IPM LINK SYNCHRONISATION DETAILS

MICROSOFT DYNAMICS ERP SYNC DETAILS

IPM/CRM Component
Sync Details
ERP Component

Accounts identified as Customers

Accounts identified as Vendors

Jobs

Tasks

Cost Types

Resource Groups

Resources

Purchase Orders

Subcontracts

Subcontract Change Orders

Purchase Invoices

Subcontract Invoices

Items with UOM and Price

Timesheet Entries

Progress Billing Invoices

2 Way Sync

2 Way Sync

2 Way Sync

2 Way Sync

2 Way Sync

2 Way Sync

2 Way Sync

1 Way Sync to NAV

1 Way Sync to NAV

1 Way Sync to NAV

1 Way Sync to NAV

1 Way Sync to NAV

1 Way Sync to IPM

1 Way Sync to NAV

1 Way Sync to NAV

Customers

Vendors

Jobs

Tasks

Cost Type - Custom component links to Job Posting Group

Resource Groups

Resources

Purchase Orders

Purchase Orders

Purchase Orders

AP Invoices

AP Invoices

Items

Job Resource Journal

AR Invoices