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cb:chargeback [2019/01/31 05:41]
_deletedUser4_ [Chargeback Reconciliation Window] 		cb:chargeback [2020/05/12 09:00] (current)
_deletedUser4_ [Designation of the Chargeback Tax Code]
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 The TWBS Chargeback Server Properties may be configured by a super-user on the SAP® Business One Server machine. The TWBS Chargeback Server Properties may be configured by a super-user on the SAP® Business One Server machine.
-  * Launch the Chargeback Server Properties screen by selecting the **Chargeback Server** **Information** menu option under the **Administration** > **Setup** > **Chargeback Processing** menu groups. \\ {{::cb:cbimage23.jpeg?560x329}}+  * Launch the Chargeback Server Properties screen by selecting the **Chargeback Server** **Information** menu option under the **Administration** > **Setup** > **Chargeback Processing** menu groups. \\ {{::cb:cbserverconfig.jpeg?560x329}}
   * The **Product Code**, **Server Name**, **Database**, and SQL/Hana **Provider** values will be determined automatically based on the SAP® Business One company database the super-user is logged into.   * The **Product Code**, **Server Name**, **Database**, and SQL/Hana **Provider** values will be determined automatically based on the SAP® Business One company database the super-user is logged into.
   * Enter the SAP admin-level user credentials and Database user credentials in the fields provided.   * Enter the SAP admin-level user credentials and Database user credentials in the fields provided.
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 The TWBS Chargeback License Key may be entered by a super-user on the SAP® Business One Server machine. The TWBS Chargeback License Key may be entered by a super-user on the SAP® Business One Server machine.
  
-  * Launch the Chargeback Server Properties screen by selecting the **Chargeback Server** **Information** menu option under the **Administration** > **Setup** > **Chargeback Processing** menu groups. \\ {{::cb:cbimage24.jpeg?560x329}}+  * Launch the Chargeback Server Properties screen by selecting the **Chargeback Server** **Information** menu option under the **Administration** > **Setup** > **Chargeback Processing** menu groups. \\ {{::cb:cbserverconfig.jpeg?560x329}}
   * Click the **Add/Edit License** button to load the license entry screen. \\ {{::cb:cbimage25.jpeg?511x188}}   * Click the **Add/Edit License** button to load the license entry screen. \\ {{::cb:cbimage25.jpeg?511x188}}
   * Enter the provided License Key into the field on the line with the Chargeback Product Name.   * Enter the provided License Key into the field on the line with the Chargeback Product Name.
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 The TWBS Chargeback database objects may be created by a super-user on the SAP® Business One Server machine. The TWBS Chargeback database objects may be created by a super-user on the SAP® Business One Server machine.
  
-  * Launch the Chargeback Server Properties screen by selecting the **Chargeback Server** **Information** menu option under the **Administration** > **Setup** > **Chargeback Processing** menu groups. \\ {{::cb:cbimage26.jpeg?560x329}}+  * Launch the Chargeback Server Properties screen by selecting the **Chargeback Server** **Information** menu option under the **Administration** > **Setup** > **Chargeback Processing** menu groups. \\ {{::cb:cbserverconfig.jpeg?560x329}}
   * Click the **Create Chargeback Objects** button to initiate the database object creation.   * Click the **Create Chargeback Objects** button to initiate the database object creation.
   * The user will see a progress bar and update messages on the SAP status bar as the process continues.   * The user will see a progress bar and update messages on the SAP status bar as the process continues.
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 The TWBS Chargeback database objects may be created by a super-user on the SAP® Business One Server machine. The TWBS Chargeback database objects may be created by a super-user on the SAP® Business One Server machine.
  
-  * Launch the Chargeback Server Properties screen by selecting the **Chargeback Server** **Information** menu option under the **Administration** > **Setup** > **Chargeback Processing** menu groups. \\ {{::cb:cbimage27.jpeg?560x328}}+  * Launch the Chargeback Server Properties screen by selecting the **Chargeback Server** **Information** menu option under the **Administration** > **Setup** > **Chargeback Processing** menu groups. \\ {{::cb:cbserverconfig.jpeg?560x328}}
   * Click the **Enter/Edit CB Tax Code** button to load the Tax Code entry form. This designated tax code will be used to create each line item in the A/R Invoice and the Credit Memo documents. This code will most likely be the tax exempt code in your SAP® Business One system.   * Click the **Enter/Edit CB Tax Code** button to load the Tax Code entry form. This designated tax code will be used to create each line item in the A/R Invoice and the Credit Memo documents. This code will most likely be the tax exempt code in your SAP® Business One system.
   * Enter the desired Tax Code. Click the **Save** button. \\ {{::cb:cbimage28.jpeg?275x110}}   * Enter the desired Tax Code. Click the **Save** button. \\ {{::cb:cbimage28.jpeg?275x110}}
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 Here are the steps to be followed to successfully enter a chargeback transaction. Here are the steps to be followed to successfully enter a chargeback transaction.
  
