by uf_admin Comment Closed

2.9.16 Validate instance (only at sync_server side)

For Production instance this step is done by the Support Team.
For Sandbox instance login in your_Sync_Server instance with the admin user.

Click on Menu Administration 1, Synchronization 2, Configuration 3, Instance 4
Click on the edit icon 5 of the HQ instance created in previous steps
Check the following is correct:
  • the parent instance
  • the User
  • groups are correct (as defined in step 2.8.2)

Note that at this stage, it is normal that no children appear in the list, they will appear later on when Coordinations are created and defined as children of the HQ.
If the instance is not added in the right groups, it will not fetch the correct updates during the initial sync. You could end up with a defective instance missing some important data. You can correct any error on this interface.
Click on validate 1. State switches to Validated.
Click on Save 2

2.9.17 Configure automatic backups

It is strongly recommended to schedule automatic backups and to save it in another location than the server instance.

On your HQ instance, click on Menu Synchronization 1, Backup 2, Backup config 3
You must enter an existing path 4 to save backups. The following options 5 are available to run automatic backups, please ensure the backup path exists as the sync. may fail:
  • backup before and/or after a manual sync.
  • backup before and/or after an automatic sync.
  • You can also choose to generate a backup immediately by clicking on the backup button 6

Click on Save 7

To schedule an automatic backup click on Menu Synchronization1, Backup2, Automatic3
Edit the following fields 4:
  • Interval number
  • Interval Unit
  • Next execution date: preferably during none working hours.

Tick the Active box 5
Click on Save 6

It is possible to send your latest backup to OneDrive. This is STRONGLY RECOMMENDED, refer to section Automatic instance backup to the Cloud how to configure it. the configuration is done from the HQ for the HQ and its children instances.
Please note that this IS NOT to be considered as a offsite backup solution (this is for Support Team debbuging, support and BI purpooses)

2.9.18 Perform initial synchronisation

Click on Menu Synchronization 1, Synchronization 2, Manual 3
A new wizard opens. Click on Start All Synchronization In Background 4
You should wait until the synchronization is finished before starting to configure the Coordinations.
In order to perform this check: Click on Menu Synchronization 1, Monitoring 2, Synchronization Processes Monitor 3
Check 4 that the last synchronization is Done

2.9.19 Cost Center for FX gain/loss

Allocate the cost centre for the FX exchange rate.
Click on Menu Accounting 1, Configuration 2, Analytic Accounting 3, Analytic Accounts 4.
Click on the edit icon 5 of the Cost Center specifically created for HQ only.
Click on the tick box 1 “For FX gain/loss?”
Click on Save 2

2.9.20 Configuration of the Intermission partners

Intermission partners are created at the HQ level and will synchronize Top-Down to its children instances.

Click Menu Partners 1, Suppliers 2, Suppliers 3
Click on New 4
Fill in with the information:
  • Name 1: must be exactly the same as the children instance name.
  • Partner type 2: Intermission

Click on tab Accounting 3 and enter the following codes:

  • Account receivable 4: If OCA: 12600 / If OCG and OCB: 14010
  • Account Payable 5: If OCA: 15610 / If OCG and OCB: 14010

Click on Save 6

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2.10 Coordination Instances▶