CatalogueLINK for SAP Business One (Setup and Configuration)
SAP Business One Connection Requirements
The following is required to facilitate a connection between CatalogueLINK and SAP Business One
Local or network access to the SAP Business One SQL database
Client installation of SAP Business One
Server account must have ODBC connectivity to the production SAP Business One production SQL database
CatalogueLINK Upload Connection Settings
The following information is mandatory for CatalogueLINK Upload connection configuration:
IMPORTANT: Please supply the information below to Straightsell in order to have CatalogueLINK Upload connected to SAP Business One
SQL Server name e.g. ‘servername/instancename’
Live SAP Business One database name
SQL account e.g. ‘sa’
SQL account password for above account
SAP Business One client availability for remote login account
The following settings are configurable in Setup - SAP Business One in CatalogueLINK Upload version 'CL 3.0.12.0 - SAP 3.0.10.0'
Setup - SAP Business One | |||
Connection Settings | Data Type | Example Data | Definition |
SQL Server Name | Text | SERVER | The SQL Server name. |
Database Name | Text | DATABASE | The SQL database name. |
SQL Server Login | Text | sa | An SQL user name. |
SQL Server PW | Text | Password123 | Your SQL account password. |
SAP Version | Dropdown Menu | 9 | Your version of SAP |
Item Settings | Data Type | Example Data | Definition |
Import GST Inclusive Prices | Checkbox | Y/N | Import item prices inclusive of GST |
Exclude Inactive Products | Checkbox | Y/N | Prevents items being uploaded to the website if items are marked as "Inactive" in SAP |
Filter On Custom Field | Checkbox | Y/N | Enables the "Custom Field" field to input the SAP UDF field name |
Custom Field | Text | Showonweb | Map to a UDF field that has values Yes/No, Y/N, TRUE/FALSE, 1/0 |
Stock Level Settings | Data Type | Example Data | Definition |
Use Global Stock Level | Radio | On/Off | Get a stock levels from a total of all warehouses |
Use Warehouse Code | Radio | On/Off | Get stock levels from the Warehouse Code specified. |
Track All Warehouses | Radio | On/Off | Import and upload all warehouses individually, get the total from all warehouses. |
Warehouse Code | Text | Code123 | Code that needs to be entered when Use Warehouse Code/Track All Warehouses is selected |
The following settings are configurable in Setup - Catalogue Account Details in CatalogueLINK Upload version 'CL 3.0.12.0 - SAP 3.0.10.0'
Setup - Catalogue Account Details | |||
Account Details | Data Type | Example Data | Definition |
User Name | Text | administrator | Your Straightsell username |
Password | Text | password123 | Your Straightsell password |
Short Name | Text | USAPB | Your Straightsell short name |
Straight Sell SOAP Server | Data Type | Example Data | Definition |
URL | Text | https://interface.straightsell.com.au:443/soap/soapserver_5_0.php | SOAP Server URL: Same for everyone |
Email Settings | Data Type | Example Data | Definition |
Mail Server | Text | The mail server of your email address(es) | |
Email Address | Text | Your email | |
CatalogueLINK Download Connection Settings
The following information is mandatory for CatalogueLINK Download connection configuration:
IMPORTANT: Please supply the information below to Straightsell in order to have CatalogueLINK Download configuration to SAP Business One
Account (debtor) code to use for test of order and payment export to SAP Business One
SAP Settings:
SAP version, username and password
SQL version
Customer Settings:
Customer Currency & Tax Code
Order Settings:
Web Customer Code & Name
Payment Settings:
G/L Account for Receipt of Credit Card Payments
Export Locations in SAP Business One:
Orders - Sales AR > Sales Orders
Customers - Business Partners > Business Partner Master Data
Payments - Banking > Incoming Payments
The following settings are configurable in Setup - SAP Business One in CatalogueLINK Download version 'CL 3.0.7.0 - SAP 3.0.13.0'
