Background
If you were using Recurrency for our reporting product and are now using us for our Demand Planning or Purchasing Automation products, you'll need to update the dedicated Recurrency database user to have write permissions
💡 Direct SQL database access: this guide assumes that you have direct access to the SQL server hosting your ERP data. If you are relying on a third party to manage your Prophet 21 instance, you may need their assistance with these steps.
If you are using Epicor’s cloud hosted P21 solution, we have a different version of this guide which will be more helpful. Additionally, if you are using a public or private cloud to host your Prophet 21 instance, there may be alternative ways to establish a secure connection between our systems. Reach out to [email protected] if you have questions.
Integration Steps
With an Admin account, login to your P21 MSSQL database
In the P21 database (i.e not the master database), run the following query:
exec sp_addrolemember 'db_datawriter', 'recurrencyuser';GRANT EXECUTE TO recurrencyuser;
You should see a success message.
To confirm that the user has the right permissions, you can run the following query:
SELECT entity_name, permission_name FROM fn_my_permissions(NULL, 'Database');
This will return results like the following:
database CONNECT
database SELECT
database INSERT
database UPDATE
database DELETE
database EXECUTE