobQueueEntry."Earliest Start Date/Time" := CreateDateTime(Today + 1, 080000T); end;

JobQueueEntry.Insert(true); end; ```

Post-Setup Verificatie

Functionele Tests

Test 1: Manual Data Import

Doel: Verificeer handmatige import functionaliteit
Stappen:
1. Ga naar Credit Device Setup
2. Klik "Import Data Now"
3. Wacht op completion
4. Controleer import log
5. Verificeer data in Business Central

Verwacht Resultaat: Succesvolle import zonder errors

Test 2: Webhook Reception

Doel: Test webhook event verwerking
Stappen:
1. Trigger test webhook via CreditDevice platform
2. Monitor Business Central event processing
3. Verify automatic data update
4. Check webhook log entries

Verwacht Resultaat: Real-time data update werkt

Test 3: Error Handling

Doel: Verificeer error recovery mechanismen
Stappen:
1. Introduceer tijdelijke API error (verkeerde key)
2. Probeer import
3. Controleer error logging
4. Herstel configuratie
5. Verificeer automatisch herstel

Verwacht Resultaat: Graceful error handling en recovery

Performance Baseline

Benchmark Tests:

Performance Monitoring Setup:

procedure SetupPerformanceMonitoring()
var
    CreditDeviceSetup: Record "QTEAM Credit Device Setup";
begin
    CreditDeviceSetup.Get();
    CreditDeviceSetup."Enable Performance Logging" := true;
    CreditDeviceSetup."Performance Threshold (sec)" := 30;
    CreditDeviceSetup."Alert Email" := 'admin@yourcompany.com';
    CreditDeviceSetup.Modify();
end;

Gebruiker Training

Eindgebruiker Onboarding

Training Checklist voor Business Gebruikers: - [ ] Credit Device Setup pagina navigatie - [ ] Handmatige import uitvoeren - [ ] Import logs interpreteren - [ ] Basis troubleshooting - [ ] Error meldingen begrijpen - [ ] Support contact procedure

Training Materialen:

1. Quick Start Guide (1-pagina overzicht)
2. Video Tutorial (15 minuten)
3. FAQ Document (veelgestelde vragen)
4. Troubleshooting Flowchart (probleem-oplossing)

Administrator Training

IT Administrator Onboarding: - [ ] Geavanceerde configuratie opties - [ ] Job Queue management - [ ] Performance monitoring - [ ] Security best practices - [ ] Backup en disaster recovery - [ ] Update procedures

Go-Live Checklist

Pre-Production Verificatie

• Alle setup wizard stappen voltooid
• Test imports succesvol uitgevoerd
• Performance baselines vastgesteld
• Error handling getest en werkend
• Webhook endpoints geregistreerd
• Job queues geconfigureerd en getest
• Monitoring en alerting actief
• Backup strategie geïmplementeerd
• Gebruikers getraind
• Support procedures gedefinieerd

Production Cutover

Cutover Plan:

T-1 week: Final testing en user training
T-1 day:  Configuration freeze, final backups
T-0:      Enable production mode
T+1 hour: Verify first automated imports
T+1 day:  Review all transactions
T+1 week: Performance review en optimization

Support en Volgende Stappen

Onmiddellijke Volgende Stappen

1. Basis Gebruik: Leer dagelijkse operaties
2. Data Import/Export: Geavanceerde data operations
3. Monitoring: Setup monitoring dashboard

Ongoing Support

• 24/7 Technical Support: support@q-teamsolutions.com
• Knowledge Base: Q-Team Solutions Portal
• User Community: Business Central Community
• Product Updates: Automatisch via AppSource (SaaS) of notificaties (On-Prem)

Health Monitoring

Daily Health Checks: - Import success rates - API response times - Error frequencies - Job queue status

Weekly Reviews: - Performance trends - Data quality metrics - User adoption metrics - System capacity planning