Data flow between portal and X-ERP

The fascinating moment of a portal is the immediate effect: a time posting, message or order is not “received somewhere”, but part of the real process.

A simple moment for the user

The X-ERP portal pages work with the same central company database. This means that status and data can appear promptly - at the same time, authorizations, validation and business rules must be taken just as seriously as in internal X-ERP.

This is how the process works

1. Name the portal action, target object, unique ID, status sequence, and responsible role.
2. Record a test process in the portal and note the time and visible reference.
3. Open the associated data record in X-ERP and check fields, creator and status.
4. Edit the process in X-ERP and check the feedback in the portal.
5. Test double-click, disconnection, invalid input and missing permission.

How you can recognize a good portal process

• Portal and X-ERP show the same technical status.
• Double action does not produce a second action.
• Error text explains the next step to the user.
• Support finds the process via secure reference.

When the path comes to a halt

• Status is only displayed in the portal and is not technically completed.
• Browser timeout causes re-creation.
• Notification contains more sensitive data than necessary.

This is what you take with you

Portal and X-ERP form a single, comprehensible process with two views tailored to the target group.

Further information / source

Related topics

1. For portal users – Unlimited user licenses for portal apps › Portal access, roles and security
2. For portal users – Unlimited user licenses for portal apps › X-ERP.ticketsystem – Automate customer service: This is how AI helps you
3. For portal users – Unlimited user licenses for portal apps › X-ERP.webshop – Online shop & ERP: Finally a real unit

Frequently asked questions