IPM ERP Systems

The IPM ERP Systems section enables you to set up multiple ERP databases in IPM to differentiate between multiple databases you may have in your ERP system. For example branches of the same organisation operating in different countries may use the same ERP system, but use a different database within it. If there are multiple databases in your ERP system, you can reflect this in IPM through the IPM ERP Systems so that all IPM information can be synced to the appropriate database in the ERP System.

 

Once a new ERP system database is created in IPM, the following documents and data can be added to it through the IPM ERP Systems section in IPM Configuration:

  • IPM Resources
  • CRM Accounts and Contacts
  • IPM Cost Types
  • IPM Jobs
  • IPM Job Tasks
  • IPM Resource Groups
  • IPM Purchase Orders
  • IPM Subcontracts
  • IPM Subcontract Change Orders
  • IPM Progress Claims
  • IPM Timesheet Batches
  • IPM Contacts

 

Similarly, when a new version of any of the above documents or data is created, it can be assigned to an ERP system database and will be automatically added to that database in the IPM ERP Systems section.

 

When creating new documents for a Job, the reference data available to add to the Job, such as Cost Types, Job Tasks and Contacts will then be filtered by the information added to the ERP System Database. You will therefore only be able to add information that is in the ERP System Database being used by the Job.