Managing error messages when synchronizing ERPLY Inventory

 

Synchronization of ERPLY Inventory to ERPLY Books takes place from the date specified in the user interface (automatic synchronization takes the date of the moment of syncing – the system saves the last moment of syncing). The system automatically updates the date after successful syncing. Synchronization is successful when it is completed from start to finish, regardless of whether there were any errors with any invoices.

 

How to configure so that only important error messages are sent via email?

 

By default, all error messages that come from ERPLY during synchronization are sent via email, and the error messages do not depend on whether the changes have an impact accounting-wise or not. 

For example, accounting is not affected if the description of a purchase invoice is changed when the purchase invoice is within a locked period. However, accounting is affected if during the locked period, the price of the item in the inventory is changed, which changes the amount of the invoice or, for example, the date of the invoice. 

If you want to see only substantive error messages (which affect the accounting), you need to add the corresponding rules under the ERPLY sync parameters. Open the search box on the main page and enter ”Assign organization parameters for ERPLY sync”.  

The general principle for adding rules is as follows:  

  • Attribute = GLOBAL_EXCLUDE_SYNC_ITEM.
  • Value = This column contains a description of which error message(s) to exclude from emails if there is no substantive change. 

For example, if you want to exclude error messages for locked objects and periods, you need to add four lines. By adding these four rules, no error messages about them will be sent via email and an error message will only be sent via email if the accounting is affected. 

1.

Attribute: GLOBAL_EXCLUDE_SYNC_ITEM

Value: ATTRIBUTE_GLOBAL_LOCKED

2.

Attribute: GLOBAL_EXCLUDE_SYNC_ITEM

Value: error_period_locked

3.

Attribute: GLOBAL_EXCLUDE_SYNC_ITEM

Value: The period is locked, this operation cannot be performed

4.

Attribute: GLOBAL_EXCLUDE_SYNC_ITEM

Value: The object is locked. You must remove the lock before continuing

 

When the rules have been added, press “Save“, log out and back in for the changes to apply.