Document Combinations in the overall transaction flow in Magento

Document Combinations in the overall transaction flow in Magento

The following is the list of combination of documents in the overall transaction flow in Magento and its corresponding integration documents in SAP Business One

Order with Payment and Shipment

  1. On Magento, log in as Customer, select mode of payment Pay with Credit Card. 
  2. An order in Magento is synchronized as a sales order in SAP Business One and generates an A/R Reserve Invoice with an Incoming Payment against the A/R Reserve Invoice.  


The order can be fulfilled only from SAP Business One. 


Order Fulfillment from SAP Business One  


  1. Once an order is created in Magento, the information of the order can be viewed in SAP Business One.  
  2. The replication information between Magento and SAP Business One can be checked by observing the alert message for Sales Order, A/R Reserve Invoice, and Incoming Payment.

The Sales Order information reflects at location Main Menu → Sales A/R → Sales Order.

The A/R Reserve Invoice reflects at location Main Menu → Sales A/R → A/R Reserve Invoice.  

The Incoming Payment reflects at location Main Menu → Banking   → Incoming Payments → Incoming Payments. 

  1. On A/R Reserve Invoice, copy the A/R Reserve Invoice to Delivery, In the Delivery click on Add button, this will ship the order. The order is marked as Shipped in Magento.  

Order Cancellation after Payment

  1. On Magento, log in as Customer, selects the mode of payment Pay with Credit Card. 
  2. Order from Magento is synchronized as Sales Order in SAP Business One and generates A/R Reserve Invoice with an Incoming Payment against the A/R Reserve Invoice.  
  3. The Sales Order is canceled in SAP B1.
  4. The Order will be canceled in Magento.

Note

If any Order is canceled from Magento then it will not cancel the Order in SAP Business One. In this scenario, User needs to manually handle the order cancellation in SAP Business One.

Refund for Shipped Order

  1. On Magento, log in as Customer, selects mode of payment Pay with Credit Card. 
  2. An order in Magento is synchronized as a Sales order in SAP Business One and generates A/R Reserve Invoice with an Incoming Payment against the A/R Reserve Invoice.  
  3. The order shipment is made from SAP Business One.
  4. The Delivery Document against the A/R Reserve Invoice is generated in SAP Business One. 
  5. Refund can only be initiated from SAP Business One on clicking Refund button on Delivery document. The system copies the Delivery items information to A/R Credit Memo.
                    Note

The freight detail will not be copied to Credit Memo. 

  1. The creation of credit memo in SAP B1 will create the credit memo in Magento.

Note

Manually Create Outgoing Payments for Refund in SAP Business One. 

  1. Based on settings “Automatically Return Credit Memo Item to Stock” on Magento at path:  Stores->Configuration->Catalog->Inventory->Product Stock Options, the stock movement of the refunded items takes place in Magento against the credit memos. 


Next Step: Orders with Cash on Delivery in Magento in the Integration Hub

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