Order Synchronization: Import of Payments
To track financial information, you can import payments along with seller-fulfilled and marketplace-fulfilled orders from Amazon to MYOB Acumatica.
Setting Up the Import of Payments
To set up the synchronization of payments, you perform the following general steps:
- Activate the entity.
To synchronize payments, you must activate the Payment entity on the Entity Settings tab of the Amazon Stores (BC201020) form.
- Map the payment methods.
Each payment method used in the Amazon seller account must be mapped with a payment method defined in MYOB Acumatica. The mapping is defined on the Payment Settings tab of the Amazon Stores form. Initially, the upper table of the tab is empty. After an order and a payment have been created in the Amazon seller account, you need to start the payment synchronization with no payment method mapped. The synchronization fails, and the Amazon connector populates the Store Payment Method column of the upper table. You then complete the mapping by specifying values in the ERP Payment Method and Cash Account columns. The ERP payment method must be defined on the Payment Methods (CA204000) form with the Cash/Check means of payment.
- Map the Amazon
fees.
The Amazon Fees table of the Amazon Stores is initially empty. Once the payment methods are mapped, you need to start the payment synchronization. The synchronization fails, and the Amazon connector populates the Fee Type column of the table. You then map each Amazon fee type with an ERP entry type.
Entry types are defined on the Entry Types (CA203000) form. An entry type can be used in the fee mapping if it meets the following criteria:
- The entry type has the Disbursement type.
- A default offset account has been specified for the entry type.
- The Deduct from Payment check box is selected for the entry type.
- For the cash account specified in the mapping for the Amazon payment method in the upper table, the entry type has been added on the Cash Accounts (CA202000) form.
Synchronizing Payments
Payments are imported into MYOB Acumatica during the synchronization of the Payment entity. The payment or payments become available for synchronization after the order has been fully shipped.
During the processing stage of data synchronization, the system creates a document of the Prepayment type on the Payments and Applications (AR302000) form and applies it to the order or to the invoice (if the invoice has been prepared for the order).
Amazon fees imported with the payment are grouped by entry type and are displayed on the Charges tab of the Payments and Applications form.