We are looking for the creation on a step-by-step guide that will show all of the following processes, how to do them and a spreadsheet showing all of the values and what the need to be in the ERP system so that all of the import/exprt functionalities listed below are able to function properly.
**ERP Install Guide**
**Assumption: **
The guide describes our recommended method for interfacing using a CSV file and transmitting nightly all files. The guides do not need to cover APIs, web services, or any real time methods of interfacing unless there is no other way to interface with that ERP. The preferred method is batch processing once per day.
**Table of Contents**
**- Exporting**
**o Vendor Master**
- How to navigate to the ERP export tool (this should have some navigation screen prints so it's easy to find the right screens)
- How to configure ERP export tool (this should have screen prints of any information that needs to be configured, including mapping configuration)
- A map of ERP fields to iPayables Specs (show table of ERP table/field to iPayables field name/position)
- How to schedule export tool process and determine where files are written (show screen prints of navigation and configuration if applicable, or instructions if the ERP does not include a tool for this)
**o User**
- How to navigate to the ERP export tool (this should have some navigation screen prints so it's easy to find the right screens)
- How to configure ERP export tool (this should have screen prints of any information that needs to be configured, including mapping configuration)
- A map of ERP fields to iPayables Specs (show table of ERP table/field to iPayables field name/position)
- How to schedule export tool process and determine where files are written (show screen prints of navigation and configuration if applicable, or instructions if the ERP does not include a tool for this)
**o GL Account Validation**
- How to navigate to the ERP export tool (this should have some navigation screen prints so it's easy to find the right screens)
- How to configure ERP export tool (this should have screen prints of any information that needs to be configured, including mapping configuration)
- A map of ERP fields to iPayables Specs (show table of ERP table/field to iPayables field name/position)
- How to schedule export tool process and determine where files are written (show screen prints of navigation and configuration if applicable, or instructions if the ERP does not include a tool for this)
**o **Purchase Orders****
- How to navigate to the ERP export tool (this should have some navigation screen prints so it's easy to find the right screens)
- How to configure ERP export tool (this should have screen prints of any information that needs to be configured, including mapping configuration)
- A map of ERP fields to iPayables Specs (show table of ERP table/field to iPayables field name/position)
- How to schedule export tool process and determine where files are written (show screen prints of navigation and configuration if applicable, or instructions if the ERP does not include a tool for this)
**o **Invoice Status****
- How to navigate to the ERP export tool (this should have some navigation screen prints so it's easy to find the right screens)
- How to configure ERP export tool (this should have screen prints of any information that needs to be configured, including mapping configuration)
- A map of ERP fields to iPayables Specs (show table of ERP table/field to iPayables field name/position)
- How to schedule export tool process and determine where files are written (show screen prints of navigation and configuration if applicable, or instructions if the ERP does not include a tool for this)
**- Importing**
**o Invoice File**
- How to navigate to the ERP invoice import tool (this should have some navigation screen prints so it's easy to find the right screens)
- How to configure ERP invoice import tool (this should have screen prints of any information that needs to be configured, including mapping configuration)
- A map of iPayables CSV file to ERP fields (show table of iPayables field name/position to ERP table/field)
- How to schedule voucher creation process (loading and posting) and where files need to be placed to be picked up by system (show screen prints of navigation and configuration if applicable, or instructions if the ERP does not include a tool for this)
Pay can Increase based on experience.
About the recuiterMember since Mar 14, 2020 Raphael Touchet
from Bitlis, Turkey