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Custom ERP import data template

You can use this business rule template to create a new business rule for each custom ERP connection to import its data.

This business rule template has the following input and output variables.

Input variables

Input Variable

Data Type

Description

Data Type

String

The specific types of data to return. This can include one or more of the following values:

  • Invoices - This is the ERP Invoices data. This is used for both CSV and XML master data formats.

  • GL Segments - This is the GL Segments data. This is used for both CSV and XML master data formats.

  • Payment Terms - For CSV master data, this includes payment terms only. For XML master data, this includes XML input for both Payment Terms and Payment Term Details in a single XML file. This file must conform to the payment terms XSD file.

  • Payment Term Details - This is the payment term details and is valid for CSV master data only. This is because payment term details data is included in the payment terms XML file.

  • Vendors - This is the Vendor data. This is used for both CSV and XML master data.

  • POs - For CSV master data, this is the PO Header data. For XML master data, this one file includes PO header data, PO lines, and receipt lines in a single XML file. This file must confirm to the purchase orders XSD file.

  • PO Lines - This is the PO lines data and is valid for the CSV master data only. This is because PO line data is included in the purchase order XML file.

  • Receipt Lines - This is the receipt lines data and is valid for the CSV master data only. This is because receipt line data is included in the purchase order XML file.

  • Plants - This is the plants data. This is used for both CSV and XML master data formats.

  • CC Segments - This is the CC segments data. This is used for both CSV and XML master data formats.

  • WBS Segments - This is the WBS segments data. This is used for both CSV and XML master data formats.

For example, GL Segments, CC Segments, WBS Segments.

ERP Connection ID

Short

The custom ERP connection ID. (Default: 0)

ERP Connection Name

String

The custom ERP connection name.

Offset

Short

Skips the specified number of rows in the CSV file. (Default: 0)

A default value of 0 means that no rows are skipped.

Page Size

Short

Indicates how many rows to read starting from the offset. For CSV data, the page size is configured through the ERP Connector. For XML data, the page size is fixed at 1. (Default: 0)

Output variables

Output Variable

Data Type

Description

Is Successful

Bool

Indicates whether the data was returned successfully. (Default: false)

Data

String

Depending on how the ERP connector is configured, CSV rows or XML file content are returned as a string. XML content must confirm to the relevant XML schema definition (XSD).

Error Code

String

In case of a failure, configure a user-friendly, non-technical error code to explain the failure.

Message

String

In case of a failure, configure a detailed error message to explain the failure.

Additional Information

String

In case of a failure, include the error stack trace or other additional information that offers further details to explain the failure.

Request Status

String

Return a status from one of the following:

  • Completed - All data is imported. Return this status even for failures.

  • Partially Completed - Further data is waiting to transmit.