Skip to Content

You can use SAP or SSP add-ons to extend SAP Business One functionality. You need to register and install add-ons on your SAP Business One workstation before you start to use add-ons. SAP add-ons are registered automatically during the installation of SAP Business One.

SAP Business One provides the following SAP Business One add-ons:

  • DATEV FI interface for use with the German DATEV office accounting system
  • ELSTER integration for electronic tax returns in Germany
  • Electronic File Manager: Format Definition
  • Microsoft Outlook integration
  • Payment Engine
  • Screen Painter

Activities

  You work with add-on as follows:

  1. Register the add-on.For more information, see Registering Add-Ons.
  2. Assign the add-on.For more information, see Assigning Add-Ons.
  3. Set the company preferences.For more information, see Setting Company Preferences.
  4. Set the user preferences.For more information, see Setting User Preferences.
  5. Install the add-on.For more information, see Installing Add-Ons.
  6. Start the add-on.For more information, see Starting Add-Ons.
  7. Stop the add-on.For more information, see Stopping Add-Ons.
  8. Remove the add-on.For more information, see Removing Add-Ons.

Registering Add-Ons

You register add-ons developed by software service providers (SSPs). SAP add-ons are registered during the SAP Business One installation, so you do not need to register these.

You need to register an add-on only once from any SAP Business One workstation. The registration process uploads the add-on installation package files to the SAP Business One server. The registered add-ons are available for all the companies in SAP Business One.

Prerequisites

You have:

  • Superuser authorization in SAP Business One

    Note Note

    The SAP Business One client supports the silent installation mode. In this case, you do not need a superuser authorization, and your add-ons are automatically registered and started when you install the SAP Business One client.

    To use the silent mode, you must recreate the add-on’s ARD file using the latest version of the Add-on Registration Data Generator.

  • The add-on registration data (.ard) file
  • The add-on setup.exe file

Procedure

  1. From the SAP Business One Main Menu, choose  Administration  Add-Ons  Add-On Administration  Company Preference  tab.
  2. Choose the Register Add-On button.The Add-On Registration window appears.
  3. In the Installation Information section, locate and select the add-on registration data (.ard) file for the add-on by choosing Browse (Browse) button next to the Registration Data File field.If the selected .ard file contains installer information and the installer file is located in the same folder as the .ard file, SAP Business One automatically fills the installer file in the Installation Package field. If you use the silent installation mode, SAP Business One automatically fills the fields in the Silent Installation Information section.
  4. If the Installation Package field is not filled automatically, locate and select the setup.exe file for the add-on by choosing Browse (Browse) .
  5. To assign the add-on to the current company, select the Assign to Current Company checkbox.
  6. To install the add-on after registration, select the Install as Part of Registration checkbox.SAP Business One installs the add-on on the current machine immediately after registration. You do not have to log off your company and log on again. Installing the add-on on other machines depends on company and user preferences.
  7. To register the add-on, choose the OK button.
    • If you assigned the add-on to the current company in step 5, the add-on appears in the Company-Assigned Add-Ons list in the Add-On Administration window. The add-on is registered and assigned to the current company.Add-ons that are not mandatory are registered as Disabled and Active for the company. For more information about these settings, see Add-On Administration: Company Preferences Tab.
    • If you did not assign the add-on to the current company in step 5, the add-on appears in the Available Add-ons list in the Add-On Administration window. The add-on is registered for the current company.
  8. To notify all the users in the current company about the new add-on, proceed as follows:  Users receive the notification message within a minute after you have sent it.
    1. Choose the Send Notification to Users button.The You Have new Add-Ons to Install window appears.
    2. Enter the notification message header and text.
    3. Choose the Send Notification button.
  9. To close the Add-On Administration window, choose the OK button.

Assigning Add-Ons

Prerequisites


You have registered the add-on but not yet assigned it to your company.

Procedure

  1. From the SAP Business One Main Menu, choose  Administration  Add-Ons  Add-On Administration  Company Preference  tab.
  2. Under Available Add-Ons, select the add-ons you want to assign to your company and click .SAP Business One moves the selected add-ons under Company Assigned Add-Ons.
  3. Set company-specific preference for the assigned add-ons.For more information, see Setting Company Preferences.
  4. Set user-specific preference for the assigned add-ons.For more information, see Setting User Preferences.
  5. Choose Update and OK to save your settings.

Result

SAP Business One automatically runs the add-on setup program upon next time you log on to the company.

Alternatively, you can manually install the add-on without logging off and logging on to SAP Business One again. For more information, see Installing Add-Ons.

Setting Company Preferences

You set company preferences for registered add-ons. Add-on company preferences apply to all the users that log on to the current company.

Prerequisites

You have registered and assigned the add-on to the current company.

Procedure

  1. From the SAP Business One Main Menu, choose  Administration  Add-Ons  Add-On Administration  Company Preference  tab.
  2. In the Company-Assigned Add-Ons list, select the default group for each add-on. The default group determines how the add-on is launched for all users that are connected to the company.
    Defines the way this add-on is opened when SAP Business One is started.

    • Mandatory: SAP Business One starts the add-on automatically. The add-on is necessary for the successful operation of the SAP Business One application. The application launches the add-on at start-up and shuts it down if the add-on is terminated for any reason. Users cannot start or stop mandatory add-ons.

