Importing Card Refunds: Implementation Activity

The following activity will walk you through the configuration of refund import so that you can import to MYOB Advanced refunds issued to a customer in the Shopify store for an order paid by a credit card and processed by using the Shopify Payments payment gateway.

Story

Suppose that the SweetLife Fruits & Jams company sells several kinds of jams in its Shopify store and wants to track returns and refunds issued in the Shopify store from within MYOB Advanced. Acting as an implementation consultant, you need to set up the import of returns and refunds issued in the Shopify store for orders paid by a card and processed by using the Shopify Payments payment gateway. Further suppose that the Shopify Payments payment gateway is configured to be used for processing card payments both in the Shopify store and in MYOB Advanced.

Configuration Overview

The following entities, which you will use in this activity, have been predefined in the system:

• The ER order type on the Order Types (SO201000) form
• The REFUNDAMT non-stock item on the Non-Stock Items (IN202000) form
• The EREFUND reason code on the Reason Codes (CS211000) form

Process Overview

In this activity, you will do the following:

1. On the Entity Settings tab of the Shopify Stores (BC201010) form, activate the Refund entity.
2. On the Order Settings tab, you will review the settings of refund import.
3. On the Payment Settings tab, you will activate the import of refunds for the Shopify Payments payment method.

System Preparation

Do the following:

1. Make sure the connection to the Shopify store has been established and the minimum configuration has been performed, as described in Initial Configuration: To Configure the Store Connection.
2. Make sure that the mapping of the Shopify Payments payment method has been set up as described in Order Synchronization: To Configure and Import Shopify Payments.
3. Launch the MYOB Advanced website, and sign in as an administrator by using the following credentials:
   • Username: gibbs
   • Password: 123

Step 1: Activating the Refund Entity

Before you start importing refunds from the Shopify store to MYOB Advanced, you need to activate the Refund entity as follows:

1. Open the Shopify Stores (BC201010) form.
2. In the Store Name box, select SweetStore - SP.
3. On the Entity Settings tab, make sure that the Active check box has been selected for the Refund entity.

   You select the Active check box for an entity to indicate that the entity data needs to be synchronized between MYOB Advanced and the Shopify store.

4. On the form toolbar, click Save to save your changes.

Step 2: Reviewing the Refund Import Settings

To review the settings that will be applied to refunds imported from the Shopify store, do the following:

1. While you are still viewing the Shopify Stores (BC201010) form, go to the Order Settings tab.
2. In the Order section of the Order Settings tab, make sure that the following settings have been specified:
   • Return Order Type: ER - eCommerce Return Order

     This order type is based on the RC order template.

   • Refund Amount Item: REFUNDAMT

     This tax-exempt non-stock item is used to represent refunded amounts in documents.

   • Refund Reason Code: EREFUND

     This reason code of the Issue usage type is inserted in documents to indicate that the line represents a refund issued.

3. On the form toolbar, click Save to save your changes.

Step 3: Reviewing the Refund Import Settings for the Payment Method

To import refunds for the SHOPIFYPAY payment method, which you have configured in Order Synchronization: To Configure and Import Shopify Payments, do the following:

1. While you are still viewing the Shopify Stores (BC201010) form, open the Payment Settings tab.
2. In the table of this tab, make sure that the mappings are defined for the SHOPIFY_PAYMENTS store payment method as shown in the following table.

   Active	Store Payment Method	Store Currency	ERP Payment Method	Cash Account	Proc. Center ID	Release Payments	Process Refunds
   Selected	SHOPIFY_PAYMENTS	USD	SHOPIFYPAY	10250ST	SHOPIFYPAY	Cleared	Selected

   Notice that the Process Refunds check box is selected for this store payment method and is not available.

3. On the form toolbar, click Save to save your changes.

You have now configured the import of refunds to MYOB Advanced for payments made in the Shopify store with a card by using the Shopify Payments payment gateway.