Mapping Top-level Folders and Codes

1. On the Administration tab, click on the System Settings tile. Then select Folders.
2. Click a folder you wish to map and click the Edit… button.
3. Depending on your integration, enter the following:
   1. If your integration requires the top-level folder name to match company name (i.e., Great Plains) enter the company name in the Name field for every company in your business application.
   2. If your integration requires top-level folder code to match company code (i.e., Epicor, Dynamics SL, MAS500, PFW, SAP Business One, Dynamics GP, Navision and SAP) enter the company code in the Code field for every company in your business application.
4. Click the Save button to exit.

Each integration requires specific configuration in order for it to work properly. Screen and field mappings are just a part of the required configuration. Be sure to read the sections in doc-link Administrator Online Help that discuss specific requirements for each of the individual ERP systems. If your application screens contain customizations contact Technical Support. Customizations can include any changes in field names, processing logic, user defined fields, or use of third party applications.

Integration Enabler