What happens in the integration between an ERP and PIM
After the integration is set up,
ItemMaster
BODs are evaluated to
determine whether entities are created or updated.This process flow is used:
- The BOD is evaluated to determine the accounting entity ID. If the accounting entity ID is not defined in PIM, then a Confirm BOD is generated and processing stops. If the accounting entity ID is defined in PIM, then processing continues to step 2.
- The BOD is evaluated to determine the entity type of the item. The data mappings that
are defined on entity type records that have been created in the accounting entity ID in
PIM are used as the criteria. One of these actions takes
place:
- If the BOD matches the criteria of an entity type, then that entity type is used to
create or update the item. The entity type that most closely matches the BOD is used.
For example, presume you have set up these entity type mappings:
- Entity Type 1:
/ItemMasterHeader/Classification/Codes/Code[@listID="Product Groups" and text()="BLDM1"]
- Entity Type 2:
(/ItemMasterHeader/Classification/Codes/Code[@listID="Product Groups" and text()="BLDM1"] AND /ItemMasterHeader/Classification/Codes/Code[@listID="Product Line" and text()="10"]) OR (/ItemMasterHeader/Classification/Codes/Code[@listID="Product Line" and text()="20"])
- Entity Type 1:
- If the incoming BOD does not match any entity type, then the fallback entity type is used to create the item.
- If you have more than one fallback entity, then the most recently created fallback entity that is used.
- If the BOD matches the criteria of an entity type, then that entity type is used to
create or update the item. The entity type that most closely matches the BOD is used.
For example, presume you have set up these entity type mappings:
- The entity type record is examined for the key identifier mapping, which is used to
determine the ID of the entity. One of these actions takes place:
- If the ID does not exist in PIM in the accounting entity, then a new entity is created and associated with the entity type. If attributes of the entity type have been mapped to the BOD, then the entity is created with the mapped attributes.
- If the ID does exist in PIM in the accounting entity, then the existing entity is updated.