Payment Entity
This topic provides reference information about the standard filtering and field mapping used for payment data during the synchronization of the Payment entity between MYOB Acumatica and Shopify.
Payment Filtering
Filters are applied during the import of payments to MYOB Acumatica. A payment is skipped if any of the following is true:
- Its status is Error—for example, if the credit card payment transaction was not successful.
- The manual payment method used for purchase is not supported.
- The sales order related to the payment has not been synchronized.
If the mapping of the store payment method has not been configured or is inactive on the Payment Settings tab of the Shopify Stores (BC201010) form, the system creates a synchronization record for the payment on the Sync History (BC301000) form and assigns it the Filtered status.
Payment Import Mapping
The following table shows the mapping of Shopify fields to MYOB Acumatica fields that is used during the import of payment data from Shopify.
| Source Fields (Shopify) | Target Fields (MYOB Acumatica) | ||
|---|---|---|---|
| Field Name | Field Name | Form Object | Notes |
| Payments and Applications (AR302000) form | |||
| Type | Summary area | Default Prepayment. | |
| Customer | Summary area | The customer ID is the same as the customer ID in the related sales order. | |
| Location | Summary area | The location is the same as the location in the related order. | |
| currency | Currency | Summary area | This box is shown only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form. |
| created_at (for the order) | Application Date | Summary area | The payment transaction date is used. |
| amount | Payment Amount | Summary area | The payment transaction amount is used. |
| authorization | Payment Ref. | Summary area | The number of the related credit card transaction in the processing center. |
| transaction_id | Payment Ref. | The number of the related credit card transaction in the processing center. The transaction_id is used only if the authorization field is empty. | |
| gateway | Payment Method | Summary area | The payment method that is mapped to the store's payment method on the Payment Settings tab of the Shopify Stores form. |
| Cash Account | Summary area | The cash account corresponds to the payment method that is mapped to the store's payment methods used for the purchase and the transaction currency of the sales order. | |
| Description | Summary area | Default: <store name> | Order: <store order number and payment number> | Type: <type of transaction> | Status: <status of transaction> Gateway: <gateway name> | |
| Branch | Financial tab > Link to GL section | The branch specified in the General section on the Order Settings tab of the Shopify Stores form. | |
| Status | Summary area | The status depends on the state of the Release Payments and Refunds check box in the row of the payment method in the table on the Payment Settings tab of the Shopify Stores form. If the check box is selected, the status is Open (meaning that the payment is released). If the check box is cleared, the status is Balanced (indicating that the payment is not released). Payments based on credit card payment methods are created with the Pending Processing status. | |
| Proc. Center | Card Processing tab | The processing center configured for the payment method mapped with the store payment method on the Payment Settings tab of the Shopify Stores form. | |
| kind | Tran. Type | Card Processing tab | The type of the last successful operation with the credit card transaction. |
| amount | Tran. Amount | Card Processing tab | The amount of the transaction. |
| authorization | Proc. Center Tran. Nbr. | Card Processing tab | The number of the credit card transaction in the processing center (also displayed in the Payment Ref. box in the Summary area). |
| transaction_id | Proc. Center Tran. Nbr. | Card Processing tab | The number of the credit card transaction in the processing center (also displayed in the Payment Ref. box in the Summary area). The transaction_id field is used only if the authorization field is empty |
| PC Response Reason | Card Processing tab | This column is set to Imported External Transaction to indicate that the transaction was imported from an external system. | |
| created_at (for the order) | Tran. Time | Card Processing tab | The time when the transaction operation was performed. |