Basic Usage

This guide describes the daily use of Credit Device for end users and administrators.

Daily Operations

Access to Credit Device

Via Role Center:

1. Log in to Business Central
2. Go to Accountant Role Center
3. Find section Credit Device
4. Click Credit Device Setup

Via Search:

1. Press Alt+Q (Quick search)
2. Type "Credit Device"
3. Select result

Dashboard Overview

The Credit Device Setup page shows:

Handmatige Data Import

Eenvoudige Import

Stap 1: Initiëren Import

1. Open Credit Device Setup
2. Click "Import Data Now" 
3. Bevestig import dialog
4. Wacht op completion melding

Stap 2: Resultaat Verificatie

Import Summary:
✓ Customers imported: 127
✓ Invoices imported: 1,543  
✓ Processing time: 2:34 minutes
⚠ Warnings: 3 (see details)
❌ Errors: 0

Stap 3: Data Controle

1. Navigate naar Customer List
2. Filter op "Date Filter" = vandaag
3. Review nieuwe/gewijzigde klanten
4. Spot check belangrijke gegevens

Geavanceerde Import Opties

Selectieve Import:

// Via AL code voor custom scenarios
procedure SelectiveImport(CustomerFilter: Text; DateFilter: Date)
var
    CreditDeviceMgt: Codeunit "QTEAM Credit Device Mgt";
    ImportParams: Record "Credit Device Import Params";
begin
    ImportParams."Customer Filter" := CustomerFilter;
    ImportParams."Date From" := DateFilter;
    ImportParams."Import Type" := "Selective";
    
    CreditDeviceMgt.RunImportWithParams(ImportParams);
end;

Bulk Import voor Historische Data:

1. Preparatie:
   • Backup huidige database
   • Schedule tijdens off-peak hours
   • Notify gebruikers van maintenance
2. Execution:
   • Set "Bulk Import Mode" = True
   • Configure date range (bijv. laatste 12 maanden)
   • Start import process
   • Monitor progress via status updates
3. Post-Processing:
   • Verify data integrity
   • Update customer statements
   • Reconcile financial totals

Data Export Operaties

Standaard Export

Customer Data Export:

1. Setup → "Export Customers"
2. Select date range filter
3. Choose export format (JSON/XML)
4. Click "Start Export"
5. Download resultaat file

Invoice Data Export:

1. Setup → "Export Invoices" 
2. Filter criteria:
   - Date range: Last 30 days
   - Status: Open invoices only
   - Customer group: ALL
3. Execute export
4. Verify export completeness

Scheduled Exports

Job Queue Configuration:

// Weekly customer export setup
procedure SetupWeeklyExport()
var
    JobQueueEntry: Record "Job Queue Entry";
begin
    JobQueueEntry."Job Queue Category Code" := 'CREDITDEV';
    JobQueueEntry."Object Type to Run" := JobQueueEntry."Object Type to Run"::Codeunit;
    JobQueueEntry."Object ID to Run" := 11195975; // Bulk Provider
    JobQueueEntry."Parameter String" := 'EXPORT_CUSTOMERS_WEEKLY';
    JobQueueEntry."Earliest Start Date/Time" := CreateDateTime(Monday, 060000T);
    JobQueueEntry.Insert(true);
end;

Status Monitoring

Real-time Status

Dashboard Widgets: - Connection Status: 🟢 Connected / 🔴 Disconnected - Last Import: "2026-03-21 14:30 (Success)" - Pending Jobs: "3 jobs in queue" - API Rate Limit: "45/60 requests used"

Status Refresh:

Automatic: Every 5 minutes
Manual: Click "Refresh Status" button
Scheduled: Hourly comprehensive check

Activity Logs

Log Categorieën: | Type | Beschrijving | Retention | |------|--------------|----------| | Import | Data import operations | 90 days | | Export | Data export operations | 90 days | | API | REST API communications | 30 days | | Error | Error conditions | 1 year | | Webhook | Webhook events | 30 days |

Log Viewer:

