Knowledge article-master data replication and content sharing across partner companies

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Master data replication and content sharing across partner companies
Growing organizations that control more than one legal business entity are sometimes faced with the
challenge of how to share data between partner companies.
Master data such as item masters and business partner master data should be in sync across all
organizations, so that the same data is used across the companies. This establishes a common frame of
reference for analyzing the performance of a business unit, interpreting reports from two different
subsidiaries, and gaining a consolidated view such as aggregate spend or inventory holdings across all
operations. Having common master data eliminates the manual effort associated with aggregating data
across your organizations.
The intercompany solution supports the replication of essential master data across partner companies
such as Freight Master, Currency Master, Payment Terms, Item Master Data, Business Partner Master
Data, etc.
In this blog, we are covering following broad sections on master data replication and content sharing:
1. Company Template Configuration
2. Selective Replication
3. Global data distribution
4. Global data authorization
5. Service Data Replication based on companies operation
6. User Defined Fields (UDF) Replication
7. User Defined Tables (UDT) Data Replication
8. Master data supported for replication
9. Enable field replication for master data
Company Template Configuration
With the Company Template configuration, user can specify which master data can be sent from or
received in a SAP Business One Company. For each master, user can also specify the field list to be
replicated between the SAP Business One Companies.
The user can create and customized the company template from the intercompany administration
console.

The customized company template can be assigned to the branch companies configured in the
landscape.
Selective Replication
For the item master data, business partner master data, bill of materials and price list masters, the user
can choose which specific records are to be shared between SAP Business One companies.
The following check box fields have been added on the Item master, Business Partner,Bill of Material
and Price list:
 Global Item
 Global Business Partner
 Global BOM
 Global Price List

Selecting these check boxes on these master replicates the master to all branch companies for use in
interbrnach transactions.

Global Data Distribution
Users can define data distribution templates to replicate specific global business partner, global item
master, global bill of materials, and global price lists masters to specific branch companies.
The global data distribution template can be created using following steps:
1. In the SAP Business One Main Menu, choose Administration -> Setup -> Intercompany -> Global Data
Distribution. The Global Data Distribution Template window appears
2. In the Global Data Distribution Template window, specify a Template Code.
3. From the dropdown list in the Object field, specify an object for the template.
4. In the Branch Code field, select the branch to which you would like to replicate the data.
5. To save the distribution template to the database. choose Add.

After you have created a global data distribution template, you can assign the template to the following
masters:
 Item Group
 Item Master Data
 Business Partner Group
 Business Partner Master Data
 Bill of Materials
 Price Lists
Global Data Authorization
Global data authorization allows administrators to define users who will be allowed to add, update, or
remove global master data.
With the help of authorizations feature in SAP Business One, administrator can restrict the user to view,
create, and update the complete masters. However, the authorizations feature in SAP Business One
cannot be used specifically to add, update or remove the Global masters. The Intercompany Global data
authorization feature help you to achieve this.
To assign the global data authorization to the user, Go to Administration -> Setup -> Intercompany ->
Global Data Authorizations.

On Global data authorization screen, a list of all users is displayed on the left hand side and on the right
hand side, system provide the Add, Update and Remove authorizations. Assign the relevant authorization
to the user and choose update.
Service Data Replication based on Company Operations
The intercompany solution caters to service oriented scenarios by replicating:
 Customer Equipment Card
 Service Contract
 Contract Template
These are replicated across companies based on company operations.
In Intercompany Landscape, User can select the operation type for the company from the following
options:
 Sales
 Service
 Sales and Service
Based on this setup, the service masters (Contract Templates, Equipment Card, and Service Contract)
are replicated to branch companies.

