If the connection is active (checkmark in the Active column), you must temporarily deactivate it before updating configuration fields. Remember to reactivate the connection after configuration.
Steps
- In Settings and maintenance, select Quote/Sync in the navigator and go to the Sync tab.
- Select the ERP connection and click Configure ERP connection.
- In the dialog, update the name or scope as needed.
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To update connector-specific configuration fields:
- Clear the Active checkbox.
- Update fields as needed.
- Select Active.
- Click Test ERP connection and fix any errors.
- Click OK to save and close the dialog.
- If you need to change field mappings, default values, or list mappings, do so now using the buttons in lower-left corner. For detailed instructions, see Configure ERP connection.
Troubleshooting
ERP connection cannot be saved
If the OK button is dimmed when adding or editing a connection:- Make sure the connection test has succeeded.
- Check that all required configuration fields are filled in.
- Confirm that any mandatory settings (such as scope) are completed.