Primavera ERP Integrator Starting Guide

Configure Mappings

37 views 29 January, 2017 28 June, 2018 Valuekeep 0

There are data in PRIMAVERA ERP which are required in ValueKeep but which cannot be synchronized. This options enables the mapping of the following entities:

  • VAT Code / Tax Schema – indicates the mapping of PRIMAVERA ERP's VAT codes with ValueKeep's tax schemes. To access Valuekeep's tax schemes list, go to Configuration Tables | Inventory | Item Tax Schemas in Valuekeep;
  • Tax Areas – indicates the mapping of ERP's tax areas with ValueKeep's tax areas. To access ValueKeep's tax areas list, go to Configuration Tables | Inventory | Item Tax Schemas in ValueKeep;
  • Documents – indicates the mapping of documents between ValueKeep and ERP. For all of these documents, it is only possible to select series configured as having "issuer/origin equal to 3rd party Application":
    • Internal Request – configure which ERP internal document is related to the internal request in ValueKeep;
    • Return – configure which ERP internal document is related to the return document in ValueKeep. The internal document must have the "Positive quantity postings" option active in the "Connects Stock" setting;
    • Labor – configure which ERP internal document is related to a labor report in Valuekeep;
    • Expense – configure which ERP internal document is related to an expense report in ValueKeep;
    • Other Costs – configure which ERP internal document is related to an other costs report in ValueKeep;
    • Consumptions – configure which ERP internal document is related to a consumptions report in ValueKeep;
    • Consumptions under contract – configure which ERP internal document is related to a consumptions under contract report in Valuekeep.

Internal documents to be mapped must have the following settings active:

  • "Allow creation of document without entity";
  • "Document permitted to supplier";
  • "Date change".

Consumptions – configure which ERP internal document is related to a consumptions report in ValueKeep. As such, it is necessary to select the item for these documents from the item column.

In the case of "Contract Consumptions" it is not possible to map items of the "service" type. As such, it is necessary to select the service type item for these documents from the item column.

The Doc. (STK) and Series (STK) columns are only available for Consumptions and Contract Consumptions. These columns are used to set the stock issue series and document. These documents are only used when there are integrated consumptions and consumptions under contract which have not generated item issues on the side of ValueKeep. The "Connection to Stocks" option must be enabled for these documents and the type must be (Stock) "Issue".

To access this option, select the Company | ValueKeep ERP Integrator | Mappings option in the ERP Administrator.

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