Welcome to the course on the initial configuration process of the Intercompany Integration solution.

In this course, you will see how to:

Follow the process of initializing the branch, head office and consolidation companies.
You will also be able to plan the landscape of the companies included in the intercompany integration
solution.
For more details on the configuration process refer to the admin guide and the user guide.
Use the Shift + Esc keyboard combination to open the Intercompany Integration Solution On-Line
Help for the relevant screen.
Let us look at a business example:

The intercompany solution is installed on all the branch companies.

Now we need to perform initial configuration for the branch, head office and consolidation companies.
Immediately after installing the Intercompany Integration Solution you need to:
Go through the Intercompany Initialization Wizard.
Then, set up the Intercompany integration solution using the Intercompany Administration Console
web application.
Now, in all branches and the head office go through the Intercompany Setup Wizard. Use the
Consolidation Setup Wizard for the consolidation company.
Next, for each company in the Intercompany landscape, use the Authorization window to define for
each SAP Business One user the windows he can access.
And then, as an administrator use the Global Data Authorization option to set up authorizations for
users to add, update, and remove global masters: business partners, items, bill of materials, and price
lists.
And finally, set master data as Global.
Note that whenever the term “Branch Company” is referred, it includes the head office, unless an
explanation is explicitly mentioned about the head office company.
Also note that you can open the On Line Help using the key combination Shift + Esc.
In the next slides we will follow the system initialization steps.
We start with the Intercompany Initialization Wizard.
You should use this wizard in each branch company including the head office and the consolidation
company.
This 8 steps wizard will guide you through all the steps of initializing a branch company for the
Intercompany solution.
The steps that are related to SAP Business One settings will open the relevant window and highlight
the relevant fields in green.
You can define the same settings in the different setup windows of SAP Business One.
Some under the ‘regular’ administration settings of SAP Business One and some under the dedicated
windows of the Intercompany solution.
To open the wizard choose to the menu path: Administration Intercompany Implementation
Wizards Intercompany Initialization Wizard.
We will review the steps in this wizard.
All the steps in the wizard include a brief description on the required setup.
This is the second step in the wizard that deals with the decimal places definition in each company.
Choose the Browse button to open the General Settings window in SAP Business One.
Note that the required definitions in the SAP Business One window are presented in green.
Ensure all companies have identical decimal places setup in the General Settings window.
Pay special attention to separators when working with different localizations.

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In the third step, set the paths for the Attachments and the Pictures folders.
This setting is used in the document exchange cycle when the user wants to send an email notification
with an attached document.

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In the fourth step, check the Manage Freight in Documents option.
If necessary, define the Freight setup for the company.
This setting is used in the document exchange cycle. If you work with Freight, then you need to ensure
that the freight data is available in all companies in the landscape.
Otherwise, the document will not be replicated in case the user enters freight in the sender company
and the same does not exist in the receiver company.
This is not a mandatory step.

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In the fifth step, ensure that all companies (branches, head office and consolidation) have the same
currencies defined for them.
In the next slides we will discuss the currencies definition in the landscape in more details.

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The Encryption Key step enables you to set up a 16 digit encryption key which is used to encrypt the
passwords saved in the Intercompany settings.

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The details in the B1i Server Details window are used when generating Intercompany reports.
Select the HTTPS checkbox to enable the solution to use HTTPS.
In the B1i Server Address field enter the server name or the IP address of the B1i server.
On the B1i Port field, enter the port of the B1i server. The default port for HTTP is 8080 and when
HTTPS is selected then the default port will be 1443.
In the User Name field enter the user name for an active B1ip user.
Then, enter the password for the B1ip user.

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After completing the Intercompany Initialization Wizard in all companies, you should set up the
Intercompany integration solution using the Intercompany Administration Console web application.
The Administration Console web application is organized into setup steps which must be executed in a
sequence as displayed in the web page header.
