Activation management overview

This section describes the functionality required to meet the Activation Management certification requirements. These requirements help prevent errors caused by premature document submission.

Use the following sections to design how your integration:

Displays the activation status for each mandate
Controls document submission based on activation status

These capabilities help ensure that users submit documents only when the selected mandate is fully activated.

Expose activation process status

Provide a way for users to view the activation status of each mandate.

Implement a dedicated activation monitoring section in your configuration interface. This section should:

Query the ELR Activation API
Retrieve the current activation status for each selected mandate per company
Display the activation status to the user

Block mandate usage through activation status

Prevent document submission when a mandate isn’t activated.

Perform a presubmission validation check using the enabled or disabled flag in the mandate configuration.

This check should:

Run just before a document (such as an invoice or credit note) is submitted through the ELR API
Run after the mandate determination step

Users can enable a mandate configuration only when the activation status is Complete.

If the activation status isn’t Complete, the connector must:

Prevent document submission
Display a clear, user-friendly message explaining the reason (for example, “Can’t submit invoice – activation for Germany mandate is still in progress”)

Note

By implementing this behavior through the enabled or disabled flag, users can quickly disable document submission for a specific mandate if needed.

For example, users temporarily disable a mandate while they update mappings after they find data errors.