    • Automatic: SAP Business One starts the add-on automatically. Users can stop automatically started add-ons with no impact on SAP Business One. When the add-on stops, a warning message informs users.
    • Manual: SAP Business One does not start the add-on automatically. Users can start the add-on at any time. When a manually started add-on is stopped, a message informs users.

    Note Note

    For Manual and Automatic default group, you can override the company preferences by setting different preferences for specific users in the company.

    For more information, see Setting User Preferences.

  3. Select the Active checkbox for the add-on.For debugging purposes, you may leave this checkbox unselected. A deactivated add-on is not available for this company and all its users.
  4. To force install the add-on until it is successfully installed, select the Force Install checkbox.If the add-on installation fails, SAP Business One automatically reinstalls the add-on each time a user logs on to the company. However, if the add-on is already installed, the application does not reinstall it.
  5. To change the order in which assigned add-ons receive system events, click or .The order is determined by the order of appearance (from top to bottom) in the Company Assigned Add-On list.
  6. To save your settings, choose the Update button.

Setting User Preferences

You set preferences for users in the company. The user preferences override the company preferences.Note NoteYou cannot set user preferences for add-ons defined as Mandatory in the Company Preferences tab.

Procedure

  1. From the SAP Business One Main Menu, choose  Administration  Add-Ons  Add-On Administration  User Preference  tab.
  2. Select one user from the Users list.The add-ons assigned to the current company appear.
  3. Select the preferences for the add-on.
    Defines the add-on start-up behavior specifically for the selected user.

    • Manual: SAP Business One does not start the add-on automatically. Users can start the add-on at any time. When a manual add-on is stopped, a message informs the user.

    • Automatic: SAP Business One Add-on starts the add-on automatically. Users can stop automatically started add-ons with no impact on SAP Business One. When the add-on stops, a warning message informs users.
    • Disable: The add-on is disabled for the selected users.
    • Default: User preferences for the add-on come from the company preferences.
  4. To save your settings, choose the Update button.

Installing Add-Ons

SAP Business One automatically installs add-ons when you log on to your company after you have assigned them.Alternatively, you can manually install add-ons in the Pending Add-Ons tab of Add-On Administration window without logging off and logging on to the company.

Procedure

  1. From the SAP Business One Main Menu, choose  Administration  Add-Ons  Add-On Manager  Pending Add-Ons  tab.
  2. Select the add-on you want to install.
  3. Choose the Install button.

 

Starting Add-Ons


You start add-ons based on the company preferences and user preferences you set in the Add-On Administration window.

  • SAP Business One starts the add-on automatically.
  • You start it manually using the Add-On Manager.

For more information, see Setting Company Preferences and Setting User Preferences.

Prerequisites


You have installed the add-on on your workstation. For more information, see Installing Add-Ons.

Procedure

  1. From the SAP Business One Main Menu, choose  Administration  Add-Ons  Add-On Manager  Installed Add-Ons  tab.
  2. Select the relevant add-on and choose the Start button.SAP Business One starts the add-on and sets the status to Connected.
  3. To close the Add-On Manager window, choose the OK button.

Result


You can use the add-on in SAP Business One.

Stopping Add-Ons

Procedure

  1. From the SAP Business One Main Menu, choose  Administration  Add-Ons  Add-On Manager  Installed Add-Ons  tab.
  2. Select the relevant add-on and choose the Stop button.SAP Business One stops the add-on and sets the status of the add-on to Disconnected.
  3. To close the Add-On Manager window, choose the OK button.

Removing Add-Ons

You must use the Add-On Administration window to remove add-ons. Do not try to remove them in any other way. After you remove an add-on from one SAP Business One workstation, the add-on installation package is removed from the SAP Business One server. When any SAP Business One workstation installed with the add-on subsequently connects to the server, SAP Business One automatically removes the add-on from the workstation.

Procedure

  1. From the SAP Business One Main Menu, choose  Administration  Add-Ons  Add-On Administration  Company Preferences  tab.
  2. In the Company-Assigned Add-Ons list, select the add-on you want to remove and click .
  3. Select the add-on in the Available Add-Ons list and choose Remove Add-On.The application automatically removes the add-on from any workstation that is connected to the server the next time the user of this workstation logs on to SAP Business One.

    Note Note

    If the add-on is installed on different SAP Business One servers and is later removed from only one of the servers in the landscape, the add-on will not be removed from the workstation at restart.

More Information

For more information about the SAP Business One add-ons, see their individual online help. To open an add-on’s online help, press F1 after you have assigned and started the add-on.

Regards,

Marcelo Silva Santos

To report this post you need to login first.

2 Comments

You must be Logged on to comment or reply to a post.

  1. kambadasan v

    Hi Marcelo,

    This document is very much halpful for newbee.

    i would suggest that you can also explain about the silent installation while registering the Addon

    (0) 
    1. Simone Pastorin

      I quote Kamba Dasan.

      Where are the instruction on how to use silent mode??? AddOnRegDataGen.exe has silent mode flags disabled so that we cannot check them… They get checked when specifying a zip file in “Parameter file” fields… What kind of zip does it need? Do we need to add a /s switch to “(Un)Installer command line” fields?

      I hope to get some response, I need it soon. Thanks

      (0) 

Leave a Reply