e-commerce - business central connector · on e-commerce order detail page to run this batch...
TRANSCRIPT
E-Commerce - Business Central Connector User Guide
Prepared by,
Intech Systems Pvt Ltd
Contents Setup ....................................................................................................................................................... 2
E-Commerce API Setup ....................................................................................................................... 2
Job Queue Setup ................................................................................................................................. 4
E-Commerce Portal Side setup ........................................................................................................... 6
Transaction ........................................................................................................................................... 10
Sales Order Creation in E-Commerce portal. .................................................................................... 10
Order integration in Business Central from e-commerce ................................................................. 14
Posting Integration from Business Central to E-Commerce ............................................................. 20
E-Commerce Portal Login Credential .................................................................................................... 24
Setup E-Commerce API Setup
Open E-Commerce API setup in Business Central
E-Commerce API Setup
GENRAL
E-Commerce Sales Order No.:
Assign number series by which system will create E-Commerce Sales Order in Business
Central.
By this way user can bifurcate manual Sales Order & E-Commerce Sales Order.
Order Location Code:
If Location code is not defined in Customer Master, then system will take this default
location code to make Sales Order.
Back date Order Days:
When system will run job queue to fetch order data, from e-commerce, system will take
back date data up to these defined days.
B2C Order’s Customer No.:
For guest customer or B2C Customer system will take this default Customer Number to
make Sales Order.
Check Paid Status for B2B Order:
If you want to enable step of verifying payment received from B2B Customer or not, you can
set this Boolean True. If this Boolean is true than system will not allow to make Sales Order
until payment status in order detail set as ‘Paid’.
If you want to create all Sales Order automatically from e-commerce detail than set this
Boolean False.
API SETUP
Under API Setup fast tab, enter values as per below table.
Enter Values as per below table
S N Field Name Value
1 API Key aW50ZWNoOmludGVjaEAxMjM=
2 Get Order API URL http://dev.intech-systems.com:888/api/Order/GetAllorders?Fromdate=%1&Todate=%2
3 Get Address API URL
http://dev.intech-systems.com:888/API/Order/GetAddress?B_Id=%1&S_Id=%2
4 Updated Status API URL http://dev.intech-systems.com:888/api/order/UpdateOrderStatus
5 Create Shipment Header API URL http://dev.intech-systems.com:888/api/Shipment/SaveShipment
6 Create Shipment Lines API URL http://dev.intech-systems.com:888/api/Shipment/SaveShipmentLines
7 Upload Invoice API URL
http://dev.intech-systems.com:888/api/UploadInvoice/SaveUploadedInvoice
Job Queue Setup
We have to setup two job queue. One is to get E-Commerce order data in Business Central
and one is to create Sales Order from job queue.
If you are going to run this batch manually then no need to setup job queue, actions given
on e-commerce order detail page to run this batch reports manually.
a. To get E-Commerce order data in business central.
Report ID: 70144725
b. To create automatic Sales Order from order details received from E-Commerce
Report ID: 70144725
E-Commerce Portal Side setup
Credentials for test login:
Web URL: http://dev.intech-systems.com:88
User ID: [email protected]
Password: 123
Link E-commerce Customer & Item in E-Commerce portal’s Administration login.
a. Open web URL http://dev.intech-systems.com:88
Click on MY Account→Log in
b. Click on “ADMINISTRATION” on top.
c. Item Link
Select ‘Product’ under catalogue.
Select “Athens desk” and click on “Edit”
Enter Business Central Item code in ‘BC Prodcut Code” field.
** Here we are enetring “BC Product Code” in already created Product.
If you are testing with creation of new product code then you have to enter all other
details manually.
d. Customer Link
Select ‘Customers’ under ‘Customers’ group.
Since we are here login with Nishit Patel’s id, select ‘Nishit Patel’ and click on ‘Edit’
Enter Busniess Central Customer code in “BC Customer Code” field.
If you are creating new customer code or mapping another BC Customer Code then you
need to upate all other details like Addresss same as it is in Business central.
** ** Here we are enetring BC Customer Code ‘10000’ in already created Customer
‘Nishit Patel’.
Transaction
Sales Order Creation in E-Commerce portal.
a. Now if you are still on administrator page in e-commerce portal, then move to Public
Store.
b. User will select appropriate category.
Home & Garden → Office Furniture
c. Edit Quantity and Click on “Add to cart”
d. Once all item added in cart, click on “Go to Cart”
e. Check amount in cart and click on the Boolean of terms & service. And then click on
“Proceed to Checkout”
f. Verify Bill to & Ship to address.
g. Select shipping method and click on “Next”
h. Select Payment method & click on “Next”
**Here for testing purpose, select ‘PayPal Standard’
i. Click on “Next”
j. Accept terms and click on ‘Confirm”
k. Now click on back button on PayPal site page. (For testing purpose, we are not doing any
payment, just back to E-commerce portal by back button on site)
l. Once payment done Order will book in E-Commerce portal. And you can see it from My
Orders. (In our case we have not did any payment just did all steps of payment)
Order integration in Business Central from e-commerce
a. Open “E-Commerce Orders”
b. You can see all Order’s list, which is fetched from e-commerce in this page.
Order ID:
E-Commerce Sales Order Number
Sell to Customer ID:
E-Commerce Customer Number
BC Customer No.:
Business Central Customer Number for E-Commerce Order
BC Sales Order No.:
If Business Central Sales Order is created against particular e-commerce Order than you
can see Business Central Sales Order Number here.
Order Status:
By default, this status is pending. Once Sales Order get completely shipped & invoices
this status changes to ‘Complete’
Shipping Status:
You can see here real time status of shipment as per shipment posted for Sales Order.
Payment Status:
“Check Paid Status for B2B Order” is disabled in “E-Commerce API Setup”: In this
condition system there is no meaning of this status. It will remain pending.
“Check Paid Status for B2B Order” is enables in “E-Commerce API Setup”: In this
condition, user will confirm payment status and change it based on actual condition.
c. You can open card page of particular order line, by clicking on ‘View Order’ or by clicking
on particular Order Number.
d. If auto Job queue for fetching sales order detail from e-commerce is not set, then you
can get it manually by clicking on action “Get Orders from e-commerce”
e. If you want change payment status manually then you can change it, by selecting
particular line, and then clicking on “Change Payment Status”
Note: If “Check Paid Status for B2B Order” is enabled in E-Commerce API setup then
Payment Status must be ‘Paid’ before creating Business Central Sales order.
f. If auto job queue for converting e-commerce order detail to Business central Sales Order
is not set, then you can run manual batch job by clicking on “Create B2C Sales Order in
Batch”.
g. You can also create one by one manual Sales Order by clicking on “Create Sales Order”
action.
h. If Sales Order already created against line, then you can open that Sales Order by clicking
“View Sales Order”
Posting Integration from Business Central to E-Commerce
a. Post Shipment of Sales Order “ESO-00017”
b. Both lines shipped with full quantity
c. You can check Shipping status updated in E-Commerce Order page.
d. Post Invoice of Sales Order “ESO-00017”
e. All lines invoiced with full quantity. Now you can check that Order Status is updated as
“Complete”
f. This Order Status is also updated in E-Commerce portal’s My order page.
g. You can take Print Out or Save Business Central Invoice by clicking on Sales Invoice.
If multiple Invoices are posted against one order, then you can get those all invoice
number here.
E-Commerce Portal Login Credential
Web URL: http://dev.intech-systems.com:88
User ID: [email protected]
Password: 123