Set up global vouchers

Global vouchers are issued by multiple companies within the same database, and can be redeemed at any company in that tenant or other tenants. The managing company stores data for all issued vouchers, while each subsidiary company tracks its own transactions involving vouchers. During setup, you must clearly define the roles of the managing company and the subsidiary companies.

Follow the steps below to configure global vouchers in the managing company and subsidiary company environments.

Managing company setup #

1. Click the button, enter Retail Voucher Types, and choose the related link.
   A list of all existing Retail Vouchers is displayed.
2. Click New and populate the available fields and options in the Retail Voucher Card.
3. Make sure that you provide the Partner Code.
   The partner code ensures all voucher transaction details, such as issuing and redeeming stores and remaining balances, are sent to the managing company.

4. (Optional) If there’s no partner code in the system, create one, and provide the Code and Description.
   It’s not necessary to define any additional parameters on the managing company environment, since no voucher data needs to be sent from the managing company to the subsidiaries.
5. Set Validate Voucher Module to DEFAULT.
   After completing these steps, proceed to set up subsidiary company environments.

Subsidiary company setup #

1. Click the button, enter Retail Voucher Types, and choose the related link.
   A list of all existing Retail Vouchers is displayed.

2. Click New and populate the available fields and options in the Retail Voucher Card.
   The voucher type needs to be the same as the one created in the managing company environment.

3. Make sure that you provide the Partner Code for each subsidiary company you set up.
   Each subsidiary company has to have its own distinct partner code.

4. Assign a unique Partner Code for each subsidiary company. Provide the Code, Name, and configure its parameters.
   The Service Url to the web service with which the managing company collects voucher-related data from the subsidiaries is automatically populated when the subsidiary company name is provided (if the subsidiary and the managing company share a tenant).

5. Select OAuth 2.0 under Auth. Type.
   Older Business Central versions may support Basic Authentication, but OAuth 2.0 is required for BC SaaS.

6. Provide the OAuth2.0 Setup Code.
   Use authentication credentials specific to the subsidiary company.

7. Set Validate Voucher Module to GLOBAL.
   In this way, you’re ensuring that the voucher-related data is synced back to the managing company.

8. In the ribbon, click Setup, followed by the Setup Validate Voucher action.
   The Global Voucher Setup pop-up window is displayed.

9. Provide the name of the managing company in Service Company Name.
   The Service Url is automatically populated.

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   For cross-tenant setups:
   

   • Skip Service Company Name and manually enter the Service URL
   • Ensure the OAuth2.0 Setup Code matches the username in the managing company tenant.

10. Check the validity of your setup via the Validate Global Voucher Setup action in the ribbon.

This setup ensures seamless synchronization of voucher data between the managing company and its subsidiaries, reducing manual effort and maintaining accurate records.