ERP connectors (financial posting, master data)

Elements

The pieces this function usually contains in a large organisation:

• Journal export in ERP formats
• Master data import
• Posting reconciliation

Catalog items that already cover part of it

• Journal report RPT-0055
• Double-entry journal BK-0008
• Customer import/export CSV CRM-0016
• Import chart of accounts DATA-0032

What is not described

ERP-specific posting formats.

Classification

Status

Present partially

Fit

Element candidate

Suggested module

PLAT: Platform, Architecture & Performance

Suggested attributes

Pro; priority Optional; optional online action. Starting points only.

Cluster

Platform, integration and IT operations

Public excerpts

domain analysis

Archetypes and companies

Big-box, warehouse club and mass merchants; Supermarket and grocery chains; Foodservice and broadline wholesale distribution; Health systems and hospitals; Aerospace, defense and government contractors.

Example companies in these archetypes: Walmart, Costco, Target, Sam's Club, BJ's Wholesale Club, Meijer, Kroger, Albertsons, Publix, Ahold Delhaize USA, H-E-B, Whole Foods Market. These come from general knowledge unless a source code is shown on the archetype page; it is not a statement that each company runs every element, and it implies no relationship.

Closest industry pages

• General merchandise and big-box stores
• Grocery and supermarkets
• Wholesale food and grocery
• Wholesale: diversified, building and industrial supplies
• Wholesale electronics, office and technology distribution
• Hospitals and medical facilities
• Clinics, dental and private practices
• Veterinary and pet care
• Aerospace and defense
• Construction and engineering

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Status is a hand review against catalog names and descriptions and can be wrong. See the method.