Map the source of each fact.
Invoices may live in the accounting system, remittances in a portal or inbox, and receiving evidence with logistics. Identify the authoritative source and owner for each record. A system map should explain where information originates, how it is accessed and how updates are recognized.
Start with the access method.
Confirm whether the relevant workflow uses a supported connection, an agreed export or document retrieval. Access requirements differ by system and account. Safa does not publish a blanket list of live ERP or retailer integrations; availability and implementation are confirmed individually.
Preserve identifiers across systems.
Connect customer accounts, invoice numbers, deduction references and shipment identifiers. Keep mappings reviewable when item numbers or pack sizes differ. A correct amount with the wrong customer reference is not a reliable match.
Separate reading from acting.
Retrieving a document, preparing a recommendation, submitting a dispute and posting an accounting change are different permissions. Establish the authority for each action. Keep external confirmations and failed attempts distinguishable so the case reflects what actually occurred.
Agree reconciliation ownership.
Document where a credit or receipt will appear and who confirms its financial effect. Record the handling of partial adjustments, duplicate references and reversals. Technical connectivity is useful only when the resulting records can support a clear operating decision.
Contact sales to discuss your channels, records and operating requirements. Review coverage and scope.