Importing Non-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 and returns issued to a customer in the Shopify store for orders paid with non-card payment methods.

Story

Suppose that the SweetLife Fruits & Jams company sells several kinds of jams in its Shopify store and wants MYOB Advanced to keep information about the returns and refunds issued in the Shopify store. Acting as an implementation consultant, you need to set up the import of refunds from the Shopify store to MYOB Advanced.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following features have been enabled on the Enable/Disable Features (CS100000) form:

• Retail Commerce
• Shopify Connector
• Custom Order Types

The following entities, which you will use in this activity, have been predefined in the U100 dataset:

• 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, review the settings related to refund import.
3. On the Payment Settings tab, activate the import of refunds for a non-card payment method (Manual).

System Preparation

To prepare the system for the steps of this activity, 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. Sign in to the MYOB Advanced instance with the U100 dataset preloaded. You should sign in as an administrator 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 (BC201000) form.
2. In the Store Name box of the Summary area, select SweetStore - SP, which is the store that you created in Initial Configuration: To Configure the Store Connection.
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's 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 the 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: Activating the Import of Refunds for a Non-Card Payment Method

To turn on the import of refunds for the Manual payment method, which you have configured in Initial Configuration: To Configure the Store Connection, do the following:

1. While you are still viewing the Shopify Stores (BC201010) form, go to the Payment Settings tab.
2. In the table of this tab, select the Process Refunds check box in the row of the MANUAL store payment method.

   The resulting payment method mapping is shown in the following table.

   Active	Store Payment Method	Store Currency	ERP Payment Method	Cash Account	Release Payments	Process Refunds
   Selected	MANUAL	USD	ONLINE	10250ST	Cleared	Selected

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

You have now configured the import of refunds from the Shopify store to MYOB Advanced for payments made by using a non-card payment method (Manual).