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"Payment Due Later, Net 30" Imported as Prepayment & Fully Paid - Shopify Plus

  • 9 February 2024
  • 11 replies
  • 138 views

Userlevel 1

We are currently testing the new B2B features of 23R2.

In Shopify, using the “Payment Due Later” checkbox and setting Payment Terms doesn’t seem to matter when the order is pulled into Acumatica. The order will sync with Payment attached as a Check & the Financial terms set to Prepayment- see below. Is this the expected behavior?

 

$0.00 paid by customer, Terms set to Net 30:

 

Order in Acumatica with terms shown as Prepayment:

 

Order in Acumatica with full Payment applied:

 

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Best answer by Yuri Karpenko 9 February 2024, 21:38

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Userlevel 7
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@KarthikGajendran , this (mapping order level payment terms from Shopify to order level payment terms in Acumatica) will be useful for B2B installations. Our Shopify B2B customers often have to work with Draft orders and provide payment terms that are different from the default set for the customer (say, a customer is set with Net30 default tern, but because an order is too big, they negotiate Net45 for it).

Userlevel 7
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@Yuri Karpenko @malaniz  We have planned the task for the next version. Thank you for the feedback. 

Userlevel 7
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Thank you @malaniz for the explanation. 

Shopify has a predefined payment terms. You can only use them and cant create more. Please check here. https://help.shopify.com/en/manual/b2b/payment-terms

We will add the fields to the Entities Mapping and also import the payment terms to the Sales Order and provide the Substitution List to match incase the terms in Acumatica is created with different name than the one in Shopify. 

 

 

Userlevel 1

Thank you @malaniz for the explanation. 

Shopify has a predefined payment terms. You can only use them and cant create more. Please check here. https://help.shopify.com/en/manual/b2b/payment-terms

We will add the fields to the Entities Mapping and also import the payment terms to the Sales Order and provide the Substitution List to match incase the terms in Acumatica is created with different name than the one in Shopify. 

 

 

+1 for Payment Terms Entity Mapping on the Sales Order.  We share the same requirement defined in this thread, so this will be a great addition to the next version. 

Userlevel 7
Badge +6

@malaniz , payment terms is a complex object within the order object.  In order for this object to become available for us to use in Acumatica, some creative development needs to happen in the Acumatica connector.

@smarenich , @KarthikGajendran , it’s worth looking into this, I think. It’s not an isolated request.

Userlevel 7
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@malaniz @Yuri Karpenko @ehylinski  Ability to import payment terms will be available in 24R2. It is already tested. We have provided a substitution list as well so that if the naming in Shopify is different from Acumatica. 

Shopify has a predefined list of Payment terms. You can add them to the substitution list. @Tushar  will create a article about that soon. 

Also, if the bidirectional sync is enabled for Sales Order entity, then the payment terms changed in Acumatica SO is updated back to Shopify. 

For B2B orders which are created in Acumatica, when exported to Shopify will match and have the right payment terms. 

Userlevel 7
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@malaniz @Yuri Karpenko 

We fixed this in 22R2 and above in the latest builds. 

When the connector sees that the order is with Pending Payment status then these payments are not imported into Acumatica. It would go to filtered status.

Regarding the payment terms, Are you requesting us to map the Shopify order payment to Acumatica order Payment term? 

We can provide this in the Entities mapping. 

We should also provide the substitution list as well to match if the naming differs. 

But before that would like to know how this will be useful? What would be source of truth? 

Do you contact the customer to get payment based on the payment terms per sales order than the payment terms from the main customer record? 

 

 

Userlevel 7
Badge +6

@malaniz , to avoid the payment being created in Acumatica, navigate to Shopify Stores (BC201010) screen, open your store, go to PAYMENT SETTINGS tab, and deactivate the line with MANUAL payment method.

That’s it.

Userlevel 1

 @KarthikGajendran ,

Exactly as @Yuri Karpenko states above,

For us, terms change from customer to customer depending on the order size. This is done manually via Draft Orders for us as well. Sometimes they place very large orders and we’re willing to extend longer terms. Other times they’re just ordering replacement parts or their job requirements changed and they need a little bit more product. In those cases we drop the term length since the order total is much lower.

It varies too much to rely on one set of default terms and we don’t want staff to compare the Acumatica Customers Default Terms & the Terms set on the Shopify Order every time they see a B2B order come through.

-- 

Just saw the notification come through mentioning this will be added in the next version.

Thank you Yuri for your input & thank you Karthik for all you & the team do!

 

Userlevel 1

@Yuri Karpenko ,

This is great for removing those applied payments, thank you!

Do you happen to know a way to map the financial terms from Shopify? Would be nice to have Shopify terms override Acumatica as needed rather than always using the Acumatica Customer’s Default Terms. Not seeing Shopify Order Financial Terms in the External Object fields though.

Userlevel 1

@KarthikGajendran - That’s excellent new, thank you for the update!

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