The Entity Registry

The Entity Registry is the single entry point for which entities you sync and how. Open it from Elevate Approvals Setup or directly from the search bar.

Each row corresponds to one BC table you want to expose to the portal:

Field	Meaning
Entity Type	The identifier the portal uses (for example Vendor, Customer).
Display Name	What the portal shows users.
BC Table ID	The BC table number.
Table Name	Filled in automatically.
Sync Enabled	Untick to exclude from bulk sync runs.
Field Count	How many fields are configured for this entity.
Last Synced At	The timestamp of the most recent successful push. Drives the delta sync.

Adding a new entity

Choose New Entity Wizard. Pick the BC table; the wizard discovers columns and pre-creates a field configuration row for each one. You can then prune or re-order fields before pushing. Once fields are configured, continue with Field Configuration to decide what the portal shows and how it behaves.

Pushing data

These actions live on the Entity Registry page:

• Push This Record Type Now does a delta push: only records modified since the Last Synced At watermark are sent, regardless of the Sync Enabled flag. The watermark is captured before the read, so any concurrent BC changes are picked up on the next run, never lost.
• Force Full Resync clears the watermark and pushes every record. Use this after a portal-side cleanup, or if you suspect the cached records on the portal have drifted.
• Push All Enabled (on the Setup page) loops through every Sync Enabled row.

A successful push returns a count of records the portal accepted. The Setup page records the timestamp under Last Sync DateTime.

Restricting which records sync

Choose Edit Sync Filters to open BC's standard filter pane against the record type's whole table, the same experience as any BC list filter. Filter on any of the underlying table's fields to restrict which records get pushed, for example only vendors with a certain posting group, or only rows where a date field is not blank.

The result is written back to each affected field's own Sync Filter value on Field Configuration, where you can see the current stored filter text per field. If a field is mapped by more than one Field Configuration row for this record type, its combined filter can't be split back to the individual rows automatically; edit that field's Sync Filter directly on Field Configuration instead, and the page tells you which fields these were after you close the filter pane.

Clearing synced records

Choose Clear Synced Records to empty the Elevate portal's cache of already-synced records for this record type, in this company only. This does not touch BC data, only the portal's copy. The cache stays empty until the next push; use Force Full Resync afterwards if you want to repush immediately. This cannot be undone from here.