Integrations

• Engineering design source. Connect your chosen design-file or document system if drawings and signed review evidence must accompany the revision. Agree how staff identify the applicable drawing alongside product and revision.
• Warehouse or stock source. Connect an inventory source if it owns inventory balances. Map item records, location and lot number, and reconcile on-hand quantity and reserved quantity. Reconcile material issues and supplier receipts with the chosen stock source.
• Accounting source. Connect the system that owns supplier invoices, customer billing and payments when those outcomes are required. The unit price on a customer order line and the unit cost on a supplier order line describe commercial lines; these values do not constitute a ledger posting.
• Inspection evidence source. Connect measurements or certificates where the reviewer needs them. Batch disposition records the outcome; agree the inspection source used to explain the physical output and its measurements.

Set up these connections around the sources your team uses. Name the source owner, map its identities to the references and test actual delivery and reconciliation before use. Agree retry behavior and how staff detect a missing response. A local status change cannot establish that a supplier received an order, a warehouse posted stock or an accounting system recorded money.

Start the pilot without an optional connection where a documented manual handoff meets the agreed scope. If an external result is required for operation, keep the affected handoff pending until its actual outcome is checked. Review the effect of any new fields or automation with the deciding roles before release.

Prepare implementation and map references before configuring a connection.