Importing Non-Card Refunds: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured for importing refunds for non-card 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 non-card 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) An order type for return orders has been defined.
Non-Stock Items (IN202000) A non-stock item has been created to represent the amounts of refunds imported from the BigCommerce store to MYOB Acumatica.
Reason Codes (CS211000) A 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 you created for returns has been selected in the Return Order Types box.
    • The reason code you created for refunds has been specified in the Refund Reason Code box.
    • The non-stock item you created to represent refunded amounts has been specified in the Refund Amount box.
  • On the Payment Settings tab: The Process Refunds check box has been selected for a non-card payment method or card payment method that is mapped to an MYOB Acumatica payment method for which integrated card processing is not configured.

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 Non-Card Refunds: To Process a Refund for a Not-Yet-Shipped Order and Importing Non-Card Refunds: To Process a Refund for a Shipped Order.