Corecon and SAP Business One Integration Overview

The Corecon and SAP Business One solution is comprised of three application components all working together to automate the entire estimating, project management, job costing, and general accounting functions.

Application Components

Corecon / SAP Business One Solution
Application Component	Application Type	Used By	Purpose
Corecon	Web Based	Estimators	Estimating
Corecon	Web Based	Project Managers Superintendents Engineers Coordinators Accounting Staff	Documentation Correspondence Scheduling Contract Administration Procurement Time Tracking Job Costing Budget Tracking
CoreconLink for SAP Business One	Web Based	Accounting Staff	Transfers records from Corecon to SAP Business One
SAP Business One	Windows Based	Accounting Staff	ERP

Data Integration Overview

Corecon Feature	Transfer Method	SAP B1 Feature	Comments
Contact Management
Companies	↔	Customers	Active Customers in SAP Business One can be imported into Corecon. This is typically done in the implementation phase. However, future projects will be setup in Corecon first and the client referenced in the Prime Contract will be exported to SAP Business One automatically if the contract is marked approved with a status date.
Companies	↔	Suppliers	Since Suppliers can be involved on future projects, the CoreconLink For SAP Business One utility provides an option to copy these records over. New suppliers that are entered in Corecon will be exported to SAP Business One automatically if they are referenced on an Approved Bill, Sub Invoice or Miscellaneous Expense transaction.
Employees	↔	Employees	Like customers and suppliers, active employees can be copied between the two systems either way.

Project / Prime Contract
Company referenced on Prime Contract	→	Customers	If a Project has been awarded in Corecon, management or accounting staff would then setup the Project Directory, Job Cost Codes, Prime Contract and budgets using Corecon's built-in wizards. Once this is complete, the CoreconLink's Sync Wizard would then be run to create the Customer and Project in SAP Business One. The client referenced in the Approved Prime Contract details form will be the company that is exported.

Project Transactions: Accounts Payable
Project financial transactions must be entered in Corecon and then exported to SAP Business One.
Bills	→	AP Invoices	The Corecon Bill can be exported to SAP Business One's AP Invoice feature either in draft mode or as an approved transaction. However, if the Corecon Bill has a negative (-) total then the transaction will appear as a credit in SAP Business One.
Sub Invoices	→	AP Invoices	Similar to Bills
Employee Misc. Expenses	→	AP Invoices	Similar to Bills and Sub Invoices but the Employee will be the vendor.

Project Transactions: Accounts Receivable
Like Accounts Payable transactions, all client progress invoices must be entered in Corecon and then exported to SAP Business One.
Prime Contract Invoices	→	AR Invoices	Like Sub Invoices, the Prime Contract Invoice's billing method changes depending on the contract type. In addition, these transactions can include Change Orders (CO) and have retainage/holdbacks. When marked approved, Prime Contract Invoices can be exported to SAP Business One's AR Invoice feature either in draft mode or as an approved transaction. However, if the progress invoice has a negative (-) total it will appear as a credit in SAP Business One.

Other
Tax Codes	← Linked	Tax Codes	Accounts payable and receivable transactions above can reference tax codes which impacts how tax is calculated on transactions. Thus, it is imperative that tax codes are linked in both systems and their rates match. Otherwise, a a discrepancy will occur in the calculated tax amount. Tip: If tax codes are already setup in SAP Business One, it is recommended these codes be imported into Corecon during the implementation phase.
Job Cost Codes	Linked	Items	All financial transactions in SAP Business One (ie AP and AR Invoice) require either an Item or Chart of Account reference whereas in Corecon all Conract Admin, Procurement and Time Tracking transactions require a Job Cost Code reference which are project specific. Since project financial transactions will be entered in Corecon and then transferred to SAP Business One, the Sync Settings feature within the CoreconLink determines how the mapping of Corecon's Cost Codes to SAP Business One's Items should be handled. This will alleviate the accounting administrator of having to specify the correct item when sending transactions over to SAP Business One and eliminate discrepancies.
Project Classifications	Linked	Dimenional Accounting Codes	If Dimensional Accounting is implemented in SAP Business One to group financials such as by division, office or sector then Project Classifications should be setup in Corecon and be mapped one-to-one for each code. If the Dimensional Accounting structure is two-tiered then each tier would be a separate classification in Corecon as shown below. For more details, please click here.

Integration Nomenclature

→ Corecon data exported to SAP Business One
↔ Bidirectional Integration