Filter Options:
- Date range: Last 24 hours ▼
- Log level: Information ▼  
- Operation: All operations ▼
- Status: All ▼

Export Options:
- CSV download
- Excel export  
- Email summary

Gebruiker Workflows

Dagelijkse Routine (Accountant)

Morning Checklist:

☐ Check overnight import status
☐ Review error notifications 
☐ Validate new customer data  
☐ Reconcile invoice totals
☐ Process exception reports

Workflow Voorbeeld:

08:00 - Login en dashboard check
08:05 - Review import summary email
08:10 - Manuel import indien nodig
08:15 - Exception handling
08:30 - Data quality spot checks
08:45 - Update manual customer records
09:00 - Begin normale accounting workflow

Wekelijkse Routine (Administrator)

Weekly Maintenance:

☐ Performance review
☐ Job queue optimization
☐ API usage analysis
☐ Error trend analysis
☐ Capacity planning review
☐ Security audit
☐ User access review

Maandelijkse Routine (Management)

Monthly Business Review:

☐ Data quality metrics
☐ Processing time trends
☐ Cost/benefit analysis
☐ User satisfaction survey
☐ Process improvement opportunities
☐ Integration roadmap review

Best Practices

Data Quality Management

Pre-Import Validation: - Verify API connectivity - Check CreditDevice platform status - Review pending webhook events - Validate import definitions

Post-Import Verification: - Compare record counts - Spot check critical data - Validate totals en balances - Review exception reports

Performance Optimization

Import Timing:

Optimal Times:
- Off-peak hours (evenings/weekends)
- Avoid month-end processing
- Consider time zone differences
- Coordinate with other batch jobs

Batch Size Optimization:

Recommendations:
- Small batches: 100-500 records
- Medium batches: 500-2,000 records  
- Large batches: 2,000+ records (off-peak only)
- Monitor API rate limits

Error Prevention

Proactive Monitoring: - Set up email alerts - Monitor API response times - Track data consistency metrics - Schedule regular health checks

Recovery Procedures:

1. Identify Issue: Log analysis en error messages
2. Isolate Scope: Affected records en time range
3. Implement Fix: Configuration change of manual correction
4. Re-run Process: Selective re-import of affected data
5. Verify Resolution: Comprehensive data validation
6. Document Learning: Update procedures en training

Troubleshooting Veelvoorkomende Scenario's

Scenario 1: Import Mislukt

Symptoms: - "Import failed" error message - No new records in Business Central - API connection timeouts

Diagnostic Steps:

1. Check API connectivity: Setup → Test Connection
2. Review error log: View → Import History
3. Verify credentials: Check API key validity
4. Test with smaller dataset

Resolution:

procedure DiagnoseImportFailure()
var
    CreditDeviceMgt: Codeunit "QTEAM Credit Device Mgt";
    DiagnosticResult: Text;
begin
    DiagnosticResult := CreditDeviceMgt.RunDiagnostics();
    Message('Diagnostic Result: %1', DiagnosticResult);
end;

Scenario 2: Performance Degradation

Symptoms: - Import times longer than usual - API response delays - Job queue backlog

Resolution Steps:

1. Analyze Performance Metrics:
   • Review processing time trends
   • Check API response time logs
   • Monitor system resource usage
2. Optimize Configuration:
   • Adjust batch sizes
   • Modify import frequency
   • Update timeout settings
3. Escalate if Needed:
   • Contact CreditDevice support
   • Review infrastructure capacity
   • Consider load balancing

Support Resources

Self-Service Tools

• Diagnostic Wizard: Built-in troubleshooting guide
• Health Check: Automated system verification
• log Analyzer: Intelligent error pattern detection

Professional Support

• Email Support: support@q-teamsolutions.com
• Phone Support: +31 (0)30 820 1333
• Remote Assistance: Screen sharing sessions available
• On-Site Support: Available for complex implementations

Community Resources

• User Forum: Q-Team Community Portal
• Knowledge Base: Documentation Portal
• Video Tutorials: Q-Team YouTube Channel