ERP Data Hub remote table form field descriptions

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of ERP Data Hub remote table form field descriptions

    The Remote table form in ERP Data Hub allows ServiceNow customers to create and manage remote tables within an ERP model. These remote tables represent data linked to external ERP systems and enable interaction and data synchronization between ServiceNow and the ERP environment.

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    Key fields and their purposes

    • Name: Identifies the remote table on the ServiceNow AI Platform.
    • ERP model: Specifies the ERP model connected to the remote table, controlling available fields. Changing this model requires unlocking and will remove incompatible previously configured fields.
    • ERP module: Defines the functional area within the ERP system, representing specific business processes.
    • ERP system: Links the remote table to the connected ERP instance, enabling data flow between ServiceNow and the ERP system.
    • Remote table link: Provides a direct link to explore and manage the remote table on the ServiceNow AI Platform in a new browser tab.
    • Attachment setting: Controls the use of attachments containing ERP data with options of None, Save attachment (generates new attachments via queries or refresh), or Use attachment (reuses existing attachments).
    • Short description and Long text: Provide brief and detailed descriptions of the remote table’s contents.
    • Requires queryable field: Indicates whether data can be retrieved without querying the source ERP table, useful for smaller, locally stored tables.
    • Enable schedule: Allows creation of scheduled queries (ETL extractions) to update attachment data. This requires the attachment setting to be either Save attachment or Use attachment.
    • Daily schedule time: Specifies the daily time for scheduled queries in 24-hour format.
    • Scheduled encoded query: Contains encoded query strings that define filters for scheduled data extraction from the remote table.

    Practical implications for ServiceNow customers

    Using the Remote table form in ERP Data Hub, customers can efficiently map and synchronize ERP data with their ServiceNow instance, enabling automated data extraction and updates through scheduled queries and attachments. Understanding and correctly configuring the ERP model, system, module, and attachment settings ensures accurate data representation and optimal integration performance. The ability to link directly to remote tables for management and querying supports ongoing maintenance and data exploration efforts.

    The Remote table form in ERP Data Hub enables you to create and edit remote tables in the ERP (Enterprise Resource Planning) model.

    Table 1. Remote table details
    Field Description
    Name Name of the remote table on the ServiceNow AI Platform.
    ERP model ERP model connected to the remote table. The ERP model controls the available fields on the remote table.
    Note:
    Changing the ERP model removes any previously configured table fields that aren't available on the new model.

    To change the model for an ERP remote table, you must select the Unlock ERP model field button and then select the Unlock model change button on the confirmation dialog.

    ERP module Functional area or component within an ERP system. The module represents a distinct set of features and functionalities tailored to address a set of business processes or activities.
    ERP system ERP system that the remote table is linked to.

    The connected system represents the ERP instance that is linked to the model, enabling data flow and interaction between the model and the connected ERP system. For more information, see Create an ERP system in ERP Data Hub.

    Remote table link Name of and link to the remote table on the ServiceNow AI Platform.

    Selecting the remote table link opens a new browser tab, where you can explore, query, and manage the remote table.

    Attachment setting How the remote table uses attachments, which contain the remote data from the ERP system.
    The options are:
    • None: No attachment is used for the remote table.
    • Save attachment: Generate a new attachment when specified in the scheduled query or by selecting the Refresh attachment data button.
    • Use attachment: The current attachment, if available, is used locally.
    Short description Brief description of the ERP remote table.
    Long text Additional details on the contents of the remote table.
    Requires queryable field Indicates whether you can retrieve data from the remote table without querying the source table.

    Smaller tables, such as a currency table, can have data stored locally and thus don't require a query to retrieve fields.

    Enable schedule Option to create a scheduled query (ETL extraction) to fetch a new version of the attachment data.
    Note:
    The Attachment setting field must be set to Save attachment or Use attachment for this option to be available.
    Daily schedule time Time, in 24-hour format, for when the schedule runs every day.
    Scheduled encoded query Details on any scheduled extraction queries for the remote table.

    Create an encoded query string using a filter on the remote table list and paste the string into the Encoded query field. For more information on creating encoded queries, see Encoded query strings.