Business NXT documentation

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Connected services
Business NXT can be integrated to a number of Visma.net services to support streamlined workflows between the different financial systems.
Master Data Management
Master Data Management (MDM) is a concept in Visma for sharing common data across multiple applications. Master data is information which is key for running a business.
Troubleshooting and limitations
If you run into issues related to Master Data Management, you can find some recommendations for solutions and workarounds below.

Connected services
Business NXT can be integrated to a number of Visma.net services to support streamlined workflows between the different financial systems.
- Single sign-on
- Master Data Management
  Master Data Management (MDM) is a concept in Visma for sharing common data across multiple applications. Master data is information which is key for running a business.
  - Mapping of master data types
    The following tables present the mapping of master data types between Business NXT and the Master Data Management database.
  - Master data in Business NXT
    The following master data types are synchronised between Business NXT and the Master Data Management database:
  - Enabling Master Data Management in Business NXT
    Master Data Management is managed in Business NXT Admin.
  - Disabling Master Data Management in Business NXT
    Under some circumstances, you may need to disable the Master Data Management integration for a company in Business NXT. This will not delete the master data in Master Data Management.
  - Operations
    In Business NXT, you can perform master type operations and sync type operations in relation to Master Data Management.
  - Verification and monitoring the Master Data Management integration
    You can verify the Master Data Management synchronisation status in Business NXT, using the SyncEngine meta information and SyncEngine control information tables.
  - Master Data Management and Common table
    The Common table can be used to reuse company information between different tables.
  - SyncEngine meta information
    This table contains meta information for handling the synchronisation to Master Data Management through the SyncEngine.
  - SyncEngine meta information processings
    The following processings are available for the SyncEngine meta information table:
  - SyncEngine control information
    This table contains one row for each Business NXT data type that can be synchronised with Master Data Management.
  - SyncEngine control information processings
    The following processings are available for the SyncEngine control information table:
  - Troubleshooting and limitations
    If you run into issues related to Master Data Management, you can find some recommendations for solutions and workarounds below.
- Visma.net Approval
  Visma.net Approval is used to approve for example invoices, expense claims and cost requests online, wherever and when it suits you.
- Visma.net AutoInvoice
  Visma.net AutoInvoice works behind the scenes on all ingoing and outgoing electronic documents, and gives you full control over your invoicing and ensures a streamlined workflow.
- Visma.net AutoPay
  Visma.net AutoPay offers a streamlined workflow that can be managed directly in your Visma financial management solution.
- Visma.net AutoReport
  Visma.net AutoReport can be used to automatically generate and send for example tax reports to the tax authorities.
- Visma.net Expense
  Visma.net Expense simplifies life on the road and provides your organisation with a modern and efficient expense and reimbursement solution.
- WebFaktura
  WebFaktura is a solution designed for accounting offices that want to provide a simple electronic invoicing service for their clients.
- Pre-approval of invoices for payment
  You can set up Visma.net Approval and Visma.net AutoPay for approval of invoices and payments in Business NXT in one go.
- Tables for connected services
  The tables in this section are used for some Business NXT integrations with Visma.net services.
- Payroll
  Payroll is a cloud-based service that makes it easy both for employers and employees to manage time registration, expenses, salaries and more, using automatic flows.

Troubleshooting and limitations

If you run into issues related to Master Data Management, you can find some recommendations for solutions and workarounds below.

Change of general ledger account number

A change in general ledger account in Business NXT (using the Change account no. processing in the General ledger account table) is currently reflected as a deletion of the existing general ledger account and an insert of a new general ledger account as far as Master Data Management is concerned.

Note:

This will however cause issues with integrations such as Visma Payroll that share data with Master Data Management, and where the account will no longer be linked with the previous one and its transactions.

Change of customer or supplier number

A merge of more than one existing customer or supplier number in Business NXT (using the Change Customer no./Supplier no. processing in the Associate table) to a new customer/supplier no is currently not recognized as a change as far as Master Data Management is concerned. It is treated as a deletion of all companies which are merged to the new number.

If you change only one customer or supplier number by the time to a new customer/supplier no then Master Data Management will not consider it as a deletion; instead it will update the connected records accordingly.

Note:

To use these processings with common tables, the user needs access to all the companies defined in the common table.