ERP Integration (EDGEBIC)

EDGEBIC + SAP: The Complete Scheduling Integration Guide

User Solutions TeamUser Solutions Team
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11 min read

Integrating SAP with EDGEBIC means exporting the items, work centers, routings, and open production orders SAP already holds to Excel or CSV, mapping those columns once with a reusable import mask, and letting EDGEBIC schedule the work against finite capacity: real shift hours, real machine counts, and sequence-dependent setups. Executable dates then export back for SAP and your customers. There is no middleware server, no interface object inside the ERP, and no certified connector to maintain through an upgrade.

EDGEBIC by User Solutions is the newest generation of a scheduling line that has integrated with ERPs this way since 1991. Across 35+ years the same approach has fed schedules for the US Navy, GE, BAE Systems, and Cummins, including Cummins scheduling across 33 locations from AS400-era data. This guide covers the SAP case specifically: what to export, how the masks work, what the engine does with the result, and what a realistic first two weeks looks like.

Where SAP stops and detailed scheduling starts

SAP is very good at being the system of record. Material planning, procurement, costing, inventory valuation, and financial close all belong there and should stay there. The gap most SAP plants report is further downstream, in the questions a planner answers every morning:

  • Which of these 90 open orders actually fits on the constraint work center this week?
  • If the expedite jumps the queue, which confirmed dates slip and by how much?
  • Is the heat treat cell loaded to 85 percent or 145 percent next Tuesday?

Those are finite capacity questions. Answering them means modeling shifts, machine instances, changeover sequences, and operator skills against every open order at once, which is a different computational problem from planning material. That is why a dedicated scheduling layer beside the ERP is the standard pattern rather than an admission of ERP failure. The general argument is in finite versus infinite capacity scheduling, and the gap-by-gap version for this ERP is in the companion post on SAP scheduling gaps and how EDGEBIC fills them. The wider category view, including integration approaches other than this one, is covered in the older SAP scheduling integration overview.

The integration in one table

The EDGEBIC ERP integration architecture is identical for every ERP, SAP included:

DirectionDataHow it moves
SAP → EDGEBICItems / materialsExcel or CSV export → Product import mask
SAP → EDGEBICWork centersExport → Workcenter import mask
SAP → EDGEBICRoutings / operationsExport → BOR (bill of routing) import mask, two-pass
SAP → EDGEBICOpen production ordersExport → SalesOrder import mask
SAP → EDGEBICConfirmed hours (optional)Export → Actuals import mask
EDGEBIC → SAPExecutable start and end dates, dispatch listsExcel export from Job View and reports

An import mask is a saved recipe. It remembers which kind of data you are importing, what format it arrives in (an Excel workbook, or comma, semicolon, tab, or space delimited text), whether the first row carries headings, and how each column of your file maps onto an EDGEBIC field. You build it once by dragging your file's column headings onto EDGEBIC's target fields. Every run after that is two clicks: pick the mask, press Do It.

Every row in your file produces exactly one outcome: Created, Updated, Reused (found and deliberately left alone), or Failed (rejected, with the reason recorded). A result dialog shows the counts and a per-run log file records every row. Nothing half-imports silently, which matters when a governance team asks what a run actually changed.

Step 1: the four exports

You do not need everything SAP knows. Four exports carry a complete scheduling model.

  1. Items. The item identifier, description, unit of measure, and any cost or lead-time columns you want visible. The identifier is the natural key and matching is case-insensitive, so PUMP-A in the file finds Pump-A in the database.
  2. Work centers. The work center identifier, how many identical machines it holds, default setup hours, efficiency, and an hourly rate if you want cost rollups. Bottleneck and shift assignment flags can ride along in the same file.
  3. Routings. One row per operation: end product, work center, sequence number, hours per unit, setup time, queue time.
  4. Open production orders. Product, quantity, order reference, and dates.

Any report, list, or query in your SAP environment that saves to Excel or CSV is a valid source. You are not writing ABAP, not touching the database directly, and not asking Basis for a new interface. The file is the interface, which is exactly why nothing here enters your ERP's transport or upgrade path.

Step 2: map the columns once

Build one mask per file. Name it after the routine rather than the file: Weekly SAP Work Orders outlives orders-week29.xlsx. Mandatory fields are flagged in the mask editor, and the run refuses to start until they are mapped, so a half-built mask fails before it reads a single row rather than half-way through.

Two mask features carry most of the weight in an SAP integration:

Unit conversion. ERPs and schedulers disagree about units constantly. Set a conversion factor on any numeric column and the multiplication happens before the value is stored. Minutes to hours is 0.016667. Seconds to hours is 0.000278. A standard time quoted per lot of 100 pieces becomes per piece with 0.01. Different columns in one file can carry different factors, so a routing export mixing per-lot run times with per-changeover setup minutes lands correctly in one run.

Blank-cell preservation. On an update run, a blank cell keeps the existing value instead of wiping it. A file carrying only item number and price refreshes prices and touches nothing else. Note the matching rule: a zero is a value, not a blank, so leave a column out rather than filling it with zeros you do not mean.

Step 3: the routing import, and why it takes two passes

Routings are the hardest data to move between systems because operations reference each other: step 10 feeds step 20 feeds step 30. A naive row-by-row import cannot wire those links, because step 20 does not exist yet when step 10 is written.

EDGEBIC's routing import therefore runs in two passes. Pass one reads and validates every row, auto-creates any work center or product the file names that does not exist yet, and buffers the steps. Pass two groups the buffered rows by end product, sorts them by sequence number, writes them, and then wires the chain: 10 to 20, 20 to 30, and the terminal step to the finished product so the routing renders as one connected flow in the graphical routing designer.

