Installation
Load the C2P pkg to install the Sage 300 System.

• The installation package will remove the previous installation. If there are any issues with the installation, it is recommended that the previous Sage 300 C2P installation be removed and reinstalled manually.

Activation

• Access the ADMINISTRATIVE SERVICES and activate the Nuvei ERP PORTAL.
              -  Once activated, it will show on the Company Desktop.

Accounts Receivable Payment Codes

• Set up the Payment Codes to be utilized for Portal transactions.
  • Card types must be set up to match the Card Brand Types (i.e., MasterCard, Visa, Amex, Discover, ECHK) to match what will come from the Portal. These must be set up as SPS CREDIT CARDS and have the BANK CODE selected.
• A new Nuvei button is located at the top right on the PAYMENT CODES screen.
  • Select the correct Bank Code transaction that should be used for Cash Receipts when they come 
    in from the ERP Portal.
  • The Merchant ID for the ERP Portal is provided and can be added to this screen:

Nuvei ERP Portal – Portal Integration – Click2Pay Setups

• This function has several screens to set the interface to the Portal.
  • COMPANY
    • Shows company address information.
    • No further processing on this screen.
  • MAIN
    • Contains the integration credentials for the merchant to interface with the ERP Portal properly.
      • Click2Pay Link URL >> https://www.click2pay.paya.com
      • Click2Pay API URL >> https://api.click2pay.paya.com/api/
      • API USER >> This is sent in the boarding email with the password.
      • Password >> This is sent in the boarding email with the API USER login.
      • Merchant ID >> This is provided by Nuvei at the installation/configuration level.

1. The selection of Document Types to integrate into the Portal.

• Invoices
• Sales Order
• Quotes

          ii. Features

• Additional features that will activate when available on the system are below:
  • Fee Recovery
  • PayByStatement

PAYMENT TYPE

Payment Codes with SPS CREDIT CARD are the type that will be shown on the list. 

• Each payment code that is to be utilized by the portal must be ENABLED.
• Card Type: 
  • There must be 1 Payment Code set as DEFAULT – This is a safeguard to catch any card brands that come through, but no payment type is specified.

DOCUMENT TYPE

• The document types will be created based on what is selected to integrate.
• For each type, there are a few options to choose from:
  • MultiPay – Only invoices should be set to MULTIPAY; this allows customers to select multiple invoices.
  • Discount – Set this field to TRUE to indicate you will be utilizing the term 
    discounts on the invoices going to the Portal.
  • Past Due – Set this field to TRUE to indicate you want the Invoice Totals to 
    show red in the Portal if they are past due
  • Prepayment – This field should only be set to TRUE for Sales Orders when 
    the solution includes the SO MIN PAYMENT function.
    • Note as of 6.5.24, the Sage 300 interface does not include this function.
  • Due Date – Set this field to TRUE to indicate you want the Due Dates in the Portal to show red when they are past due.
  • Sub Document – This is only utilized when PayByStatement is in the system.
  • Order – This is the order of tabs in the Portal that the customer/merchant will 
    see. 

At the bottom of the main screen, there are 3 buttons:

• Save – These are utilized to SAVE your changes/setups.
  • Customer Sync
    • When the system is initially configured, the merchant can upload data to the Portal in two ways.
      • Manually select each Customer for the ERP Portal in Customer Maintenance.
      • Utilize the Customer Sync and select the DO YOU WANT TO ACTIVATE ALL THE CUSTOMERS FOR CLICK2PAY as YES.
        • This function will turn all Customers on for ERP Portal (Click2Pay) and set them to have the Invoice/OE turned on. Customers will upload to the Portal with their S300 Customer Numbers/Address information.

As the process runs, the updated customer information shows at the bottom of the screen. 

When completed, it will display CUSTOMERS SYNC SUCCESSFULLY! 

The customers can be reviewed under the MERCHANT login in the ERP Portal.

OPEN INVOICES SYNC

This function will sync open invoices to the portal for the Customer marked as Click2Pay.

Customer Maintenance – Manual Activation 

If the ALL function in the SYNC is inappropriate for adding customers to the Portal, each customer can be manually activated.

• Accounts Receivable >> AR Customers >> Customers

• Select the Nuvei button.
• Enable the Nuvei ERP Portal, and select to activate the Portal.

Miscellaneous Items

Payment Restrictions – Only utilize this when you want to RESTRICT a payment method for a customer.

Click2Pay Document Type Activation – Select which documents to incorporate for this customer. Some options will be based on what is turned on in the Nuvei ERP Portal >> Portal Integration.

PayByStatement – This will be available when it is installed on the system.

SAVE – To save selections, which will sync to the Portal.

CLOSE – To exit the screen.

At this point, Sage 300 is integrated into the Portal. Additional customers can be turned on manually (if the ALL function was not utilized in the initial sync), and they will sync at activation time. 

The Customer Sync can be utilized if ALL syncing is necessary or if a full customer sync for customers activated for the portal is necessary. Invoices will sync as they are entered and marked for C2P. Invoice and Customer sync can be utilized if items are imported into S300 without going through regular data entry screens.