At the top of a quote, sales order or invoice, under the title, a label shows its status in your accounting system (ERP), for example:
- Booked in e-conomic · #1234 (green)
- Draft in e-conomic · #17 (blue)
- Sync error in e-conomic (red). Hold the mouse over the label to see the error.
It works the same way for e-conomic, Dinero, Business Central and Uniconta.
The ERP fields
Quotes, sales orders and invoices have a block ERP with the same fields, whatever system you use:
| Field | What it shows |
|---|---|
| ERP system | The system the record is in. Set to your system by default; you can change it. |
| ERP status | Draft, Booked, Sent (orders and quotes) or Error |
| ERP number | The booked number (or order/quote number) |
| ERP draft number | The draft number. Dinero has no draft number. |
| ERP error | The latest sync error |
Simply fills them in from the integration. You can use them in lists, filters, reports and workflows.
Change or add labels
Labels are set up under Settings > Custom Header. For each label you choose:
- Title: the text. Use
$fieldnameto insert a field, e.g.Booked in $erp_system · #$erp_number. A part after·whose field is empty is left out. - Show when: conditions, e.g. ERP status is Booked. Empty: always shown.
- Style: green, blue, yellow, red or grey.
- Tooltip: text shown when the mouse is over the label.
You can make labels for any module and any field, not only the ERP status.
Good to know
- The labels are switched on automatically on modules where records are already in your ERP.
- Labels with a title template are shown in the new interface.