V5 Ultimate
ERP integration

Connect V5 to your ERP — your way.

Pick your ERP, follow six clear steps. SAP, NetSuite, Sage, Dynamics, Odoo, QuickBooks — plus a custom adapter.

ERP is optional and sits outside the 7‑day trial. Run V5 standalone first; connect when IT is ready.

Pick your ERP Back to onboarding
Step 1

Pick your ERP adapter.

Exact setup, credentials and effort for each — no surprises.

You picked
SAP · S/4HANA · ECC
OData · RFC · CPI Typical effort: 1–3 weeks
The six steps

Same spine, tailored to SAP.

Same shape every time. Only Step 2 changes per ERP.

02

Set up a service user or app in SAP

Your IT / ERP admin
  • Pick the path with your Basis team: OData (S/4), RFC/BAPI (on‑prem ECC) or via PI/PO/CPI.
  • Create a communication user (OAuth2 client for S/4 Cloud, basic auth for on‑prem) or a technical RFC user.
  • Activate the services we need (e.g. API_PRODUCT_SRV, API_PURCHASEORDER_PROCESS_SRV, API_PROD_ORDER_CONFIRMATION) and transport if required.
  • Open firewall/allowlist our IP range.

Sandbox first. Any new service exposure needs a transport.

OutcomeA service identity in SAP that V5 can authenticate as.
03

Enter the credentials in V5

You + V5

Paste the connection details. V5 tests it and logs exactly what it can read and write.

What you'll need ready for SAP
  • Base URL or app/message server + system number + client
  • Communication user / RFC user credentials (or OAuth client ID/secret)
  • List of activated services or exposed BAPIs
OutcomeA live, scoped connection. Nothing posted yet.
04

Map your master data

You + V5

Items, BOMs, UoM, customers, suppliers, locations. V5 auto‑matches keys; you approve crosswalks where codes differ.

Optional: work centres, routings, cost centres, GL accounts, reason codes, quality statuses.

OutcomeOne agreed key per item, BOM, customer, supplier and location.
05

Dry‑run sync (read‑only)

V5 (you review)

V5 pulls masters into staging and validates: missing UoM, duplicate SKUs, inactive vendors, invalid BOMs, code‑length issues. Nothing reaches SAP. Fix, add mapping rules, re‑run.

OutcomeA clean validation report — fixed before anything is posted.
06

Go live — turn on write‑backs

You sign off · V5 posts

Enable the flows you approve: POs and receipts, production confirmations, backflush, inventory moves, lot status, invoices. Cutover window, monitored logs, sign‑off.

OutcomeV5 live on the floor, posting to SAP under your control.
The data picture

What flows which way.

ERP stays the book of record. V5 runs the floor.

From SAP → V5

Authoritative in ERP. Pulled into V5.
  • Items & material masters
  • Units of Measure + conversions
  • BOMs (and routings, if ERP is master)
  • Vendors / Suppliers and Customers
  • Sites / Plants / Warehouses / Locations
  • Purchase Orders & Sales Orders

From V5 → SAP

Captured on the floor. Posted to ERP.
  • Goods receipts (GRN) against POs — lot/serial tagged
  • Inventory movements, issues, adjustments with reason
  • Production order confirmations: yield, scrap, time
  • Backflush consumption of components
  • Finished goods receipt + lot/serial creation
  • Quality results driving release / hold / block

Bidirectional flows are possible by agreement — one master per object, always, to avoid loops.

Before you start

Six honest gotchas.

The things that trip every MES↔ERP project. Catch them in week one.

UoM mismatches

‘EA' vs ‘Each' or missing conversions will block postings. Clean up before go‑live.

Lot / serial formats

ERPs often enforce length and pattern. Agree the generator and where it lives.

Code lengths & special chars

Many ERPs cap to 20–40 chars and reject ‘/' or spaces. Tidy the keys first.

Period locks & time zones

Back‑dated movements may violate period locks. Align server time and fiscal calendar.

Number ranges

Don't let V5 and ERP both mint the same document numbers. Pick one master.

API limits

NetSuite governance, QuickBooks rate limits, BC requests/min. We throttle — but plan waves.

Ready to scope your SAP connection?

Send your environment details. We'll come back with a fixed‑scope quote, target window and the credential checklist for IT.

See pricing