Sales Order Entity

This topic provides reference information about the standard filtering and field mapping used for the Sales Order entity during the synchronization between Acumatica ERP and Shopify. The topic also contains information about the merging of duplicate records during the synchronization.

Sales Order Filtering

During the import of sales orders, a sales order is skipped if its status in Shopify is Canceled. For each order with the Completed or Archived status in Shopify, the system creates a synchronization record in Acumatica ERP and assigns it the Filtered status on the Sync History (BC301000) form.

During the export of sales orders, only sales orders that match the following conditions are exported:

The order's type is selected in the Order Types for Export box on the Orders tab of the Shopify Stores (BC201010) form.
The order's status is Open, Pending Processing, Shipping, Back Order, or Completed—that is, the Status box in the Summary area of the Sales Orders (SO301000) form is set to any of these values.

Merging of Duplicates

A sales order imported from the ecommerce store is merged with an existing sales order in Acumatica ERP if the ID of the Shopify order (found in the URL of the order page) matches the External Reference of the order, which is located on the Sales Orders (SO301000) form, in Acumatica ERP.

Sales Order Import Mapping

The following table shows the mapping of Shopify fields to Acumatica ERP fields that is used during the import of sales order data from Shopify.

Table 1. Sales Order Import Mapping
Source Fields (Shopify)		Target Fields (Acumatica ERP)
Field Name	Page Object	Field Name	Form Object	Notes
		Sales Orders (SO301000) form
		Order Type	Summary area	The order type is specified in the Order section on the Orders tab of the Shopify Stores (BC201010) form.
		Description	Summary area	Default: <store name> \| Order: <order number> \| Status: <payment status>
created_at	Order page > order summary	Requested On	Summary area	This date is the same as the date shown in the Date box in the Summary area.
		Status	Summary area	Default: Open
Order Summary Information
Email	Order page > Contact information section	Email	Addresses tab > Bill-To Contact section
Notes	Order page > Notes section	Notes	Form toolbar
total_weight	Not in the UI	Order Weight	Totals tab > Freight Info section
currency		Currency	Summary area	The currency of the transaction.
total_discounts	Order page > total of discount amounts	Discount Total	Summary area	Applies if on the Orders tab (Order section) of the Shopify Stores (BC201010) form, the Show Discounts As box is set to Document Discounts.
order_number	Order page > order summary	External Reference	Summary area	The External Reference contains the order number and the store name.
po_number	Order page > order summary	Customer Order Nbr.	Summary area	The PO number is imported if it has been specified in an order placed on behalf of a company in the Shopify store.
created_at	Order page > order summary	Date	Summary area
contact_email	Order page >Contact information section	Email	Addresses tab > Ship-To Contact section
Discounts
discount_codes	Order page > discount amounts	External Discount Code	Discounts tab
Taxes
title	Order page > tax lines	Tax ID	Taxes tab
rate	Order page > tax lines	Tax Rate	Taxes tab
price	Order page > tax lines	Tax Amount	Taxes tab
Billing Address
name	Order page > Billing Address section	Attention	Addresses tab > Bill-To Contact section
company	Order page > Billing Address section	Account Name	Addresses tab > Bill-To Contact section
address1	Order page > Billing Address section	Address Line 1	Addresses tab > Bill-To Address section
address2	Order page > Billing Address section	Address Line 2	Addresses tab > Bill-To Address section
city	Order page > Billing Address section	City	Addresses tab > Bill-To Address section
zip	Order page > Billing Address section	Postal Code	Addresses tab > Bill-To Address section
phone	Order page > Billing Address section	Phone 1	Addresses tab > Bill-To Contact section
country_code	Order page > Billing Address section	Country	Addresses tab > Bill-To Address section	The country code is transformed to the country name.
province_code	Order page > Billing Address section	State	Addresses tab > Bill-To Address section
Shipping Address
name	Order page > Shipping Address section	Attention	Addresses tab > Ship-To Contact section
company	Order page > Shipping Address section	Account Name	Addresses tab > Ship-To Contact section
address1	Order page > Shipping Address section	Address Line 1	Addresses tab > Ship-To Address section
address2	Order page > Shipping Address section	Address Line 2	Addresses tab > Ship-To Address section
city	Order page > Shipping Address section	City	Addresses tab > Ship-To Address section
zip	Order page > Shipping Address section	Postal Code	Addresses tab > Ship-To Address section
phone	Order page > Shipping Address section	Phone 1	Addresses tab > Ship-To Contact section
country_code	Order page > Shipping Address section	Country	Addresses tab > Ship-To Contact section	The country code is transformed to the country name.
province_code	Order page > Shipping Address section	State	Addresses tab > Ship-To Contact section
Customer Details
id	Order page > Contact information section	Customer	Summary area
email	Order page > Contact information section	Email	Addresses tab > Ship-To Contact section
Sales Order Details
quantity	Order page > line items	Quantity	Details tab
sku	Order page > line items	Inventory ID	Details tab
price	Order page > line items	Unit Price	Details tab
total_discount	Order page > line items	Discount Amount	Details tab	Applies if on the Orders tab (Order section) of the Shopify Stores (BC201010) form, the Show Discounts As box is set to Line Discounts.
total_discount	Order page > line items	Discount Amt.	Discounts tab	Applies if on the Orders tab of the Shopify Stores form, the Show Discounts As box is set to Document Discounts.

