Building flows to read or update the ERP system
Summarize
Summary of Building flows to read or update the ERP system
This guide outlines how to build flows in Workflow Studio to read and update your ERP (Enterprise Resource Planning) system after configuring an operation in ERP Integration. It highlights the Use ERP Data action, which allows you to leverage ERP data for tasks beyond the ERP Integration context.
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Key Features
- Use ERP Data Action: Automatically available after installing ERP Integration, enabling the use of ERP data for other processes.
- Filter Data Requests: Utilize mandatory and optional fields defined as input parameters to filter data queries effectively.
- Response Data Pill: Access returned ERP data through a Response data pill when building flows in Workflow Studio.
Key Outcomes
By following this process, you can:
- Test the Use ERP Data action in Workflow Studio to ensure accurate model input and output.
- Build flows that accurately retrieve or update ERP data based on user-defined parameters.
- Incorporate returned ERP data into your workflows for enhanced task automation and process efficiency.
After you configure an operation in ERP Canvas, you can build a flow in Workflow Studio to specify details for querying the ERP (Enterprise Resource Planning) system. For example, build a flow that filters by Order ID.
Actions in Workflow Studio for calling the ERP system
A Use ERP Data action is automatically available in Workflow Studio after installing ERP Canvas.
The Use ERP Data action enables you to use ERP data outside of ERP Canvas for other processes. For example, you could create a task or an incident based on ERP data using the Use ERP Data action.
After you're done creating and managing your model in ERP Canvas, go to Workflow Studio and use the Use ERP Data action to test your model's inputs and outputs.
When you test the action, you must specify the model you're using, which fields to read or update, and the ERP system. For more information on the action, see ERP Canvas Use ERP Data action details for flows.
Using parameters to filter data requests
After you successfully test the Use ERP Data action, build a flow that uses that action to retrieve or update the specified data in the ERP system.
When you add the Use ERP Data action to a flow, you can specify any Mandatory Field(s) and Optional Field(s) defined as inputs when you managed the model. Required and optional fields must already be configured as required and optional input parameters.
If you select a field that was defined as a parameter for the system query, you can then enter a value to filter on. For example, if you build a flow that uses the Use ERP Data action and specify the SAP Stock Movement model, you can select iseg_fiscal_year as a required field, and then enter a year to filter the data returned, for example 2023.
Process for building flows to retrieve ERP data
- In Workflow Studio, test the Use ERP Data action by selecting the model in the System field of the Test Action modal and then
specifying the inputs.
- For more information on testing actions, see Test an action.
- For more details on inputs for the action, see ERP Canvas Use ERP Data action details for flows.
- After the test runs, view the action execution details. For more information, see Flow execution details.
- The returned data from testing the action appears in the Response field of the output data.
- For more information on outputs for the action, see ERP Canvas Use ERP Data action details for flows.
- For details on incorporating returned ERP data, see Specifying where the ERP system data is saved.
- Build a flow that runs the Use ERP Data action. The Use ERP Data action returns ERP data in an output data pill called Response. The Response pill is available when you build a flow in Workflow Studio with the Use ERP Data action. The Response data pill is available in the following places of the action:
- The Outputs tab
- The Output section in the Data pane
For more information, see Building flows.