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Credit Card Processing (CC) Installation

The current version of the application requires that any servers/client machines running the SAP B1 client and the application be using a minimum of version 4.8 of the MS .Net Framework.

TWBS Credit Card Processing (CC) installation consists of the following steps.

  • MS .Net Framework Version Verification – The latest versions of Third Wave SAP® Business One add-ons require that any servers/client machines running the SAP B1 client and the application are using a minimum of version 4.8 of the Microsoft .Net Framework.
  • SAP® Business One Extensions Path for Application Data Logging – Third Wave SAP® Business One add-ons have been updated with a new application data logging mechanism. It will no longer place files in the users local MY DOCUMENTS directory. The application will now use the SAP® Business One defined Extensions file path.
  • SAP® Business One CC Client – The TWBS CC add-on will only be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.
  • Licensing Credit Card Processing (CC) – TWBS SAP® Business One add-ons have been updated with an automatic licensing procedure based on the system SAP® Business One installation number.
  • CC License Allocation to Specific SAP® Business One Users – Individual assignment of CC licenses to specific SAP® Business One users is no longer required.
  • CC Server Configuration – Server configuration will allow you to verify the database connection credentials, create required database objects for installations/upgrades, and migrate CC card data from older versions of CC if required during an upgrade.
    • Creation of CC Database Objects – How to create the required database objects for the CC application.
  • CC Stored Procedure Logic Installation – The TWBS Credit Card Processing application extensively utilizes stored procedure logic in the SAP® Business One company database to keep track of any marketing documents being added to the system. Follow the steps outlined in this section to install this logic.
  • Setting SAP® Business One Authorizations for CC Configuration Access – Third Wave SAP® Business One add-ons have been updated to restrict access to application screens used for setup and/or configuration. Each user that you want to provide access to these screens will need to be manually provided authorization to access the specific screen through this process.

SAP® Business One Extensions Path for Application Data Logging

Third Wave SAP® Business One add-ons have been updated with a new application data logging mechanism. It will no longer place files in the users local MY DOCUMENTS directory. The application will now use the SAP® Business One defined Extensions file path.

The specified Extensions Folder path should be a network location directory that is accessible to all SAP® B1 users starting the application.

Launch the General Settings screen by selecting the General Settings menu option under the Administration image10.jpeg System Initialization menu groups.

Click the Path tab along the top of the form .

image11.jpeg

Verify that a directory that is accessible to all SAP® B1 users starting the application is specified on the Extensions Folder line.

If you wish to change the Extensions Folder location, please be sure that all users are logged out of all TWBS add-on applications before the new directory is selected.

SAP® Business One CC Client

The TWBS CC add-on will only be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.

Installing SAP® Business One Applications through the SLD

Licensing TWBS CC

Third Wave Business System SAP® Business One add-ons have been updated with an automatic licensing procedure. In order to obtain a permanent license key, the production environment SAP® Business One installation number must first be provided to TWBS Support so that the information can be entered into our systems. The SAP® Business One installation number is a critical component to the new TWBS application license keys. Without this information you will only be able to obtain a 30-day application trial license.

On start up, the application client will verify that a valid license exists for the application having been purchased based on your SAP® Business One installation number. If the license is verified, the application will start. If the application has not been purchased, a 30-day trial license will be issued to allow for limited use of the application. If your trial license has expired and you would like to purchase the application to obtain a full license key, please contact Third Wave Business Systems @ (201) 703-2100.

Throughout regular usage of the TWBS Credit Card Processing application, the software will make a license verification check once every two weeks. In the event of the loss of internet, the application will still continue to start and operate within the SAP® Business One client (with the exception of any data transmissions to/from the gateway) until the next license check performed once internet access has been restored.

CC License Allocation to Specific SAP® Business One Users

The TWBS CC Processing application has been updated so that the manual allocation of user licenses to specific SAP® Business One users is no longer required. The application will automatically track when the application is connected/disconnected how many individual user licenses are currently in use.

CC Server Configuration

TWBS CC Server Configuration screen access is controlled through the SAP® Business One Authorizations function.

  • Launch the CC Server Configuration screen by selecting the Server Configuration menu option under the Administration image35.jpeg Setup image35.jpeg Banking image35.jpeg TWBS Credit Card Processing menu groups.

  • The Server Name and Database values will be determined automatically based on the SAP® Business One company database the user is logged into.
  • Enter the database user credentials in the fields provided.
  • Click the Test Connection button to test the data interface connection.
  • If the credentials entered allow a successful connection, the user will receive a confirmation message box.
  • Click the Update button.

