Overview
The step after integrating AGR with your ERP is validating the data that you have imported into AGR. During the onboarding process, you will have been shown what data is essential for AGR to create order proposals and what can be added and enriched as you become more familiar with AGR's functionality. You can start to validate the data in AGR as soon as you have access to AGR.
What is data validation?
Data validation is the process of reviewing samples of the data that have been imported to AGR to ensure that the data is correct. You do not need to validate every piece of data in AGR. However, it is important to validate the values of the data to ensure that, at a minimum, order proposals can be created.
Validate master data in AGR
Master data is all data that AGR has imported from your ERP. It does not include data that is only calculated in the AGR system. AGR has created a report called Master data to help you in the data validation process. You can find it in Reports via the reports sidebar under Analysis.
Decide the data to validate
To start with, select a Vendor who has items that are typical of your inventory. These are the items that you will use to compare data between AGR and your ERP. Using the features in View Settings will help you validate your data by sorting, grouping, and filtering.
Suggested order of data validation
AGR recommends validating data in the following order.
Data that impacts order calculations
Supplier lead time
Stock units
Undelivered purchase orders
Sales history
Open sales orders
Order multiple (i.e. pcs in a box)
Minimum order quantity
Min stock
Max stock
Other data to validate
10. Pallet qty
11. Layer qty
12. Weight
13. Cost price
14. Sales price
15. Item group
The validation process
The next step is to confirm that the selected data is the same between your ERP and AGR. There are a number of ways to do this and no one way is best.
Manual validation
Manual validation entails your team member switching between the ERP and AGR to check that the selected data is correct and complete. This consumes a lot of time and is best for businesses that only want to validate a small amount of data.
Exporting to spreadsheets
AGR allows you to export any selected data as either a CSV or Excel file using the Export icon. The same data can be exported from your ERP in a similar format. From there, the two files can be compared manually or via features that are included in your spreadsheet program.
Finish validation
Once you are satisfied that the master data in AGR matches that in the ERP, validation is complete. We recommend doing data validation in cycles to be sure that the newest information is the same between the two systems.
What if data needs changing?
Master data must be changed in the ERP.
Video on data validation