Importing Card Refunds: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured for importing refunds for card-based payment methods from the BigCommerce store to MYOB Acumatica, and to understand (and change, if needed) the settings that affect the processing workflow.

Implementation Checklist

We recommend that before you import refunds issued in the BigCommerce store for card-based payment methods, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form Criteria to Check
Enable/Disable Features (CS100000) The following features have been enabled:
  • Retail Commerce
  • BigCommerce Connector
  • Custom Order Types
Order Types (SO201000) The order type for return orders has been defined.
Non-Stock Items (IN202000) The non-stock item has been created to represent the amounts of refunds imported from the BigCommerce store to MYOB Acumatica.
Reason Codes (CS211000) The reason code for imported refunds has been defined.
BigCommerce Stores (BC201000)
  • On the Entities tab: The Refund entity has been activated.
  • On the Order Settings tab:
    • The order type to be used for returns has been selected in the Return Order Types box.
    • The reason code for refunds has been specified in the Refund Reason Code box.
    • The non-stock item that represents refunded amounts has been specified in the Refund Amount box.

Validation of Configuration

To make sure that all configuration has been performed correctly, we recommend that in your system, you import refunds from your BigCommerce store by performing instructions similar to those described in 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.