On the machine with the Intercompany Solution Scenarios installed, open the Administration Console
application using the menu path: Start All Programs The Intercompany Integration solution
for SAP Business One Intercompany Administration Console.
The steps are:
1. Company Registration on the SLD
2. Company Registration on the Intercompany Landscape
3. Deploy
4. Key Mapping, and
5. Preferences
Step 5, Preferences, is the only steps in this process that is not mandatory.
Ensure that each step (besides step 5) is completed successfully before continuing to the next step.
After you completed the setup of all components required for the intercompany integration solution,
landscape data and consolidation hierarchy data are replicated to all branch companies (including the
head office).
In the next slides we will go through the setup steps of the Administration Console.
Next, we set up the Intercompany integration landscape using the Intercompany Administration
Console web application.
Make sure you access the web application on the machine on which you installed the intercompany
integration solution scenarios.
The Intercompany Administration Console is powered by the SAP Business One integration
framework (B1iF) and uses the user administration and authentication of B1iF.
This is the central module for setting up the Intercompany integration solution and monitoring the
inter-branch message flow.
To launch the Administration Console, in the Microsoft Windows environment, choose the menu path
Start All Programs The Intercompany Integration Solution for SAP Business One
Intercompany Administration Console.
In the B1i Administrative Logon window, enter the user ID and password for an active B1i user and
choose the Logon button.
Note that the default B1i user is B1iadmin.
Also note that the user ID and password are case sensitive.
After successful logon, you will be able to access the Administration Console application.
Before proceeding with the Intercompany integration solution setup, ensure that a system landscape
directory (SLD) entry exists in the B1iF for each SAP Business One company database which you
would like to register in the Intercompany integration solution
We recommend you test the connection (both B1DI and JDBC) to all such databases. This is in order
to avoid any future problem with the Deployment step in the Landscape area.
For more details, see the Administrator's Guide for the Integration Component document.
Then, register all branch and consolidation companies on the SLD (system landscape registration)
page.
A branch that you registered will appear in the left frame and you can choose it to display the
registration details.
To register a company, follow the steps described in the Installing the Intercompany integration
solution chapter in the Admin Guide. In the section: Setting Up the Intercompany integration solution,
refer to the Registering Company Databases step.
Tip: once you have finished registering one company to the SLD, use the copy option to create a copy
of the company registration. Then, change the relevant fields to create a registration for another
company.
The second step will be to register the companies in the Intercompany Landscape.
To set up the Intercompany Landscape, in the Administration Console, in the top menu bar, choose
the Setup option. In the left frame, choose the Landscape option.
Note that the application may take some time to display the list of SAP Business One companies.
All the companies that you have registered on the SLD, appear on the Intercompany Landscape page,
in the Company Registration table.
Let us see how to register a company in the Intercompany Landscape.
We recommend you start with the higher level of consolidation company.
In OEC computers there is one consolidation company so we will define it first.
In the Action column, select the checkbox next the systems that you want to register. In the presented
example it is the consolidation company.
Then, choose the Browse button.
In the Company Details area of the window, enter the following details:
Enter the Branch code. Ensure that this code does not contain any spaces or special characters, except
for a hyphen (-) or an underscore (_), and it does not start with numeric character.
Then, choose the company template. The company template sets, for each branch company, which
business objects to replicate so that the other branches can use them and which replications to receive
from the other branches.
We will discuss the company template option in the Additional Configuration course.
As default, the company template for the localization is prepopulated in this field.
Before we choose the company type let us discuss the meaning of this filed.
The Company Type defines the hierarchy between the companies as described in the 2 examples in
the slide.
Define the hierarchy according to the business scenario. For example, if the companies belong to two
different partnerships you will choose example 2, with multi-level consolidation. That is, two
consolidation companies and one organization consolidation company. In this training we will work
with the simple scenario of one level of consolidation.
You must define at least one head office Company and one branch company.
If you plan to use the Financial Consolidation module, you need to define a consolidation company.
