Pathway: Setup > Accounting > ERP Export Mapping
This article outlines the setup required to configure SAP ERP Export Mapping. Proper setup ensures that service codes, charge codes, and service regions in the system are accurately linked to corresponding SAP IDs, to support a seamless data export and integration.
Setup Requirements
System Options Setup
Pathway: Setup > System > System Options
System Options Setup controls the visibility and labeling of the SAP ID field in other setup screens. From the Integrations tab, set the Enable ERP Integration field to "SAP," then enter a value in the ERP ID Label field to define how the SAP ID field will be labeled throughout the system. If this field is left blank or null, the default label 'ERP ID' will be used elsewhere.
ERP Export Mapping
Pathway: Setup > Accounting > ERP Export Mapping
The ERP Export Mapping Setup screen includes an upper grid for adding new ERP export maps and a lower grid for linking them to a GL Account when the export type is Service/Charge Code. Once this setup is complete, SAP IDs can be successfully assigned to service codes, charge codes, and service regions.
Mapping Service Codes, Charge Codes and Service Regions
To successfully map service codes, charge codes, and service regions for SAP ERP export, both the SAP ID and GL Account fields must be configured. The setup steps outlined in the Setup Requirements section above must be completed before proceeding.
Service Code Setup
Pathway: Setup > Services > Service Code
In Service Code Setup, select both a GL Account and an SAP ID. These fields are required for successful SAP ERP mapping.
Charge Code Setup
Pathway: Setup > Services > Charge Code
In Charge Code Setup, select both a GL Account and an SAP ID. These fields are required for successful SAP ERP mapping.
Service Region Setup
Pathway: Setup > Services > Service Region
From the SAP ID column in Service Region Setup, click within the column of the desired service region and select the SAP ID that applies.
