Sales Order Entity
This topic provides reference information about the standard filtering and field mapping used for the Sales Order entity during the synchronization between MYOB Acumatica and BigCommerce. The topic also contains information about the merging of duplicate records during the synchronization.
Sales Order Filtering
During the export of sales orders from MYOB Acumatica, a sales order is skipped if any of the following conditions are met:
- It has the Completed or Canceled status.
- Its type is not supported. Only the order types that are selected in the Order Types for Export box and the Return Order Type boxes on the Order Settings tab (Order section) of the BigCommerce Stores (BC201000) form are supported.
- The sales order is a guest order—that is, a previously imported order saved in MYOB Acumatica with the generic guest customer account (the customer specified in the Generic Guest Customer box on the Customer Settings tab of the BigCommerce Stores form) or an order that was created in MYOB Acumatica for the generic guest customer.
During the import of sales orders, for each order with the Completed or Archived status in BigCommerce, the system creates a synchronization record in MYOB Acumatica and assigns it the Filtered status on the Sync History (BC301000) form.
Merging of Duplicates
A sales order imported from the BigCommerce store is merged with an existing sales order in MYOB Acumatica if the ID of the BigCommerce order (found on the View orders page) matches the External Reference of the order, which is located on the Sales Orders (SO301000) form, in MYOB Acumatica.
Sales Order Export Mapping
The following table shows the mapping of MYOB Acumatica fields to BigCommerce fields that is used during the export of sales order data to BigCommerce.
| Source Fields (MYOB Acumatica) | Target Fields (BigCommerce) | |||
|---|---|---|---|---|
| Field Name | Form Object | Field Name | Page Object | Notes |
| Sales Orders (SO301000) form | ||||
| Order Nbr. | Summary area | Order ID | View Orders page | |
| Customer | Summary area | Customer | View Orders page | |
| Date | Summary area | Date | View Orders page | |
| Currency | Summary area | Currency | View Orders page > Transactional Currency section | This box is shown only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form. |
| Status | Summary area | Status | View Orders page | The statuses are mapped as follows:
|
| Tax Total | Summary area | Tax | View Orders page | |
| Freight Price | Totals tab > Freight Info section | Shipping | View Orders page | |
| Attention (part before the first space) | Addresses tab > Bill-To Contact section | First Name | Edit an Order page > Billing Information section | If there is no space in Attention, the whole value is copied to First Name. |
| Attention (part after the space) | Addresses tab > Bill-To Contact section | Last Name | Edit an Order page > Billing Information section | If there is no space in Attention, the whole value is copied to Last Name. |
| Account Name | Addresses tab > Bill-To Contact section | Company Name | Edit an Order page > Billing Information section | |
| Address Line 1 | Addresses tab > Bill-To Contact section | Address Line 1 | Edit an Order page > Billing Information section | |
| Address Line 2 | Addresses tab > Bill-To Contact section | Address Line 2 | Edit an Order page > Billing Information section | |
| City | Addresses tab > Bill-To Contact section | Suburb/City | Edit an Order page > Billing Information section | |
| Country | Addresses tab > Bill-To Contact section | Country | Edit an Order page > Billing Information section | The ISO country code is transformed to the country name. |
| State | Addresses tab > Bill-To Contact section | State/Province | Edit an Order page > Billing Information section | The state code is transformed to the state name. |
| Postal Code | Addresses tab > Bill-To Contact section | Zip/Postcode | Edit an Order page > Billing Information section | |
| Phone 1 | Addresses tab > Bill-To Contact section | Phone Number | Edit an Order page > Billing Information section | |
| Addresses tab > Bill-To Contact section | Edit an Order page > Billing Information section | |||
| Attention (part before the first space) | Addresses tab > Ship-To Contact section | First Name | Edit an Order page > Shipping section | |
| Attention (part after the first space) | Addresses tab > Ship-To Contact section | Last Name | Edit an Order page > Shipping section | |
| Account Name | Addresses tab > Ship-To Contact section | Company Name | Edit an Order page > Shipping section | |
| Address Line 1 | Addresses tab > Ship-To Address section | Address Line 1 | Edit an Order page > Shipping section | |
| Address Line 2 | Addresses tab > Ship-To Address section | Address Line 2 | Edit an Order page > Shipping section | |
| City | Addresses tab > Ship-To Address section | Suburb/City | Edit an Order page > Shipping section | |
| Country | Addresses tab > Ship-To Address section | Country | Edit an Order page > Shipping section | The ISO country code is transformed to the country name. |
| State | Addresses tab > Ship-To Address section | State/Province | Edit an Order page > Shipping section | The state code is transformed to the state name. |
| Postal Code | Addresses tab > Ship-To Address section | Zip/Postcode | Edit an Order page > Shipping section | |
| Phone 1 | Addresses tab > Ship-To Contact section | Phone Number | Edit an Order page > Shipping section | |
| Inventory ID | Details tab | Product ID | ||
| Quantity | Details tab | Qty | Edit an Order page > Add Products section | |
| Unit Price | Details tab | Price | Edit an Order page > Add Products section | |
| Line Description | Details tab | Product Name | Edit an Order page > Add Products section | |
| Discount Amount | Details tab | Manual Discount | Edit an Order page > Summary section | All discounts are summed and the total amount is added. |
Sales Order Import Mapping
The following table shows the mapping of BigCommerce fields to MYOB Acumatica fields that is used during the import of sales order data from BigCommerce.
