Create a custom ERP

Before you can create a custom ERP it is recommended to create the import and export business rules that are required by the custom ERP.

You can create a custom ERP by following these steps:

  1. Open Tungsten AP Agility as an Administrator.
  2. From the menu select Settings > ERP Connections.

    The ERP Connections page is displayed.

  3. Click New.

    The Create new ERP Connection window is displayed.

  4. From the Connection Type list select Custom ERP and click Next.

    The ERP Connection: New Type, 'Custom ERP' page is displayed so you can configure your custom ERP.

  5. Configure your custom ERP connection by selecting the following.

    Setting

    Description

    ERP Connection Name

    Enter a unique and meaningful name for your custom ERP connection.

    This setting is mandatory.

    Description (Optional)

    Although optional, it is useful to have a description of some sort that explains more details about your ERP connection.

    For example, the description can list various organizations or business units that use the connection. This is very helpful if you have multiple ERP connections.

    Input File Format

    There are two formats that this custom ERP connector can use to import your master data. Choose from:

    • CSV

    • XML

    For more information on file import, see the Tungsten AP Agility Installation Guide.

    Page Size

    This setting is available when the Input File Format setting is set to CSV. This enables you to control the number of results returned for each call.

    Enter an integer value that is greater or equal to 100.

    Business Rule to Import

    This is the name of the business rule that defines how data is imported into the custom ERP connector.

    It is recommended that this import business exists before configuring a custom ERP connection. A non-existent business rule will not stop you from creating the custom ERP connection but it will not work in production unless there is a corresponding import business rule.

    For more information, see Create custom ERP business rules.

    Business Rule to Export

    This is the name of the business rule that defines how data is exported by the custom ERP connector.

    It is recommended that this export business exists before configuring a custom ERP connection. A non-existent business rule will not stop you from creating the custom ERP connection but it will not work in production unless there is a corresponding export business rule.

    For more information, see Create custom ERP business rules.

    Execute Import on Integration Server

    This setting is available only if you are using AP Agility in an Azure or OPMT environment.

    If selected, the import business rule is executed in the Integration Server. Otherwise, the import business rule is executed alongside other business rules in Tungsten TotalAgility.

    Execute Export on Integration Server

    This setting is available only if you are using AP Agility in an Azure or OPMT environment.

    If selected, the export business rule is executed in the Integration Server. Otherwise, the export business rule is executed alongside other business rules in Tungsten TotalAgility.

    Use Default Null Values for Data Import

    When selected, any values that are equal to "NULL," "Null," or "null" are converted into actual null values when data is imported.

    This setting is selected by default. This means that if you do not want to automatically convert null values, clear this setting.

  6. Click Save.

    Your custom ERP connector is created and a message is displayed indicating a successful custom ERP creation.

  7. Click Close.

    The ERP Connections page is displayed and your newly created custom ERP is included in the list of connections.