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Focus7 to HCM Integration

Focus to HCM integration

1. Install ERP proxy setup in the system. While installing, it will ask for destination folder, select the location accordingly by clicking change button. If the location is not specific, by default the file will be saved at C>>Program files(x86)>>centra>>ERP Proxy as mentioned in the below installation screen.

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2. Focus7 should run as exclusive mode to configure the setting in HCM

3. Erp proxy server.exe file will be loaded and it should run as administrator. Initially it will be loaded as below screen.

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4. Open the HCM company for which the Focus integration to be done.

5. Go to settings>>Preferences>>Global preferences>>Settings>>ERP integration

The below screen for reference

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Select the focus version for which the integration to be done. Ex: Focus 7

6. On selection of Focus 7, further fields will be loaded.

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Enter the URL where the ERP server is running, select the company code from the drop down to which Focus7 to be integrated. Save the settings and re login the application.

7. Once login the application, the ERP proxy screen will be displayed as below

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8. Map the HCM master to Focus master under mapping table as shown below. All the masters available in HCM will be loaded under HCM master and Focus masters under ERP masters. User to appropriately select relevant masters.

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In the above screen, accounts & employee master is mapped.

9. Once the HCM masters are mapped to Focus masters, work flow to be prepared to sync the masters.

10. Settings>>Approval>>Workflow

Below is the work flow screen. Select ERPMasterSync for execute on drop down list, Period for evaluate on selection.

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Select the sync pattern accordingly.

11. Under actions tab, Modules to be created

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On selection of HCM module, the mapped Focus module will be loaded under ERP module field and all the fields will be loaded for further field level mapping.

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Note: for account master, Account type field is mandatory to be mapped.

12. Once the modules are created and fields are mapped from all the masters, the screen will be displayed as follows

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13. User can create any no. of modules as per the mapped masters under global preferences.

14. As per the sync pattern, the data will be synced. If the user wants to forcefully sync the data use the option below

Settings>>Data management>>workflow background task

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Click on the highlighted play button to sync the data forcefully

15. FA Posting:

Once Focus7 is integrated to HCM, FA postings will be posted from HCM to Focus7 automatically. But if there are pay tags used, then all the tag masters should be compulsorily mapped in global preferences and employee code is mandatory.

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