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
System Options Setup controls the visibility and labeling of the SAP ID field in other setup screens.
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. The GL Account linking is only available 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 Types for ERP Export Setups
To successfully map different types for SAP ERP export, configurations must be set to map that type with a ERP Export mapping. As a reminder, the setup steps outlined in the Setup Requirements section above must be completed before proceeding.
Service / Charge Code Type Setup
For Service / Charge Code type, both the SAP ID and GL Account fields must be configured in Service Code and Charge Code Setup screens. These configuration settings are required for successful SAP ERP mapping.
Service Region Type Setup
For ERP Mappings configured as a Service Region type, the SAP ID setting must be configured in the Service Region Setup screen. This configuration setting is required for successful SAP ERP mapping.
Tax Type Setup
For ERP Mappings configured as a Tax type, the SAP ID setting must be configured in the Tax Region Setup screen. This configuration setting is required for successful SAP ERP mapping.
Term Type Setup
For ERP Mappings configured as a Term type, the ERP ID setting must be configured in the Term Setup screen. This configuration setting is required for successful SAP ERP mapping.