| Source Fields (BigCommerce) | Target Fields (MYOB Acumatica) | |||
|---|---|---|---|---|
| Field Name | Page Object | Field Name | Form Object | Notes |
| Order Summary | Sales Orders (SO301000) form | |||
| Order Type | Summary area | The order type is specified in the Order section on the Order Settings tab of the BigCommerce Stores (BC201000) form. | ||
| Order Nbr. | Summary area | The identifier is generated based on the numbering sequence defined for sales orders. | ||
| Date | View Orders page | Date | Summary area | |
| Description | Summary area | Default: <store name> | Order: <order number> | Status: <order status> | ||
| Date | View Orders page | Requested On | Summary area | |
| Currency | Edit an Order page > Transactional Currency section | Currency | Summary area | To use a currency other than the base currency, currency override must be enabled for the customer. |
| Order ID | View Orders page | External Reference | Summary area | |
| Customer | View Orders page | Customer | Summary area | If an order is a guest order, the customer account selected in the Generic Guest Customer box on the Customer Settings tab of the BigCommerce Stores form is used. |
| Address | View Orders page > Shipping section | Location | Summary area | If the shipping address of the order is saved to the customer address book in BigCommerce and if synchronization of locations/addresses is turned on, the saved address is imported to MYOB Acumatica as a customer location and this customer location is used for the order. Otherwise, the primary location is used. |
| Status | View Orders page | Status | Summary area | |
| Staff Notes | Edit an Order page > Comments and Notes section | Notes | Form title bar | Default: Staff Notes: <text> (combined with Customer Notes) |
| Comments | Edit an Order page > Comments and Notes section | Notes | Form title bar | Default: Customer Notes: <text> (combined with Staff Notes) |
| Branch | Financial tab > Financial Information section | The branch specified in the General section on the Order Settings tab of the BigCommerce Stores form is used. | ||
| Override Freight Price | Totals tab > Freight Info section | This check box is selected if the shipping terms allow freight calculation on orders. | ||
| Shipping | View Orders page | Freight Price | Totals tab > Freight Info section | This mapping is used if the shipping terms allow freight calculation on order. |
| Billing Information | ||||
| Override Address | Addresses tab > Bill-To Address section | The check box is selected. | ||
| Override Contact | Addresses tab > Bill-To Contact section | The check box is selected. | ||
| First Name and Last Name | Edit an Order page > Billing Information section | Attention | Addresses tab > Bill-To Contact section | The First Name is concatenated with the Last Name. |
| Company Name | Edit an Order page > Billing Information section | Account Name | Addresses tab > Bill-To Contact section | |
| Address Line 1 | Edit an Order page > Billing Information section | Address Line 1 | Addresses tab > Bill-To Address section | |
| Address Line 2 | Edit an Order page > Billing Information section | Address Line 2 | Addresses tab > Bill-To Address section | |
| Suburb/City | Edit an Order page > Billing Information section | City | Addresses tab > Bill-To Address section | |
| Country | Edit an Order page > Billing Information section | Country | Addresses tab > Bill-To Address section | The country name is transformed to the ISO country code. |
| State | Edit an Order page > Billing Information section | State | Addresses tab > Bill-To Address section | The state name is transformed to the state code. |
| Zip/Postcode | Edit an Order page > Billing Information section | Postal Code | Addresses tab > Bill-To Address section | |
| Phone Number | Edit an Order page > Billing Information section | Phone 1 | Addresses tab > Bill-To Contact section | |
