Customer Portal Config
Customer Portal general configuration settings are accessible in SAP Business One using InterConnect Manager Add-On. Start the add-on and navigate to: InterConnect Manager > Administration > Customer Portal Config.
The general tab is used to configure general settings related to Customer Portal. Expand the sections below for details.
As needed, allow users to reset their own password.
When checked, Enable users to reset password will prompt users to answer their security question, then email their registered address with a reset password link.
Report View Editing Settings
For installations with advanced reporting, configure Report View editing settings and roles.
Typical Customer users should not have access to this feature.
If checked, Enable Report View Editing (marker 6) allows users with the assigned role (marker 7) to edit report view layouts on behalf of other users.
This is appropriate for test administrator accounts, or for customers who have special access permissions, such as priority customers with customized reporting.
Configure Customer Portal Web Address
Configure this setting on all installations. This will allow admin settings to automatically refresh on the web.
Customer Portal Web Address points to the website URL, while Search Engine Service Address points to the B2B Marketplace search engine, if applicable. For installations of Customer Portal that does not implement B2B Marketplace, Search Engine Service Address must be left blank.
If configured, once you press the OK button, the website will be refreshed automatically.
If this setting is not configured, or if the website is inaccessible, configuration settings may be manually refreshed manually on the website using the URL /resetconfig.ashx. This will re-load config settings and redirect you to Customer Portal home page.
Email Setup Tab
Use the Email Setup tab to configure SMTP connection details and settings related to notification emails. Expand the sections below for more details.
Default ‘From’ Address
Configure this setting if email notifications are used.
The Default ‘From’ address for emails (marker 1) is used for outgoing emails when no override addresses are specified.
‘From’ Address Overrides
Configure these settings only if unique ‘From’ addresses are needed for specific feature notifications.
If checked, Override default ‘from’ address for specific emails (marker 2) will use the specified email addresses for those features. If unchecked, the default from address will be used for all features.
SMTP Connection Settings
Configure this section if email notifications are used.
Contact your email provider to determine which settings are needed to connect to your SMTP server.
Use the Payments tab to define payment options per currency, as well as general options related to payments on Customer Portal. Expand the sections below for more details.
Review these settings for any system that accepts payments.
When checked, Enable pay on account allows customers to create payments against their account without selecting an invoice first. When unchecked, customers must select one or more invoice and pay directly against the selected invoices.
When checked, Allow Paying Quotes permits customers to select quotes to pay against.
When checked, Allow Partial Payment permits customers to pay a partial amount against a selected invoice. If unchecked, the whole invoice amounts must be paid for selected invoices.
Configuring Payment Options
If payments will be accepted on the web, perform the configuration below to set up payment options on a per-currency basis. Note that for B2B installations, payments made at time of checkout will be captured, but must be settled manually within the time frame specified by the gateway vendor. ACH is not available for B2B checkout payments, but may be used to apply payments to invoices on the “Pay Balance” page.
Open the gateway configuration screen in either Edit or Add mode (marker 4 or 5 above). This will open the Payment Gateway details screen shown below.
First, select the currency (marker 8). If a gateway can be used by multiple currencies, settings must be configured seperately for each supported currency.
When the gateway is ready to be used on the web, enable the gateway (marker 9). Configure the gateway details (markers 10 through 14) as defined by your gateway vendor. If required by the vendor, additional custom fields may be added using the Special Fields section (markers 15 and 16).
Note that the instructions above apply whether you’re configuring Credit Card gateway details as shown in the screenshot above, or ACH gateway details as shown in the screenshot below.
ACH payments are only available in USD currency.
Ogone Payment Gateway Advanced Settings
Apply these advanced settings when configuring Ogone payment gateway.
Ogone Payment gateway requires special settings, as shown in the screenshot above. Configure the payment gateway (see the section above “Configuring payment options”), noting these Ogone-specific settings:
- For Merchant ID, use your Ogone PSPID. See marker 1 in the screenshot above.
- Ensure your Merchant Password is set to your Ogone password. See marker 2 in the screenshot above.
- Make sure to add a Special Field. Set the Field to
APIUSERIDand set the Value to your unique API User ID. See marker 3 in the screenshot above.
Payment Transaction Folder Setup
Configure this setting for any system that accepts payments.
This folder is used to save payment transaction records on the web server. Files saved here contain basic details such as a transaction ID from the payment provider and the payment amount, but does not include secure details such as credit card number.
Ensure this folder is configured for any system where payments are accepted. Also, ensure this folder permits write-access by the IIS user assigned to Customer Portal (typically
Configure Email Notifications for Payments
Configure these settings if email notifications should be sent when web payments are made by a customer.
