The Update Account Code Format integration is an inbound process used to receive General Ledger (GL) or Project account code formats, values, and descriptions from an external system (e.g., a customer's ERP or Finance solution). This integration ensures that GL master data held in your financial system is accurately replicated into Unimarket.
Intent
Data Replication: To populate Unimarket with current financial structure data from an external ERP.
Frequency: This process is typically run periodically, such as nightly, to keep systems synchronized.
Checkout Accuracy: The replicated codes are used to code requisition lines during the checkout process, ensuring users select valid financial data.
Key Data Elements
The integration populates Unimarket with the following structural and master data:
Account Code Part Options: Defines the segments of your account string, such as Organization, Team, or Account.
Part Types and Dependencies: Establishes the relationships and hierarchies between different account code segments.
Account Code Part Data: Imports the specific codes and their corresponding descriptions.
Troubleshooting
If the account code data does not appear to be updating:
Verify the connection status of your Workato On-Premise Agent or Unimarket Connector.
Check the Administration > File Processing module (if using File Automation) to view any error logs.
Ensure the external ERP triggered the scheduled export, as expected.