Import ERP Transactions

Import order data from Order Management and invoice data from Accounts Receivable using the process Import ERP Transactions.

The process requires that you first set up the selection rules and import mappings for orders and invoices. Set these parameters when you run the process:

• Business Unit: Choose the BU to import transactions to.

• Source: The source name is either Orders or Invoices.

• Rule Set Name: The name of the rule set you created in Manage Incentive Selection Rules. The rules filter the data to be imported.

• From and To Dates: Define the date range that the source data falls within. The dates used are the ones you mapped to the Source Event Date field in Incentive Compensation.