Replicating external financial (EXTFIN) data

SyteLine provides an XML-based interface that can be used with an external financial system such as SAP.

Note: For on-premise deployments, the EXTFIN interface is not the same as the Infor Global Financials (IGF) interface, which uses direct data access.

You can choose the types of financial information to export or import between SyteLine and the other system. These are the default External Financial categories:

  • EXTFIN: Used for exporting SyteLine A/R, A/P, and G/L transactions to the external financial system, and also for exporting requests for updates to SyteLine tables by the external financial system. This category includes the functions and XML documents required to export financial information:
    • ExtFinAPVoucherPosting: Exports data from the SyteLine export_aptrx_mst and export_aptrxd_mst tables, which are holding tables for data collected from various A/P tables.
    • ExtFinARInvoicePosting: Exports data from the SyteLine export_arinv_mst and export_arinvd_mst tables, which are holding tables for data collected from various A/R tables.
    • ExtFinAnaLedgerPosting: Exports data from the SyteLine ana_ledger_mst table.
    • ExtFinLedgerPosting: exports data from the SyteLine ledger_mst table.
    • ExtFinRequest...: Exports a request to the external financial application for updates to a specific SyteLine table. See the help on the External Financial Interface Data Request Utility for more information
  • EXTFIN Customer: Used for exporting SyteLine Customer information. This category includes the sibling database tables custaddr_mst and customer_mst.
  • EXTFIN Vendor: Used for exporting SyteLine Vendor information. This category includes the sibling database tables vendaddr_mst and vendor_mst.

Rules that contain EXTFIN, EXTFIN Customer, or EXTFIN Vendor should be set up only where the "To" Site is a site that represents an external application.

When a new customer or vendor record is added in SyteLine, the information is sent to the external financial system as two XML documents: one XML that contains new customer_mst or vendor_mst data but only key values for custaddr_mst or vendaddr_mst table records, and another XML document that contains new and old values for updated custaddr_mst and vendaddr_mst table records. For updates to existing customer or vendor records, the XML document pulls records only from the table that changed.