Importing Card Refunds: General Information

Learning Objectives

In this chapter, you will learn how to do the following:

• Configure the import of refunds for card-based payment methods (Authorize.Net) from a BigCommerce store to MYOB Acumatica
• Import refunds for card-based payment methods from a BigCommerce store to MYOB Acumatica

Applicable Scenarios

You import refunds of payments based on a card-based payment method from BigCommerce to MYOB Acumatica to keep track of refunded payments and restocked items. You may issue refunds in the BigCommerce store in the following cases:

• A customer has been overcharged in error and part of the order amount needs to be refunded.
• A customer has not received the purchased item or has received an excessive quantity of the item.
• A customer has received the purchased item but is not satisfied with its quality or performance and wants to return it.

Configuration of Refund Import

To configure the import of refunds from a BigCommerce store to MYOB Acumatica, you perform the following general steps:

1. Define a return order type.

   On the Order Types (SO201000) form, you define an order type to be used for return orders imported from the BigCommerce store to MYOB Acumatica. A return order type should be created with the following settings selected on the Template tab:

   • Automation Behavior: RMA Order
   • Default Operation: Receipt
   • AR Document Type: Credit Memo
2. Define a refund amount item.

   On the Non-Stock Items (IN202000) form, you define a non-stock item that will represent imported refund amounts in sales orders and in return orders. This non-stock item should be defined with the following settings on the General tab:

   • Tax Category: A category corresponding to tax-exempt items
   • Require Receipt: Cleared
   • Require Shipment: Cleared
3. Define a reason code.

   On the Reason Codes (CS211000) form, you create a define a reason code to be inserted in return orders for refunds imported from the BigCommerce store. This reason code must be of the Issue usage type.

4. Activate the Refund entity.

   On the Entity Settings tab of the BigCommerce Stores (BC201000) form, you activate the Refund entity for the BigCommerce store.

5. Specify the refund import settings.

   On the Order Settings tab, you specify settings in the following boxes:

   • Return Order Type
   • Refund Amount Item
   • Refund Reason Code
6. Specify payment methods for which you need to import refunds.

   On the Payment Settings tab of the BigCommerce Stores form, you select the Process Refunds check box for each payment method for which you want to import refunds. For store payment methods that are mapped to card-based payment methods in MYOB Acumatica, this check box is selected by default and cannot be edited.

Import of Refunds for Card-Based Payment Methods

Refunds are imported from the BigCommerce store to MYOB Acumatica as part of the synchronization of the Refund entity, which can be synchronized only in the Import direction. During the preparation of refund data for synchronization, the system creates one synchronization record for all refunds that have been issued for a single sales order in the BigCommerce store.

For a refund to be imported successfully, all of the following conditions must be met:

• The original sales order has been synchronized.
• The original sales order has not been shipped at all or has been shipped in full. If the sales order has been shipped partially, the refund will not be imported.
• The original payment to which the refund pertains has been imported and released.

For information about the synchronization process, see Data Synchronization: General Information. For information about the import of various types of refunds, see Importing Card Refunds: To Process a Refund for a Not-Yet-Shipped Order and Importing Card Refunds: To Import a Refund for a Shipped Order.