CatalogueLINK Download Fields - SAP Business One | |||
Connection Settings | Data Type | Example Data | Definition |
SQL Server Name | Text | SERVER | The SQL Server name |
Database Name | Text | DATABASE | The SQL database name |
SQL Server Login | Text | sa | A SQL user name |
SQL Server PW | Text | Password123 | Your SQL account password |
SQL Version | Selection | MSSQL_2014 | Your SQL version |
Use Trusted | Checkbox | Y/N | Use a domain login for the SQL connection |
Don’t Pass Credentials to DI API | Checkbox | Y/N | Only enabled if you cannot establish a connection to SAP via the API. Refer to SAP 3.0.6.0 notes in changelog. |
Customer Settings | Data Type | Example Data | Definition |
Customer Currency Code | Number | AUD | The currency type |
Customer Tax Code | Number | S1 | The Tax Code that is used by SAP (Administration >> Setup >> Financials >> Tax >> Tax Groups) |
SAP Settings | Data Type | Example Data | Definition |
SAP Username | Text | manager | A SAP username |
SAP Password | Text | manager1 | The password for the SAP user account |
SAP Version | Selection | 2007 / 8.8 / 9 + | The version of SAP you are using |
Payment Settings | Data Type | Example Data | Definition |
G/L Account for Receipt of Credit Card Payments | Number | 140090 | The general ledger account number to store payments against |
SAP Credit card Payment Means | Checkbox | Y/N | If you have set up credit cards in SAP to match the values of the ‘Provider’ field in the payment downloads they will export properly |
Use Global Credit Card | Checkbox | Y/N | If you haven’t set up credit cards in sap that match the ‘Provider’ field in payment downloads but you still want to export payments as credit cards for reporting purposes |
Global Credit Card Name | Text | - | Enter the name of the credit card that you have set up for all payments exported |
Order Settings | Data Type | Example Data | Definition |
Web Customer Code | Number | C99998 | The anonymous customer code for web orders (Business Partners >> Business Partner Master Data) |
Web Customer Name | Text | Website Customer | The anonymous customer name for web orders |
Freight Setup Item # | Checkbox | Y/N | Checked if you wish to export Freight |
Freight Setup Item # | Number | 1 | The Freight item number |
Export As | Radio | Sales Order | How orders will be exported into SAP - Sales Order \ Reserve Invoice \ Draft Order |
Post Process | Drop-down Menu | Create Invoice | Process to run upon an order being exported into SAP (None/Create Invoice/Reserve Invoice) |
Use Specific Warehouse | Checkbox | Y/N | If you want to ship all orders from a specific warehouse check this and put the warehouse code in the “Ship From Warehouse” field |
Use Address Component | Checkbox | Y/N | Export order address with specific “street”, “city”, “postcode” etc. fields instead of as one block |
Export Discount | Checkbox | Y/N | Only used by Nadglen refer to SAP 3.0.8.0 notes in changelog |
Export As Unapproved | Checkbox | Y/N | Enable to export orders as unapproved |
Don't Export Prices | Checkbox | Y/N | Enable to not export the prices on order export |
Use Default Address | Checkbox | Y/N | Enable to not export customer addresses, uses default address on order and invoice export |
Ship From Warehouse | Number | 1 | Enter the warehouse you wish to ship from if using the ‘Use Specific Warehouse’ option |
The following settings are configurable in Setup - Catalogue Account Details in CatalogueLINK Download version 'CL 3.0.7.0 - SAP 3.0.13.0'
Setup - Catalogue Account Details | |||
Account Details | Data Type | Example Data | Definition |
User Name | Text | administrator | Your Straightsell username |
Password | Text | password123 | Your Straightsell password |
Short Name | Text | USAPB | Your Straightsell short name |
Straight Sell SOAP Server | Data Type | Example Data | Definition |
URL | Text | https://interface.straightsell.com.au:443/soap/soapserver_5_0.php | SOAP Server URL: Same for everyone |
Email Settings | Data Type | Example Data | Definition |