-<HTML><ol style="list-style-type: decimal;"></HTML> +  - The process starts when the user receives an incoming payment from the customer. Open the incoming payments window and select the business partner. 
-<HTML><li></HTML>> <HTML><p></HTML>The process starts when the user receives an incoming payment from the customer. Open the incoming payments window and select the business partner.<HTML></p></HTML> +  - Once the business partner is selected, all outstanding invoices are populated in the matrix below. 
-<HTML></li></HTML> +  - Select the invoice(s) to be included in this incoming payment. 
-<HTML><li></HTML>> <HTML><p></HTML>Once the business partner is selected, all outstanding invoices are populated in the matrix below.<HTML></p></HTML> +  - Click the payment means window. First enter all relevant payment methods i.e. checks, credit cards etc 
-<HTML></li></HTML> +  - Once this is done, if you have any chargeback transactions to be entered, click on the “Credit Cards/Chargebacks” tab. 
-<HTML><li></HTML>> <HTML><p></HTML>Select the invoice(s) to be included in this incoming payment.<HTML></p></HTML> +  - From the Credit Card drop select the chargeback reason code. All chargeback codes will be prefixed by “CB_” 
-<HTML></li></HTML> +  - Enter following mandatory information on this window: 
-<HTML><li></HTML>> <HTML><p></HTML>Click the payment means window. First enter all relevant payment methods i.e. checks, credit cards etc<HTML></p></HTML> +    - **Amount Due**: Enter the chargeback amount in this field 
-<HTML></li></HTML> +    - **Voucher Number**: This field is not used by the add-on. However, B1 requires that the user fill in a “dummy” value in this field. You can fill in any value here. 
-<HTML><li></HTML>> <HTML><p></HTML>Once this is done, if you have any chargeback transactions to be entered, click on the<HTML></p></HTML> +  - If you have more than one chargeback reason codes to associate with this payment, click the “Define New” button to the right and repeat steps 6 and 7 to add as many chargeback transactions as required. 
-<HTML></li></HTML><HTML></ol></HTML>+  - Once all chargeback codes have entered, click OK on the payment means window. 
 +  - Click “Add” on the Incoming Payments window.
  
-> “Credit Cards/Chargebacks” tab.+===== TWBS Chargeback Processing Modifications to Existing SAP® Functionality =====
  
-<HTML><ol start="6" style="list-style-type: decimal;"></HTML> +==== B1 Standard Form Changes ====
-<HTML><li></HTML>> <HTML><p></HTML>From the Credit Card drop select the chargeback reason code. All chargeback codes will be prefixed by “CB_”<HTML></p></HTML> +
-<HTML></li></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>Enter following mandatory information on this window:<HTML></p></HTML>+
  
-<HTML><ol style="list-style-type: lower-alpha;"></HTML> +  - Changed the name of the credit card tab from “Credit Card to “Credit Card/Chargeback” 
-<HTML><li></HTML>> <HTML><p></HTML>**Amount Due**: Enter the chargeback amount in this field<HTML></p></HTML> +  - Changed the following field names on the “Credit Card/Chargeback” window if the user selects a Chargeback transaction. 
-<HTML></li></HTML> +    - Credit Card Name > Chargeback Type 
-<HTML><li></HTML>> <HTML><p></HTML>**Voucher Number**: This field is not used by the add-on. However, B1 requires that the user fill in a “dummy” value in this field. You can fill in any value here.<HTML></p></HTML> +    - GL Account > Clearing Account 
-<HTML></li></HTML><HTML></ol></HTML> +    - ID No > CB Ref# 
-<HTML></li></HTML> +      - This field is used to store the reference number associated with each chargeback transaction. 
-<HTML><li></HTML>> <HTML><p></HTML>If you have more than one chargeback reason codes to associate with this payment, click the “Define New” button to the right and repeat steps 6 and 7 to add as many chargeback transactions as required.<HTML></p></HTML> +  - The following field values will be populated by the add-on when a Chargeback type transaction is selected: 
-<HTML></li></HTML> +    - **Credit Card Number** This field is not used by the add-on. However, B1 requires that the user fill in a “dummy” value in this field. A default value of 1 is filled in by the add-on. 
-<HTML><li></HTML>> <HTML><p></HTML>Once all chargeback codes have entered, click OK on the payment means window.<HTML></p></HTML> +    - **Valid Until** This field is not used by the add-on. However, B1 requires that the user fill in a “dummy” value in this field. A default value of 12/20 is filled in by the add-on.
-<HTML></li></HTML><HTML></ol></HTML>+
  
