Importing the ERP to LSP document flow

  1. In ION Desk, select Connect > Data Flows.
    A list of existing document flows is displayed.
  2. Click the Import button and browse for the document flow to be imported.
    See Document flows.
  3. Open the newly imported document flow.
  4. In the document flow, select the ERP application connection point.
  5. Under Application Activity Properties, click Add.
  6. Select your ERP application connection point and click OK.
  7. Specify the selected ERP connection point to add BODs used in the document flow.
    See Adding documents to the connection point.
  8. In the document flow, select the LSP application connection point.
  9. Under Application Activity Properties, click Add.
  10. Select your LSP application connection point and click OK.
  11. Specify the selected LSP connection point to add BODs used in the document flow.
    See Adding documents to the connection point.
  12. Return to the document flow.
  13. Click the document icon between the two connection points
  14. Click plus sign (+) under Documents.
  15. Select ALL DOCUMENTS and click OK.
  16. Add the Filter by dragging Filter icon between the two connection points.
  17. Go to Attributes tab under Filter properties and click add (+).
  18. Expand the BOD that needs filtering and click on the AccountingEntityID.
    Note: These are the transactional BODs that needs to be filtered:
    • Sync.AssetTransaction
    • Sync.InventoryAdjustment
    • Sync.InventoryCount
    • Sync.InventoryHold
    • Sync.Invoice
    • Sync.PayableTracker
    • Sync.PayableTransaction
    • Sync.ReceivableTracker
    • Sync.ReceivableTransaction
    • Sync.ReceiveDelivery
    • Sync.SourceSystemGLMovement
    • Sync.SourceSystemJournalEntry
    • Sync.SupplierInvoice
    • Sync.Shipment

    You can filter the Master BODs if you know that they are published from your ERP with an Accounting Entity.

    You can select multiple entries by holding down the Ctrl button and selecting the entries.

  19. Click OK.
  20. Go to Conditions tab then specify the document and click add (+).
  21. In the Condition Builder window, specify this information and click OK:
    Name
    Specify AEFilter.
    Type
    Select Attribute Value Comparison.
    Attribute
    Select AccountingEntityID.
    Operator
    Select in set.
    In set (comma separated)
    Specify the AEs (comma separated if multiple).
  22. Specify the Used Condition parameter by selecting the condition that was created in step 21.
  23. Repeat steps 20-22 for all other documents.
  24. Click Save.
  25. Click Activate.
    Connection points are not activated separately. When you activate a document flow, the associated connection points are activated.

    See Verifying the integration between ERP and LSP to verify the connection between ERP and LSP.