Note that the only difference between a head office company type and a branch is the account
classification: you can define your own categories for the Default Accounts by Profit & Loss and by
Balance Sheet. This setup is used by the G/L Allocation and the A/P Service Invoice Allocation
options.
The County master data is always replicated from the head office to the branch companies.
When registering companies in the Intercompany Landscape, it is recommended to define the
consolidation company first to be able to refer to it in the branch company definition.
Now, from the dropdown list, choose whether the company type is: Head Office, Branch or
Consolidation.
The last field in Company Details is only required if you plan to use the Service module.
If so, select the operation type of the company from Sales, Service, or Sales and Service.
Contract Templates, Customer Equipment Card, and Service Contract will be replicated from Sales
companies to Service companies.
Note that consolidation type of companies do not require the Operation definition. If you choose any
operation type for a consolidation company, the system will return an error message.
When you are registering a branch company you should also define the consolidation details.
In the presented example you can see the details of the California branch.
In the Consolidation Details area at the bottom of the Company Details window you have the
Consolidation Company column which displays the list of consolidation companies defined in the
landscape.
You should define the Consolidation Source and the Consolidation Percentage fields in the
consolidation company to which the branch company will be consolidated to.
First, define the Consolidation Source. This field indicates whether the financial data for consolidation
will be retrieved from the branch company in its local currency or system currency.
If you choose System Currency, the system assumes that the system currency of the branch
company is same as the Consolidation Currency, that is the local currency code of the consolidation
company.
If you have a doubt here, we recommend to choose the local currency. The system will do the
conversion using the exchange rate.
Then, in the Consolidation Percentage field indicate the percentage of share that the organization
holds in the company. Enter the percentage that indicates how much of each account for this company
should be included in the consolidation. Do not enter the percent sign.
In the landscape described in our example there are two consolidation companies.
You can divide the branch consolidation percentage between multiple consolidation companies.
Note that for a Branch company, the total consolidation percentage for all consolidation companies
should not be greater than 100.
Now, choose Save to register the consolidation details of the California branch to the Intercompany
Landscape.
After saving the company details, the company is registered to the Intercompany Landscape and the
registration details appear in the Company Registration table.
You should repeat the process of registering companies to Intercompany Landscape for all the
companies that is branches, head office and the consolidation company.
To remove (that is to deactivate) a company configured in the Intercompany landscape, deselect the
checkbox in the Action field next to the relevant system.
But notice, once a company is removed from the Intercompany integration solution, it cannot be added
again. The checkbox in the Active field next to the relevant System Name field will be disabled for
deactivated companies.
In the Info field, the icons are displayed to indicate the company type and status.
To deploy and initialize the Intercompany integration solution, in the Company Registration table, choose
the Deploy button.
The Deployment Status table opens and displays the progress and status of various deployment tasks.
Note that all deployment tasks must be completed successfully before the Intercompany integration
solution can be deployed.
If you encounter some problems during deployment processing, you may choose the Reset button to
clear the deployment queues. Note that choosing the reset button deletes all deployment data.
Before choosing the Reset button, you must make sure that no Intercompany transaction is pending.
Remember to deploy the Intercompany integration solution again whenever:
SLD registration or email connectivity details are updated, and
Whenever you assign a new company template to a branch company in the Company Details.
When the companies are deployed successfully, the Deployment Status icon turns to green.
If you choose the Consolidation Hierarchy Chart icon, you can see the structure of the companies in
the landscape according to the consolidation percentages you set for each branch.
The branches in the hierarchy are presented according to their consolidation level.
In our example we have only one level of consolidation with two consolidation companies – Texas and
the Consolidation company.
If one of the consolidation companies had a consolidation company defined for it, then we would have
two levels of consolidation.
For some objects, SAP Business One maintains an internal primary key:
For example – Freight, Length and Width UOM, Weight UOM, Payment Terms, Item Group, etcetera.
To successfully replicate master data for these objects, the internal keys of all branch companies must
be mapped to each other.
In the presented example you can see that although all item groups exist in all branch companies in the
landscape, their internal primary keys are different and need to be mapped to each other.