If you are upgrading to a new version of CC from a prior version that did not store CC information as profiles in the CC gateway system, you will need to “migrate” the existing credit card information into profiles on the gateway to use the cards. Otherwise only new cards entered through this version will be usable by the application.

CC - Database Object Creation

If you are upgrading your version of the TWBS CC application, you must create the associated database objects required for the CC application in case of any changes or additions.

  • Launch the CC Server Configuration screen by selecting the Server Configuration menu option under the Administration image35.jpeg Setup image35.jpeg Banking image35.jpeg TWBS Credit Card Processing menu groups.

  • Click the Create SAP UD Objects button to initiate the SAP® B1 company user-defined database object creation. The SAP® B1 status bar will provide a message when the process is complete.
  • Click the Create CC DB Objects button to initiate the SAP® B1 company non user-defined database object creation. The SAP® B1 status bar will provide a message when the process is complete.

These processes may take some time. The user will be notified once each process is complete.

This process will initiate a prompt by SAP® Business One that new database objects have been created and they will need to close open windows.

  • Once the processes are completed and successful, and the form is reloaded, the indicator next to each button will display image43.jpeg.

CC - Stored Procedure Logic Installation

The TWBS Credit Card Processing application extensively utilizes stored procedure logic in the SAP® Business One company database to keep track of any marketing documents being added to the system. Follow the steps outlined below to install this logic.

Starting with version 2.0, the TWBS CC application will automatically create/update a new stored procedure in the database. This stored procedure logic will no longer require direct manipulation for logic changes.

Starting with version 2.0, the TWBS CC application will automatically create/update a new stored procedure in the database. The only code that will need to be pasted into the SAP SBO_SP_PostTransactionNotice stored procedure is a call to the TWBS CC stored procedure. When this is done during the initial installation, it will not need to be updated unless there is a stored procedure parameter change in a future release.

Any prior versions of the TWBS Credit Card stored procedure logic in either the SBO_SP_PostTransactionNotice or SBO_SP_TransactionNotification stored procedures should be removed.

If you are an existing customer upgrading to this new version and you have any kind of customization to the TWBS Credit Card Processing stored procedure logic, please contact TWBS through our Support Portal to consult about the best way to evaluate the customization prior to the installation of the new version of the application.

Please be aware that the SBO_SP_PostTransactionNotice stored procedure can be used by multiple applications and can have different code embedded in it. Make sure that you are not overwriting any existing code from other partners/applications before following the steps outlined below.

  • Open the Stored Procedure Logic directory of the install package.
  • Open the text file named TWBS Credit Card <Version #> Post Transaction Notice using Notepad.
  • Copy the entire text and paste it in the SBO_SP_PostTransactionNotice stored procedure in the SAP Company Database. Please take care not to overwrite/delete existing code.
  • Apply the modifications to the stored procedure.

Setting SAP® Business One Authorizations for CC Configuration Access

Third Wave SAP® Business One add-ons have been updated to restrict access to application screens used for setup and/or configuration. Each user that you want to provide access to these screens will need to be manually provided authorization to access the specific screen through this process.

  • Launch the General Authorizations screen by selecting the General Authorizations menu option under the Administration image10.jpeg System Initialization image35.jpeg Authorizations menu groups. Select the user or group from the left list for whom you want to set authorizations.

  • Expand the User Authorization section on the right side of the form by clicking on the arrow head next to it so that it is pointing down.
  • Inside the User Authorization section you will find entries for each of the following options.

The TWBS Server Settings authorization setting is common to all TWBS applications. Disabling access will affect all installed add-ons using this mechanism.

  • TWBS Server Settings – Provides authorization to access the CC Server Configuration form.
  • TWBS Credit Card Settings – Provides authorization to access the CC Configuration form.
  • TWBS Credit Card GW Profiles – Provides authorization to access the CC Gateway Profile Maintenance form.
  • TWBS Credit Card Pay Utility – Provides authorization to access the Payment Terms Update Utility form.

CC SAP® Business One Add-On Client Uninstall Process

The TWBS CC add-on will only be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.

The SAP® Business One System Landscape Directory must be installed on the SAP® B1 Server to access this option. All installations and removals of CC versions 92.1.0 and above must be performed on the SAP® B1 Server through the System Landscape Directory.

If your previous version of TWBS CC is a version that still utilizes the Database Server.

