Create a holistic data set by building ERP (Enterprise Resource Planning) models in ERP Canvas, which encompass remote tables and extraction tables from the ERP system. For example, you can have one ERP model for sales orders and another for inventory.

Before you begin

Your administrator must enable the sn_erp_integration.enableModelModification property for you to edit, customize, and clone ERP models and tables. The property must be configured for either a non-production or production state. System properties are maintained in the System Property table [sys_properties], which you can access using the module navigator, or directly typing sys_properties.list in the Navigator Filter.
Note: You must enable the sn_erp_integration.enableModelModification property on the correct scope. Enabling the sn_erp_integration.enableModelModification on a production instance can create new metadata records when new models and fields are added in ERP Canvas.

Role required: sn_erp_integration.erp_admin, sn_erp_integration.erp_user

About this task

An ERP model functions as a staging area that contains all potential fields that you can add to remote and extraction tables. You can then use the remote tables and extraction tables as a data source on the Now Platform.

ERP Canvas provides a standard set of ERP models, such as SAP Material Stock and SAP Purchase Document. For a list of standard ERP models, which you must clone to modify, see Standard ERP models and extraction tables for ERP Canvas.

Procedure

  1. Navigate to All > ERP Canvas > ERP Canvas Home.
  2. Open the ERP model page by selecting the ERP model icon (ERP model icon) in the side panel.
    Figure 1. ERP Canvas models
    ERP models page
  3. Review the list of ERP models.
    Table 1. ERP model columns
    ColumnDescription
    ERP model name Name of the ERP model.
    Short description Brief description of what the ERP model represents.
    ERP tables Number of ERP tables on the system of record.
    Extraction tables Number of extraction tables on the Now Platform that are linked to the ERP model.
    Remote tables Number of remote tables on the Now Platform that are linked to the ERP model.
    Updated Date and time the ERP model was most recently updated.
  4. Select an ERP model to view and edit the details of the model.
    Table 2. ERP model Details tab
    FieldDescription
    ERP model name Name of the ERP model.
    ERP module Brief name of the ERP business area on the system of record.
    ERP system ERP system that represents a connection to a business section of your ERP system of record.
    Application Application scope the ERP model is linked to. For example, if you create a custom model, the model will be in that scope.
    Short description Brief description of what the ERP model represents.
    Long text Any longer description or information about the ERP data model.
  5. (Optional) View and work with the following on the Details tab of an ERP model:
    • View and add any public comments and private work notes.
    • The Activity stream for the model.
    • View and add any file attachments.
  6. Select Save.
  7. View the tables included in the model by selecting the Model tables tab of the ERP model record.
    You can select a table name in the Model tables to edit the table details.
    Table 3. ERP model tab details
    Field Description
    Name Name of the model table on the system of record.
    Alias Alias for the table, which you can use to create joins and join conditions.

    The alias refers to an alternative or substitute name for the table. An alias enables you to assign and customize a recognizable name for easier reference and identification.

    The alias can be a maximum of 40 characters, and contain a-z, A-Z, 0-9, and underscores.
    Status Status of the data synchronization, such as Retrieved table data.
  8. View and confirm the table fields included in the ERP model by selecting the Table fields tab of the ERP model record.
    Note any fields that you want to add to the ERP model.

    For a description of the field values, see ERP Canvas ERP model table field descriptions.

    Figure 2. ERP Canvas table fields
    Table fields for an ERP model

What to do next

After you've noted the available fields and tables, you can link ERP tables from the system of record to build an ERP model in ERP Canvas using joins. For more information, see Add table joins and join conditions to an ERP model.