Integration ByDesign and Digital Payments
This blog describes how SAP Digital Payments add-on integrates payment service providers to SAP Business ByDesign.
With the integration between SAP Business ByDesign and SAP Digital Payments add-on ByDesign will be able to support out of the box the connection to a bunch of payment service providers.
So far, ByDesign did support only point-point integration with very few service providers. With SAP Digital Payments add-on SAP offers a central add-on supporting many different payment service providers out of the box.
For more details concerning SAP Digital Payments add-on please use this link. Here you will find more details as well as links to the official product page, product videos, the SAP Help Documentation and more.
In addition to this blog you can also take a look into this video
To use the Digital Payments add-on, you need to subscribe Digital Payment first.
To make the integration work and for being able to register credit cards, perform authorizations and settlements you need to do the following steps:
- Configuration of your Digital Payment Add-on
- Business Configuration (Scoping and fine tuning in ByDesign)
- Creation of the Master Data in ByD (Clearing House, Clearing House Accounts)
Configuration Digital Payment
Please refer to the Digital Payment Help Documentation
- In business configuration you need to scope the Integration with Digital Payments Add-on. Only then you will be able to access the configuration tasks.
- In the business configuration work center go to the activity list and then fine tuning.
- Search for activity Integration with SAP Digital Payments Add-on.
- Select DIGITAL_PAYMENT and click on Register Client.
- Enter the OAUTH Client Credentials. You get them from the Service Key in your BTP Account. You need the Client ID, the Authentication Server URL and the API Server URL.Mapping
Key Server Field ByD OAUTH Client Settings
Clientid Client ID
clientsecret Client Secret
url Authetication Server URL
uri API Server URL
Master Data in ByDesign
- Create your Clearing House. Go to Work Center Liquidity Management, Work Center View Clearing Houses
- Create your Clearing House Accounts. Go to Work Center Liquidity Management, Work Center View Clearing House Accounts. The Clearing House Account contains the Merchant-ID you get from your payment service provider.
You can now start registering credit cards for your customers and performing authorizations, Settlements and fetching clearing house statements.
How to handle transactional data does not really change with the integration of Digital Payment. It stays the same as it is handled with the point to point integration.
Only difference is we can now automate the fetching of the clearing house statements. For this we do have a new run called Digital Payment Advice Run.
Registration of Credit Cards
While maintaining your accounts you will see the button “Register with Digital Payment”.
A window will pop-up. Here you need to enter for which company and which clearing house account you would like to register the credit card. The field Custom Parameter refers to the merchant-ID you would like to use.
After clicking “ok” you will be routed to the credit card registration screen (service) from your payment service provider. In ByDesign we do not store any credit card numbers. The payment service provider will provide ByD with a token. The token is an encrypted credit card ID.
Authorization for sales orders and manual customer invoices
- In the sales order click select the payment method credit card.
- Select a credit card
- Click on Check Authorization
The authorization status will change from pending to authorized.
The same steps you can use for a manual customer invoice.
Settlement (capturing) of credit card transactions
There are 2 ways to settle credit card transactions.
- The Credit Card Settlement Run
- Manual Credit Card Settlement
With the Credit Card Settlement Run you can automate the settlement of credit card transaction. You can access the Credit Card Settlement Runs subview from the Payment Management work center under Periodic Tasks.
From the Account Monitor you can manually trigger a settlement for a credit card transaction.
- Go to Work center Account Receivables
- Go to Work Center View Customer Accounts and select an account
- Select an open item and click on Pay Manually by credit card
- Click on Post.
- In Work Center Payment Management select the work Center View Payment Monitor.
Here you should be able to find the settlement transaction (payment transaction) for the open item you have selected in step 3.
Click on Settle.
The status of the payment transaction will change from Ready for Transfer into In Transfer.
Fetching Clearing House Statements
You can access the Digital Payment Advice Run in Work Center Payment Management under Work Center View Periodic Tasks.
With this run you can periodically fetch clearing house statement transactions from your payment service provider via Digital Payment.
You can then view the clearing house statements in Work Center Payment Management under Work Center View Clearing House Statements.