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Permissions

ERP Versions

There are slightly different permissions between Unit4 ERP and ERPx so please make sure you apply the correct settings

REST API​

The user / role you are using for the integration should be granted permissions to your REST API as below.

This is granted in the Unit4 screen: system settings > Users and access > Access Control > Public API Access

objects READ​

This allows the system to read various objects from the system, please see the object permissions required below

documents CREATE READ UPDATE​

ERPx Only

This allows the system to read various objects from the system, please see the object permissions required below

registered-incoming-invoices CREATE READ UPDATE​

ERPx Only

This allows the system to import the invoice data

Object Access​

The user should be granted permissions to your reporting objects as below.

This is granted in the Unit4 screen: system settings > Users and access > Access Control > Object Access

Please note that objects may appear in more than one folder, granting access in one place will grant access to the object via the API regardless of the folder. The folder only relates to information browser access.

System administration/companies READ​

This allows the system to read the current accounting period

common/accounts READ​

common/attribute values READ​

common/attribute relations READ​

accounting/account rules READ​

accounting/tax codes READ​

accounting/tax systems READ​

(for ERP7 / CR this will be read from attribute values)

accounting/value matrix READ​

MS7 /CR no API available as standard

If you use value matrix and want to be able to code in the Rossum screen then this can be set up using a user defined object for value matrix

All of the above are required to enable coding in the OCR screen

accounting/suppliers READ​

accounting/supplier groups READ​

accounting/supplier payment recipients READ​

Are required to enable supplier matching and the defaulting of the AP line account code

accounting/supplier transactions READ​

Required for duplicate checking

procurement/purchase orders READ​

Is required to enable purchase order matching and the display of purchase order information

system administration/users READ​

Is used to try and find a responsible user based on their Rossum login email address

SOAP Webservices​

ERP7 / ERP-CR Only

The access to these webservices must currently be granted via desktop in the menu access screen

DocArchiveV201409 CREATE READ UPDATE​

The document archive webservice is currently supported for ERP7 and ERP CR for the transfer of documents into ERP from the OCR

ImportV200606 CREATE READ UPDATE​

The import service is used to send the data to ERP7 / CR and run the EI02 import report