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

When the connection to the Shopify store is established, the connector imports the list of Shopify payment terms into the Payment Terms table on the Customers tab of the Shopify Stores (BC201010) form.

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:

  1. You define a set of credit terms on the Credit Terms (CS206500) form that corresponds to each set of Shopify payment terms.
  2. You select the configured credit terms in the ERP Credit Terms column in the Payment Terms table on the Customers tab of the Shopify Stores form to map them to the imported Shopify payment terms shown in the Payment Terms Name column.
    Important: Don't map the Due on receipt payment terms to any credit terms in MYOB Acumatica. These terms can't be assigned to a company location in Shopify. Although this affects the synchronization only when you sync companies with your Shopify store, we don't recommend configuring this mapping.

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:

  1. Checks whether the payment terms are mapped to any credit terms in the Payment Terms table on the Customers tab of the Shopify Stores (BC201010) form; if so, it inserts the terms and stops the search.
  2. 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.