Integration setup

Create ERP source for each legal entity and associate to an ERP target.

Before going into the detailed steps for integration setup, below is some background information:

• ERP source is a user defined primary data. Customers can create as many ERP sources as they want but ideally, they must create one ERP source per legal entity. For example:
• There is a customer by name ABC, and they have operations in USA and Singapore, and they have incorporated one legal entity per country
• Such customer can create
• One ERP source by the name US Operations
• Second ERP Source by the name Singapore Operations
• Each of the above source is associated to the legal entity created in ServiceNow system
• Now whenever a transaction record is created in ServiceNow system - the ERP source is identified from the legal entity
• Each ERP source can be associated to a target ERP system
• Continuing the above example if customer ABC is using
• SAP for US Operations
• Oracle for Singapore Operations
• Then they can mark the target ERP (like Oracle and SAP) for the respective ERP source configured by them. In the above example it will be mapped as under:
• US Operations – SAP ECC
• Singapore Operations - Oracle

Customers can easily setup the integration by following the below steps:

• Navigate to ERP Source configuration page – (see screenshot below)
• Map the target ERP system with the right ERP Source
• Provide the connection details in the Connection Alias Field (Connection Alias consists of the instance URL, Username and Password for the destination ERP)
• In Service configuration tab – all the jobs which are required to fetch the primary data is configured. Users can schedule the jobs as per the requirement like run daily, hourly, whether to do a full pull or incremental pull, whether to pull full material primary data or primary data for plant etc.
• Each of the primary data, considerations and the link to the recording is explained in their respective sections