Order Synchronization: Import of Payment Terms
Shopify provides the ability to select payment terms for orders that are due to be paid at a later date. In this topic, you will read about importing payment terms from Shopify to MYOB Acumatica sales orders.
Mapping of Payment Terms
To make the system assign the proper credit terms to an order imported from a Shopify store, you perform the following steps to set up the mapping of the Shopify payment terms:
- You define a set of credit terms on the Credit Terms (CS206500) form that corresponds to each set of payment terms in Shopify.
- You create a substitution list for payment terms on the Substitution Lists (SM206026) form. For each identifier of a set of payment terms from Shopify in the Original Value column, you specify the identifier of a set of credit terms defined on the Credit Terms form in the Substitution Value column.
- You select the substitution list in the Payment Terms box of the Orders tab on the Shopify Stores (BC201010) form.
The following table lists all the options that can be selected for an order in the Payment terms drop-down box in Shopify (in the left column) and their identifiers (in the right column), which should be mapped with MYOB Acumatica credit terms.
| Payment Terms | Identifier |
|---|---|
| Due on receipt | Due on receipt |
| Due on fulfillment | Due on fulfillment |
| Within 7 days | Net 7 |
| Within 15 days | Net 15 |
| Within 30 days | Net 30 |
| Within 45 days | Net 45 |
| Within 60 days | Net 60 |
| Within 90 days | Net 90 |
| Fixed date | Fixed |
Import of Payment Terms
When sales orders with payment terms selected are imported from the Shopify store, the system searches for the credit terms to fill in the Terms box on the Financial tab of the Sales Orders (SO301000) form for the corresponding sales order as follows:
- Checks whether the payment terms are mapped to any credit terms in the substitution list specified in the Payment Terms box of the Orders tab on the Shopify Stores (BC201010) form; if so, it inserts the terms and stops the search.
- Checks whether the identifier of payment terms matches any identifier of credit terms on the Credit Terms (CS206500) form; if so, it inserts the terms and stops the search.
- Inserts the credit terms that have been specified for the customer on the
Financial tab of the Customers (AR303000)
form.Important:If no payment terms are specified for an order in the Shopify store, the system uses the customer's credit terms for the sales order imported to MYOB Acumatica.