Interface for ERP systems
About two thirds of the companies using CRM apply a specialized solution to meet their CRM requirements. To combine the advantages of PiSA sales for your sales and customer relationship management with the central management of your business processes in the ERP system, PiSA sales adapts and supports interfaces to various ERP systems. By integrating both worlds your customer relationship management as well as quote and order data in PiSA sales are seamlessly connected with the modules of your ERP system.
- Seamless integration in your existing IT landscape
- Migration of existing data without loss
- There is no duplication of work in the systems because of simple, quick and automatic data transfer
- Operate in your familiar IT environment profiting from the advantages of a CRM solution
- Efficient collaboration between sales and back office
- Secured investment due to usage of available and future investments
The basis of the PiSA sales link technology is the generic ERP connector. It uses modern and standardized interface technologies. Its core features are:
- Bidirectional exchange of data between the ERP system and PiSA sales, based on XML. An integrated XSLT processing unit converts the data and the data structure
- Writing access to functions of SAP business objects, based on JCO BAPI (using Remote Function Calls)
- Data exchange in a neutral data format using interface tables in a database (PSIpenta)
- File-based data exchange using CSV files (e.g., if the data transfer is initialized asynchronous by the ERP system)
With the help of the PiSA sales XML engine a XML document of every desired data record can be created. If there are structured data in the ERP system, an automatic mapping process can be initiated to transform data into XML documents automatically. The XML documents are well-suited for data exchange in both directions. The required rules for transforming data are defined as XSL stylesheets.
Within this scenario PiSA sales applies predefined BAPIs as standard methods. That way it is guaranteed that only current BAPIs are accessed. The neutral interface is definite and when implementing a new release there is no need to customize the interface. Important properties of the interface are:
- Based on the JCO BAPI interface
- Data-driven technology based on XML
- One XML mapping file per BAPI method
- No programming necessary
The data exchange is bidirectional and initialized by PiSA sales. The interface is accessed using function calls which already exist in PiSA sales and are defined as XML files. Every function consists of several RFC calls. The XML file defines how to execute the RFC calls.
The data exchange between PiSA sales and the ERP system (e.g. PSIpenta) is executed at database level by using interface tables (transport table and confirmation table). The tables define a neutral data format for information exchange between both systems.
If it is necessary to initiate the data exchange asynchronous by the ERP system, CSV files are used. The system detects the difference between existing and the latest data and creates a CSV file using PiSA sales rules. After that data are transferred to PiSA sales with the help of the integrated standard CSV import scanner. To ensure a trouble-free data exchange within this scenario, it is necessary to provide CSV files from the ERP data, which are conform to the PiSA sales CSV format.
+ Low integration costs
+ No double holding of data- therefore lower effort required
+ Usage of modern day industry standards |
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