Example of ERP posting error workflow

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • The ERP posting error example shows the different stages involved in closing integration issues using the error task.

    Before you begin

    Role required: Accounts Payable admin

    Procedure

    1. Navigate to All > Source-to-Pay Workspace > Accounts Payable Operations.
      The Accounts Payable Operations landing page appears.
    2. Select ERP Posting error.
      The ERP Posting error invoices page lists the invoice cases with ERP integration status as Failed.
    3. Select an invoice case.
      The Pay invoice playbook card auto-opens Review integration errors card. An error message displays the reason for integration failure. Example: There was an integration error for this invoice. Complete the tasks to ensure that the invoice details are correct.
    4. Select the error task in Review integration errors page.
      The Review integration error for XXXXX form opens. Review the error description which explains the reason for integration failure. Example: Network failure. For more information about the ERP posting error task, see ERP Posting error form.
    5. Open the Invoice header form and edit the invoice fields with appropriate details.
    6. Open the Invoice Lines form and edit the invoice fields with appropriate details.
    7. Select Save.
      The changes to the forms are saved.
    8. Select Send to ERP.
    9. As an alternate step, you can also open the playbook of invoice processing case and selectSend to ERP.
      ln the outbound table, an invoice with status New is created. The integration status in the outbound invoice is updated to Processed. In case of cost allocation records, when an invoice is submitted for approval and if the ERP fails to process the invoice, then an integration task is created. Accounts Payable specialists review the integration error task and manually process the invoice using Send to ERP. The outbound staging record displays the invoice lines, tax lines and cost allocation details.
    10. In the invoice Details tab, the Status is auto-updated as Pending payment.
    11. Select Review Payments.
      For more information on payment fields, see Inbound invoice payment fields.

    Result

    The ERP integration error tasks are closed and the invoice is successfully processed for payment.