Acumatica Connector
Installation and Configuration guide
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Installation and Configuration guide
Last updated
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This document explains the installation and configuration of the connector needed to enable data to flow between Centara and Acumatica.
It also contains a list of operations that must be executed on a daily basis to initiate that data flow.
Centara retail system consists of point-of-sale (POS) on-premise Windows based applications that synchronize data with a centralized web server. The server does not play a role in completing individual transactions, rather its role is to support the POS in various ways for data and maintenance. The server is also a central point for all the POS systems in the organization and can therefore be used in some cases to centralize data.
There are three separate systems involved in the Centara/Acumatica integration:
Acumatica
Centara Server
Centara’s Input System
Each of these applications can be configured to report the integration status to a centralized status service. The details of what is sent is as follows:
Acumatica: The status of processing Centara transactions into Acumatica Invoices
Centara Server: The status of uploading Centara transactions to Acumatica
Centara’s Input System: The status of fetching various master data from Acumatica and post the same data to Centara
Configuration for each of these is shown below.
Sale transactions that are completed on a Centara POS are sent via web services to a central Centara server. An event is triggered on the server for each transaction to execute a post-processing plugin that pushes the transaction to Acumatica.
Centara is able to pull master data from Centara using Centara Input System that is capable of both importing the whole data during system initialization and also schedule a period pull of data.
The Acumatica Processor plugin can be added to the Centara Server installation via Admin → Server Information => getCentara
Expand Server Plugins, Acumatica, and install the version you wish to have. Only versions that match your server version will be displayed. Normally the latest version should be installed.
The Status API integration for the Centara Server should also be configured. The default URL is https://status.centara.online/api/status and does not have to be specified unless you wish to use a custom URL for the service.
The Access Token will be provided by Centara Support, based on the Site Name for the installation.
A customization project, CentaraRetail, is distributed by Centara in a compressed file CentaraRetail.zip. That file contains the customization objects for Centara.
Accompanying the customization project is also another zip file CentaraRetail_WIKI.zip which contains wiki documentation (help) for the customization. We recommend that you always install both CentaraRetail.zip and CentaraRetail_WIKI.zip
Note: for clarification, the exact names of the customization zip files will end with the release of Acumatica that they are targeted for. For example for Acumatica 2018R, the names will be CentaraRetail2018R2.zip and CentaraRetail2018R2_WIKI.zip
Take the following steps to complete the installation of the CentaraRetail customization project.
1. Navigate to Customization > Customization projects and click Import.
2. Browse to the file location of CentaraRetail.zip and click UPLOAD.
Do the same for CentaraRetail_WIKI.zip
3. Review that a line exists now with the Project name CentaraRetail, and another for CentaraRetailWIKI. Select both CentaraRetail and CentaraRetailWIKI by ticking the check boxes in the leftmost column, and click PUBLISH.
4. Verify by the existence of the tick in the Published check box that CentaraRetail and CentaraRetailWIKI is now published.
5. Click each of the project name links to enter their Customization screens, and from the Publish menu, select Publish with Cleanup. When a green text displays "Website update", close the popup window.
6. Enable 'Advanced SO invoices' in the Enable/Disable Features screen (CS100000) of Acumatica.
Once the project has been published, it can be configured. The goal of the configurations is to assist Acumatica in some basic knowledge of Centara in order to handle data correctly.
Take the following steps to complete the configuration.
Click the Centara link on Acumatica main screen and view the list of operations.
1. Click Centara Stores
2. Click Add stores to add a new Centara store. Populate the following fields:
Section
Field
Description
Store
Store id
The ID of the store
Name
The name of the store
Settings
Notify User
Select which user to notify
Walk-in Customer
The default customer when no specific is assigned
Site
The warehouse connected to the store
3. Click the ‘+’ sign underneath POS IN STORE to add point-of-sales to this store. Populate the following fields:
Field
Description
Pos Cd
The ID of the point-of-sale
Description
The name of the point-of-sale
Placement
The placement of the point-of-sale
Inactive
Leave unchecked for active, checked if inactive.
Save changes.
4. Click Centara Integration Configuration.
5. Set the following fields if necessary.
Section
Field
Description
Number sequences
Invoice Numbering
Optionally override the number sequence used for invoices. If left empty, the default from Acumatica will be used
Number sequences
Credit Memo Numbering
Optionally override the number sequence used for credit memos. If left empty, the default from Acumatica will be used
Pos display
Cashier names
Select the detail that Centara will use when display cashier names on the register
Status API Integration
Status API Url
Status API Integration
Status API key
Enter the Access Token key provided by Centara Support
6. Click Centara Tender Mappings, to map the payment tender IDs as they arrive from Centara to their corresponding values in Acumatica It is not required to setup all tender mappings beforehand. As new tender codes come in from Centara, sales with those tender codes will not be posted, with an appropriate message to add the tender code to the mapping table.
Please make sure that the payment method chosen has configuration for the appropriate branch in Acumatica!
7. Click Centara Cashier Groups, to create groups to assign cashiers to.
8. Click Centara Cashiers, to enter cashiers that are used in Centara and map them to employees registered in Acumatica.
9. Populate the following fields as needed:
Field
Description
Cashier Id
The ID of the cashier
Password
The password used by the cashier
Employee
An employee selected from a list from Acumatica
Manager
Check if cashier is a manager
Limit to store
Select which store the cashier is limited to
Access Id
Enter the access ID of the cashier
Cashier group id
The type for the cashier. This setting will determine the access rights of the cashier on the till
These are the main operations to be performed in Acumatica on Centara data.
This provides a list of Centara sale transaction as they arrive from Centara server in near real-time. The following buttons can be clicked to execute operations on the data.
Process any selected transactions.
Process all unprocessed transactions with no regards to their selection state.
This is a list of messages that the processing screen generates while processing the sales, processed and unprocessed. Below the operation buttons are controls to filter transactions based on the following criteria:
This is a list of sales, processed and unprocessed. The list can be filtered in standard Acumatica manner.
Enter the URL to the Status API service. The URL should contain the Centara Server Site Name, e.g., – where Acumatica2018R2 is the Site name