| Edit an Order page > Billing Information section | Addresses tab > Bill-To Contact section | |||
| Shipping Info | ||||
| BigCommerce supports multiple shipping addresses, whereas MYOB Acumatica supports only one shipping address. Only the first shipping address is imported with the sales order. | ||||
| Override Contact | Addresses tab > Ship-To Contact section | The check box is selected. | ||
| Override Address | Addresses tab > Ship-To Address section | The check box is selected. | ||
| First Name and Last Name | Edit an Order page > Shipping section | Attention | Addresses tab > Ship-To Contact section | |
| Company Name | Edit an Order page > Shipping section | Account Name | Addresses tab > Ship To Contact section | |
| Address Line 1 | Edit an Order page > Shipping section | Address Line 1 | Addresses tab > Ship To Address section | |
| Address Line 2 | Edit an Order page > Shipping section | Address Line 2 | Addresses tab > Ship To Address section | |
| Suburb/City | Edit an Order page > Shipping section | City | Addresses tab > Ship To Address section | |
| Country | Edit an Order page > Shipping section | Country | Addresses tab > Ship To Address section | The country name is transformed to the ISO country code. |
| State | Edit an Order page > Shipping section | State | Addresses tab > Ship To Address section | The state name is transformed to the state code. |
| Zip/Postcode | Edit an Order page > Shipping section | Postal Code | Addresses tab > Ship To Address section | |
| Phone Number | Edit an Order page > Shipping section | Phone 1 | Addresses tab > Ship To Contact section | |
| View Orders page > Shipping section | Addresses tab > Ship To Contact section | |||
| Ship Via | Shipping tab > Delivery Settings section | The system uses the ship via code mapped to the store's shipping zone and shipping method in the Shipping Option Mapping table on the Order Settings tab of the BigCommerce Stores form. | ||
| Shipping Terms | Shipping tab > Delivery Settings section | The system uses the shipping terms mapped to the store's shipping zone and shipping method in the Shipping Zone Mapping table on the Order Settings tab of the BigCommerce Stores form. | ||
| Shipping Zone | Shipping tab > Delivery Settings section | The system uses the shipping zone mapped to the store's shipping zone and shipping method in the Shipping Zone Mapping table on the Order Settings tab of the BigCommerce Stores form. | ||
| Order Lines | ||||
| Branch | Details tab | The branch specified in the General section on the Order Settings tab of the BigCommerce Stores form is used. | ||
| Product ID | Not on the UI | Inventory ID | Details tab | If the product is a gift certificate, the system uses the Inventory ID specified in the Gift Certificate Item box on the Order Settings tab of the BigCommerce Stores form. |
| Qty | Edit an Order page > Add Products section | Quantity | Details tab | |
| Item Price | Edit an Order page > Add Products section | Unit Price | Details tab | |
| Product Name | Edit an Order page > Add Products section | Line Description | Details tab | |
| Product Discount | Edit an Order page > Summary section | Discount Amount | Details tab | Used if discounts are configured to appear on the line level on the Order Settings tab of the BigCommerce Stores form. |
| Order Discounts | ||||
| Disable Automatic Discount Update | Discounts tab | The check box is selected. | ||
| Manual Discount | Edit an Order page > Summary section | Discount Amt. | Discounts tab | A separate row is added for the manual discount on the Discounts tab. |
| Product Discount | Edit an Order page > Summary section | Discount Amt. | Discounts tab | If discounts are configured to appear on the document level on the Order Settings tab of the BigCommerce Stores form, all product line discounts are displayed on the Discounts tab grouped by discount code (one row per discount code). |
| Coupon | Edit an Order page > Summary section | External Discount Code | Discounts tab | |