SAP Bussiness One Intercompany

8/19/2019 SAP Bussiness One Intercompany

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SAP Business One2.0 Intercompany Integration Solution Installation

Wesley Honorato August 2013


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© 2013 SAP AG. All rights reserved. 2Public

Agenda

Installation Checklist

Intercompany Integration Solution Installation

Intercompany Scenario Installation

Post Installation Activities

I. Intercompany Administration Console


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Agenda







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Installation Checkl ist

Ensure you follow the prerequisites detailed in

the admin guide before you start the installation

process

Checklist:

Latest version of intercompany (ICO) downloaded

from the Portal

Hardware and software compliance

http://channel.sap.com/sbo/platforms

SAP Business One 9.0 PL05 (or higher)

SAP Business One DI API is installed

http://channel.sap.com/sbo/platformshttp://channel.sap.com/sbo/platforms


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Installation Checkl ist

Checkl ist (continuation):

Microsoft SQL Server Native Client is installed

Integration component for SAP Business One isinstalled

You have admin rights on the computer

Microsoft Internet Explorer 8.0 or 9.0 installed

CHECK THE REMAINING REQUIREMENTS ON THE

“ ADMINISTRATOR GUIDE”


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Installation Checkl ist (CONSOLIDATION COMPANY)

Checkl ist (Consolidation Company):

The chart of accounts should be setup manually

Ensure there is NO control accounts included

Recommended query to ensure point 2:

select LocManTran, AcctCode, AcctName

from OACT

where LocManTran = 'Y'


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Installation Checkl ist (HEAD OFFICE AND BRANCHES)

Checklist (Head Office and Branches):

All master data must be mapped

Entries must be identical to the following data:

Bar Codes

Business Partner Group

Currency

Discount Group

Freight

Item Group

Length and Width UOM

Manufacturer

Package Type

Payment Terms

Price List

Units of measurement groups

Units of measurement

Weight UOM



Agenda








Intercompany Integration Solution Add-On Installation

When you register an add-on,

the add-on is assigned by default

to the company used for

registration

To assign the add-on to other

companies, use the Add-On

Administration window

Make sure that all companiespresent Posting Periods already

defined




Browse the

“Intercompany.ard” file

available in the

IntercompanyAdd-on folder

Once you have successfully

selected, system will return

a message




After the file is browsed,

change the Default to

“Automatic” and select the

“Active” flag option

Update the process in

Business One




Once the Add-on is registered,

it needs to be installed (2

options available)

Option 1: Go to

Administration -> Add-Ons ->

Add-On Manager

Select the Intercompany Add-

On line and press “Install”

Option 2: Re-log in the

company and the process will

start automatically *

* Used in this t raining




The installation process will

take around 2 to 3 minutes

Once the process is

finished, the system returns

a message: “Add-on

installation completed.

Choosing OK will close SAP

Business One”




Press Yes to the 2 additional

system messages

Manually open Business

One

Once you have entered the

software, “Intercompany”

will automatically connect




Once you logged in Business

One, “Intercompany” will

automatically connect

You can either check from the

“Modules” window

(Consolidation available)

Or through:

1. Administration -> IntercompanyImplementation Wizard

2. Administration -> Setup ->

Intercompany



Intercompany Integration Solution Add-On Installation Additional companies using intercompany

For the other companies, enter in

Business One

Add-on was already registered

Change Default to “Automatic”,

close Business One and re-enter

database

System is going to install and

modify the database

same process as per fir st company

(takes around 3 minutes)


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Intercompany Integration Solution InstallationThe Client Side

Each client that

connects the

company database

(branch or head

office) will have the

client add-on

installation on his/her

machine.


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Intercompany Integration Solution Add-On InstallationLicensing

All Users require the

Intercompany License

type to access the

Intercompany solution


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Agenda







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Integration Solution Scenario Installation

Next Step is the Integration Solution

Scenario installation

Go to the Intercompany Package

downloaded from the Portal

Select “IntercompanySolutionScenarioInstaller”

folder

Double click “Setup.exe” and follow the

steps from the Wizard


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First step is defining an User

Name and Company Name

Second step, include theDatabase Server, Port (1433),

the SQL user name and

password

System will check for SQL

Server connection


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Have the B1iadmin user ID from the B1iFto perform the installation

Ensure that the B1iadmin user is active

You can check this from the B1iP ControlCenter

Entering an incorrect password for the

B1iadmin user for 6 consecutive times will

de-activate the B1iadmin user

You can re-activate the B1iadmin user

from the B1iP Control Center.


