ERP (enterprise resource planning) is a system for orders, invoices, stock and finance. Notes applications are often connected to an ERP through the Domino REST API.
ERP stands for enterprise resource planning. An ERP system handles the company's core figures: orders, invoices, purchasing, stock, production and finance. Well known examples are Microsoft Dynamics, SAP and many smaller systems made for specific trades.
What does an ERP do?
- Registers orders and sends invoices.
- Keeps track of stock and purchasing.
- Plans production and deliveries.
- Runs the accounts and gives financial reports.
The ERP is usually the place where the numbers are right. Other systems should fetch the numbers from there rather than keep their own copies.
ERP and HCL Notes
Many companies have their ERP in one system and their own Notes applications in another. That might be a CRM, a case system or a quality system in Notes. When the two do not talk together, staff type the same data twice, and mistakes creep in.
With the Domino REST API, the ERP and Notes can exchange data securely. For example:
- A sales rep sees the customer's orders and open invoices directly in the Notes CRM.
- A new customer created in Notes is sent to the ERP automatically.
- Stock figures from the ERP are shown in a Notes ordering system.
Access follows the user's rights and the database ACL, so data is only shown to those who may see it.
Why does it matter?
Connecting Notes and ERP saves time, removes double typing and gives better decisions, because everyone works on the same numbers. It is often a cheaper way to modernise than replacing systems that work. Read more in our guides CRM in HCL Notes and modernising Notes applications, or see our Notes development services.