Setup EARLY ADOPTER
Required user role Manage Integrations (Tipalti) and Administration Manager (SAP B1)
SAP B1 settings
You need to log in to SAP B1 as an Administration Manager.
Log in to SAP B1.
Click Administration > System Initialization > Authoizations > General Authorizations.
Select the user you want to assign the permissions to in Users.
Search for the SAP authorization subject in the Find Next search bar.
Assign the required authorization, either Full Authorization or Read-Only, based on this table:
SAP authorization subject |
Required authorization |
|---|---|
Chart of Accounts |
Full Authorization |
Payment Terms |
Full Authorization |
Business Partners |
Full Authorization |
Sales Employees/ Buyers |
Full Authorization |
Price Lists |
Full Authorization |
Unit of Measure Groups |
Full Authorization |
Units of Measures |
Full Authorization |
Payment Methods |
Full Authorization |
Purchasing - A/P |
Full Authorization |
Attachments Tab |
Full Authorization |
Cancel Other Documents |
Full Authorization |
Cancel Marketing Documents by Generating Cancelation Documents |
Full Authorization |
Cancel Other Documents |
Full Authorization |
Tax Groups |
Full Authorization |
A/P Credit Memo |
Full Authorization |
Customer Groups |
Full Authorization |
Integration configuration
Our SAP B1 integration uses the Service Layer of SAP B1.
Service layer installation requirements:
|
Installation requirements |
|
|---|---|---|
Software versions |
SAP B1 with SQL: Version 10 |
SAP B1 with HANA: Version 9.1 PL5 |
Availability |
Choose the service layer component during SAP B1 installation |
Requires a secure URL connection |
Installation and setup time |
10 minutes max |
SAP B1 installation must be open to install the service layer |
Database compatibility |
SQL |
HANA |
Complete the following pages to configure the integration with SAP B1 in Tipalti's Tipalti Hub. Click each page name to view how-to steps.
Click Administration > API integration and the Apps tab.
In Payer entityAn entity can be a subsidiary, division, business unit, brand, etc. of your organization. Entities can have similar or different AP processes and workflows. mapping, select which SAP B1 branches you want to map your payer entities to, using the dropdowns.
Click Next.
Choose what you want to sync. You can sync in both directions.
Tipalti only supports payment terms with a fixed number of days, such as net 30, net 45, and net 60.
If you’re using other terms, change them into fixed days, or remove them if they aren’t necessary.
In Sync preferences, toggle right the record types you want to sync.
Select from the options available for each record type.
Click Next.
Map your Tipalti custom fields to the dimensions in SAP B1. The following custom fields are supported:
Custom field |
Value |
|---|---|
Group (vendor) |
Name: Name Code: Code |
Sales person (vendor) |
Name: SalesEmployeeName Code: SalesEmployeeCode |
Language (vendor) |
Name: LanguageFullName Code: Code |
Price list (vendor) |
Name: PriceListName Code: PriceListNo |
Posting date (bill or vendor credit) |
Name: Date |
In Accounts, map your Tipalti Virtual Account to your SAP B1 bank account. Make sure the mapped accounts use the same currency.
To map, select the SAP B1 bank accounts you want to map your Tipalti Virtual Accounts to from the dropdowns.
In Fees, you map your fees related information to generate your monthly and daily fees.
Before you map, create a Tipalti vendor in SAP B1 to use for daily and monthly fees.
Select the expense accountThe general ledger (GL) account that is debited for the payment amount to use when the integration creates daily fees.
Select the expense account and tax codes to use when the integration creates monthly fees.
You can choose a default value for both the expense account and the tax codeA code for the type of tax applied to a bill line (e.g., VAT-UK).
In Payment preferences, map the payment methods in Tipalti with those in SAP B1.
Select the SAP B1 payment methods you want to map to your Tipalti payment methods from the dropdowns.