Create an ERP system in ERP Canvas

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Configure an ERP (Enterprise Resource Planning) system in ERP Canvas to organize your connections to the system of record.

    Before you begin

    Role required: sn_erp_integration.erp_admin

    About this task

    Each installation of ERP Canvas supports adding up to 10 systems. However, ERP Canvas can connect to only one live ERP system at a time.

    Alternatively, you can run Guided Setup. For more information, see Run Guided Setup for ERP Canvas.

    Procedure

    1. Navigate to All > ERP Canvas > ERP Canvas Home.
    2. Open the ERP systems list by selecting the systems icon (ERP systems icon) in the side panel.
    3. Select New.
      Figure 1. Create a new ERP system
      New ERP system in ERP Canvas
    4. On the form, fill in the fields.
      For a description of the field values, see ERP Canvas new system field descriptions.
    5. Select Save.

    Result

    After you create a system, you can view the health and connection status on the ERP systems list page. For more information, see View and monitor the health of ERP systems.