-> 10. Click “Add” on the Incoming Payments window. +==== ChargeBack Processing Events ====
- +
-**23** +
- +
-**TWBS Chargeback Processing Modifications to Existing SAP**® **Functionality** +
- +
-**B1 Standard Form Changes** +
- +
-<HTML><ol style="list-style-type: decimal;"></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>Changed the name of the credit card tab from “Credit Card to “Credit Card/Chargeback”<HTML></p></HTML> +
-<HTML></li></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>Changed the following field names on the “Credit Card/Chargeback” window if the user selects a Chargeback transaction.<HTML></p></HTML> +
- +
-<HTML><ol style="list-style-type: lower-alpha;"></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>Credit Card Name <sup></sup> Chargeback Type<HTML></p></HTML> +
-<HTML></li></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>GL Account <sup></sup> Clearing Account<HTML></p></HTML> +
-<HTML></li></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>ID No <sup></sup> CB Ref#<HTML></p></HTML> +
- +
-<HTML><ol style="list-style-type: lower-roman;"></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>This field is used to store the reference number associated with each chargeback transaction.<HTML></p></HTML> +
-<HTML></li></HTML><HTML></ol></HTML> +
-<HTML></li></HTML><HTML></ol></HTML> +
-<HTML></li></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>The following field values will be populated by the add-on when a Chargeback type transaction is selected:<HTML></p></HTML> +
- +
-<HTML><ol start="4" style="list-style-type: lower-alpha;"></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>**Credit Card Number**: This field is not used by the add-on. However, B1 requires that the user fill in a “dummy” value in this field. A default value of 1 is filled in by the add-on.<HTML></p></HTML> +
-<HTML></li></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>**Valid Until**: This field is not used by the add-on. However, B1 requires that the user fill in a “dummy” value in this field. A default value of 12/20 is filled in by the add-on.<HTML></p></HTML> +
-<HTML></li></HTML><HTML></ol></HTML> +
-<HTML></li></HTML><HTML></ol></HTML> +
- +
-**ChargeBack Processing Events**+
  
 The following is a list of events where Chargeback overrides/extends the default SAP Business One event: The following is a list of events where Chargeback overrides/extends the default SAP Business One event:
  
-<HTML><ol style="list-style-type: decimal;"></HTML> +  - **Incoming Payments window** When the user enters an Incoming Payment and click “Add”, the add-on checks to see if any chargeback types have been entered and if so does the following... 
-<HTML><li></HTML><HTML><p></HTML>**Incoming Payments window**: When the user enters an Incoming Payment and click “Add”, the add-on checks to see if any chargeback types have been entered and if so does the following...<HTML></p></HTML> +    - Creates 1 A/R Service Invoice per Chargeback type entered in the payment means window.
-<HTML><ol style="list-style-type: lower-alpha;"></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>Creates 1 A/R Service Invoice per Chargeback type entered in the payment means window.<HTML></p></HTML> +
-<HTML></li></HTML><HTML></ol></HTML> +
-<HTML></li></HTML><HTML></ol></HTML>+
  
-**24**+===== Applying TWBS Chargeback Updates =====
  
-**Applying TWBS Chargeback Updates** +Updates for the Chargeback application will occasionally be released through our [[http://support.twbs.com/|TWBS Support Portal]] either to introduce new features, fix existing issues in the application, or both. Third Wave does not send out automatic notices with updates are available, so we recommend that you periodically check for new releases.
- +
-Updates for the Chargeback application will occasionally be released through our [[http://support.twbs.com/|TWBS]] [[http://support.twbs.com/|Support Web Portal]] either to introduce new features, fix existing issues in the application, or both. Third Wave does not send out automatic notices with updates are available, so we recommend that you periodically check for new releases.+
  
 Steps for applying patches to the Chargeback application are... Steps for applying patches to the Chargeback application are...
 +  * If your previous version of TWBS Chargeback is a version that still utilizes the Database Server.
 +    * Open the Database Service Manager Screen select the **Uninstall Service** option \\ {{::cb:cbimage32.jpeg?432x292}}
 +    * Open the operating system option for administering programs through the Control Panel.
 +    * Uninstall the option for //Third Wave Chargeback Database Server//.
 +  * Uninstall Third Wave Chargeback using the SAP Business One System Landscape Directory
 +  * Once that process is complete, you can begin installing the new updates. Install the //Third Wave Chargeback// SAP® Business One client as described in the [[addons:lightweight_deployment|**Installation Process** section of this User Guide.]]
  
