Export of Sales Prices

Inventory items and opportunities can be synchronized between MYOB Acumatica and Salesforce in real time, but for correct and complete synchronization of the data, sales prices in MYOB Acumatica should be separately synchronized with product prices in Salesforce.

Real-time synchronization is not available for sales prices. Sales prices can be exported from MYOB Acumatica to Salesforce through the Export by Scenario (SM207036) form. Prices may be exported in various currencies, and price classes used in MYOB Acumatica may be exported as price books to Salesforce.

Before an administrator can start configuring the export of sales prices, integration between the systems should be properly configured (for details, see Configuration). Then the following steps, each of which is described in detail below, should be completed:

  1. Synchronization of inventory items between MYOB Acumatica and Salesforce
  2. Review and update of the built-in generic inquiry forms used for the export of sales prices
  3. Review and update of the built-in export scenarios used for the export of sales prices
  4. Configuration of custom generic inquiries and export scenarios
  5. Configuration of the support of multiple currencies
  6. Export of sales prices

Synchronization of Inventory Items

Stock and non-stock inventory items in MYOB Acumatica should be synchronized with products in Salesforce. For that purpose, the Full Data Resync job should be run for stock and non-stock inventory items on the Salesforce Data Resync (SF205035) form, and then all conflicts (if any) should be resolved on the Salesforce Sync State (SF205040) form.

Review and Update of the Built-In Generic Inquiry Forms

The Default Prices for Export to Salesforce (SF000001) and Base Sales Prices for Export to Salesforce (SF000002) forms, which are hidden generic inquiry forms, are used in MYOB Acumatica to support the export of sales prices through the Export Default Prices to Salesforce and Export Base Sales Prices to Salesforce export scenarios.

The generic inquiry forms may be additionally configured to match your company's policies regarding sales prices. For information about the limitations on the export of sales prices, see Synchronizing Sales Prices.

Review and Update of the Built-In Export Scenarios

On the Mapping tab of the Export Scenarios (SM207025) form, the value of the Pricebook2Id field should be updated for the involved export scenarios as follows:

  • The Pricebook2Id of the standard price book should be specified for the Export Default Prices to Salesforce export scenario.
  • The Pricebook2Id of the price book with base prices should be specified for the Export Base Sales Prices to Salesforce export scenario.
Note: The standard price book in Salesforce should already be filled with prices. If a product has no price in the standard price book, no sales price can be exported for this product from MYOB Acumatica to any price book in Salesforce.

Configuration of the Support of Multiple Currencies

The identifiers of currencies used in MYOB Acumatica should exactly match the currency codes used in Salesforce.

In MYOB Acumatica, a currency identifier may be configured on the Companies (CS101500) form for the base currency or on the Currencies (CM202000) form if multiple currencies are supported.

In Salesforce, a currency code may be configured in the Active Currencies list at Setup > Administer > Company Profile > Manage Currencies.

Note: If your company does not use multiple currencies, default prices always appear in Salesforce in their base currency.

If the use of multiple currencies is enabled both systems, an MYOB Acumatica administrator should do the following:

  1. On the Data Providers (SM206015) form, select the Salesforce Sync data provider and then, on the Schema tab, select the PricebookEntry source object, click Fill Schema Fields, and select the Key check box for the Pricebook2Id, Product2Id, and CurrencyIsoCode fields; for all the other listed fields, this check box should be cleared.
  2. On the Mapping tab of the Export Scenarios (SM207025) form, for the Export Default Prices to Salesforce and Export Base Sales Prices to Salesforce export scenarios, the Active check box should be selected for the CurrencyIsoCode field. The administrator can specify the base currency in the Field column if it differs from the default value.

Configuration of Custom Generic Inquiries and Export Scenarios

To match your company's sales process, you can create custom generic inquiries and integration scenarios.

For example, you can do the following to prepare for the export of customer price classes or customer prices:

  1. On the Generic Inquiry (SM208000) form, create a generic inquiry that collects customer price classes or customer prices.
  2. On the Export Scenarios (SM207025) form, create an export scenario based on the new generic inquiry.

    You can copy the mapping data from the Export Base Sales Prices to Salesforce export scenario and specify the Pricebook2Id that corresponds to customer price classes or customer prices in Salesforce. You can define different price books by using nested =IIF() formulas. Also, you may need to set up the support of multiple currencies.

Export of Sales Prices

Before starting the export of sales prices from MYOB Acumatica to Salesforce, an administrator should make sure that the corresponding generic inquiries and export scenarios match the company's sales policies.

Then, on the Export by Scenario (SM207036) form, a corresponding export scenario should be executed as many times as needed until all the prices appear in Salesforce.