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Installation process will take a few

minutes

In some cases, a Restart of the

computer is required

Once it is finished, you will be able to

find a new option in your Windows

Menu (Start -> All Programs -> The

Intercompany Integration Solution)


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Agenda







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Intercompany Administration Console

In Windows to Start -> All

Programs -> The Intercompany

Integration Solution ->

Intercompany Administration

Console

Include the B1i User and

Password

Press “Logon”


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Intercompany Administration ConsoleSLD

Select “SLD”

On the left hand side, under B1i

Server, ensure all companies

using Intercompany are listed

Go company by company and

press “Test Connection” to

ensure the databases are

connected to B1if

System should return “Connect

to “companyname” successfully”


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Intercompany Administration ConsoleCompany Template

Now select “Localization”

Select desire localization from the

drop down list

System returns a message:

“Loading template. This may take

a few seconds”. Press OK


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To modify the “Default” template,

first you need to make a copy

Press “Copy”

System will return several

messages and create a copy

called “Copy_Of_Default”


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If you want to set up your own

template to be used by the

companies, just select the items

you want replicate (Column

Replicate)

More options are available onceyou select “Receiver Property List”

This template can be allocated in

the Landscape and will be the

base used by intercompany for all

data replications

Selecting “Bank”, we could

replicate/not replicate “PostOffice”

and “SwiftNo”


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Once you have finished the

template, press “Save”

Ensure to have a proper templatesaved by receiving the message:

“Company template saved

successfully.”

Company Template process

completed, now we need to definethe Landscape


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Intercompany Administration ConsoleLandscape (Consolidation company)

Select “Landscape”

The list of all companies available

in the server will show up

Start the process with the“Consolidation” database

Include a “Branch Code” and

select the desired “Company

template”

Since we are working on the

consolidation, select type as

“Consolidation”


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Intercompany Administration ConsoleLandscape (Consolidation company)

Consolidation type of companies

do NOT require any “Operation”

By selecting “Operation” for theconsolidation company, system

returns an error message

You are required to leave this field

empty


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Intercompany Administration ConsoleLandscape (Head Office/Branches company)

Now it is time to define your HeadOffice and Branches

Follow the same process, keep in

mind to properly select the correct

Company Type (Head Office or

Branch)

Select the desired Operation (Sales,

Services or Sales and Services)

Consolidation Source (Local or System Currency)

Consolidation % as per company’s

hierarchy


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Intercompany Administration ConsoleLandscape

Press “Deploy”

Intercompany Integration starts

the deployment based on thehierarchy defined by you

Press OK for both system

messages


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Intercompany Administration ConsoleLandscape

The deployment should result with

all columns present success

The summary will show the

companies involved withintercompany

There will be a green icon showing

the deployment succeed


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Intercompany Administration ConsoleKey Mapping

Now let’s map the data

Select “Key Mapping”

Press … next to “Import”

To have it done in 1 go, select ALL

to map all companies

Press OK for all 3 systemmessages


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Press … next to “View”

To have it done in 1 go, select ALL

to map all master records

Press OK for the system

messages


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Press … next to “Object Name”

To have it done in 1 go, select

ALL to map all master records

For the Base Company, select

ALL

The system will return all

Object Name that must be

mapped

Press Auto Map and confirm for

all system messages


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Intercompany Administration ConsolePreferences

Set up replication of user defined fields (UDFs)

Set up replication of user defined tables (UDTs)

Set up the replication schedule for consolidationbusiness partner balances

Set up replication schedule for allocation accounts

Consolidation maintenance

Configure sender’s e-mail address

Set up frequency of automatic retries on errors

The Preferences menu allows you to perform the following tasks:


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Thank you

Contact information:

Wesley Honorato

[email protected]

Business One North America

SME Ecosystems and Channels Readiness

mailto:[email protected]:[email protected]


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