Unanet
Introduction
Unanet is an ERP system used by companies for their operations planning. Although it is widely used for its accounting functionalities and allows for the creation of several accounting and financial reports, it has been reported that it does not work well on the operations side of things (such as scheduling, project management, status updates, and WIP).
Unanet has a unique way of storing client, user, and department names, among others. These codes are the record keys used by Unanet in its database. In order for Kompass and Unanet to exchange data between them, these codes must be defined. This will allow Kompass exports to use the appropriate Unanet codes, making them ready for Unanet import.
Unanet codes can be auto-generated based on the field name. In other cases, the organization may select the codes. We will examine these two types of codes separately.
Auto-generated Unanet codes
For auto-generated Unanet codes, you do not need to update them manually. Kompass will create and store them in its database for each record. Auto-generated codes are created for Users and Clients.
Users
A user's Unanet code will be the first letter of their name, followed by their surname, both in uppercase (for example, John Smith will be coded as JSMITH). In case of a possible duplication, Kompass will add a digit after the name. For example, if there is another user named James Smith, Kompass will use the code JSMITH2.
Clients
A client's code will also be saved as a Unanet code, auto-generated by Kompass. The following transformations take place:
- All letters change in uppercase.
- "C_" prefix is added.
- Spaces are replaced with underscores "_".
- The first 25 characters are extracted.
For example, "Kompass BMS United Kingdom" will become "C_KOMPASS_BMS_UNITED_KING"
For both fields, you can manually override the code by changing certain users/clients through the API Admin. To do so, head to API Admin, select the "Unanet" group, and then either "Clients" or "Users," depending on the item you want to change.
Select the client / employee you want to change and apply those changes at the "Code" field.
Codes selected by your organization
There are five additional fields that can store Unanet codes:
- Client Categories
- Departments
- Expense Types
- Payment Methods
- Suppliers
These codes need to be assigned to each individual record of the fields mentioned above. For example, if you want to add a department Unanet code, go to "Departments" and click "Add Department".
The form is easy to fill out. Select the Department you want to link with a Unanet Code and add its code.
If you export from Kompass and Unanet codes are not being exported for any of the five fields mentioned above, it might be because Kompass entries have not been linked with Unanet. Be careful when creating a new Kompass entry in any of the five fields mentioned above; you will need to create the link with Unanet as well.