ERP Integration


System Maintenance Menu -> Configure System Settings -> System -> Company & Divisions -> Company Parameters -> Software Integration -> ERP Integration

SRM has the ability to integrate with other ERP business applications such as iRely
The configuration credentials for integration can be set up as follows:

ERP INTEGRATION
Leave this field blank if ERP integration does not apply to your company or select the ERP application from the drop-down box.

Activation capture:
When the ERP Integration feature is enabled and the credentials are accepted, the ERP Invoices to be Uploaded on Next Daily Close 2 screen is triggered to manage existing invoices.

iRely Setup Requirements:
To integrate SRM with iRely each Service Code and the Damage Waiver record requires SRM to store a mandatory external ERP number for the link to iRely.
When new Sales Inventory items are created or cloned the standard 'Sales Product Mask' defined in the Company Inventory Parameters does not apply and instead the product# is assigned from an external REST iRely API which cannot be over-typed.


Topic Keyword: GLCN90N (8040)
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