Selling Matrix Items: To Import an Order with Matrix Items

The following activity will walk you through the processes of purchasing product variants (matrix items) in the BigCommerce store and importing the sales order containing these products into MYOB Acumatica.

Attention: The following activity is based on the U100 dataset.

Story

Suppose that SweetLife Fruits and Jams sells juices (which are defined in MYOB Acumatica as matrix items based on the JUICE template item) in its BigCommerce store. Acting as an implementation consultant helping SweetLife to set up the integration between MYOB Acumatica and the BigCommerce store, you want to explore how online orders containing matrix items (product variants) are imported to MYOB Acumatica and review the results of the import.

Process Overview

In this activity, you will do the following:

  1. On the storefront of the BigCommerce store, place an order with two variants of the JUICE product.
  2. On the Prepare Data (BC501000) form, prepare the sales order data for synchronization; on the Process Data (BC501500) form, process the prepared data.
  3. On the Sales Orders (SO301000) form, review the imported sales order.

System Preparation

Before you complete the instructions in this activity, do the following:

  1. Make sure that the following prerequisites have been met:
  2. Sign in to the control panel of the BigCommerce store as the store administrator.

Step 1: Creating an Order

To create an order for 10 bottles of peach juice and 5 bottles of apple juice through the storefront, do the following:

  1. In the left pane of the control panel, click View Store.
  2. On the storefront, select the Other category in the list at the top of the page.
  3. On the page that lists the products in the Other category, click Juice.
  4. On the page for Juice, select the following options:
    • Ingredients: Peach
    • Package: Glass bottle
    • Volume: 32 fl oz
    • Quantity: 10
  5. Click Add to Cart.
  6. In the confirmation pop-up window that opens, click Close.
  7. On the page for Juice, select the following options:
    • Ingredients: Apple
    • Package: Glass bottle
    • Volume: 16 fl oz
    • Quantity: 5
  8. Click Add to Cart.
  9. In the confirmation pop-up window that opens, click Proceed to checkout.
  10. On the checkout page, review your order details in the Order Summary section.
    Note: Make sure the order amount exceeds $100; otherwise, you will not be able to proceed with shipping. In Initial Configuration: To Set Up a BigCommerce Store, you set up only one shipping option (Free Shipping), which is available only if the order amount is greater than $100.
  11. Specify the needed settings as follows:
    1. In the Customer section, in the Email Address box, specify melody@example.com, and click Continue as guest.
    2. In the Shipping section, specify the following settings, and click Continue:
      • First Name: Melody
      • Last Name: Keys
      • Address: 3402 Angus Road
      • City: New York
      • Country: United States
      • State/Province: New York
      • Postal Code: 10003
      • My billing address is the same as my shipping address: Selected
  12. In the Payment section, select the Authorize.Net payment method, and fill in the card details as follows:
    • Credit Card Number: 4111 1111 1111 1111
    • Expiration: 12/23
    • Name on Card: Melody Keys
  13. Click Place Order to place your order.

    Your order has been created, and on the confirmation page, the order number is displayed. You will process the order with this order number further in this activity.

Step 2: Importing the Sales Order

To import the order that you created to MYOB Acumatica, do the following:

  1. Sign in to MYOB Acumatica by using the following credentials:
    • Username: gibbs
    • Password: 123
  2. Open the Prepare Data (BC501000) form.
  3. In the Summary area, specify the following settings:
    • Store: SweetStore - BC
    • Prepare Mode: Incremental
  4. In the table, select the Selected check box in the row of the Sales Order entity.
  5. On the form toolbar, click Prepare.
  6. In the Processing dialog box, which opens, click Close to close the dialog box.
  7. In the row of the Sales Order entity, click the link with the number of prepared synchronization records in the Ready to Process column.
  8. On the Process Data (BC501500) form, which opens with the SweetStore - BC store and the Sales Order entity selected, select the unlabeled check box in the row of the order that you created in Step 1, and on the form toolbar, click Process.
  9. In the Processing dialog box, which opens, click Close to close the dialog box.

Step 3: Reviewing the Imported Sales Order

To review the details of the imported sales order, do the following:

  1. Open the Sync History (BC301000) form.
  2. In the Summary area of the form, specify the following settings:
    • Store: SweetStore - BC
    • Entity: Sales Order
  3. On the Processed tab, in the row of the sales order that you have just imported (which you can locate by its external ID), click the link in the ERP ID column.
  4. On the Sales Orders (SO301000) form, which opens for the imported order, review the order details.

    On the Details tab, notice that a separate line was added for each product variant that was sold. The Inventory ID column contains the identifiers of the matrix items generated for the JUICE template item (which are PCH-32OZ-GBT and APL-16OZ-GBT) and not the identifier of the JUICE template item itself.

For the purposes of this activity, you do not need to process the sales order.