How do we automate "Auth on ecomm, Capture in ERP"?

Yes, typically with a business event. Acumatica business events allow us to automate almost any task in Acumatica.

First you need to create a GI showing the list of orders/shipments where you need to capture the payment. Your GI sets the conditions for the action to occur. Often you would want to capture the payment at shipment confirmation.

So, if you wanted to capture the payment when the shipment is confirmed, you would setup your GI to only show shipments in the confirmed status where the payment is not captured. You would then connect to the SOOrder table and then the SOPayment table through the SOAdjust table. In your GI, it’s important to have the payment type and the payment ref nbr fields displaying because you will need to use those fields for the business event. Make sure in your GI conditions that you only show payments where the payment is not captured so that the BE does not continuously try to run in payments that are already captured.

Once your GI is all set, you will then need to create your business event to capture the payment. I would make this a trigger by schedule BE, but you could try trigger by record change as well. This BE would probably work best with an import scenario subscriber, but you could also try an action execution subscriber.

Your import scenario that is created from the business event will run the action to capture the payment. The last step is to create the schedule which should probably run every few minutes to capture any payments that appear in your GI.

We have the payment reference captured already. It shows in Acumatica as a Prepayment on the Sales Order. Can we Automate from here?

What Ecommerce platform?

We currently have our Ecommerce platform (Billtrust) setup to authorize against Fortis at completion of cart and pass that payment reference.  This way the online orders CC status matches our internal process of authorizing and capturing after invoicing.

We then have a scheduled job that runs after invoicing each night against SO507000 (Credit Card Processing for Sales) that captures the payment for any CC payment taken that invoiced that same night.

We are signed up with Nomad eCommerce. 

I forgot about “Credit Card Processing for Sales.” Running a schedule on that screen will probably do it. 

Since the Ecommerce platform is authorizing the charge and feeding back all the payment detail, I think you could do the same thing we are doing.

The only downside (and this is an issue with however you tell the system to capture the payment) is that, if you allow backorders, have a $100 order for two separate $50 items, and you are able to ship one of those items, the system will capture the $50 payment and close the payment, causing the remaining $50 to bill to the customer.  I’m not sure if this is fixed in later versions (we’re on 23R1, which was the first version for Acupay).  It would be nice if it were able to capture partials up to the total authorization amount (leaving the payment open until you’ve exhausted it).

Typically, we ship our prepaid eCommerce orders in full, even if there is a backorder.

Good idea.  We’ve been considering doing the same.