  • Open the Database Service Manager Screen select the Uninstall Service option.

  • Open the operating system option for administering programs through the Control Panel.
  • Uninstall the option for Third Wave CC Database Server.

If your previous version of TWBS CC is a version installed through the Add-On Administrator.

  • Launch the SAP® Business One Add-On Administration screen selecting the option from the Administration image35.jpeg Add-Ons menu.
  • Move the entry with Third Wave CC in the Add-On Name column to the left by highlighting the row and clicking the 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 uninstall.

If your previous version of TWBS CC is a version installed through Lightweight Deployment.

As of the release of Version 92.1.0 of the TWBS Credit Card Processing (CC) application, the add-on will only be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.

The screenshots in this section are for a different application for process only.

  • Launch the SAP® Business One Add-On Administration screen selecting the menu option.
  • Click the Manage Extensions for Lightweight Deployment link in the bottom right corner of the form.

The SAP® Business One System Landscape Directory must installed on the SAP® B1 Server to access this option.

image50.jpeg

  • Selection of the link will open an instance of your default web browser to navigate to the Extension Manager.

If you receive the following notification about the website's security certificate, you can click the Continue to this website option.

  • Log into the System Landscape Directory using the correct credentials.

image17.jpeg

  • Click on the Company Assignment tab of the SAP® Business One Extension Manager screen and select the SAP® B1 Company database name from the Company List that you want to remove the application from.

image52.jpeg

  • Click on the line for the name of the application that you want to remove.
  • Click the Unassign button on the form.

image53.jpeg

  • A confirmation message box will appear for the un-assignment of the extension from the company database. Click the Yes button.

image54.jpeg

If you need to remove the application from more than one SAP® B1 Company database, repeat these last few steps for each of the databases in the Company List which have the application assigned to them.

  • Click on the Extensions tab of the SAP® Business One Extension Manager screen and select the line for the name of the application that you want to remove.

image56.jpeg

  • Click the Remove button.

image57.jpeg

  • A confirmation message box will appear for the removal of the extension from the company database. Click the Yes button.

Applying CC Updates

The TWBS CC add-on will only be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.

The SAP® Business One System Landscape Directory must installed on the SAP® B1 Server to access this option. All installations and removals must be performed on the SAP® B1 Server through the System Landscape Directory.

  • If your previous version of the TWBS CC application is a non-SLD installed version, you should refer to the APP SAP® Business One Add-On Client Uninstall Process section of the User Guide and follow all appropriate instructions for the complete removal of the previous version of TWBS APP.
    • Once the previous version of TWBS CC has been uninstalled, you can follow the steps in the SAP® Business One Add-On Client Installation section of the User Guide to install the latest version.
  • If your previous version of the TWBS CC application is an earlier release of TWBS CC, you have the option to install the new patch without removing the previous patch and the System Landscape Directory will upgrade to the new patch.
  • If you would rather remove the previous version prior to upgrading to the new patch release, you should refer to the CC SAP® Business One Add-On Client Uninstall Process section of the User Guide and follow all appropriate instructions for the complete removal of the previous version of TWBS CC.
    • Once the previous version of TWBS CC has been uninstalled, you can follow the steps in the SAP® Business One Add-On Client Installation section of the User Guide to install the latest version.

SAP Business One Currency Setup - ISO Currency Codes

TWBS Credit Card Processing application now requires that a value be populated in the ISO Currency Code field of the Currencies - Setup screen in SAP® Business One.

Each ISO currency code value should be assigned to only one SAP currency code.

  • Launch the Currencies - Setup screen by selecting the Currencies menu option under the Administration image35.jpeg Setup image35.jpeg Financials menu groups.
  • For each currency you will be utilizing, select a value in the ISO Currency Code field.
  • Click the Update button.

Commonly Used ISO Currency Codes

TWBS Credit Card Processing Functionality

TWBS Application Technical Support

Support is provided for Third Wave’s APP application and all included modules. Please direct your inquiries regarding APP functional and technical capabilities to your SAP® Business One Partner or Third Wave Business Systems (TWBS).

Visit the TWBS Support Portal (login credentials required)

  • Add/manage support tickets for product issues and inquiries.
  • Review and download product software releases for upgrades.

Visit the TWBS YouTube Channel

  • Product overview videos for all TWBS applications.
  • Product training video series and demos for select products.
ccp/credit_card_processing_ccp.txt · Last modified: 2023/04/19 11:07 by dtucker