General Settings in SAP Business One

The iVend add-on helps in setting up some configurations required for integrating iVend with SAP Business
One. The following sections of this document capture the functionality of the new screens created and
new fields added to the SAP Business One standard screens for the integration.
iVend Retail integrates with SAP Business One using the standard DI APIs provided as a part of SAP
Business One Software Development Kit. iVend Retail also integrates UDFs (User Defined Fields) defined
on Business Partner and Item Master in SAP Business One into iVend Retail.
To start with iVend has few setups to be done at SAP business one. This process is named as Initialization
process. To open iVend Retail Add-on setup within SAP business one go to Administration  System
Initialization  iVend Retail

Retail Setting:
This screen captures the basic settings for integration with SAP business one. This is the initial step in the
Retail Initialization process. It consists of numerous set ups which are required to run the iVend Retail in
an integrated mode with SAP business one.
Brief about the settings which are mandatory from the above screen shot:
1. Integrated With Item Matrix :

Select this option if CitiXsys Item Matrix add-on is installed and it is desired that iVend is integrated
with Item Matrix.

2. Integrated With Argentis :

Select this option if Argentis add-on is installed and it is desired that iVend is integrated with
Argentis.

3. Restrict Transaction from Retail Warehouse :

Select this option to restrict postings to the Store Warehouses (warehouses which are marked as
Retail Store in the Warehouse-Setup) from within SAP Business One screens.
 This option ensures that inventory within the Store Warehouses is not impacted accidently by
Back Office transactions from within SAP Business One.

4. Till Variance Integration :

Over the POS variances can be posted to SAP business one if this check box is enabled. These
variances are the Cash Till variances.

5. Create Negative Incoming Payment for Credit Card / Check Payment :

Select this option if any refund through Credit Card or Check needs to be posted as negative
incoming payment in SAP Business One. If this option is unchecked then the refunds in iVend
would create an outgoing payment in SAP Business One.

6. Split Payment by Foreign Currency

Check this flag if you want to create a separate incoming payment for each foreign currency
defined in system in case the payments are done by foreign currency at the POS.

7. Enable Product Image Integration

Check this flag if you would like to sync the product images with iVend Retail.

8. iVend API URL

Specify iVend API URL if the integration configured with iVend API.

Note: Apart from the above there are various other settings which are essential business to business. Please
refer the iVend Business One Add on Help file for more information.
Retail Warehouse:
A warehouse setup as a Retail Store in the Warehouse-Setup is also termed as Retail Warehouse. Unless
one Warehouse is setup with a Retail Store Flag will not make the Warehouse as a Retail Store for iVend.

Retail Initialization:
This process will replicate all Master Data (for masters listed in the Retail Initialization screen) from SAP
Business One to iVend. The initialization process is necessary to setup iVend Retail.
This screen lists all the masters that need to be replicated to iVend on initialization and the status of the
initialization.
The initialization process should to be run only once after the setup of all master data in SAP Business
One, installation of iVend Retail and configuration of iVend Services.
Retail Tender:
This screen is to map the credit cards setup in SAP Business One with the various payment processors and
payment types like debit card, vouchers, travelers cheque, custom etc. setup in iVend Retail. Along with
this the Custom tenders created in iVend, will also be mapped in Retail Tender screen to post back in SAP
Business One.
To open the Retail Tender screen go to Administration  System Initialization  iVend Retail 
Retail Tender
Set BP Currency to All Currencies:
Since a Business Partner (Customer / Vendor) can transact in multiple currencies in iVend even though
they are setup with a specific foreign currency in SAP Business One, therefore it is advisable to convert
the Currency setting for all such Business Partners to All Currencies.
This screen lists all Business Partners which are setup with a specific foreign currency. Clicking the Convert
button will run a batch process to convert the Currency setting for all the listed Business Partners to All
Currencies.

