Documentation/ ERP integrations/ Diagram
Diagram
Diagram is one of the direct-sending integrations: the documents ticked are posted into the system and leave the pending list, with the same partial-result behaviour as the rest.
Document list › tick › Send to Diagram
On this page
What kind of integration it is
Direct sending. It shares the same response contract as the other direct integrations: the sending counts as successful if at least one document goes in, and the ones that do not are reported separately.
How to send
- Go over the documents and finish them off as usual.
- Tick them in the list.
- Press Send to Diagram and confirm.
- Check the result.
The result
| Result | What it means |
|---|---|
| All sent | The documents went in and leave the pending list. |
| Partial sending | Some went in and some did not. A warning, not an error. |
| Nothing sent | None went in. Look at the reason. |
The messages identify documents by the reference you see in the list, showing the first few with a count of the rest.
The list always refreshes, including when the whole sending fails: so what is left on screen is always the real state.
What to check first
The same checks as on any direct sending:
- A document number on the header.
- The supplier identified, with their ERP reference if the integration uses it.
- Lines checked and with their item assigned.
- Amounts that agree between the lines and the header.
The item status on the list is the short cut: documents marked as having items outstanding are not going to go in.
Settings
The connection details are in Parameters, in the Diagram group. They are filled in by whoever administers the ERP, with help from the Dijit.app team at set-up.
Like the other parameter groups, it only appears if the integration is switched on for the company.
Things that come up
| What you see | Why | What to do |
|---|---|---|
| The send button is not there | The integration is not switched on for the company. | Ask support to set it up. |
| The sending goes in half way | Some documents do not pass validation. | Correct only the ones that failed: the ones sent are no longer pending. |
| The whole thing fails with a connection error | A momentary drop or wrong parameters. | Try once more; if it persists, go over the parameters. |
| A document keeps coming back with the same message | The missing value is on a record, not on the document. | Correct the record of the supplier or item involved. |
| An action over the whole list returns a permissions message | Not every bulk operation is available on every account. | Work by selection, or check with support. |