Magento credit memo's always first become staging credit memo's. This is an in-between table in which we store all the credit memo information that is available on the Magento side. And then, either manually or fully automatically, these staging credit memo's can become real Business Central credit memo's.
Credit Memo Setup
On a Store View level you can set whether credit memo's have to be imported, in which currency this needs to be done and what price needs to be set on the credit memo. These settings are configured on the store view card as shown below.
In order to process credit memo's directly after importing the order processing method can be configured. There are 3 methods of processing credit memo's after importing the credit memo from Magento.
| None | Does not create a Business Central credit memo, the staging credit memo remains in the staging credit memo list which can be accessed by navigating to Sales > Credit Memos > Staging Credit Memos. |
| Create | Converts the staging credit memo in a Business Central sales credit memo. |
| Create & Release | Converts the staging credit memo in a Business Central sales credit memo and sets the status on release. |
On the store view card there is additional configuration for currency and prices.
| Credit Memo Currency | This setting will either import the credit memo in your local Business Central currency or the currency specified on the Magento credit memo. If you want Business Central to be leading in this and want all Magento credit memo's to be imported in your local currency switch this setting to Local Currency. If you want Magento to be leading in the currency switch the setting to Credit Memo Currency. |
Credit Memo Creation Price Method | Set Magento Price as Unit Price takes the price from the incoming Magento credit memo line and sets that as the unit price on the credit memo line. Set Magento Price as Line Amount allows Business Central to set the Unit Price automatically, then set the price from the Magento credit memo line as the Line Amount, and calculate the Line Discount based on the difference between the two fields. |
Switching to Auto-Mode
If you are running a production environment you don't want to manually import orders every day by clicking the "Get New Credit Memo's" button. For this reason we created a job queue which does this work for you.
By navigating to Integration > Queue > Job Queue Details you will see a list of Commerce 365 job queues which automate various processes. Select job queue "NC365 Get Sales Orders" and click open the job queue card.
This will open the job queue card below which allows you to schedule the job queue and make some configurations.
We recommend to let the job queue run as often and long as possible, the configuration can be customized any time. When you are ready, click the "Restart" button in the header which will activate the job queue. Based on the configuration on your store view card (explained in previous section) your orders are now imported, imported and created or imported, created and released.
Number Series
The so-called Increment ID that is generated by Magento will be used as the order number in Business Central. The Increment ID is the visible credit memo number, and not the technical ID. This means, the number your customer sees in Magento, is also the order number that is used within BC.
However if you would like to use a different number series this is also possible. Navigate to Administration > Setup > No. Series and select your preferred number series in the field Sales Credit Memo Nos.
All new staging credit memo's that are processed will get an order number from this selected number series.