We’re getting ready to switch our ecommerce site to Shopify and I am in the process of trying to export our open non-web orders to the site so customers can see their order status. We’re on 23R1 for now (planning on upgrading after this migration).
We’ve setup a new order type for orders being imported from Shopify (WB). I have also configured an existing order type (SB) that we want to export. The sales order entity is configured for a bi-directional sync direction.
After running some tests on a handful of our open SB orders, they’re being exported as expected and at first glance everything is working great. However, after these SB orders get created in Shopify, the connector sees that they have been modified externally and the next time I process one of them a bunch of fields get updated in the ERP that we do not want to change.
This list is not exhaustive but here are some changes I am seeing happen after the re-import:
- Both the Order date and the Cancel By date get changed from their original value to the day the Shopify order was created (big problem).
- Open detail lines have their pricing updated such that any discount values are reset entirely, and the unit price is set to the original discount unit price - this might be confusing but usually our sales lines use a discount code tied to the stock item price class to apply discounts automatically (minor annonyance).
- Open detail lines also have the Requested On date reset to the Shopify order creation date (big problem).
- Closed detail lines do not seem to be affected, although I only exported one order with a completed line so I’m a little less certain how noteworthy this is.
Does anyone know of a way I can prevent this? Once an “export” order type order is sent to Shopify, we don’t want any changes coming back into the ERP if they’re just going to be wrong.
I tried setting up import filters on the sales order entity that would filter out records based on any of the following:
- Order tags containing “SB”
- Our connector is setup to tag Shopify orders with the Acumatica order number, so all of the Shopify orders are going to have a tag like “SB01055608” in addition to the ERP tag.
- Source name contains Acumatica
- Source name contains the ID of the sales channel showing up on orders that come from Acumatica (I pulled this out of an order’s JSON view).
The first time I tried to setup import filters on the sales order entity, this is how I set them up:
This does not seem to prevent updates on these SB orders from being brought back into the ERP. I then switched the logic around so that it was “does not contain” with “and” as the operator, like so:
Based on how I’ve successfully setup export filters for stock items, I believe the second image is the correct way, even if it isn’t accomplishing what I’m going for.
I originally had External System selected for the Primary System configuration on the sales order entity since the main purpose of the Shopify connector is to bring web orders into the ERP. Once I realized the export order type was causing these unintended updates to SB orders, I switched Primary System to ERP but that did not seem to resolve the issue.
If anyone has any ideas on how I can prevent our export order types from being changed after getting uploaded to Shopify, I’m definitely interested in trying them out.
Edit: I forgot to mention that the SB orders I’m trying to export are all currently in some kind of “Open” status. My goal was to export the recent open orders as those are the orders customers might be most interested in checking the status on. I wasn’t planning on exporting a more complete order history until after we were live, and everything was clearly working as planned.