-> If your previous version of TWBS Chargeback is a version that still utilizes the Database Server. +===== Uninstalling the TWBS Chargeback Processing Application =====
->  +
-> o Open the Database Service Manager Screen select the **Uninstall Service** option. +
- +
-{{::cb:cbimage32.jpeg?432x292}} +
- +
-<HTML><ol start="15" style="list-style-type: lower-alpha;"></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>Open the operating system option for administering programs through the Control Panel.<HTML></p></HTML> +
- +
-<HTML><ol start="15" style="list-style-type: lower-alpha;"></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>Uninstall the option for //Third Wave Chargeback Database Server//.<HTML></p></HTML> +
-<HTML></li></HTML><HTML></ol></HTML> +
-<HTML></li></HTML><HTML></ol></HTML> +
- +
-> Launch the SAP® Business One **Add-On Administration** screen selecting the option from the **Administration** -> **Add-Ons** menu. +
->  +
-> Move the entry with //Third Wave Chargeback// in the **Add-On Name** column to the left +
->  +
-> by highlighting the row and clicking the {{::cb:cbimage33.jpeg?22x21}} button. +
->  +
-> Click the **Remove Add-On** button on the Add-On Administration screen. Click the **Update** button on the Add-On Administration screen. +
->  +
-> Log back into SAP® Business One to initiate the SAP® Business One client uninstallation. +
->  +
-> Once that process is complete, you can begin installing the new updates. +
->  +
-> Install the //Third Wave Chargeback// SAP® Business One client as described in the **Installation Process** section of this User Guide. +
- +
-**25** +
- +
-**Uninstalling the TWBS Chargeback Processing Application**+
  
 Steps for uninstalling the Chargeback application are... Steps for uninstalling the Chargeback application are...
  
-> If your previous version of TWBS Chargeback is a version that still utilizes the Database Server. +If your previous version of TWBS Chargeback is a version that still utilizes the Database Server. 
->  +  * Open the Database Service Manager Screen select the **Uninstall Service** option \\ {{::cb:cbimage34.jpeg?432x292}} 
-> o Open the Database Service Manager Screen select the **Uninstall Service** option.+  * Open the operating system option for administering programs through the Control 
 +  * Uninstall the option for //Third Wave Chargeback Database Server//. 
 +  * Uninstall Third Wave Chargeback using the SAP Business One System Landscape Directory
  
-{{::cb:cbimage34.jpeg?432x292}} +===== Chargeback Product Support =====
- +
-<HTML><ol start="15" style="list-style-type: lower-alpha;"></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>Open the operating system option for administering programs through the Control<HTML></p></HTML> +
- +
-<HTML><ol start="15" style="list-style-type: lower-alpha;"></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>Uninstall the option for //Third Wave Chargeback Database Server//.<HTML></p></HTML> +
-<HTML></li></HTML><HTML></ol></HTML> +
-<HTML></li></HTML><HTML></ol></HTML> +
- +
-> Launch the SAP® Business One **Add-On Administration** screen selecting the option from the **Administration** -> **Add-Ons** menu. +
->  +
-> Move the entry with //Third Wave Chargeback// in the **Add-On Name** column to the left +
->  +
-> by highlighting the row and clicking the {{::cb:cbimage35.jpeg?22x20}} button. +
->  +
-> Click the **Remove Add-On** button on the Add-On Administration screen. Click the **Update** button on the Add-On Administration screen. +
->  +
-> Log back into SAP® Business One to initiate the SAP® Business One client uninstallation. +
- +
-**26** +
- +
-**Chargeback Product Support**+
  
 Support is provided for Third Wave’s Chargeback Processing application. Please direct your inquiries regarding Chargeback's functional and technical capabilities to your SAP® Business One Partner, or to Third Wave Business Systems (TWBS). Support is provided for Third Wave’s Chargeback Processing application. Please direct your inquiries regarding Chargeback's functional and technical capabilities to your SAP® Business One Partner, or to Third Wave Business Systems (TWBS).
- +  * Visit the **[[http://support.twbs.com/|TWBS Support Portal]]** (login required) 
-> Visit the [[http://support.twbs.com/|**TWBS Support Web Portal**]] (login required) o Add/manage support tickets +    * Add/manage support tickets 
->  +    * Obtain license keys 
-> o Obtain license keys +    * View product brochures for other TWBS applications 
->  +  * Visit the **[[http://www.youtube.com/thirdwavesapb1|TWBS YouTube Channel]]** 
-> o View product brochures for other TWBS applications +    * Overview videos for a variety of TWBS applications 
->  +    * Product training video series and demonstrations
-> Visit the [[http://www.youtube.com/thirdwavesapb1|**TWBS YouTube Channel**]] +
- +
-<HTML><ol start="15" style="list-style-type: lower-alpha;"></HTML> +
-<HTML><li></HTML>> <HTML><p></HTML>Overview videos for a variety of TWBS applications o Product training video series and demonstrations<HTML></p></HTML> +
-<HTML></li></HTML><HTML></ol></HTML> +
- +
-**27**+
cb/chargeback.1548931300.txt.gz · Last modified: 2019/01/31 05:41 by _deletedUser4_

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