Set Up ERP Integration

The following table provides the sequence of steps that you must perform to set up ERP integration. You must provide your UAA credentials to perform these steps.

Step Number	Description	Notes
1	Provide mapping details of a work order, process order, or material.	This step is required if the work order, process order, material, or material lot details are stored in a custom or standard B2MML file. It is used by the ERP Transformation service to convert the file to a JSON file.
2	Create a user, and grant the required permissions to import records.	This step is required.
3	Set the organization code for each production unit for which you want to import material lots. To do so, in Plant Applications Administrator, for the associated production unit, set the ExtendedInfo property to OrgCode value of the material lot.	OrgCode is a known property added during installation. It is used for materialLot and OSP interfaces to provide additional search filters when a production line has more than one unit with the same unit of measure (UoM) event. For example, if there are two units used to run products, both with a UoM of "each", providing an OrgCode in the extended information of each unit will allow the user to select the exact unit on which they want to create material lots and/or OSP records.
4	Connect to the ERP Integration database by configuring the database settings, and insert records.	This step is required. After the integration, work orders, process orders, materials, material lots, and OSP are automatically imported to the ERP Integration database.
5	Configure the ERP Scheduler service parameters.	This step is optional. It is used to change the default value of the time interval at which the ERP Scheduler service polls the ERP Integration database.
6	Configure the ERP Import service for work orders, process orders, and material lots.	This step is optional. It is used to change the default values of parameters used in the service (such as names of property categories and groups).
7	Configure the ERP Export service parameters.	This step is optional. It is used to change the default values of parameters used in the service.
8	Change the default values of the ERP Import service parameters.	This step is optional.
9	Send messages to the ERP system.	This step is required. It is used to import work orders, process orders, materials, material lots, and OSPs from the ERP system into Plant Applications. This can be done via database script or rest APIs.