You are required to undertake this step for all master data records already exist in the registered SAP
Business One companies.
Before initiating this step, you must manually ensure that all master data which are replicated by the
Intercompany integration solution have an equal number of records in each branch company (that is,
identical records exits in each company).
For example, if in one branch company you have USD as a single currency in the currency master. In
the other branch company you have the USD and EURO in the currency master, and in the third
company you have USD and Canadian Dollars in the currency master. Then, you must ensure that
USD, EURO and Canadian Dollars are defined in all three branch companies. The currency code in
each branch can be different as the key mapping will handle the connection between the different
currencies codes.
See Appendix I in the Intercompany Admin Guide for the list of masters replicated by the
Intercompany integration solution and Appendix II for field level details.
Once you perform this step for all key-mapped masters, you can start the key mapping step in the
Administration Console.
To start the key map step, in the top menu bar of the Administration Console, choose the Setup option.
And then, in the left frame, choose the Key Mapping option.
First you import all the data to be mapped into the key mapping tool.
In the Import Data area (step 1 in the presented screenshot), in the Import key Mapping Data field, choose the
import button and select the companies that you want to map. In our example all companies were selected.
The import process may take some time. The system will then present a separate window with the import results
including the object name and a list of the internal keys in each branch.
You can view this report at any time by choosing the View button next to the View Key Mapping Data field.
Note that you can download a Microsoft Excel template for mapping master data records. For details about this
option refer to the Key Mapping step in the Admin guide.
The next step (step 2 in the presented screenshot) will be to choose the object to be mapped. In our example it is
the item group object.
Note that you can choose all objects but if you plan to run the AutoMap option we recommend you do it for each
object separately.
And, choose the company to function as the base company for the internal keys mapping. The head office
company is selected as default.
Once you choose the base company, a table is presented at the bottom of the Key Mapping window including the
internal keys to be mapped for the selected object:
On the left column the base company is presented in red and then the other companies.
Now, you can start mapping the internal keys (step 3 in the presented screenshot). So in for example, you can
see that the internal key of the PC item group is 102 at the California branch and 101 at the Florida branch.
You can manually choose the internal keys or you can use the AutoMap option.
The tool will map the internal keys and leave the keys it could not trace for you to map manually.
Finally, choose Save to save the object mapping.
Repeat these steps for each object in the master record list.
Make sure you perform the key mapping for all new companies registered in the solution.
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 consolidating business partner balances
Set up the replication schedule for allocation accounts
Consolidation configuration maintenance
Configure sender´s e-mail address
Set up the frequency of automatic retries on errors
Language customization
Manage logs
Access audit logs
To start the Preferences step, in the top menu bar of the Administration Console, choose the
Preferences option. And then, in the left frame, choose the required task.
We recommend to set the replication schedule for consolidating business partner balances and to
activate the Replicate Journal Voucher option under the Consolidation Configuration maintenance
preference.
For more information on the tasks you can perform with the Preferences option, refer to the Admin
guide, to the Preferences step.
After completing the setup of the Intercompany Administration Console, go through the Intercompany
Setup Wizard in all branch companies including the head office.
This wizard enables you to complete the settings required for the Intercompany Integration solution.
For the consolidation company you have the Consolidation Setup Wizard.
The steps related to SAP Business One settings will open the relevant window and highlight the
relevant fields in green.
You can define the same settings in the different setup windows of SAP Business One.
Some under the ‘regular’ administration settings of SAP Business One and some under the dedicated
windows of the Intercompany solution under the menu path: Administration Setup
Intercompany .
It is recommended to follow the Setup Wizard as it is the easiest way to set up the company databases
for the Intercompany solution.
Follow all the steps in the wizard.
In the next slides we review some of the steps and we will get into more details on other setup steps
when discussing their context in the working process and the consolidation topics. For example,
control accounts for business partners and due from and due to accounts.
Refer to the User guide for further instructions.
