Working with the Settings Tab

From the Settings tab you can view and enter settings to manage your ERP integration. Based on your role, some of these settings may be read-only fields.

Accounting System Nickname

Enter the name of your ERP . This allows administrators to know which ERP you are using under SWS. This name is visible on the Integration Home page. As a Head Contractor, you can edit this field.

Accounting Package (ERP)

The ERP system that you use.

Use Texturalink Cloud

Select to use TexturaLink Cloud to integrate with your ERP.

ERP Authentication

This field is enabled only if your Textura Administrator has enabled the Use the TexturaLink Cloud setting for your organisation. Select the Manage Authentication link to open the ERP Authentication for TexturaLink Cloud dialogue box. If required by your organisation, enter and save your ERP credentials. Note, the credentials are not stored in TPM.

Import Jobs Allowed

This section lists the available import jobs based on the adapter your organisation uses. As a Textura Administrator, you can selectively enable or disable the job types based on your organisation's preferences. Enterprise Administrators with Manage Interface permissions can view the settings in read-only mode.

Export Jobs Allowed

This section lists the available export jobs based on the adapter your organisation uses. As a Textura Administrator, you can selectively enable or disable the job types based on your organisation's preferences. Enterprise Administrators with Manage Interface permissions can view the settings in read-only mode.

Disable Negative Billing on Positive WB

When enabled, subcontractors cannot submit a progress claim with a positive value on a negative Work Breakdown (WB) line or with a negative value on a positive WB line. To reduce integration errors, enable this setting if your accounting system does not support these types of progress claims.

Manage Authentication

If your organisation uses TexturaLink Cloud (TLC) to integrate your ERP system with TPM, you can use the ERP Authentication for TLC dialogue box to save your ERP credentials. TPM does not store your credentials, it is used by TLC to access your import jobs. This field is enabled only if your Textura Administrator has enabled the Use TLC setting for your organisation.

ERP Bank Code

Unique ERP bank code - This is used to export records from TPM to ERP system. Bank code in TPM is stored as delimited string using I as the delimiter to separate bank code.

Document Imaging System

Defines which code package to use when exporting period or project documents.

Integration Rules (JSON)

JSON rules control multiple conditions for exporting and importing from TPM to ERP. You can enter multiple JSON rules per organisation

Progress Claim Export Timing

As an administrator of the system, you can set when progress claims should get exported:

Allow "Track Pending Progress Claim Export" holds

Track pending progress claim exports.

Enable "Track Pending Progress Claim Export" holds by default on new projects

Select to track pending progress claim exports hold on new projects. When this option is selected, the application will select the Track pending claim export setting by default.

Allow "Track Pending progress claims Export" holds releasable by Enterprise Administrators only

This option is displayed only if Allow "Track Pending Progress Claim Export" hold is selected. This option is displayed only if Allow "Track Pending application Export" hold is selected. When you use this setting, only users who are both Enterprise Administrators and assigned the Project Manager role on the project can release holds on the failed record's project.

Require Contracts and Variations be imported

Select if you require Contracts and Variations to be imported.

Compliance Document Settings

Disable Electronic Submission

This field specifies the default value for new compliance requirements created using the Compliance Requirements Import integration. Check this field if all new compliance requirements created via integration should have electronic submission disabled.

Subcontractor Instructions

This text box specifies the default instructions for new compliance requirements created using the Compliance Requirements Import integration. The value entered here is populated on all new compliance requirements created via integration.

Export Document Settings

Select the checkbox next to the type of document you want to export. By default all supported document types are included in the export.