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SAP Business One

2.0 Intercompany Integration Solution Installation


Wesley Honorato
August 2013

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 Checklist

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
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Installation Checklist

Checklist (continuation):
Microsoft SQL Server Native Client is installed
Integration component for SAP Business One is
installed
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 Checklist (CONSOLIDATION COMPANY)

Checklist (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 Checklist (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

Manufacturer

Business Partner Group

Package Type

Currency

Payment Terms

Discount Group

Price List

Freight

Units of measurement groups

Item Group

Units of measurement

Length and Width UOM

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 companies
present 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 AddOn line and press Install
Option 2: Re-log in the
company and the process will
start automatically *
* Used in this training
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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 -> Intercompany


Implementation 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 first company
(takes around 3 minutes)

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Intercompany Integration Solution Installation


The 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 Installation


Licensing

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 the
Database 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 B1iF
to perform the installation
Ensure that the B1iadmin user is active
You can check this from the B1iP Control
Center
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 Console


SLD

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 Console


Company Template
Company Template is a new feature available for version 2.0. It provides more flexibility in
regards to define data replication parameters for each business object in the intercompany
integration solution.

Select Setup on the right hand


side of SLD
Select Company Template
Select Template Name
On the drop down list, select
Default (only option available)

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Intercompany Administration Console


Company 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 Console


Company Template

Once the process is completed,


the Company Template returns the
Default setup pre-defined
If you try to change any of the
Master/Business Cycle using the
Receiver Property List, the
system will return a message:
Default template cannot be
modified. Please make a copy of
this template for customization.

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Intercompany Administration Console


Company 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 Console


Company 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 once
you 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 Console


Company Template

Once you have finished the


template, press Save
Ensure to have a proper template
saved by receiving the message:
Company template saved
successfully.
Company Template process
completed, now we need to define
the Landscape

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Intercompany Administration Console


Landscape (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 Console


Landscape (Consolidation company)

Consolidation type of companies


do NOT require any Operation
By selecting Operation for the
consolidation company, system
returns an error message
You are required to leave this field
empty

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Intercompany Administration Console


Landscape (Head Office/Branches company)
Now it is time to define your Head
Office 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 companys
hierarchy
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Intercompany Administration Console


Landscape

Press Deploy
Intercompany Integration starts
the deployment based on the
hierarchy defined by you
Press OK for both system
messages

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Intercompany Administration Console


Landscape

The deployment should result with


all columns present success
The summary will show the
companies involved with
intercompany
There will be a green icon showing
the deployment succeed

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Intercompany Administration Console


Key Mapping

Now lets 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 system
messages

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Intercompany Administration Console


Key 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 Console


Key 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 Console


Preferences
The Preferences menu allows you to perform the following tasks:
Set up replication of user defined fields (UDFs)
Set up replication of user defined tables (UDTs)
Set up the replication schedule for consolidation
business partner balances
Set up replication schedule for allocation accounts
Consolidation maintenance
Configure senders e-mail address
Set up frequency of automatic retries on errors

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Thank you
Contact information:
Wesley Honorato
w.honorato@sap.com
Business One North America
SME Ecosystems and Channels Readiness

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Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.

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