During the initial implementation of Graphite Connect, your company may choose to pre-populate existing ERP records (SAP, Netsuite, Oracle, Dynamics 365, etc) into the system. By doing so, it makes it very easy for you to find a supplier you have been doing business with, and it means that any needed updates (banking, address, etc.) will sync to the correct supplier record in your ERP.
What you need to know
- Change Requests can only be submitted after a supplier is fully connected
- This means legacy suppliers must be onboarded prior to submitting any Change Requests
- Change Requests are requested by the business owner
Sending Legacy Invitations
To send an invitation to an existing supplier, follow these steps:
- Search for the existing ERP ID from the home page
- Select the matching company in the search results page
- Complete the NSJ with all required fields
- Once the NSJ is complete, the supplier will be invited to join Graphite and complete all required fields.
Suppliers must be fully onboarded prior to any change requests being made.