Create Sales Orders on SAP CCO

[former_member535904]

1- Can we create a (Sales Order) or an (unpaid Invoice) in SAP CCO?

2- If yes, then can we pass the information between 2 CCO machnies (terminals) within the store?

I mean to create the (unpaid invoice) on CCO terminal 1, by a salesperson,

then finalize the payment for the same invoice on CCO terminal 2, by a cashier.

[gunther_sandtner]

Hello Ahmad,

Is your SAP CCO integrated with SAP Business One as a backend system? If the answer is "Yes" then it's possible to meet your requirement and I can explain the procedure.

Best regards,

Gunther

[gunther_sandtner · Accepted solution]

Hello amkawy,

This is the second option: Use centrally parked receipts.

I will also address your other questions below the screenshots.

1. Create the sales receipt and park it instead of posting it
2. The parked receipt needs no payment items and it does not create a Business One document
3. You can resume the parked receipt on another CCO terminal
4. Enter the payment items and finalise the receipt
5. This receipt will now also generate an AR Invoice in Business One
6. The AR Invoice is closed and fully balanced

You also had some more questions:

What happens to the invoices which are left open? no further action can be taken on them on the CCO?

It depends on what you mean exactly. If you mean for example can an open / unpaid invoice be cancelled from CCO then the answer is "Yes": You can cancel the invoice by creating a return receipt on the same CCO on which the original receipt was created. This will create a new AR Invoice with negative amounts in Business One.

Does the CCO Manager has to reside within the store on a third machine?

Because we have many other stores in the chain, and we thought we will install one CCO Manager in a centralized location to serve all.

Can we have the CCO Manager deployed on the same terminal of the CCO PoS?

=> CCO manager can reside anywhere on any machine, it just needs to be permanently accessible from all connected CCO. So in the setup you are describing (multiple stores in different locations) an installation on a centralized server machine sounds like the best approach.

Kind regards,
Gunther

[gunther_sandtner]

Dear amkawy,

I will address your latest comments and questions:

1- The unpaid receipt scenario, depends on the immediate connectivity with SAP B1, in order to complete. This is not always possible, and seems not fast enough for a fast retail cycle.

=> Yes, you're absolutely correct. In addition, the cashier on CCO-2 most likely has no information of the ID of the AR Invoice in Business One, so he / she will need to search for the manual invoice. So the parked receipt process appears to be quicker.

2- The parked receipt scenario, seems the best answer, however it draws the attention to other questions about the CCO manager but still related to the same business case.

=> Then you can mark it as the correct answer

3- Can we have a different CCO manager in each store, deployed on one of the terminals (CCO-1 or CCO-2 machines), and connected ONLY to the CCO terminals within the store?

* Of course we don't want a store to see the parked invoices of another store.

=> This is technically possible. You can have one CCO manager per store if you do not need any integration between the different stores. Another idea is to have one central CCO manager and reflect the different (independent) store locations in the Organizational structure app. Or - as a third option - you can also integrate several CCO managers in one central CCO manager - this is what we call an Integration Hub.

4- The above described CCO manager scenario will only need local LAN within the store, to complete the cycle, regardless of whether the internet connectivity to SAP B1 exists at the time of sales or not. Please confirm.

=> I can confirm that. For example, I have CCO and CCO manager both installed on one machine. Even when no internet connection is available the two applications communicate. All it needs is the Apache Tomcat webservice up an running.

5- On CCO-1 we will need to print just a small paper slip containing the parked receipt number without details. While on CCO-2 we will need to print a regular size invoice with usual details. Please confirm.

=> Yes this is possible. See this screenshot where I am basically saying print parked receipts on the slip printer. Accordingly, you could set the A4 invoice print template as never print parked receipts. This should meet the requirement.

Best regards,

Gunther

[former_member535904]

Big Like Gunther Sandtner

Thanks

[gunther_sandtner]

Hello amkawy,

I will provide two separate answers today: One depicting the process with Sales on Credit on CCO 1 + Immediate Payment on CCO 2.

In a separate answer I will illustrate the second alternative using parked receipts mentioned by Bikash.

You can mark the answer with the option that suits you best as the correct answer.

So here is the process with an unpaid invoice:

1. Create the Sales Invoice with the sales item(s)
2. Finalise the Invoice receipt
3. It creates an open AR Invoice in Business One
4. On CCO 2 fetch the AR Invoice data
5. Enter the payment details
6. Finalise the receipt
7. The AR Invoice in Business One is now closed

Best regards,

Gunther

[bikash_bansal]

Hello Ahmad,

It is NOT possible to create Sales Order into SAP B1 from SAP Customer Checkout. It is possible to fetch an existing sales order from SAP B1 and convert it into AR Invoice + Payment.

It is also possible to create AR Invoice from SAP Customer Checkout into SAP B1. These invoices can be paid or be left open.

It is also possible to park a receipt from PoS 1 and then continue in PoS 2 by fetching the Receipting. In this case the "parked" receipt is stored in SAP Customer Checkout manager. Only the fully finished receipt is transferred to SAP B1.

In this blog we explain the complete interaction with B1.
https://blogs.sap.com/2018/01/29/interaction-between-sap-customer-checkout-and-sap-businessone/

Kindly post one community entry for each questions. This helps in follow-up questions.

If your question in answered correctly, kindly select the answer as "Right Answer". This helps others to follow and easily locate answers.

Regards,
Bikash Bansal
Product Owner - SAP Customer Checkout

[former_member535904]

Thanks gunther.sandtner2 for all the info so far.

Both solutions are addressing the needed cycle.

However my comments/questions are as follows:

1- The unpaid receipt scenario, depends on the immediate connectivity with SAP B1, in order to complete. This is not always possible, and seems not fast enough for a fast retail cycle.

2- The parked receipt scenario, seems the best answer, however it draws the attention to other questions about the CCO manager but still related to the same business case.

3- Can we have a different CCO manager in each store, deployed on one of the terminals (CCO-1 or CCO-2 machines), and connected ONLY to the CCO terminals within the store?

* Of course we don't want a store to see the parked invoices of another store.

4- The above described CCO manager scenario will only need local LAN within the store, to complete the cycle, regardless of whether the internet connectivity to SAP B1 exists at the time of sales or not. Please confirm.

5- On CCO-1 we will need to print just a small paper slip containing the parked receipt number without details. While on CCO-2 we will need to print a regular size invoice with usual details. Please confirm.

Thanks again. and awaiting these last inquiries.

[former_member535904]

Hello bikash.bansal,

1."It is also possible to create AR Invoice from SAP Customer Checkout into SAP B1. These invoices can be paid or be left open."

What happens to the invoices which are left open? no further action can be taken on them on the CCO?

2. It is also possible to park a receipt from PoS 1 and then continue in PoS 2 by fetching the Receipting. In this case the "parked" receipt is stored in SAP Customer Checkout manager. Only the fully finished receipt is transferred to SAP B1.

It seems like this is the solution to our customer needs.

Does the CCO Manager has to reside within the store on a third machine?

Because we have many other stores in the chain, and we thought we will install one CCO Manager in a centralized location to serve all.

Can we have the CCO Manager deployed on the same terminal of the CCO PoS?

[former_member535904]

Yes gunther.sandtner2,

We will have SAP B1 as backend.

Please take care that this procedure should be practically fast. As the end customer will finalize the items to be purchased on PoS-1. (operated by a salesperson)

And then he expected to pay immediately on PoS-2. (operated by a cashier)