Automate the flow of information: integrate your General Ledger (GL) Accounting Solution or Enterprise Resource Planning (ERP) application with Adesso.
The optimal way to leverage Adesso is by integrating it with your General Ledger (GL) Accounting Solution or Enterprise Resource Planning (ERP) application.
Adesso allows the flow of information to be automated, reducing errors and freeing up your time. When the data flows is just as important as the connections that create the flow.
The table below breaks down the period when specific data should flow, the module it would flow to, and the API Call.
| Period | Data Type | Adesso AI Module | API Call |
| Annually |
Customers | Business Settings | Customer Hierarchy Submission Form |
| Products | Promotions Manager | Product Hierarchy Submission Form | |
| Fiscal Periods | Sales Manager | Fiscal Periods Submission Form | |
| Trade Funds/Accruals | APIFund | ||
| Annual Budget/Quota | Budget Submission Form | ||
| Annual Plan/Forecast | APIFundAccrual | ||
| GL Accounts | GL Codes Submission Form | ||
| Pricing | APIResolutionHierarchy | ||
| APIForecastVolumeListPrice | |||
| Quarterly/ Monthly |
Updated Sales Forecast (or use Sales Manager!) | APIVolumeEntry | |
| Weekly/ Daily |
Actual Ship to/Invoice Data | APIVolumeEntry | |
| Credit Memos/ Deductions | APIDeductions |
You must reflect on when specific data must be loaded, checked, and made available to your downstream users.
It comes down to a simple three-step process: Period – Data – Submit.
By submitting your data during these periods, you can capture trade spend against your targets, giving you a view into your TPM progress.
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