Working with 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 or nickname for your ERP. This name will appear for all users at your organization throughout TPM when referring to integration.

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 organization. Select the Manage Authentication link to open the ERP Authentication for TexturaLink Cloud dialog box. If required by your organization, enter and save your ERP credentials.

Note: The credentials are not stored, but Textura will remember your authentication preferences (i.e., if you chose basic authentication or OAuth authentication).

Import Jobs Allowed

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

Disable Negative Billing on Positive SoV

When enabled, subcontractors cannot submit an invoice with a positive value on a negative Schedule of Value (SoV) line or with a negative value on a positive SoV line. To reduce integration errors, enable this setting if your accounting system does not support these types of invoices.

Manage Authentication

If your organization uses TexturaLink Cloud (TLC) to integrate your ERP system with TPM, you can use the ERP Authentication for TLC dialog 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 organization.

Document Imaging System

Defines which code package to use when exporting draw 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 organization

Invoice Export Timing

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

Allow "Track Pending Invoice Export" holds

Track pending invoice exports.

Enable "Track Pending Invoice Export" holds by default on new projects

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

Allow "Track Pending Invoice Export" holds releasable by Enterprise Administrators only

This option is displayed only if the Allow "Track Pending Invoice 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 Change Orders to be imported

Select if you require Contracts and Change Orders 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 check box next to the type of document you want to export. By default all supported document types are included in the export. The options include: Invoice Cover, Lien Waiver, Masi Approval, Attachment, Invoice, Sworn Statement, Conditional Lien Waiver, Subtier lien Waiver, and Payment Schedule.

IP Address Allow List

The IP Address Allow List enables you to control which non-Oracle IPv4 addresses can access Direct API services.

Use this feature to maintain approved external IP addresses and IP address ranges. When you enable IP address filtering, the integration service allows requests only from configured non-Oracle IP addresses. Oracle manages access from Oracle-owned IP addresses separately, so you do not need to add them to this list.

The UI lets you manage the allow list. Backend services enforce API access.

Enable IP Address Filtering

Select this option to enable IP address filtering for Direct API Access. When enabled, the IP Address Allow List table displays and administrators can add, edit, or remove allowed IPv4 addresses.

When you clear this option, IP address filtering is disabled and the IP Address Allow List is hidden. Administrators can select History to review prior changes.

Note: Toggling this setting is recorded in History.

Add IP Address

Add a single IPv4 address or an IPv4 address range to the allow list. New entries are added at the top of the table and must be saved before they are retained.

IP Address / Range

Enter a single IPv4 address or an IPv4 address range using two addresses separated by a hyphen.

IP Address and IP Range Rules:

Valid Examples

Invalid Examples

198.51.100.24

192.0.2.10-192.0.2.20

203.0.113.0/28

192.0.2

192.0.2.20-192.0.2.10

Updated By

Shows the public display name of the user who last updated the IP Allow List entry. For regular users, this is the user's name. For Textura administrators, this may display as Textura Administrator.

Updated Date

Shows the date the allow list entry was last saved.

Actions

Edit: Update an existing IP Address / Range value.

Delete: Remove an entry from the allow list. Delete actions require confirmation because they are permanent and cannot be recovered.

Save

Saves the new or updated IP Address / Range value after validation. If the value is invalid, the row remains in Edit Mode and an error message displays.

Cancel

Cancels the current add or edit action. Canceling a new unsaved row removes that row. Canceling an edit to an existing row restores the previously saved value and does not delete the row.

History

Opens the IP Allow List History drawer. History records changes to IP address filtering and allow list entries.

History includes:

History columns:

History entries are shown with the newest changes first.