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mediafinanz

Integration only for Callisto online stores

This page only contains instructions for integrating mediafinanz in Callisto online stores. The following instructions are not valid for Ceres online stores!

mediafinanz AG is Germany’s first debt recovery management organisation to be TÜV (Technical Inspection Authority) tested and certified. The company is now firmly established in the sector, thanks to over ten years' experience as a pioneering supplier of web-based debt recovery services. Learn how to set up the debt collection service provider mediafinanz in plentymarkets.

1. Registering with mediafinanz

You need to register with mediafinanz before setting up the interface in plentymarkets.

2. Setting up mediafinanz in plentymarkets

In order to set up mediafinanz in plentymarkets, you must check and complete your company details, if needed.

Entering company details:

  1. Go to System » Settings » Master data.

  2. Enter the company name.

  3. Enter the chief executive officer.

  4. Enter the company’s address.

  5. Enter a telephone number.

  6. Enter an email address.

  7. Save the settings.

After reloading the Settings tab, the updated data will be visible in the Company details tab under mediafinanz. Then activate the interface to mediafinanz.

Activating the interface to mediafinanz:

  1. Go to System » Orders » Debt collection » mediafinanz.
    → The Settings tab will open.

  2. Click on Activate Mediafinanz.
    → The interface will be activated.

3. Assigning a dunning level

In order to assign a dunning level to unpaid orders, an order status is required. You can use one of the standard statuses or set up your own order status. The following procedure will assign a dunning level to unpaid orders.

Assigning a dunning level with the procedure manager:

  1. Go to System » Orders » Procedures.

  2. Click on the New procedure tab.

  3. Place a check mark next to the option Active to activate the procedure.

  4. Select a time from the Execute every day at drop-down list.

  5. Enter a name for the procedure.

  6. Click on the Filter tab.

  7. Select the status for unpaid orders.

  8. Select Enter the days from the Last status change option.
    → The Days field will be shown.

  9. Enter the number of days for an order in the respective status.

  10. Select the option OPEN under Incoming payment.

  11. Click on the Procedure tab.

  12. Select the status for assigning the dunning level under Change order status.

  13. Select a dunning level under Change dunning level.

  14. Save the settings.

4. Adding a dunning charge

The information will be transferred to mediafinanz as an item, e.g. with the name dunning charge and the charge as its price. This item will be added to unpaid orders that have been filtered by the procedure above. This will be done manually or automatically with the help of an event procedure. Unpaid orders will only be transferred to mediafinanz if a dunning charge item was added. Learn how to create items on the Creating items page. Then, save the item ID in the mediafinanz menu.

Saving the item ID:

  1. Go to System » Orders » Debt collection » mediafinanz.

  2. Enter the ID of the previously created item under Item ID dunning charge.

  3. Save the settings.

Set up an event procedure to automatically assign the dunning charge item to unpaid orders.

Setting up an event procedure
  1. Go to System » Orders » Events.

  2. Click on Add event procedure.
    → The Create new event procedure window will open.

  3. Enter a name.

  4. Select the Event listed in Table 1.

  5. Save the settings.

  6. Pay attention to the explanations given in Table 1 and carry out the settings as desired.

  7. Place a check mark next to the option Active.

  8. Save the settings.

Table 1. Event procedure for automatically assigning dunning charge items to unpaid orders
Setting Option Selection

Event

Order change: Status change

Select the status for assigning the dunning level.

Filter

Order > Dunning level

Dunning level

Procedure 1

Item > Generate dunning letter

Enter variation ID

Procedure 2

Order > Change dunning level

Higher dunning level

5. Transferring orders to mediafinanz

You can now go to the procedure manager and set up a procedure for automatically transferring specific orders to mediafinanz. For example, you could use an order status or a dunning level to filter the orders. Doing so would allow you to transfer unpaid orders with the respective dunning level to mediafinanz.

Transferring orders to mediafinanz with the procedure manager:

  1. Go to System » Orders » Procedures.

  2. Click on the New procedure tab.

  3. Place a check mark next to the option Active to activate the procedure.

  4. Select a time from the Execute every day at drop-down list.

  5. Enter a name for the procedure.

  6. Click on the Filter tab.

  7. Select the status for unpaid orders.

  8. Select Order as the order type.

  9. Select the dunning level set with the event procedure from the Dunning level drop-down list.

  10. Click on the Procedure tab.

  11. Select ACTIVE from the mediafinanz drop-down list.

  12. Save the settings.

6. Displaying transmitted orders

An overview of all orders transmitted to mediafinanz can be displayed in the Orders » Handover for debt collection menu in the Mediafinanz area.

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