Generic Writeback

Applies to:

• Velixo NX
• Every ERP

TABLE OF CONTENTS

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Overview

Generic Writeback is a licensed feature available in Velixo NX for those clients needing to send Excel for Windows data to pre-defined screens within their ERP.

Generic Writeback can work with any active Import Scenario that is already defined within the ERP and to which the user has access rights.

Choosing the Generic option (from the New Sheet selector on the Velixo NX ribbon) starts the process of being able to create a new worksheet to write data to your ERP system.

In the Velixo NX side panel, you will be prompted to select the Connection to which data will be sent and which of your EPR's active, pre-defined Import Scenarios you want to use for writing the data:

The Generic Writeback feature requires that the Import Scenario you want to use is already active within your ERP and that you have access to that Import Scenario.

Here you can see the Import Scenarios defined in a sample Acumatica:

[ Note that the first step that must take place is for all active Import Scenarios to be retrieved from the ERP.  This may take a moment. ]

Once that is complete, you can select the active Import Scenario you want to use:

Velixo NX will then create a new worksheet using the writeback fields associated with the Import Scenario you selected:

You can now fill in the required data.

Once that is done, click Perform Writeback...

either on the Velixo NX ribbon:

or in the side panel:

... to activate the WRITEBACK functions and write all the specified data to your ERP.

If you only want to select a single worksheet, ensure that worksheet is displayed and select Current Worksheet from the pulldown on the Perform Writeback button: