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Finance | Project Operations, Human Resources, ...
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Integration with Acumatica ERP

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Posted on by 25

Hi,

Has anyone integrated Project Operations "lite" with Acumatica ERP? Just wondering if the connection can be established with "any" ERP system and what would be the basic requirements?

Thanks,

Jennifer

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  • MarkB45 Profile Picture
    755 on at

    HI Jennifer,

    If you install the "Lite" version of project operations then in theory you can integrate it into any ERP system. You just have to decide where the "touch points" between the 2 systems will be (e.g. Only bring over Project invoices against customer record, create a Sales Order and invoice in ERP or bring over all project transactions?) Then you will have to design and develop the interfaces. This will depend on what information you want to see in both systems

    The benefit of having the resource/non-stocked version of project operations is that it uses Dual-write functionality so in essence all the integration work is already carried out. Any transactional activity carried out in Project Operations is automatically created and posted in the F&O ERP system.

    Kind Regards

    Mark

  • YuriyZaletskyy Profile Picture
    2 on at
    I can speak about similar integrations only, which my team has made. I'd imagine that getting Project Operations into Acumatica will involve.
     
    1. Automated creation of the projects, making sure, that project naming follows rules of Acumatica. As alternative, Acumatica may have kind of truncation rules. Especially that is related to "Software development for Customer 1", or "Road construction between Mineapolis and Ohiyo".
    2. Automated creation of Project tasks, and transition of hours/activities/materials from Project operations into Acumatica.
    3. Making sure, that once something is deleted in one side, then it is automatically propogated to the other side ( if we want bi-directional sync ).
    4. Dealing with corner cases, when project is completed, but needs to be reviewed, reopened, etc.
    5. Sharing attachments between systems, as avaialble in one system, not necessary makes available in other one.
     
    I can speak for Jira integration as an example. We had some attachments in Jira, which didn't travel through to Acumatica, and the alternative as well, attachments didn't migrate. Also Acumatica has notes, which was part of another additional development.

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