Note that in the User guide the setup steps description appears according to their order in the menu
path: Administration Setup Intercompany .
In the second step you define some general settings that are relevant for the intercompany workflow.
The first section of the window (marked as 1 in the above screenshot) deals with general definitions.
Section 2 contains settings for the A/P Invoice Allocation between branches. In section 3 you define
the G/L Allocation settings.
Here are some remarks regarding section 1:
In the Default Status fields: select the default status for marketing documents and journal vouchers
in the receiving branch company. The preselected status is Pending. You can change it to Accept if
required.
Define the drop-ship warehouse to be used in the inter-branch transaction process. We will elaborate
on this issue in the Working Process Across Branch Companies topic.
In the Receive GL Allocation field, define whether to receive allocations in the receiving company as
Journal Voucher or Journal Entry. By default, this field is set to Journal Voucher.
Select the Disable Tax Comparison box to disable the tax comparison engine (Relevant only for the
BRAZIL localization).
For details on section 2 and 3 of the General Setting window, refer to the Intercompany Setup chapter
in the User Guide .
Steps 3 and 4 deal with user notifications during the working process between companies.
Step 3 enables to set up user notifications by e-mail.
Browse to the relevant users in SAP Business One and define the fields highlighted in green.
Define the user’s email address and select the language you want the Intercompany notifications to be
received.
You can also allow users to use the Remote Query Execution option.
SAP Business One provides the Query Generator and Query Wizard Tools to generate adhoc reports
through user queries. The remote query execution feature extends these adhoc reports by providing the
ability to execute them remotely on one or multiple branch companies.
The fourth step allows you to define which users are going to receive a notification once an
intercompany transaction is received in the branch companies.
Choose a user and then for each Intercompany integration solution feature check the box in the System
Alert field to send notifications as a system alert.
Choose the E-mail Alert box to send notifications by e-mail.
The intercompany integration solution enable the process of creating a vendor or customer master data
in one branch and replicating it to the other branches automatically.
Step 5 and 6 in the Setup Wizard enable you to define the account payable control account for
replicated vendors and the account receivable control accounts for replicated customers.
This definition is based on the vendor or the customer group assigned to the master data.
When replicating the master data, in the receiver company, the system determines the control account
based on this definition.
So in each branch you define the control accounts to be set when the branch receives a replicated
master data.
Note that if a control account is not defined against the assigned the vendor or customer group, the
system uses the default control account defined in SAP Business One system settings.
These windows also enable you to define the distribution template code for the replicated vendors and
customers based on the groups defined in the system.
Make sure you complete this setup in all branches including the head office company.
Please note that we will get into the details of steps 7 until 17 when discussing their context in the
Working Process Across Branch Companies topic.
Step 18 allows you to define the mail server settings for email notifications.
The details in this setup are used to send email notifications to the users of the receiving company
based on the contact person setup.
Those email notifications are supported for the following transactions:
G/L allocation
Intercompany trade, that is – marketing document exchange, and
Centralized payments
For that purpose, in the business partner master data records representing the other branches you
should define a contact person with email.
In the sender system, when creating the G/L Branch Allocation, document exchange cycle, or
Centralized Payments, the user will choose the contact person of the receiving company.
Once the transaction is added at the sender system; the selected contact person of the receiving
company will get the email notification.
Let us review the different fields in this step:
Select the Send Email Notification checkbox to activate email notification for an inter-branch
transaction.
Select the With SSL checkbox to enable the solution to use SSL in email notification.
And select the Attach Sender Marketing Document checkbox to attach the sender marketing document
to the email notification.
Note that attachments are only supported for the Document Exchange Cycle.
In the SMTP Server and SMTP Port fields, specify the outgoing mail server address and port.
In the User Name, Password fields specify the user name and password for the outgoing mail
server.
Step 19 is used for the Intercompany Service Management scenario.
The setup should be decided at the organizational level.
If the organization works with Serials numbers in SAP Business One, then the Intercompany service
management feature requires that the Unique Serial Numbers By setup will be common to all
companies in the solution.
