Custom Transaction Engine for ERP General Ledger Flexibility

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Solution Overview

Problem

Conventional ERP systems lack the flexibility to accommodate diverse business operational requirements and vertical or company-specific workflows, particularly in handling custom transaction types that impact General Ledger (GL) functions, which often necessitate deep code modifications that are beyond the capabilities of smaller development teams.

Innovation Solution

The system allows users to define and execute custom transactions and modify built-in transaction types within a multi-tenant cloud-based business data processing platform, enabling seamless extension of ERP functions to address international compliance and customer-specific needs while maintaining GL integrity.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If conventional ERP systems use predetermined transaction types, then system stability and ease of operation are improved, but adaptability to diverse business requirements deteriorates

Engineering Contradiction:
Improveease of operationVSAvoidadaptability
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The system enables dynamic configuration of transaction types through a configuration interface that allows users to define custom transactions without modifying core code. The transaction engine dynamically loads and executes these custom transactions, making the system adaptable to diverse business requirements while maintaining operational simplicity through a unified interface.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system segments transaction handling into core predefined transactions and custom configurable transactions. This segmentation allows the core system to remain stable and simple while enabling customization through separate, isolated configuration elements that can be added without affecting the core ERP functionality.

Inventive Principle:
Principle #1Segmentation

2Adaptability or versatility

If third party developers build add-ons with deep code modifications, then adaptability to specific workflows is improved, but device complexity and difficulty of maintenance worsen

Engineering Contradiction:
ImproveadaptabilityVSAvoidcomplexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system introduces a configuration interface and transaction engine as intermediaries between users and the core ERP system. Users define custom transactions through configuration parameters rather than modifying core code, and the transaction engine mediates between these configurations and the core processing logic, eliminating the need for deep code modifications while maintaining adaptability.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system enables end-users to define and configure custom transactions independently without requiring third-party developers or deep knowledge of the codebase. The configuration interface provides self-service capabilities for creating, modifying, and managing custom transactions, reducing external dependencies and simplifying maintenance.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If custom transactions are implemented through workflow extensions, then adaptability is improved, but integration with core ERP capabilities deteriorates

Engineering Contradiction:
ImproveadaptabilityVSAvoidintegration reliability
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The transaction engine provides universal functionality by handling both core predefined transactions and custom configurable transactions through a unified processing mechanism. This multi-functionality ensures that custom transactions have the same reliability and integration quality as core transactions, eliminating the distinction between extension and core capabilities.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS10878513B1System and method for implementing custom transactions and improvements to general ledger functionality
Publication Date: 2020.12.29 NETSUITE INC
  • US10878513B1 patent drawing
  • US10878513B1 patent drawing
  • US10878513B1 patent drawing

AI summary

Systems, apparatuses, and methods for enabling a user of a multi-tenant cloud-based business data processing platform to define one or more custom transactions having an impact on general ledger transactions. Such custom GL impacting transactions provide the power and flexibility for an ERP module of the platform to satisfy the varying requirements of national/international markets that have and often require additional transaction types to cover aspects of their business activity that have an ERP and/or GL impact, and which have not been supported or anticipated by a developer in the first instance. In this manner, providing a system, apparatus and method for altering existing native transaction types having a GL impact reduce complexities associated with GL bloat, version-lock, vendor-lock, and lack of upgradability.