SAP RELS Pelecard Addon

• The installation is performed by Pelecard’s support department.
• Now we will check the server settings in two SAP folders:

Navigate to:

C:\Program Files\SAP\SAP Business One\Conf

First, enter the folder using the path above and open the file in Notepad.
There, configure your SAP server name as: b1-local-machine.

In SAP, click on the menu: — Administration — Choose Company.
The server name will be displayed there.

Press CTRL+F inside Notepad (to open the search function) and type 30000

Now verify that the server name displayed is identical to the one shown in SAP

If it is not, correct it accordingly. For example:

Repeat the same process in the folder located at:

C:\Program Files\SAP\SAP Business One DI API\Conf

1. Run SAP as Administrator and log in using an administrator user.
2. Now install the add-on in SAP:
   Navigate to:
   Administration → Add-On Administration
   You will then see the following screen:

• Click on “Register Add-On”.
• Click on the three dots (browse button), and from the folder where the add-on was installed on your computer, select the file:
  ard
• Check the option “Install as part of the registration”, and then click Confirm.
• In the next screen:

• Click on “Browse” and locate the folder where the add-on was installed.
• Now set the add-on to “Automatic” mode.

• Go to the “User Preferences” tab, select the user you used to log in to SAP, and change the add-on status to “Automatic”.

• Click on “Update” → “Confirm” → and completely exit SAP
  (Alternatively, instead of exiting, you can simply switch companies via Administration → Choose Company, and then switch back to the correct company).
  Then, return to SAP.

1. Now that we’ve returned to SAP, wait patiently until the following message appears, and then click Yes.

You will now receive two error messages.
In the second message, you must select “Work without the add-on”.

2. Now we’ll configure the add-on’s clearing (payment) module (only during the initial installation):
   Go to:
   Tools → User-Defined Windows → Clearing Module Settings

1. Code / Name – In both columns, the number should be set to 1.
2. Block Duplicate Transaction – Check this option (✓).
3. Default Authorization Type – This determines which charge method will appear by default when the payment popup opens.
4. Currency Code for Shekel and Dollar – Set according to the currency codes defined in SAP’s currency table:
   Administration → Setup → Financials → Currencies
5. Default Credit Card Account – Select one of the existing credit card accounts defined in the Credit Card Table.
6. Source Field for Credit Type – Always select Clearing Provider (סולק).
7. Temporary Authorization Only – Enables J5 only; do not check this unless specifically needed.
8. Auto Number for Additional Info – Always check (✓).
9. First Number for Additional Info – Always set to 1.
   This initializes a running identifier in the additional info field to prevent duplicate transactions
   (unless the client requests a different configuration).
10. Concatenate to Additional Info – Appends either the customer’s name or customer code to the running ID.
    It is recommended to choose the customer name, unless the client asks otherwise.
11. Require Authorization Number for HOK (Recurring Payment) – If the client is working with Pelecard’s recurring billing method, check this box (✓)
    (Further explanation is provided later in the document).
12. Euro Currency Code – Set according to the currency codes defined in SAP’s currency table
    (see section d above).

 

     3. Now, configure the client’s terminals:

1. Code / Name – In both columns, the number must be the same.
   Each row represents a different terminal with a unique number, as shown in the screenshot.
2. Terminal Number – Enter the terminal number.
3. Terminal Description – Enter the terminal name.
4. Cash Register Code – Enter the register number.
5. Username and Password – For each terminal, enter its assigned clearing station credentials.
6. Customer Code – This is used in the Receipts for Agents module (further explanation provided later in the document).

 

4. Now, configure the Credit Card Table by Clearing Company, and the Payment Methods Table by Credit Type.

The credit cards will be configured automatically, unless values already exist in the table.
In such cases, the existing data must be edited so that it appears as follows:

Receipts for Agents Module

This module allows the business to generate receipts for transactions made outside of SAP
(e.g., website, in-store, etc.) under a specific customer card in SAP.
Receipts can only be generated after the transactions have been transmitted.

 

Installation Instructions for the Module:

1. Go to the Terminals Table:
   Tools → User-Defined Windows → Terminals
2. Fill in the details of the external terminal and define the customer code under which the receipts should be created.

 

Instructions for Using the Module:

1. Go to:
   Pelecard Clearing Module → Receipts for Agents
2. Select the date range of the transactions for which you want to generate receipts.
3. Click on “Get Data” to retrieve all transactions that were made on the terminal during the selected dates.
4. Select the transactions for which you want to generate receipts.
   By default, all transactions are selected, but you can modify the selection to include only the ones you want.
5. Click on “Create Receipts”, and receipts will be generated in SAP for all the selected transactions.
   You can view those transactions by checking “Show transactions for which a receipt has already been generated”, then clicking “Get Data”
   From there, you can enter the generated receipt directly by clicking the yellow arrow next to it.

 

Standing Orders Module

This module allows the business to charge invoices monthly, based on pre-approved recurring authorization.

Installation and Usage Instructions:

1. Go to:
   Tools → User-Defined Windows → Pelecard Clearing Module
2. Check the box in the category “Require Authorization Number for Standing Order (HOK)”.
3. Enter the customer card you want to charge using the standing order method, and go to the “Payment Terms”
4. If the customer has never been charged before, click on “Get Token”.Enter the card’s expiration date and number.
   (If you have a card reader, skip directly to the card number field – the details will auto-fill after swiping the card).
5. Now create the recurring authorization number by clicking “Get Authorization Number”.
   If you receive an authorization number, you may proceed with the standing order process.
   (A dummy authorization number may also be entered, if needed.)
6. Next, the client must issue an invoice for the customer.
7. At the monthly billing date, go to:
   Pelecard Clearing Module → Standing Orders Processing
8. Select the invoice date range and click Refresh.
   All open invoices will now appear.
9. Click “Create Receipts”, and the system will automatically generate receipts for all listed invoices.