Integrations

Possible scenarios

Customers

Customers need to be maintained in the CRM system, which needs to be synced with the ERP system.

Sales orders

Integrating web orders with the ERP system, which includes delivery notification, invoicing, and payments or with customer systems directly (for example, EDI integration).

Product and inventory (on hand)

Receiving product data from a PLM system. Sending the product-and-inventory-on-hand data to external systems or customers, for example, e-commerce, Amazon, Marketplace, and so on.

Price list

Sending a product price list to external systems or customers, for example, e-commerce, marketplace, and so on.

Sales tax

Sales tax integration with sales tax solutions (to calculate the sales tax based on the product, customer, ship to, price, and other relevant parameters).

Purchase orders

Purchase order, including ASN and AP invoice, integration with the vendor systems.

Employee and positions

Receiving employee and reporting relationship information from the HR system or sending employee information to the payroll or expense systems.

Chart of accounts and financial dimensions

Sending the chart of account and financial dimension data to other internal systems, such as the payroll system, expense system, and others.

Exchange rates

Downloading daily exchange rates from exchange rate providers, such as OANDA.

Payment integration with banks

Sending AP payments such as check, ACH, and wire to the banking systems or automating bank reconciliations.

GL integration

Importing GL journal entries that occur outside of the Finance and Operations system, such as expense, payroll, loan accounting systems, or other divisions using a different accounting system (acquisitions).