ERPNext Testing

Verify your ERPNext connection works correctly before going live.

Connection Test

Run Test

1. Go to Legal Entity > ERP Connection
2. Click Test Connection

The system performs several validation checks:

• Server reachability at your ERPNext URL
• Authentication credentials validity
• User permissions for creating Purchase Invoices
• Company accessibility
• Supplier data readability

Test Failures

Error	Cause	Solution
Server unreachable	Network/firewall issues	Verify URL and firewall rules
Authentication failed	Invalid credentials	Regenerate API keys
Permission denied	Missing required roles	Add necessary roles to user
Company not found	Access restrictions	Grant company access to API user

Post Test Invoice

Create Test Invoice

1. Upload a test invoice document
2. Complete the extraction review process
3. Submit the invoice for approval
4. Approve the invoice
5. Monitor for successful ERP posting

The system displays confirmation when the invoice successfully posts, including the TaprNext reference number and ERPNext document identifier.

Verify in ERPNext

1. Log into your ERPNext instance
2. Navigate to Accounts > Purchase Invoice
3. Locate the posted invoice using the reference number
4. Confirm all extracted fields match the original document

Cleanup Test Data

Option 1: Cancel in ERPNext

Open the test invoice and click Cancel to mark it as cancelled.

Option 2: Delete (if draft)

For draft invoices, open and click Delete to remove completely.

Production Checklist

Before processing real invoices, verify:

• Connection test passed successfully
• Test invoice posted without errors
• Invoice appears correctly in ERPNext
• All field mappings are accurate
• Test data has been removed
• Team understands the workflow

Monitoring

After deployment, track posting performance through:

• Dashboard: Displays success rates and statistics
• Alerts: Email notifications for posting failures
• Logs: Complete posting history and timeline