Convert Open Request to SAP Stock Transfer Request:

This screen enables the user to view open requests which were created before upgrading to iVend 6.5
and convert those request to SAP Inventory Transfer Request.
To open the Convert Open Request to SAP Stock transfer Request, choose Administration System
Initialization → iVend Retail → Convert Open Request to SAP Stock transfer Request
Till Variance Log:
This screen displays the variance between the system count and the physical count of the amounts on
finalizing the tills for different tender types (Payment Type) defined in iVend. The user can see all the
variances or only the open ones by specifying the filter criteria in the Till Variance Log – Selection Criteria
screen.
Since the variance in cash is automatically posted to the Tender Variance account (setup in the Retail
Setting screen), the details of variances in cash always have the status as closed. The variance in the other
tender types needs to be posted manually. After manual reconciliation for other tender types, the user
can select the variance line manually and from the context menu choose the Close option to close the
variance line. To open the Till Variance Log screen, choose Administration  System Initialization 
iVend Retail Till Variance Log.
Set Item Management Method to On Every Transaction:
This screen enables to change the Management Method of the serial and batch tracked items to On Every
Transaction. This is required as iVend requires the serial/batch number of the Serial or Batch managed
items as soon as a transaction is done whether the goods are being received or being sold/issued.

This screen displays all the Items for which the Management Method is not set to “On Every Transaction”.
Clicking the Convert button will run a batch process to convert the management method of all the listed
items to On Every Transaction.
To open the Set Item Management Method to On Every Transaction screen, choose Administration 
System Initialization  iVend Retail  Set Item Management Method to On Every Transaction

This activity needs to be done before the Retail Initialization process. The initialization will not proceed
without running this process.
Master Data UDF Integration:
This screen is used to select various UDFs created on Item, Customer, Vendor, Item Group, Sales
Employee, and Warehouse, Manufacturer, Shipping Type, Customer Group, Surcharge, Address, Contact
and Tax Object that needs to be integrated with iVend.
User can filter the UDF’s which needs to be integrated and not with iVend with the selection criteria’s
available.
To open the Master Data UDF Integration screen, choose Administration  System Initialization  iVend
Retail Master Data UDF Integration
The above grid has nonintegrated and integrated UDF’s, this indicates the available or pending UDF’s to
be integrated and the synced one’s.
User Defined Table Integration:
This screen is used to select User Defined Tables into database that needs to be integrated with iVend.

These are the UDT’s created based on different Objects.

NON Integrated UDT’s: The grid lists all those UDTs that has not been integrated with iVend.
UDT: Displays the UDT name.
Note: The screen display only User Defined Tables which are “No Object” type.
Integrated UDT’s: The grid lists all those UDTs that has not been integrated with iVend.

User Defined Object Integration:

This option is used to select various User Defined Objects into database that needs to be integrated with
iVend.
To open the User Defined Object Integration screen, choose Administration  System Initialization 
iVend Retail  User Defined Object Integration

The data integration flow will be from SAP Business one to iVend.
Alerts Setup:
As and when any master data gets integrated from iVend to SAP Business One, an alert is being generated
to SAP Business One informing the object type and the record that got integrated to SAP Business One.
This screen enables the user to filter out the object wise alerts that user wishes to receive in SAP Business
One.
To open the Retail Initialization screen, choose Administration  System Initialization  iVend Retail 
Alerts Setup.
Alerts can be configured for the listed and available objects.

iVend Transaction Reconciliation:

This screen enables the user to reconcile the various transactions done in iVend and the ones that got
integrated in SAP Business One.
To open the iVend Transaction Reconciliation screen, choose Administration  System Initialization 
iVend Retail  iVend Transaction Reconciliation
Version Information:
This screen displays the iVend add-on version and the database script version (Build) installed on SAP
Business One.
To open the Retail Initialization screen, choose Administration  System Initialization  iVend Retail 
Version Information

For the more information please refer SAP Business one iVend Add-On Installation document.