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Set up SAP B1 with Tipalti EARLY ADOPTER

You can set up the Sage Intacct app to integrate in Tipalti, enabling you to sync Tipalti data with Sage Intacct. This helps you keep both systems up to date with your latest financial data, facilitating accurate account reconciliation.

Required user role Manage Integrations (Tipalti) and Administration Manager (SAP B1)

SAP B1 settings

Step 1. Assign the required authorization

You need to log in to SAP B1 as an Administration Manager.

  1. Log in to SAP B1.
  2. Click Administration > System Initialization > Authoizations > General Authorizations.
  3. Select the user you want to assign the permissions to in Users.
  4. Search for the SAP authorization subject in the Find Next search bar.
  5. 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

SAP B1 installation

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. 

Step 1. Payer entity mapping

  1. Click Administration > API integration and the Apps tab.
  2. In Payer entity mapping, select which SAP B1 branches you want to map your payer entities to, using the dropdowns.
  3. Click Next.

Step 2. Sync preferences

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.

  1. In Sync preferences, toggle right the record types you want to sync.
  2. Select from the options available for each record type.
  3. Click Next.

Step 3. Custom field mapping

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

You can map SAP B1's user-defined fields with Tipalti custom fields. 

Step 4. Accounts

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.

Step 5. Fees

In Fees, you map your fees related information to generate your monthly and daily fees.

  1. Before you map, create a Tipalti vendor in SAP B1 to use for daily and monthly fees.
  2. Select the expense account to use when the integration creates daily fees.
  3. 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 code.

Step 6. Payment Preferences

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.