Sales Order Export Mapping

The following table shows the mapping of Acumatica ERP fields to Shopify fields that is used during the export of sales order data from Acumatica ERP to Shopify.

Table 2. Sales Order Export Mapping
Source Fields (Acumatica ERP)		Target Fields (Shopify)
Field Name	Form Object	Field Name	Page Object	Notes
Sales Orders (SO301000) form
Date	Summary area	created_at	Order page > order summary
Customer Order Nbr.	Summary area	po_number	Order page > order summary	The customer order number is exported if it has been specified in an order placed on behalf of a company.
External Reference	Summary area	id	Order page > order summary	The order identifier is displayed in the URL of the order page.
Discount Amt.	Discounts tab	amount	Order page > discount amounts
Discount Code/External Discount Code	Discounts tab	code	Order page > discount amounts
Sales Order Details
Inventory ID	Details tab	sku / variant_id	Order page > line items
Line Description	Details tab	title / variant_title	Order page > line items
Quantity	Details tab	quantity	Order page > line items
Disc. Unit Price	Details tab	price	Order page > line items
Tax Category	Details tab	taxable	Order page > line items
Sales Order Tax
Tax ID	Taxes tab	title	Order page > tax lines
Tax Rate	Taxes tab	rate	Order page > tax lines
Tax Amount	Taxes tab	price	Order page > tax lines
Shipping Address
Account Name	Addresses tab > Ship-To Contact section	company	Order page > Shipping Address section
Attention	Addresses tab > Ship-To Contact section	first_name, last_name	Order page > Shipping Address section
Phone 1	Addresses tab > Ship-To Contact section	phone	Order page > Shipping Address section
Email	Addresses tab > Ship-To Contact section	email	Order page > Contact information section
Address Line 1	Addresses tab > Ship-To Address section	address1	Order page > Shipping Address section
Address Line 2	Addresses tab > Ship-To Address section	address2	Order page > Shipping Address section
City	Addresses tab > Ship-To Address section	city	Order page > Shipping Address section
Country	Addresses tab > Ship-To Address section	country_code	Order page > Shipping Address section
Postal Code	Addresses tab > Ship-To Address section	zip	Order page > Shipping Address section
State	Addresses tab > Ship-To Address section	province_code	Order page > Shipping Address section
Billing Address
Account Name	Addresses tab > Bill-To Contact section	company	Order page > Billing Address section
Attention	Addresses tab > Bill-To Contact section	first_name, last_name	Order page > Billing Address section
Phone 1	Addresses tab > Bill-To Contact section	phone	Order page > Billing Address section
Email	Addresses tab > Bill-To Contact section	email	Order page > Contact information section
Address Line 1	Addresses tab > Bill-To Address section	address1	Order page > Billing Address section
Address Line 2	Addresses tab > Bill-To Address section	address2	Order page > Billing Address section
City	Addresses tab > Bill-To Address section	city	Order page > Billing Address section
Country	Addresses tab > Bill-To Address section	country_code	Order page > Billing Address section
State	Addresses tab > Bill-To Address section	province_code	Order page > Billing Address section
Postal Code	Addresses tab > Bill-To Address section	zip	Order page > Billing Address section
Customer Details
Email	Addresses tab > Ship-To Contact section	email	Order page > Contact information section
Account Name	Addresses tab > Ship-To Contact section	first_name, last_name	Order page > Customer section
Order Totals
Order Weight	Shipping tab > Order Shipping Settings section	total_weight
Freight Price / Premium Freight Price	Totals tab	price, code, title		The title and code are the shipping method mapped to the ship via code of the order
Payment
Status	Payments tab	financial_status	Order page > order summary	The exported order is assigned the Paid status in Shopify.