Shift8 Integration for Gravity Forms and SAP Business One

SAP Business One Environment:
* SAP Business One version 9.3 or higher
* Service Layer properly configured and accessible
* SAP user with Business Partner creation rights
* Numbering Series configured for Business Partners in SAP B1
How do I configure the plugin?

Navigate to WordPress Admin > Shift8 > Gravity SAP
Enter your SAP connection details
Test the connection
Go to your Gravity Form settings and enable SAP integration
Map your form fields to SAP Business Partner fields

Why am I getting connection errors?
Common solutions:
1. Verify SAP Service Layer is running
2. Check endpoint URL format (should end with /b1s/v1/)
3. Test credentials in SAP Business One directly
4. Review debug logs for detailed error information
How do I set up numbering series in SAP?

Go to SAP B1 Administration > System Initialization > Document Numbering
Set up series for Business Partners
Ensure default series are configured
Test using the built-in numbering series test tool

How do I use checkbox fields for Sales Quotation line items?
Checkbox fields are perfect for product selection forms. Each checkbox option becomes a separate mappable field:

Example: If you have a checkbox field "Select Products" with options "Product A", "Product B", "Product C", they will appear in the field mapping as:
* "Select Products → Product A" (Field ID: 15.1)
* "Select Products → Product B" (Field ID: 15.2)
* "Select Products → Product C" (Field ID: 15.3)

To configure:
1. Enable "Automatically create a sales quotation in SAP B1" in form settings
2. Click "Load ItemCodes from SAP B1" to load available products
3. Map each DocumentLines slot to a specific checkbox option
4. Select the corresponding SAP ItemCode for each slot

How it works:
* Checked boxes → Line items are created in the Sales Quotation
* Unchecked boxes → Skipped (no line item)
* The quotation is automatically linked to the Business Partner

This is ideal for sample request forms, multi-product orders, and service selection forms.
How do I prevent duplicate Business Partners?
Enable Check for existing Business Partner in your form's SAP Integration settings. The plugin will search SAP B1 for existing Business Partners matching:

Business Partner Name (case-insensitive)
Country (from address)
Postal/ZIP Code (from address)

If a match is found, the plugin uses the existing Business Partner instead of creating a duplicate. You can test this with WP-CLI:

wp shift8-gravitysap-bp-lookup search --name="Test Company" --country="CA" --postal="M5V 1A1"

Adds a Contact Person to the Business Partner using the form's contact data
Retrieves the Contact Person's InternalCode from SAP
Links the Contact Person to the Sales Quotation via SAP's ContactPersonCode field

Result in SAP B1:
* Contact Person appears in the Business Partner's "Contact Persons" tab
* Sales Quotation dropdown shows the correct Contact Person selected
* Contact Person is properly linked for subsequent documents

Technical Note: SAP B1's ContactPersonCode field requires the numeric InternalCode, not the text Name. The plugin handles this automatically.