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IC Suite Master Data Individual Records Sync
This page is opened by the "IC Suite Master Data Sync" action from the Customer Card, Vendor Card, Item Card, Salesperson/Purchaser Card, G/L Account Card, Dimension Values.
Use this page to select partners to which this individual record will be synced.
Synchronizing Individual Records
When you use IC Suite Synchronize from IC Partner, you are copying data from destination companies and using that data to replace – synchronize – records in your originating company.
IC Suite Master Data Sync
Use this section to learn how to manually synchronize records from originating companies to destination companies.
Before you can synchronize records make sure you have:
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Set up your IC Suite partners
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Enable Synchronization turned on in the IC Suite Master Data Setup page
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Enable all of the record types that you want to synchronize as well.
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Set up your IC Suite Master Data Dataset.
To synchronize records from one company to another, do the following:
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Go to the record card that you want to send to the other company or companies. You can send the following types of records:
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Vendor
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Customer
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Item
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Salesperson/Purchaser
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G/L Accounts
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Dimensions and Dimension Values
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Make sure the information on the record card is up to date and ready to be synchronized.
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Select More options > Actions > IC Suite Master Data Sync.
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In Dataset, select the dataset you want to use.
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Under Partners, select the partner or partners for the originating data. In other words, select the partners you want to send data from.
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Make sure to select Include for all the partners you want to synchronize.
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Under Table Fields, select the fields in the destination company that you want to synchronize with the originating data.
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Make sure to select Include for all the fields you want to synchronize.
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On the Action tab, select Synchronize > Synchronize.
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The IC Suite Master Data Sync. Log Entries page opens. You can see information about the synchronization and if it was successful.
IC Suite Synchronize from IC Partner
Use this section to learn how to copy data from an Intercompany Suite Partner (destination company) and synchronize it with the data of an originating company.
You can only copy data from the following types of records:
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G/L Accounts
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Dimensions
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Dimension Values
Before you can synchronize records make sure you have:
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Set up your IC Suite partners
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Enable Synchronization turned on in the IC Suite Master Data Setup page
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Enable all of the record types that you want to synchronize as well. For example, if you want synchronize your Customer and G/L Account records, make sure to turn on Enable for those record types.
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Set up your IC Suite Master Data Dataset.
To copy data from a destination company, do the following:
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Go to the record card that you want to synchronize data from. You can synchronize the following types of records:
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G/L Accounts
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Dimensions
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Dimension Values
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Make sure the information on the record card is up to date and ready to be synchronized.
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Select More options > Actions > IC Suite > IC Suite Synchronize from IC Partner.
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Select the IC Suite partner or partners you want to copy data from.
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Select the records of the partner or partners that you want to copy.
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On the Action tab, select Actions > Synchronize Accounts.
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The IC Suite Master Data Sync. Log Entriespage opens. You can see information about the synchronization and if it was successful.
General
The following field boxes are available:
Field | Description |
Dataset | Specify an existing dataset, to mark those fields and partners as included. Serves as a template. |
Partners list
This table contains the following columns:
Field | Description |
Partner Code | Specifies the partner code. |
Name | Specifies the partner's name. |
Include | Specifies if the partner will be included in the synchronization. |
Table Fields list
This table contains the following columns:
Field | Description |
Field No | Specifies the Field Number. |
Field Name | Specifies the Field Name. |
Validate | Specifies if the field value will be validated in the synchronization. Marked by default. |
Include | Specifies if the field will be included in the synchronization. |
Actions
The following actions are available:
Action | Description |
Synchronize | Select this action to perform the synchronization for included partners and fields. |