ERP Canvas remote table form field descriptions

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of ERP Integration Remote Table Form Field Descriptions

    The Remote Table Form in ERP Integration allows ServiceNow users to create and edit remote tables linked to their ERP systems. This feature facilitates the management and flow of data between ServiceNow and various ERP systems, enhancing business process efficiency.

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    Key Features

    • Name: Identifies the remote table on the ServiceNow AI Platform.
    • ERP model: Defines the ERP model associated with the remote table, controlling available fields. Changing the model will remove any non-compatible fields.
    • ERP module: Represents a specific functional area within the ERP system.
    • ERP system: The linked ERP system enables data interaction with the remote table.
    • Remote table link: Provides access to the remote table for querying and management.
    • Attachment setting: Determines how attachments are used for remote data. Options include none, save attachment, or use attachment.
    • Short description: A brief overview of the remote table.
    • Long text: Additional information regarding the remote table's contents.
    • Requires queryable field: Indicates if data retrieval requires querying the source table.
    • Enable schedule: Allows for scheduled queries to fetch new attachment data, contingent on the attachment setting.
    • Daily schedule time: Specifies when the scheduled query runs daily.
    • Scheduled encoded query: Details for creating and implementing a scheduled extraction query.

    Key Outcomes

    By utilizing the Remote Table Form, ServiceNow customers can effectively manage ERP data integration, ensure consistent data flow, and automate data retrieval processes. This capability enhances operational efficiency and supports informed decision-making based on real-time data insights.

    The Remote table form in ERP Canvas 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 Canvas.
    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.