Before you can perform, interbranch transactions, all required installations and setups must be completed in all branch companies. 

1. All master data records (except item master data, business partner master data, and bill of materials) replicated by the Intercompany Solution must exist in all branch companies. 
   
2. You have manually ensured that identical records of all currencies, projects, cost centers, manual distribution rules and distribution rules masters exist in each branch and consolidation company.
   
3. The document flow is set as unidirectional and not bidirectional, as shown in the following examples: 
   

1. Purchase Quotation → Sales Quotation
   
2. Purchase order → Sales order
   
3. A/R reserve invoice → A/P reserve invoice
   
4. Delivery → Goods receipt PO
   
5. A/R invoice → A/P invoice
   
6. A/R debit memo → A/P debit memo
   
7. A/R correction invoice → A/P correction invoice
   
8. A/R correction invoice reversal → A/P correction invoice reversal
   
9. Goods return → Return
   
10. A/P credit memo → A/R credit memo 
    

4. All branch companies have installed the same version and patch level of SAP Business One 9.3 or SAP Business One 10.0
   
5. You have configured the same settings in all branch companies, including the following:
   

1. In the Administration  →  System Initialization  →  Document Settings window, the Manage Freight in Documents checkbox is selected.
   
2. In the Administration  →  System Initialization  →  Document Settings  →  Per Document tab, the Reopen Doc. By Creating Returns/Goods Returns/ Credit Memos Based on Doc. checkbox setting is same across all participating branch companies.
   
3. In the Administration  →  System Initialization  →   General Settings window, on the Display  tab, the following settings are identical in all branch companies:
   

1. Amounts
   
2. Prices
   
3. Rates
   
4. Quantities
   
5. Percent
   
6. Units
   
7. Decimals in Query
   

6. You have created separate control accounts for each business partner representing branch companies and defined them as All Currencies accounts in SAP Business One.
   
7. All companies using the Intercompany Solution on SAP Business One 9.3 or SAP Business One 10.0 can only be consolidated into a consolidation company.
   
8. Interbranch transactions must be carried out during active posting periods of SAP Business One.
   
9. All accounts defined within the branch account and default account setup must be set as All Currencies.
   

Note

            1. For standard processes in SAP Business  One, refer to the  SAP Business One Online Help file.

            2. For information about new releases,  refer to the  ReadMe   file. 

Caution

1. Ensure that the Integration Solutions add-on is connected to SAP Business  One before performing any transactions.

2. Do not execute any transactions with the B1i user. This user is reserved for the SAP Business  One integration Server.

3. Do not modify user-defined fields (UDFs) in the Intercompany Integration Solution using the  View menu in the main menu bar ( View →  User-Defined Fields ).