Security & permissions
Viewing the Raptor 'dinosaur' button
Privilege: To view Ex Arte Raptor document list
If a user with this privelege still does not see the 'dino' icon while other users do, verify if the setting 'Enable document handling' is turned on in the user's preferences (System administration > Users > Users > User options > Preferences).
Synchronization permissions
Raptor makes use of a service account, linked to an Entra Azure ID app registration in order to export data from D365, in order to make tags and synchronize masterdata to Tungsten AP Essentials.
The minimum required duties for this service account are:
View Document Entity Data for Data Management
View Document Entity for Data Management (Extension)
Important Note:
These duties include access to all standard data entities.
If custom data entities are used for integration, the View privilege for the linked data entity must be added to the role assigned to the synchronization user.
If the synchronization process (E-Platform) creates new records, the Maintain privilege for the linked data entity must also be assigned to the user's role.
If a limited set of data entities is required (e.g., through our Kickstart solution), we provide a standard duty that can be customized at the project level by adding extra data entities.
Duties for Synchronizing Ex Arte Raptor Core Data Entities
This duty synchronizes key data entities, such as:
Sales order packing slip headers
Ledger journal headers
Project invoice headers
Vendor invoices, lines, and related connections (e.g., purchase links and product receipt lines)
Customer transactions, including free-text invoices and quotation journals
Production order attachments
Duties for Synchronizing Ex Arte Raptor Data Entities
This duty supports broader synchronization of essential business entities, including:
Vendors, prospects, customers, and contact persons
Projects
Purchase and sales order headers
Products and released products
Sales and purchase agreement headers
Production orders
Return order headers
System users and expenses
Duties for Synchronizing Ex Arte Raptor Input Data Entities (View and Maintain)
For imported data, this duty allows both View and Maintain privileges for entities like:
Ex Arte imported invoice headers and lines
Ex Arte imported invoice header and line fields
Ex Arte imported invoice purchase links
By carefully assigning the appropriate duties and privileges, you can ensure a secure and efficient synchronization process tailored to your organization's integration requirements.
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