Overview
Use the Composite SOR Settings form to combine records from two or more connected systems into a single Composite Source of Record (SOR). A Composite SOR lets SmartFlow Skills source business record data across multiple systems without customization. Composite SOR is available under the ERP connection type on the System Settings page.
Before You Begin
- Connect at least two ERP or AP systems to your Auditoria tenant. These appear as selectable options in Contributing Connected Systems.
- Decide which connected system will serve as the source for each business record type.
- Determine whether invoices processed in Auditoria must be written back to a connected System of Record.
Configure Composite SOR Settings
- On the Add New Connection view, click the ERP icon, then click Composite SOR. The Composite SOR Settings form opens.
- Complete the fields described in Table 1.
- Turn on Enforce Controlled Record Access (Optional - Only for Workday).
- Click Save.
Figure 1. Composite SOR Settings
Table 1. Composite SOR settings
| Field | Description | Required |
|---|---|---|
| Composite SOR Type | Type of Composite SOR to create. Available option: Autonomous Procure to Pay (AP). | Yes |
| Instance Name | User-defined label for this Composite SOR instance. | Yes |
| Contributing Connected Systems | Two or more already-connected systems from which the Composite SOR sources business record data. | Yes |
| Business Record Source Mapping | For each business record type, the connected system that serves as the source. Each record type must have at least one source to complete setup. | Yes |
| Write to SOR | When selected, invoices processed in Auditoria are written back to a connected System of Record. | No |
Business Record Source Mapping
In the Business Record Source Mapping section, select one or more connected systems as the source for each business record type.
Write to SOR
Select the Write to SOR checkbox if invoices processed in Auditoria must be written back to a connected System of Record.
Enforce Controlled Record Access
Enable Controlled Record Access
- Click the Enforce Controlled Record Access toggle to turn it on.
- In the Enable Controlled Record Access confirmation dialog, review the message: Access to this ERP source will be restricted when controlled record access is enabled.
- Click Continue to confirm.
- Click Save to apply the setting.
Figure 2. Enable Controlled Record Access confirmation
Disable Controlled Record Access
- Click the Enforce Controlled Record Access toggle to turn it off.
- In the Disable Controlled Record Access confirmation dialog, review the message: Access to this ERP source will be unrestricted when controlled record access is not enabled.
- Click Continue to confirm.
- Click Save to apply the setting.
Figure 3. Disable Controlled Record Access confirmation
Important: Controlled record access cannot be enabled after the ERP connection is configured with SmartFlow Skills.