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Ability to override credit terms in SO

  • 7 August 2023
  • 1 reply
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I would like to update the customer credit term assigned to orders based on their customer class with the credit term retrieved from the Shopify metafield.

Currently, there are some orders where customer service can create an order for customers who, according to Acumatica, can only pay with a credit card (CC), but they are supposed to have NET 30 terms for this order. The NET 30 term is stored in the metafield, which is mapped to the Terms field. However, the issue is that the data does not automatically override the terms field in the order when it arrives from Shopify. The terms field is only updated manually by the CS team in Acumatica.

Is there a way to manage this process automatically by using the metafield data from Shopify and passing it to Acumatica?

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Best answer by Yuri Karpenko 8 August 2023, 18:39

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Userlevel 7
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@AlexMTN , you need to use a mapping like this for your Sales Order entity:

Of course, you need to replace Namespace with the namespace of your metafield, and Key with the ID of that metafield.

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