1. U4 ERPx
  2. Business cases
  3. Supplier record sync for SRM

Supplier record sync for SRM

Automate the transfer of newly created and approved supplier records from ERPx into Supplier Relationship Management (SRM) system to streamline supplier onboarding, reduce manual data entry, ensure master-data consistency, and support efficient e-invoice processing within the SRM ecosystem.

Key APIs used

  • [GET] /v1/objects/suppliers - Retrieve suppliers eligible for synchronisation based on external system status, supplier group, and update timestamp.

  • [GET] /v1/countries/ - Retrieve country data based on the supplier’s country and language context.

  • [GET] /v1/companies/{{companyId}} - Retrieve ERPx company (client) information.

  • [GET] /v1/custom-fields/ - Fetch supplier flexi-fields required for external system audit trail and cross-reference.

  • [GET] /v1/objects/companies - Retrieve all configured ERPx companies.

  • [GET] /v1/objects/supplier-groups?companyId={{companyId}} - Retrieve supplier groups to determine which groups are in scope for synchronisation.

  • [GET] /v1/suppliers/{{supplierId}}?companyId={{companyId}} - Fetch detailed supplier data for sync, validation, and enrichment prior to transfer.

  • [PATCH] /v1/suppliers/ - Update supplier with ProActis external system cross-reference data and synchronisation status.

Integration workflow

sequenceDiagram
    participant ERP as ERPx API
    participant EIT as Extension/Integration Toolkit
    participant PROA as SRM (e.g. ProActis)

    Note over ERP,PROA: Trigger: Supplier creation, approval, or scheduled synchronisation

    EIT->>ERP: 1. GET /v1/objects/suppliers (eligible suppliers)
    ERP-->>EIT: Supplier list returned

    EIT->>ERP: 2. GET /v1/suppliers/{supplierId}
    ERP-->>EIT: Supplier details (name, address, contacts, flex-fields)

    EIT->>ERP: 3. GET country & company metadata
    ERP-->>EIT: Localized master data

    EIT->>PROA: 4. Send supplier payload to SRM API
    PROA-->>EIT: Supplier created/updated, return SRM supplier ID

    EIT->>ERP: 5. PATCH /v1/suppliers/{supplierId}
    EIT-->>ERP: Update external system cross-reference (SRM ID, sync status)

For detailed API specifications, request/response formats, and authentication details, refer to: