Prepare your integration request by defining production data, transfer direction and the receiving software’s requirements.
A concrete plant’s production records may also be needed in the business’s ERP or accounting software. Planning this connection starts with defining which data will transfer, after which operation and for what purpose. The integration scope is prepared by reviewing records kept by the automation system alongside information the receiving software can accept.
First describe how the transfer will be used
The business may need daily production totals, production by product or records for another workflow. These purposes require different fields and transfer times. Explain the practical use behind “connect it to accounting” at the outset.
Choose an example production batch and show where each item is obtained and where it will be written in the other system. If data is unavailable in automation, obtaining it is assessed separately. Integration does not automatically create all business information missing from the source.
Which production information will be transferred?
Fields such as production date, record number, product or recipe and quantity can be considered according to requirements. The existing software is checked to establish which fields are actually recorded. If weighing values are used, the mapping should reflect the different meanings of target and actual quantity.
| Field group | Point to clarify at the outset |
|---|---|
| Production identifier | Number or description distinguishing the record from other production |
| Date and time | Production start, completion or record creation time |
| Product and recipe | Corresponding names or codes in the two systems |
| Quantity and unit | Which quantity will be transferred and in which unit |
| Transfer result | Tracking whether the submitted record was accepted |
Codes and units must have the same meaning
The recipe name selected by the plant operator may differ from the ERP product code. The correspondence must be explicitly defined. Share codes and definitions at the start of the project rather than assuming automatic matching by similar names.
Quantity units, decimal formats and production boundaries also matter. Results may differ if one system shows all production and the other only completed records. Comparisons should use the same set of records and the same unit.
The connection method is defined by the existing software
We examine the receiving software’s supported data exchange methods, permissions and technical information from its provider. File-based transfer and automatic exchange between two systems may require different implementation and tracking arrangements. The method is chosen according to software capabilities.
Specify who will make changes on the ERP or accounting side. Dividing responsibilities between the automation team, the business’s IT lead and the receiving software provider makes handover scope clearer. A product name alone does not define every connection detail.
How are missing and duplicate records tracked?
Sending a production record and having it accepted by the other software are separate stages. Define how a lost connection or rejected record will be identified. If resending is needed, assess the record identifier alongside receiving system behaviour to avoid creating the same record twice.
If production records can be corrected later, discuss how this affects transferred data. Initial transfer, correction and cancellation are different actions. Which are included is clarified according to the business workflow and methods supported by the software.
Acceptance checks use example records
Testing checks more than establishing a connection: transferred fields must be linked to the correct production and definitions. Example records selected by the business are compared on both sides with their quantity and date information. Transfer results and defined error conditions are also included in acceptance.
At Enopan, we design transfer of concrete plant production records to ERP or accounting software according to business needs. To start, share the software name, fields required and an example existing record. Work needed in the receiving system is also specified separately in the quotation scope.
Share an example of the record you want to transfer
Send details of your plant automation and ERP/accounting software, the fields to use and the expected workflow. We can define the scope on both sides together.
