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SAP Business One2.0 Intercompany Integration Solution Installation
Wesley Honorato August 2013
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Agenda
Installation Checklist
Intercompany Integration Solution Installation
Intercompany Scenario Installation
Post Installation Activities
I. Intercompany Administration Console
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Agenda
Installation Checklist
Intercompany Integration Solution Installation
Intercompany Scenario Installation
Post Installation Activities
I. Intercompany Administration Console
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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
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Agenda
Installation Checklist
Intercompany Integration Solution Installation
Intercompany Scenario Installation
Post Installation Activities
I. Intercompany Administration Console
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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
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Intercompany Integration Solution Add-On Installation
Browse the
“Intercompany.ard” file
available in the
IntercompanyAdd-on folder
Once you have successfully
selected, system will return
a message
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Intercompany Integration Solution Add-On Installation
After the file is browsed,
change the Default to
“Automatic” and select the
“Active” flag option
Update the process in
Business One
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Intercompany Integration Solution Add-On Installation
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
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Intercompany Integration Solution Add-On Installation
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”
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Intercompany Integration Solution Add-On Installation
Press Yes to the 2 additional
system messages
Manually open Business
One
Once you have entered the
software, “Intercompany”
will automatically connect
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Intercompany Integration Solution Add-On Installation
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
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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
Installation Checklist
Intercompany Integration Solution Installation
Intercompany Scenario Installation
Post Installation Activities
I. Intercompany Administration Console
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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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Integration Solution Scenario Installation
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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Integration Solution Scenario Installation
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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Integration Solution Scenario Installation
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
Installation Checklist
Intercompany Integration Solution Installation
Intercompany Scenario Installation
Post Installation Activities
I. Intercompany Administration Console
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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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Intercompany Administration ConsoleCompany Template
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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Intercompany Administration ConsoleCompany Template
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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Intercompany Administration ConsoleCompany Template
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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Intercompany Administration ConsoleKey Mapping
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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Intercompany Administration ConsoleKey Mapping
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
Business One North America
SME Ecosystems and Channels Readiness
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