Three conventions save time later:

  • Number sequences in gaps of 10. When engineering inserts a deburr step next quarter it becomes 25 and nothing renumbers.
  • Keep all of one product's steps in one file. A routing import wipes and recreates that product's steps once per run, which is what makes re-imports idempotent. Splitting one product across two runs means the second run's wipe deletes the first run's steps.
  • Re-importing is safe for running orders. Every scheduled job carries a frozen snapshot of the routing it was planned with, so a routing change applies to future jobs and leaves work in progress untouched.

Step 4: orders in, then run the scheduler

The order import maps product, quantity, reference, and dates. When your export carries an order reference, rows sharing that reference group under one sales order and their jobs auto-number as {Ref}-{line}, which keeps a multi-line order together instead of scattering it.

One rule matters more than any other: imports never schedule anything. After the run, imported orders sit as unscheduled demand. You then run the scheduler, which states its scope before it plans (how many jobs are new and how many existing jobs are being rescheduled), and the new work slots around everything already committed on the floor. Data movement and planning stay separate on purpose, so an import can never silently rearrange a plant.

Once the data is in, the whole engine applies to your SAP work: finite capacity across multiple shifts and machine instances, work center groups that re-shop the machine pool on every reschedule, a sequence-dependent setup matrix, lot streaming with transfer batches, operator skills, and mathematical optimization with a proven optimality gap. The EDGEBIC product overview maps the engine.

Step 5: sending executable dates back

The return trip is Excel. The Job View grid exports the job schedule as a workbook with colored cells and a legend sheet. The work center schedule exports the same way, and every report dialog exports to Excel or PDF using the column layout you saved, which turns a dispatch list into a saved report rather than a document someone rebuilds each morning.

From there, revised dates go back into SAP through the date-maintenance path your team already uses. There is no automated write-back, which is deliberate: your ERP data stays under your team's control and inside your existing approval process. The category framing for this split is on the ERP scheduling add-on page.

A realistic first two weeks

The method behind this guide has a documented benchmark in the User Solutions lineage: at Plastilite Corporation the ERP vendor itself recommended User Solutions scheduling, and the team went from first export to a complete optimized schedule with ERP integration in 5 days. A larger SAP estate usually wants a little more runway for approvals rather than for the technical work.

DaysWork
1 to 2Export items and work centers; build and run those two masks; verify counts against the ERP
3 to 4Export routings; build the routing mask with unit conversions; import and review the routing designer
5Export open orders; import; run the first full finite capacity schedule
6 to 8Compare EDGEBIC dates to current confirmations; correct instance counts, shifts, and setups where reality disagrees
9 to 10Lock the weekly rhythm: saved masks, import order, scheduler run, exports back

If you are starting from an empty database, the green-field setup walkthrough covers the sequence in detail, and the SAP to EDGEBIC data mapping reference is the field-level lookup you keep open while building masks.

Prove it with your own export

The fastest evaluation is not a feature list, it is your own file. Export this week's open production orders and a routing file, then bring them to a demo. Mapping them live takes minutes, and you leave having watched your own plant scheduled against its own capacity. Shops comparing several ERPs at once can also read the NetSuite and Sage versions of this guide: the method is identical, which is the point.

No, and that is a deliberate design choice. EDGEBIC integrates with SAP through reusable Excel, CSV, and database import masks rather than a certified per-ERP connector. You map the columns of an SAP export once, and every later run is two clicks. Nothing is installed inside SAP, no schema is extended, and no interface object enters your ERP's change-control or upgrade path.

Four exports carry a complete scheduling model: items or materials, work centers with capacity detail, routings with operation sequence and run and setup times, and open production orders with quantities and dates. A fifth optional export carries confirmed hours from the floor. Each one goes through its own import mask, and every row returns as Created, Updated, Reused, or Failed.

No. SAP stays the system of record for materials, procurement, costing, and financials. EDGEBIC reads exports, builds a finite capacity schedule against real shifts and machine counts, and hands dates and dispatch lists back as Excel files. Order entry, MRP, and purchasing keep running exactly as they do today, so no SAP process or authorization has to be redesigned.

It survives because there is no connector version to match. The interface is a file, so as long as the new platform can produce an item, work center, routing, and order export, the masks keep running. If a migration renames the column headings in an export, you re-map those columns in the mask once, which takes minutes rather than a re-certification project.

Expert Q&A: Deep Dive

Q: We run SAP across three plants with about 900 open production orders and 60 work centers. Can one EDGEBIC database hold all of it, or do we split by plant?

A: Split by scheduling decision, not by ERP structure. If the three plants share machines, operators, or transfer work between sites, keep them in one EDGEBIC database and use departments to group the work centers per site, because the engine can only balance load across resources it can see. If each plant plans independently and never borrows capacity, three databases keep each planner's screen focused and each import file small. A practical middle path is one database per planning group: the 60 work centers and 900 orders themselves are not the constraint, since imports stream row by row rather than loading a whole workbook into memory.

Q: Our routing export quotes standard times per lot of 100 pieces, not per piece. Do we have to rebuild 1,200 routings before importing?

A: No. Put a conversion factor of 0.01 on the hours column in the routing import mask and the division happens during import: a cell of 2.5 hours per 100 pieces lands as 0.025 hours per piece. The factor is saved with the mask, so every future routing import converts identically without anyone remembering to do it. Setup times quoted in minutes use 0.016667 on their own column in the same mask, so one file can carry two different units and land correctly in both. The per-run log records every row, so the math is auditable after the fact.

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