Browse ERP reference data
Use ERP Data when you need to check the reference record behind an invoice field.
Before you start
Select the company whose ERP records you want to review. The menu and records change with the selected company.
Find a reference record
- Expand ERP Data in the main navigation.
- Select the record type you need.
- Enter a supported value in Search.
- Select Filter when you need to narrow the list by an available field.
- Select a row to open its details.
Each configured record type opens on its own schema-driven page under /fields/{entity_type}. Your company might show vendors, GL accounts, or different ERP dimensions, so follow the visible labels instead of looking for a fixed list.
What you should see
The list uses the fields, columns, filters, and record labels configured for that record type. The detail page shows the fields available for the selected record.
If something goes wrong
- If ERP Data is not in the main navigation, your role may not include reference-data access or the module may be hidden for the company.
- If a record type is missing, the company's schema does not expose it in ERP Data.
- If a record does not appear in an invoice picker, check its status and your access before changing the invoice.