Scenarios of Refunds import for Shopify Orders with cash or credit card payments
Hi All,
The Commerce Retail team has recently prepared a technical guide about import of Refunds supported by the Acumatica Shopify connector in version 2023r2. This guide covers the most common refunds scenarios for Shopify orders with cash or credit card payments.
We believe that this document will help to improve users’ knowledge of the refund import process and what results they can expect.
If there are any other frequent scenarios of refunds applicable for Shopify orders, please let us know in replays for this post.
Thanks
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Thank you! We have so many orders this has been an area I have been needing to clean up, many work just fine but not always. Hope this helps me clean up the rest.
@bryanb39 Please let us know if you have any scenarios that you need help and not described in the guide. We can describe it and send you.
@KarthikGajendran is this truly only applicable to Shopify Payments and not when using authorized.net on Shopify?
@Jeff96 we validated this set of scenarios using Shopify Payments. However, it can also be applicable for Authorize.net on Shopify since the connector behavior is identical in most cases.
if you find any differences please let us know, we can check them.
Going through these Scenarios and 1.1.1 SP.Cancel.ACOpen] Order is imported into the ERP as a Sales Order has a different outcome for us.
We’re using Shopify Payments, Shopify Plus, and testing this by manually Preparing & Processing in our update sandbox which is running Build 23.206.0006.
The refund “Voided Payment” gets imported put On Hold, linked to the original released Payment, and the Sales Order successfully shows cancelled- see screenshots:
We have Shopify Payments linked to a Cash Account and have Release Payments & Refunds + Process Refunds checkboxes selected.
Based on what we read we expected the Voided Payment to be released/posted to successfully void the original payment on the Sales Order. Are we missing something?
@malaniz
Please check the Accounts Receivable Preferences form (AR101000) , suppose that you have ‘Hold Documents on Entry’ checkbox selected in the Data Entry Settings section.
What are the recommended steps for refunds of completed orders without return to inventory? In this case, the standard RC order is created but inventory would be incremented...
So typically, we have created a custom Order Type based on credit memo that has IN turned off and then manually created the order.
@Ahmed , There is an option in Shopify to refund an order amount only, keeping Quantity of items in the refund as 0
That allows to import refunds as RC orders without return to inventory.
@bryanb39 Please let us know if you have any scenarios that you need help and not described in the guide. We can describe it and send you.
How about Return without a refund? For exchange purposes.
@kkeating24 Currently the connector does not process Return without a refund because there are no refund details in Shopify for that case. Refund will be imported to ERP if User creates Refund returned items in Shopify.
Regarding items Exhange we supported this for Shopify POS in 24R1, for online orders this feature is in our plans.
@kkeating24 Currently the connector does not process Return without a refund because there are no refund details in Shopify for that case. Refund will be imported to ERP if User creates Refund returned items in Shopify.
Regarding items Exhange we supported this for Shopify POS in 24R1, for online orders this feature is in our plans.
Thanks @BorisRudi56
@kkeating24 Little bit more on Return with Refund. Shopify today doesnt not provide this info in REST API but they do have it in GraphQL. We are currently in the process of moving to GraphQL and as part of this migration we will do many feature that are exclusively support by GraphQL.
@KarthikGajendran thanks!
@KarthikGajendran@BorisRudi56 - For Chargebacks (Item was shipped, but customer disputes ever receiving the item and bank issues the customer a refund) - Do we know how Shopify/ACU will track this:
Will this get treated as a refund without return of items? I don’t have a good way to test this in our DEV environment.
@kkeating24 Yes, this should be treated as Refund without Item return. If you can send us the JSON file, we could check if it looks like the refund or different.
By the way, did you try to import the refund into Acumatica? Did you receive any error?
@kkeating24 Yes, this should be treated as Refund without Item return. If you can send us the JSON file, we could check if it looks like the refund or different.
By the way, did you try to import the refund into Acumatica? Did you receive any error?
The screenshots are from an older order. We go-live in 2 weeks, so I will have to ‘wait and see’ on this particular issue. Thanks for the quick reply!
@KarthikGajendran - I am experiencing another conflicting behavior on refunds and I”m wondering if it is a config issue. I have a test instance of 24R1 and when I issue a refund for an order that has not been fulfilled, I’m getting a refund document. In this instance we’re using the manual payment method, not tied to a processing center.
However I have a production instance and in this instance it is creating a voided payment and removing the prepayment from the sales order when refunded. Similar setup, except it is using shopify payment, but not tied to a processing center in ACU...it’s attached to a cash account.
I was under the impression based on some other threads and your document that this should void it, not remove it.
@kkeating24 The behavior of the cash payment vs payment gateway would be different. Because the info we get in the JSON is different.
If you have refunded within 24hrs then there would be a voided payment instead of the refund payment. Because they money from customer account is not credited to merchant account to give a refund. So in this case it simply voids the initial payment.
Removing the payment from the order happens if the order is fully cancelled. Its Acumatica behavior.
Please check the status of the removed payment it would be voided.