Step 20 and step 21 deal with the consolidation process.
In step 20 users in the branch companies must specify accounts for consolidation. For each active G/L
account in each branch company, specify an active G/L account in the consolidation chart of accounts
to which the balance is to be transferred on consolidation.
Note that if a branch company is consolidating to more than one consolidation company, the
application opens the Consolidation Company Selection window.
Map all active G/L accounts in all Drawers to the consolidation chart of accounts.
This step must be completed in all companies that will consolidate into the consolidation company.
If the chart of accounts structure in a branch company is identical to the chart of accounts in the
consolidation company, choose the Auto Map Account option to automatically map the G/L accounts
to the consolidation chart of accounts.
Note that you need to perform the Auto Map Account option for each drawer in the chart of accounts.
You can also use Microsoft Excel based Consolidation Account Mapping Tool in the men path:
Administration Intercompany Tools Consolidation Account Mapping Tool to update the
Consolidation Account Mapping window.
Step 21 is relevant when consolidating between multiple currencies. In this case, you must define the
consolidation translation method (that is the exchange rate translation method) for each G/L account in
the chart of accounts.
This setup is used by the consolidation feature.
Note that this setup must be performed in all branch companies for all active accounts.
The Consolidation Translation Method field has been added to the Chart of Accounts window and is
relevant to the Intercompany integration solution.
The value in the Consolidation Translation Method field is used for consolidation reporting. If the
local currency of the company is different than the consolidation currency the system uses from the
following three translation methods for exchange rates, while translating the account balances:
Historical Rate – The system uses the exchange rate defined for the date of the journal entry.
Closing Rate – The exchange rate defined for the closing date of the consolidation period. For
example, if consolidating between Jan 1st and Dec 31st the closing rate will be the exchange rate for
Dec 31st.
Average Rate – A user-defined exchange rate set in the Average Rates window.
Additional information about the consolidation setup and working is provided in the
Consolidation Process topic.
The intercompany integration solution allows journal entries of all branch companies to be
consolidated into a dummy consolidation company, enabling a single way of running SAP Business
One financial reports for the entire organization.
The Consolidation Setup Wizard enables you to setup the consolidation process.
It is only available in the consolidation companies.
This wizard presents 7 steps
In SAP Business One consolidation company, choose the menu path: Administration
Intercompany Implementation Wizards Intercompany Consolidation Setup Wizard.
The consolidation company must be set up like any other company in SAP Business One, with its own
setup and chart of accounts.
Step 2 in the consolidation setup wizard reminds you to set up the chart of accounts.
It is recommended to create a new chart of accounts (manually or with DTW import).
Note that in this chart of accounts you should NOT have any accounts classified as a Control Account.
Here is a query to identify control accounts in the chart of accounts:
Select LocManTran, AcctCode, AcctName from OACT where LocManTran = 'Y'
Note that this chart of accounts is independent of the chart of accounts in the other branch companies.
Although, having a similar chart of accounts in the branches will facilitate the mapping.
We will discuss the consolidation company chart of accounts in more details in the Consolidation
Process topic.
The consolidation accounts setup is relevant to the consolidation company for cases where branch
companies use different currencies in SAP Business One, for example a company that has business
partners in few currencies.
In this step you define the following system accounts:
The Exchange Rate Gains G/L account to which the system posts any exchange rate gain.
The Exchange Rate Losses G/L account to which the system posts any exchange rate loss. And,
The Residual G/L account to which the system posts any residual amounts due to rounding
differences.
We will discuss the consolidation accounts setup in more details in the Consolidation Process topic.
Once the consolidation chart of accounts is ready, you distribute it to the branch companies in order to
map the branches accounts to the consolidation chart of accounts.
For this purpose follow these steps:
Export the consolidation chart of accounts from the consolidation company to the B1i server by
choosing the Export button. Click the Status button to view the status of the export process.
Then, under the Import tab select a branch code and click the Import button. The dropdown only
displays the companies which are setup to consolidate into the logged in consolidation company.
