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Filter Invoices From Exporting to Shopify

  • April 5, 2024
  • 4 replies
  • 121 views
F
Jr Varsity II
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Hello!

I’m trying to prevent Invoices from exporting as Shipments to fulfill non-stock items sold on Shopify. My client sells hundreds of non-stock items a day which we need to import into Acumatica for accounting purposes only. After these orders are imported into Acumatica, the SO is completed, and an invoice is created. The Connector tried to sync this Invoice to Shopify to complete the order, but we do not need it to do this. I have not been able to successfully setup a filter to prevent this from happening. This is also creating a huge clutter of failed sync records and “processed” shipment/Invoices in the clients sync history screen. Any ideas on how I can stop this from happening? 

Thanks! 

Best answer by simonliang91

@freddydelrio39 , if you don’t want to export the Shipment comes from Invoice type, you can setup the export filtering as following:
 

The value means:

N : Invoice(Invoice)

I : Issue(Shipment)

H : DropShip(Drop-Shipment)

T : Transfer(Transfer)

 

-FDR ~ Acumatica Consultant ~ Ecommerce Specialist

    4 replies

    Yuri Karpenko
    Captain II
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    @freddydelrio39 , one option you have is to disable automatic fulfillment of these non-stock items in Shopify and let Acumatica take care of it.

    Yuri Karpenko | DM me if you need help building e-Commerce for your business or connecting it to Acumatica ERP
      simonliang91
      Acumatica Employee
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      • simonliang91
      • Acumatica Employee
      • Answer
      • April 18, 2024

      @freddydelrio39 , if you don’t want to export the Shipment comes from Invoice type, you can setup the export filtering as following:
       

      The value means:

      N : Invoice(Invoice)

      I : Issue(Shipment)

      H : DropShip(Drop-Shipment)

      T : Transfer(Transfer)

       

        F
        Jr Varsity II
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        • freddydelrio39
        • Author
        • Jr Varsity II
        • April 23, 2024

        @simonliang91 Thanks Simon, that worked! Thanks!

        -FDR ~ Acumatica Consultant ~ Ecommerce Specialist
          T
          Freshman II
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          • TamaraW
          • Freshman II
          • May 20, 2026

          Hi,

          i do have a quite similar issue. The only difference is, that i do want the status of “Fulfilled” marked in shopify. Problem ist, that Accumatica also triggers the shipping mail within shopify.

          As we’re also selling physical products, i do need the shipping mail. So i’m not able to turn it off in general. But i do need kind of a filter that it doesn’t trigger the mail for digital products/non stock items.

          Any ideas?

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