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Info

This guide will lead you through the process of SAP Business One integration usage, starting from an installation, and ending with practical examples for call receiving. 

Requirements

Created: November 2019

Updated: February March 2020

Permalink: https://confluence.wildix.com/x/t4C5Aw

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Warning

Make sure that you have the installed and configured TAPI driver.

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  1. On the SAP Business One Main Menu, choose  Administration  Add-Ons  Add-On Manager User Preferences  tab.

  2. Click on WildixSAPB1Integration add-on.

  3. Click on the Start button and wait for a few seconds.

Setup a TAPI line within the integration

After you have started the Add-on, the W icon will appear in the Windows tray. RMB click on it and go to the Settings.

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There you need to enter the same Extension that you use in the Collaboration. Click on Apply and close this window. 

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Place a Call

Warning

The extension should be assigned to your user via the Telephony command console. Read further in the TAPI guideline.  

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Place a Call


Warning

Keep the Collaboration open while working with the application

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  1. Open up Business Partner Master Data record.
  2. Proceed to any of the Phone number fields.
  3. Right mouse click on Phone Number and press on Call.

Answer a Call

Warning

The extension should be assigned to your user via the Telephony command console. Read further in the TAPI guideline.  


Warning

Keep the Collaboration open while working with the application

If the contact is not presented in SAP


You can tell that you have an incoming call if you see this pop-up above all other windows. It also plays the ringtone. 

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  1. Details about the call with the Name of the Client and his Phone Number.
  2. The Answer, Hold and Hang-up buttons
  3. Add New Contact and Search field for the Business Partner


Note

You cannot save the create a contact without attaching it a connection to the existing Business Partner 

If the contact already exists in SAP

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  1. Show Contact — Automatically opens SAP record with Contacts tab and focus on this contact record
  2. Show Business Partner — Opens Business Partner Master Data record for this contact

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If you have multiple Partners/Contacts with the same phone

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numbers

In this case, you can see the regular popup from the previous case with the next difference. Show Contact and Show Business Partner buttons will open a spreadsheet with all matching contacts/business partners and you need to choose one of these records by clicking on the yellow button next to the Card Code

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