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Guide · Topic 18

Ask ERP

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Ask a business question in plain English, Urdu or Roman Urdu and get the answer from your company's own ERP, with the table it was worked out from, a chart when the result suits one, and the query that ran. DociToci only reads the ERP; it never changes it.

The video plays from YouTube when you click it.

Step by step

  1. Open ERP connection from the menu (company administrators only). Choose the Database and Whose access applies.
  2. Fill in Server, Port, Service name (or Database), Schema (the reporting views), Read-only user and Password.
  3. Write what your business terms mean in Business definitions, one per line, and tick Questions switched on.
  4. Click Save, then Test connection. A message below the buttons says whether DociToci could connect.
  5. Open Ask ERP from the menu.
  6. Enter your EBS username and EBS password and click Connect, if the page asks you to Connect your EBS account. You do this once.
  7. Type your question, or click the microphone and speak it, then click Ask.
  8. Read the answer: a few sentences, a chart when the result suits one, and the table it came from. Click Download CSV to save the table, or Show the query to see the query that ran.
  9. Click a question under Your recent questions to ask it again.

Good to know

Who can do this: Managers given access. Package: Enterprise only. Questions? Write to hello@docitoci.com.