You should repeat this step for all branch companies.
Alternately, you can select All from the dropdown list to import the consolidation chart of accounts
to all branch companies.
We will discuss the chart of account distribution and the consolidation account mapping in the
Consolidation Process topic.
Steps 5 and 6 in the Consolidation Setup Wizard are identical to steps 3 and 4 in the Intercompany Setup
Wizard and we discussed them earlier in this topic.
In each company in the landscape, go to the menu path: Administration System Initialization
Authorizations .
Select a user and define which functions of the intercompany integration solution he can access.
This is similar to how standard authorizations are performed in SAP Business One.
The Global Data Authorization option enables administrators to set up authorizations for users to
add, update, and remove global masters for business partners, items, bill of materials, and price lists.
If you are an administrator, go to the menu path: Administration Setup Intercompany Global
Data Authorizations.
(An administrator in this case means that you are a super-user or a user that has full authorization to
this form).
In the Global Data Authorization window choose a user from the SAP Business One users’ list.
For each master data select the relevant checkbox to authorize the user to add, update or remove a
global data.
The intercompany integration solution supports the replication of essential master data between
companies.
For the following masters selective replication of master data records is possible by checking the
‘Global’ field:
Item Master Data.
Business Partner Master Data.
Bill of Materials.
Price Lists.
This option enables you to replicate Master data across Branch Companies.
The user can choose which specific records to share between companies.
The field Global is added to the master data windows in SAP Business One.
To synchronize master data records, you must mark the relevant master data, for example a specific
customers as Global in the relevant master data window of SAP Business One (for example, Business
Partner Master Data).
Check the box of this field to replicate this master data (a certain item for example) to all branch
companies to be used in inter-branch transactions.
Once the Global box is selected, you cannot deselect it.
You can set all items and business partners as Global simultaneously. To do so choose the menu path:
Administration Intercompany Implementation wizard Set Item to Global Item/ Set BP to
Global BP.
Note that when replicating business partner master data, the determination of control account in the
receiver company is based on the Vendor Group Control Accounts and Customer Group Control
Accounts setup.
If a control account is not defined against the attached business partner group then the system will fall
back to the default control account defined in SAP Business One system settings.
You can also choose the option: Automatically Mark Business Partner as Global on Add and
Automatically Mark Item as Global on Add.
To do so choose the menu path: Administration Setup Intercompany General Settings.
Note that if a global price list is based on another price list then the base price list must also be marked
as Global.
Refer to the user guide for details about how to replicate special prices.
To replicate the exchange rate across companies click the Sync Button available on Exchange
Rates and Indexes Window in SAP Business One.
Intercompany integration solution provides you with the following Microsoft Excel based tools:
The Branch Accounts Setup Tool – that enables you to map due from and due to accounts in the
branch accounts setup.
The Account Classification Setup Tool – that enables mapping a G/L account to the account
classifications defined in the system. This tool updates the Intercompany Account Classification by
Balance Sheet and Account Classification by Profit and Loss windows.
The Account Classification Mapping Tool – that enables the user to map an account classification to
active G/L accounts. This tool updates the G/L accounts in the Chart Of Accounts window in SAP
Business One.
The Consolidation Account Mapping Tool – that enables the user to map an active G/L account of
the consolidation company to the active G/L accounts defined in the branch company’s chart of
accounts. This tool updates the Consolidation Account Mapping window.
And the Custom Language Tool - that enables authorized users to upload custom language resource
strings for the application graphical user interface (that is the GUI).
Note that apart from the Custom Language Tool you can perform the same settings in the
Intercompany Setup Wizard (in steps – 9, 12, 13, 14, and 20). Or, you can use the individual settings
under the menu path: Administration Setup Intercompany.
The difference is that these Intercompany Tools are excel based and can facilitate the setup.
For details on how to work with these tools refer to the Intercompany Tools topic under the
Intercompany Setup chapter in the User Guide.
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