Loading

ERP

A full ERP layer — ledger, stock, documents, projects, pricing, assets, EDI and analytics — configured from five ERP sections in the Architect Panel and working against the datastores you already designed.

  • Getting Started with ERP — What the ERP layer is, the five Architect Panel sections it lives in, the legal-entity dimension, and the bindings that point the engines at your datastores.
  • Calculated Fields & Rollups — Server-side arithmetic: derive a column from others on the same row, total a child datastore into its parent, and keep both correct.
  • Transactional Documents — Document types over your own header and line datastores, an enforced status lifecycle, and conversion from quote to order to despatch to invoice.
  • General Ledger — Double-entry journals as the system of record, with chart of accounts, tax codes, posting rules, periods, FX and intercompany.
  • Accounting & Bank Feeds — Bring transactions in from accounting packages and banks, stage them for review, code them with rules, and mirror postings back out.
  • Stock & Inventory — An append-only movement ledger with locations, lots and genealogy, where on-hand is always derived, plus reservations and FIFO valuation.
  • Structures & MRP — Bills of materials, recipes and kits as one dated graph, with demand and supply planning built on it.
  • Assets & Maintenance — An asset register with meters, preventive maintenance scheduling, and depreciation posted per period by a scheduled task.
  • Time, Expenses & Projects — Capture time and expenses against anything, resolve rates from a rate card, and run projects with budgets, capacity and billing plans.
  • Pricing & Discounts — Price lists with quantity breaks, discount rules with explicit stacking control, and commission schemes.
  • EDI & Trading Partners — Exchange orders, despatch notes and invoices electronically over SFTP, FTPS, HTTPS, VAN, AS2 or OFTP2.
  • ERP Analytics — Define measures and dimensions over your datastores, build reports, and schedule their distribution.
  • PunchOut Procurement — Buy from a supplier catalogue without leaving a requisition: cXML and OCI sessions that return a basket as document lines, and orders sent back electronically.