Every business has Customers, Products or Services and a defined sales process. The sales process may include the creation of Quote, Order, Delivery, Invoice, and Incoming Payments. Let’s see this process in SAP Business One. The process starts with the creation of a Quote. The quote will be converted to Order, Order will be converted to Delivery and Delivery will be converted to Invoice. Payment can also be created while creating an Invoice. Now, we are going to discuss what’s a payment and how are we integrating SAP Business One Payment with Salesforce. Here, we are using ‘APPSeCONNECT’, a smart and robust Integration Platform as a Service that will sync the data in both directions i.e. from SAP Business One to Salesforce and Salesforce to SAP Business One.
An Incoming Payment is created in SAP Business One to clear the debt of an A/R Invoice. It can also be created for a down payment received before the services are provided. It can be created for different payment means such as Cash, Check, Credit Card, Bank Transfer and Bill of Exchange. The Payment can be either partial or complete. The status of the Invoice created in SAP Business One will be in the ‘Open’ state. Once all the Payment is finished, the status of the Invoice will be updated to ‘Closed’. In our previous articles, we have seen integrating SAP Business One Invoice with Salesforce. Now, we will be integrating Incoming Payments of SAP Business with Salesforce. As Payment is not a standard object in Salesforce, we will be creating a Custom Object to sync the Payment details.
Below steps describes you how to create an Incoming Payment in SAP Business One and sync from SAP Business One to Salesforce.
Steps to Create an Incoming Payment:
- Login to SAP Business One with appropriate credentials
- Navigate to Banking -> Incoming Payments -> Incoming Payments
- Click on Incoming Payments. The below screen will be shown, where you can create an Incoming Payment for a Customer.
- Select the Customer for whom you want to create the Incoming Payment. When you select the Customer, all the Open Invoices related to that Customer will be shown. Here I’m selecting the Customer ‘Optical Eye Care’ and all the open Invoices related to that Customer are shown below.
- This Customer is having 3 invoices for which Payment is pending. Now, I’m making the payment for 2 invoices. Below is the screen after making payment.
- In this way, an Incoming Payment will be created in SAP. Now, we will sync this from SAP Business One to Salesforce.
Syncing Incoming Payment from SAP Business One to Salesforce
We are using APPSeCONNECT, a smart and robust Integration Platform as a Service that will sync the data between SAP Business One and Salesforce.
Open AEC Agent and Navigate to Sync Panel, in sync panel navigate to SAP Business One to Salesforce connection. Search for ‘Payment Add’ Touchpoint and click on Start Sync now button to sync Payment from ‘SAP Business One to Salesforce’. The below screenshot shows the APPSeCONNECT Agent.
Steps to search for Incoming Payment in Salesforce
- Login to Salesforce and Navigate to Payment Object. In Recent Payment, you can see our Payment.
- In the above screenshot, we have synced the Invoice Number in Payment. Now, click on the Invoice Number. You will be navigated to the below screen.
- In the above screen, you can see the fields Invoice Amount, Paid Amount and Balance Amount.
- Invoice Amount: the amount to be paid
- Paid Amount: Amount Paid for this Invoice in the Payment.
- Balance Amount: Amount which is yet to be paid.
- Balance Amount is calculated as Invoice Amount – Paid Amount
- As the Payment is fully done, the Balance amount is 0.
In this way, we can sync the Invoices and Incoming Payments to Salesforce and track the Payment status in Salesforce.
Now, you can easily integrate your SAP Business One and Salesforce CRM to automate the business process!