Hello
If you want to transfer financial posting from Infiverse.ai to StrategicERP. Please follow steps below-
1. Open "Data Transfer to SERP" form in Infiverse.
Path= HS-->Configuration-->Data Transfer to SERP
2. Put URL, Cloud code, Mobile Erp tocken, Start and End date of StrategicERP product where you want to transfer the posting.
Note- In Form ID you need to select from which form ID you want to transfer the entry. Idealy only 2 forms ID is used
First= 465 (To create ledgers in Ledger Account).
Second= 470 (To Transfer ledger history data)
3. You need to save and approve two seperate entry for form ID 465 and 470.
4. Select 465 entry from search list and click on data sync.
Once the data is synced system will show data sync completed. (You need to re-select the entry to check this updated status)
Now you can check in StrategicERP all ledgers has been created.
5. Do the same sync with Form ID 470 and check the balance sheet for posting.
