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
Page 1 / 1
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.
