Onboarding to Build, Produce and Inspect for SAP Business One – A checklist of the first steps

The purpose of this checklist is to support our partners during the onboarding process and to avoid known stumbling blocks to enable a smooth and fast deployment for the customers. The list is structured in a logical order and can therefore be used as an onboarding checklist for each customer implementation.

Check your readiness for Cloud Apps

• Check the list of supported versions of SAP Business One, operating systems, browsers, and devices.
• Check the performance recommendations for using Cloud Apps.
• Check the limitations on the use of special characters in primary keys.
• Make sure that the required SAP indirect or professional licenses are assigned to Cloud Apps users and operators. Remember that the SAP support user is not supported in Cloud Apps.
• Make sure you use Version 1 of the SAP Business One Service Layer. Version 2 is currently not supported and its use may cause issues.
• Please also note that Build, Produce and Inspect require TLS 1.2 or higher for secure communication. Due to security concerns and SAP's strong recommendation, older TLS versions are not supported.

Before installing Cloud Apps

• Make sure the IP addresses used by Cloud Apps to communicate with SAP Business One are whitelisted in your firewall setup.
• Make sure that the object IDs used by Cloud Apps are enabled for Post Transaction Notification in SAP Business One. You may also want to check out the related SAP Note.
• Check that Post Transaction Notification can be executed and is not blocked another SAP Business One addon. If you need to add your custom code, please refer to this article.
• Decide whether you can use the Cloud Apps Installer add-on, or you need manual installation. (For background information, click here.)
• If you work in an SAP Business One Cloud hosted by SAP, make sure that no proxy server blocks Cloud Apps.
• If possible, avoid synchronizing several Cloud Apps applications and / or databases simultaneously. For example, start first with Produce and then continue with Inspect. This way, the user can already use Produce if Inspect is still in setup.

How to install Cloud Apps

• Installation step 1: Gather the required prerequisites
• Installation step 2: Set up your license to Cloud Apps in the Boyum Portal
• Installation step 3: Enable communication with SAP Business One
• Installation step 4: Set up the SAP Business One company database
• Installation step 5: Synchronize your Cloud Apps database with that in SAP Business One
• Installation step 6: Start your Cloud Apps applications for the first time
• Installation step 7: Assign licenses to users and operators

Prepare your data properly in SAP Business One

• Make sure that all items, resources, and customers used in your production orders are in Active status in SAP Business One. Run check queries that help to identify these potential issues. (See Data consistency rules.)
• Check that all resources in your production orders in SAP Business One have a Time per Resource Units parameter greater than <0:00:00>. (See Data consistency rules.)
• Make sure your production orders have at least one route stage specified in SAP Business One. (See Data consistency rules.)
• Route stages in SAP Business One are mapped as operations into Produce / Manager and Produce / Operator. It is not recommended to change or delete a route stage in a production order in SAP Business One after the production order has been released. (For further details, see Data consistency rules.)

Daily work

• Enable your SAP Business One Service Layer for a daily restart.
• Avoid having many browser tabs open with the same application.
• If you feel data on your screen is not up-to-date, clear the browser cache.
• Do not restore an SAP Business One database to an older backup.

Partner Certification Program 

We recommend our partners to join Boyum IT’s Cloud Apps Certification Program.

Free e-learning material for partners and customers

Visit our E-learning Hub where, after free registration, you can find rich and helpful content about Cloud Apps.

Premium services

In case you face issues while onboarding or your daily work, Boyum IT’s Delivery Consultants will be happy to help you with support services.