Note:
 Contract templates, customer equipment card, and service contracts are replicated from sales
organization to service organization. If you want to replicate these masters in all companies, then
you must select “Sales and Service” in operation field for all the companies.
 Though the field is optional it is advised not to keep this field blank.
 Consolidation type of companies do not require the Operation definition.
User Defined Fields (UDF) Replication
The Intercompany integration solution enables you to replicate UDF data across branch companies. You
can choose to replicate custom UDFs on item master data, business partner, and marketing documents
supported by the document exchange cycle. Users can also choose to replicate custom UDFs on journal
entries and journal vouchers during consolidation processing.
The UDF replication is supported for the following objects and sub-objects:
 Business Partner Master Data
o Business Partner Header
o BP Addresses
o BP Contact Employees
 Item Master Data
o Item Master Header
 Customer Equipment Card
 Purchase Order to Sales Order
o Document Header
o Document Lines
o Document Additional Expenses
 Delivery to GRPO
o Document Header
o Document Lines

 A/R Invoice to A/P Invoice
o Document Header
o Document Lines
 A/R Correction Invoice to A/P Correction Invoice
o Document Header
o Document Lines
 A/R Correction Invoice Reversal to A/P Correction Invoice Reversal
o Document Header
o Document Lines
 Goods Return to Return
o Document Header
o Document Lines
 A/P Credit Memo to A/R Credit Memo
o Document Header
o Document Lines
 Journal Entry
o Journal Transactions – Header
o Journal Transactions – Rows
 Journal Vouchers
o Journal Transactions – Header
o Journal Transactions – Rows
The administrator can configure the User Defined Fields (UDFs) replication from the preferences option
of intercompany administration console.

The UDFs must meet the following criteria to support the replication of data across branch companies:
 UDFs have the same name across all branch companies.
 UDFs have the same data type across all branch companies.
 UDFs have the same length across all branch companies.
User Defined Tables (UDT) Data Replication
The administrator can configure the solution to replicate UDTs data between branch companies similar to
the master data replication process.
The administrator can configure the User Defined tables (UDTs) replication from the preferences option
of intercompany administration console.

Master data supported for replication
By default intercompany solution replicates following masters in all localizations of SAP Business One.
Master Data
Freight
Currencies
Customer Group
Vendor Group
Item Group
Price Lists
Period and Volume Discount
Special Prices for Business Partners
Discount Groups
Exchange Rates
Length and Width UOM
Weight UOM
Account Classification
Payment terms
Cash Discount
Countries
States
County
Dimensions
Profit Center Setup
Distribution Rules Setup
Profit Center Type
Contract Templates
Item Master Data
Business Partner Master Data
Bill of Materials
Customer Equipment Card
Service Contract
Manufacturers
Item Property
Projects
Unit of Measure Groups
Units of Measure
Package Types
User can use company template configuration feature to replicate following additional masters.
Master Data
Shipping Type
Credit Cards
Business Partner Priorities
Business Partner Properties

Master Data
Bank Charges Allocation Code
Service Codes
Customs Group
Payment Blocks
Material Group
Address Format
NCM Code
DNF Code
Service Group
Dunning Terms
Holiday Dates
Sales Person
Commission Groups
Language
Payment Methods
File Format
Document Type
Portfolio
Instruction
Indicators
Banks
House Bank Accounts
Fuel Group
Beverage Commercial Brand
Fuel Code
Beverage Group
Beverage Table
Beverage Combination
Name
Income Nature Setup
SPED Profile Setup
Occurrence Code
Movement Code
CNAE Code
Product Source Codes
Translation
Industry
E-Mail Group

Replication of master data properties
Using company template configurator, at any given time user may enable the field replication for any
master which is not replicated by default.
To know how to enable the field, Let’s take the example of Item master where we enable the replication of
shipping type field and then we assign the template to Branch companies.
Steps to enable the field replication on Item master:
1. In the intercompany administration console, choose Company Template under the setup menu.
2. Company template configuration window is displayed.
3. In the template name, choose the default template and in localization, choose the company
localization (in our example the US localization).
4. As you cannot make the changes in the default template, so make the copy of template and change
the name of the template to “US” and Press Save.
5. Now go to Item Master, and choose Receiver Property List.

6. In Object property configuration window, enable the replication of ship type field. As ship type field is
linked to Shipping type master then this master will also be enabled for replication on saving the
object property configuration.
Please note Mandatory properties are selected by default and user can not enable or disable them for
replication.
7. Now save the object property configuration and then save the company template.
8. Company template is ready for use, now assign the template to the branch companies in the
intercompany landscape.

9. The shipping type master and shipping type field on item master will now start replicating.
Similary you can enable the replication of other fields and masters in intercompany solution.

Knowledge article-master data replication and content sharing across partner companies

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