If the customer user should receive an email notification after they have made a payment on the web, the option Notify user on receipt of payment (marker 19) should be checked. This will not send an email if a payment has been created in SAP Business One, only if the payment has been originated by the user on Customer Portal.
If checked, Notify account of receipt of pay (marker 20) will send a notification email to the specified accounting email address (marker 21).
Service Calls Tab
Configure this section only if Service Call functionality will be used.
If the Service Call module is used in SAP Business One, this may be enabled on the web as well.
If checked, Enable Attachments (marker 1) allows users to upload certain file types (specified on the web front-end), and they will be uploaded to the URL and folder specified (markers 2 and 3). Note that attachments are web-only and will not be loaded directly into SAP Business One.
If service calls must be custom processed using XSLT, check Enable service call xslt processing. This will apply the XSLT before loading the Service Call into SAP Business One.
If you have an email address for your service team, you may enable email notifications (marker 6) and provide a service desk email address (marker 7). This will generate an email whenever the customer creates a new service call on the web.
Configure these settings if tracking numbers are used for deliveries in SAP Business One.
If checked, Enable Tracking Numbers (marker 1) creates a link on Delivery tracking numbers. The link uses a Regular Expression (RegEx) configured based on provider (marker 4), and if the RegEx pattern doesn’t match what’s been entered in the tracking number field, the fallback provider will be linked (marker 3) instead.
Welcome Tab (deprecated)
The Welcome Tab was moved to Store Fronts as of version 92.3. Visit the Documentation Archive for this and other version-specific settings.
Customer Portal Order Pad
Order Pad configuration settings for Customer Portal are accessible in SAP Business One using InterConnect Manager Add-On. Start the add-on and navigate to: InterConnect Manager > Administration > Customer Portal Order Pad.
Use the General tab to configure settings related to Customer Portal orders and quotes, and order/quote notifications.
Basic Order Pad Settings
Review these settings on any system that uses Order Pad.
Order Type (marker 1 above) may be
Unapproved Order or
Sales Order. If
Unapproved Order, the order must first be manually approved in the order’s logistics tab within SAP Business One, otherwise, the order will be a normal Sales Order document.
Note that this setting is restricted based on the B1 Per Document setting for sales orders, found in Administration > System Initialization > Document Settings > Per Document tab > Sales Order document. If this setting is un-checked, the Portal setting above will not apply.
Note: If this setting is changed, users must log out and log back in again to see this change. This may be enforced by recycling the Portal website’s application pool in IIS.
If checked, Enable Custom Addresses (marker 2) allows the customer to create an address during checkout. The selected tax rate (marker 3) will be applied to all such addresses.
If checked, Allow Creating Orders (marker 4) and Allow Creating Quotes (marker 5) allows customers to submit Orders and Quotes online. Both may be enabled at once, or just a single option may be enabled.
If checked, Enable QuickAdd Query (marker 8) allows a customer to view a multiple-item quick entry form based on the QuickAdd query. This query can be customized with an implementation customization.
Order Pad Email Notifications
Configure this section only if email notifications are required after a customer has placed a web order.
If checked, Notify user of new orders\Quotes (marker 10) will send an email to the customer who placed the order. This can be used as an automated order confirmation, and is appropriate in systems where the Order Type is set to
If checked, Notify sales employee of new orders\Quotes (marker 11) will send an email to the customer’s assigned sales employee, if an email address is associated with that employee master data record.
If checked, Notify inside sales of new orders\Quotes (marker 12) will send an email to the configured email address (marker 13) whenever any customer places a web order.
If checked, Notify admin user of order pad failure (marker 14) will send an email to the configured admin email address (marker 15) only when a customer encounters an error during web order creation.
OP UDFs Tab (deprecated)
As of version 93.1, this tab has been moved to the advanced UDF configuration screen. See Configuring Additional Fields for more details.
For versions 93.0 and lower, visit the Documentation Archive for this and other version-specific settings.
B2B Global Config
B2B Global Config applies only to B2B Marketplace implementations. To configure Global B2B settings, in SAP Business One, start InterConnect Manager Add-On and go to: InterConnect Manager > Customer Portal B2B > Setup > Global Config.
This will load the screen below:
Apply global defaults for B2B Marketplace. These settings may be overridden at the customer level, store front level, or product level.
Store Front sets the default store front layout that will be used by B2B Marketplace. Customers may be assigned another Store Front using Business Partner configuration.
Shipping Group sets the default shipping group assigned to customers who use B2B Marketplace. Customers may be assigned to another Shipping Group using Business Partner Configuration.
Search Results Layout sets the default Search Collection assigned to a B2B Marektplace web store. This may be overridden in Store Front configuration settings.
Product Details Template sets the default template used to display products within a B2B Marketplace web store. This may be overridden in Web Product configuration options.