Admin API Integration

API Integration settings control how SourceDay connects with your ERP and how purchase order (PO) data behaves.

While Admins manage most company-wide settings, buyers should understand how these impact their day-to-day workflow—and ensure their personal setup is correct.

Most settings are configured during onboarding, but can be updated at any time.

How to Access API Settings

1. Click your name in the top-right corner
2. Select Account Settings
3. Click API Integration on the left-hand menu

Buyer setup (all users)

ERP Buyer Name

To receive email notifications for your purchase orders:

• Enter your Buyer Name exactly as it appears in your ERP
• If you use multiple buyer names, add all of them
• Ensure generic/shared buyer names are assigned to someone at your company

Admin-controlled settings (what buyers should know)

These settings are managed by Admins but directly affect how you work in SourceDay.

PO Base Currency (Admin Only)

• Sets the default currency for POs in SourceDay
• Note: SourceDay displays the currency defined on each PO from the ERP

Past due date handling

Setting: Allow Past Due Due Dates on Vendor Update

• When enabled, suppliers can:
  • Acknowledge orders with past dates
  • Propose past dates when responding to changes
  • Use past dates in split lines workflows
• When disabled, suppliers must propose current or future dates only

Best practice:

• Keep enabled during supplier onboarding
• Disable after onboarding to improve data accuracy

Supplier visibility into notes

Setting: Allow Vendors to See Internal Notes

• Controls whether ERP-synced internal notes are visible to suppliers
• Does not affect messages sent within SourceDay

Promise Date Behavior

Setting: Push One Time Date Even If Value On Acknowledge

• When enabled, SourceDay can overwrite an existing promise date in the ERP
• When disabled, existing ERP promise dates are preserved

PO Base Currency - Admin Only

Set the base currency for PO in SourceDay.  Remember SourceDay will display whatever currency is listed on the PO.  

Automatic PO Updates

Setting: Auto Push Acknowledgements when no Changes

• If enabled (recommended):
  • PO lines with no supplier changes are automatically moved to the All Open view
  • PO lines are updated in the ERP (if applicable) for instance some companies have a SourceDay acknowledged indicator field in their ERP
• If disabled:
  • Buyers must manually approve all lines, even if there are no changes from the supplier

Setting: Auto Push Buyer Proposals when Suppliers Accept

• If enabled:
  • When a supplier accepts your proposed change, the ERP updates automatically with the newly accepted values
• If disabled:
  • The PO returns to your Needs Attention views for manual approval

Important considerations:

• Promise Date Control
  • When enabled, buyers cannot edit promise dates after supplier acceptance (this will be improved soon)
  • If you track supplier performance using promise dates, consider leaving this disabled
• Ship Date / Adjusted Due Date Behavior
  • Works when transit times are maintained on the PO
  • If:
    • Supplier’s ship date + transit time = PO due date → auto-updates ERP
    • If not → requires buyer review in Needs Attention

Saving Changes

After making updates, click Submit to save your settings.