Master Data Sync Settings

The Master Data Sync Settings page allows you to set up automatic copies of exchange rate master data from one ERP system to another (e.g., to copy exchange rates from an SAP ERP system to a standalone system), instead of syncing it from SAP or uploading master data from Excel.

An entry is automatically created for each ERP system, where the Source and Target Servers are the same.

If the Target Server is connected to SAP (where ERP System is "SAP"), then the entry cannot be edited, as master data is always synced from SAP. If the Target Server is standalone (where ERP System is "Nakisa"), then the master data sync can be set up one of three ways for the Target ERP:

To upload from Excel:
- The Source Server is the same as the Target Server, and the Source Master Data Sync Mode is "Excel".
To automatically copy from another ERP server whenever master data is uploaded via Excel:
- The Source Server is one that has master data uploaded from Excel, and the Source Master Data Sync Mode is "Excel".
To automatically copy from another ERP server whenever it syncs from SAP:
- The Source Server is one that syncs from SAP, and the Source Master Data Sync Mode is "SAP".

Warning: The Currency must first be set for the ERP system to be able to copy exchange rates.

To manage master data syncing :

Click Main Menu > Settings >Master Data Sync Settings.
The table displays a row for every ERP system configured.
Click to edit the sync settings.
To change the default setting for a standalone target system, set the following fields:
- Select the Source Master Data Sync Mode:
  - Excel: To copy the master data from a standalone system where master data is uploaded from Excel.
  - SAP: To copy the master data from a system that is connected to SAP.
- In Source Server Name, select the system that you would like to master copy data from.
Click Save.