Denim Factoring Integration Process

Setup Requirements

In order to integrate EKA with the Denim interface, EKA will need to have the  API key assigned by Denim. Once this key has been entered by the EKA Administrator, the integration will be active.

To locate the appropriate API key in Denim, log into the Denim dashboard and go to the menu options in the top right. Select Settings from this menu.

Select API Access from the Settings options.

The API Key will be masked, but click the Copy button to copy the API key.

Past the API Key into an email to support@go-eka.com.

Company Matching

All customers and carriers will need to be matched to a corresponding company in Denim. The process of Company Matching can begin as early in the load lifecycle as Active Loads; however, the most straightforward and common workflow is to perform this matching in the Finance section where the load details are sent to Denim.

To access Company Matching in Active or Delivered Loads, select Denim Company Matching from the dropdown menu.

Active Loads

Delivered Loads

The matching process can also be done in the Finance workflow by clicking on the icon at the end of the load row. To access the full scope of options for the Denim workflow, the payable must have a status of Scheduled, and the receivable must have a status of Invoiced. If one or the other of these are not met, then the company matching will need to be done in Delivered Loads.

The company names on the transaction will appear in the Accounts Receivable and Accounts Payables sections. Companies that are already matched will be in green text and do NOT need to be matched again. Companies that are not matched will be in yellow text and can be matched by clicking on the company name.

Finance

Regardless of where the Company Matching is done, the process is the same.

Shipper Match

Every match begins with a mandatory search of existing Denim companies. Click on the company name to begin the matching process. Click Search Denim to search. Possible matches will display in a paginated list. Tick the box to select from available companies to match. Only one potential match can be selected.

If none of the possible matches are correct, then click Create Company in Denim. The Billing Contact details below the company name must be complete in order to submit the new company request. This information can be updated in Administration → Customers/Shippers → Shipper Profile → Customer Contact Information → Billing Contact.

If creating a new customer company, a credit limit can be entered and sent with the request. This credit limit is for the Denim company record and is separate from the credit limit that is stored in EKA.

Whether matching or creating new, the company match request will be sent to Denim, and the Customer/Shipper will update with a green checkmark and the menu option will update to Re-Match to Different Company.

Carrier Match

Every match begins with a mandatory search of existing Denim vendors. Click on the company name to begin the matching process. Click Search Denim to search. Possible matches will display in a paginated list. Tick the box to select from available companies to match. Only one potential match can be selected.

If no possible matches exist or none are correct, then click Create Company in Denim. The Primary Contact details below the company name must be complete in order to submit the new company request. This information can be updated in Administration → Carriers → Carrier Primary Data → Primary Contact Data.

The MC Number for the carrier will populate automatically but can be entered if it is missing. It is a required field. This number is used to assist with matching to existing Denim companies. If the MC number is not valid, you will not be able to create the company in Denim. Please contact support@go-eka.com if the MC number of the carrier needs to be edited.

Whether matching or creating new, the company match request will be sent to Denim, and the Carrier will update with a green checkmark and the menu option will update to Re-Match to Different Company.

Transmit Load Details to Denim

The transmission process is done in the Finance workflow by clicking on the icon at the end of the load row. The process can be invoked from either the Receivables or Payables sections. The payable must be in a status of Scheduled, that is the Settlement must be approved, and the receivable must be in a status of Invoiced in order to be able to send to Denim. If the load does not meet these status requirements, then the option to transmit to Denim will not be available and the modal will only show previous requests.

When both requirements are met, the Factor Load modal will open to transmit the load details to Denim. The following sections are displayed in this modal:

1. Accounts Receivable Information - Includes the shipper name, invoice number, invoiced date, invoice due date and invoice amount
2. Accounts Payable Information - Includes the carrier name, carrier invoice number, settlement date, settlement due date and settlement amt
3. Documents - Minimum required documents are Shipper Rate Confirmation (currently the Customer Rate Confirmation document), Proof of Delivery and Carrier Invoice
4. Submit - will only be enabled when all requirements are met

The Accounts Receivable and Accounts Payable parties must be matched to Denim companies in order to send the financials to Denim. If the party is not matched, follow the instructions above for Company Matching.

The request can be sent without documents attached; however, Denim will not process the request until the full set of documents are transmitted.

When all requirements are met, click Submit to send the load to Denim for processing.

The Factoring Icon will update to a yellow color, and a tooltip will be available that lists the status of the request with Denim.

The job is sent over to Denim with a status of Draft. Then a background job will run to collect all of the data and documents, and then the status will update to a status of Pending.

Once the job has been submitted, it cannot be updated or submitted again. If the job needs to be updated, it must first be deleted and then re-submitted. To delete the request, go to the Previous Requests tab of the Denim modal and select Delete Denim Job.

The Delete option will only be available when the status of the Denim job is Draft or Pending.

The job can be viewed in the Denim dashboard if needed.

As Denim processes the invoices and payments, the statuses will update back into EKA.

Multi-leg loads are currently not supported with this integration. These loads would need to be processed through the Denim dashboard directly.

Payables Only Factoring Option

There are multiple factoring options available for customers/shippers. The options are Factor Denim Jobs, Non-Factored, and Payable Only. Payable only requires only payable information to send to Denim. To adjust the setting for a shipper, go to Administration → Customers/Shippers → Click Customer/Shipper name to access the profile. If Denim Factoring is enabled, the Denim section is located at the bottom of the Shipper Profile. The option to only send the first shipper load number is also located here.

Click the Edit button to open the form for edit.

To only send payables, click the Only Send Payable checkbox. The Factor Denim jobs checkbox will be disabled.

When transmitting the load details to Denim, only the payable information will be required and sent. The job will be labeled as Non-Factored.

Non-Factored Option

To adjust the setting for a shipper, go to Administration → Customers/Shippers → Click Customer/Shipper name to access the profile. If Denim Factoring is enabled, the Denim section is located at the bottom of the Shipper Profile.

Click the Edit button to open the form for edit.

To send Non-Factored jobs, unselect both the Only Send Payable or Factor Denim Jobs checkbox.

When transmitting the load details to Denim, both the payable and receivable information will be required and sent. The job will be labeled as Non-Factored.