Payment Method Mapping in NetSuite Connector

TL;DR: This article explains how to map payment methods from various marketplaces or shopping carts to appropriate methods in NetSuite Connector. This mapping is essential for accurate order tracking and payment processing within NetSuite.

What is Payment Method Mapping?

In NetSuite Connector, payment method mapping refers to the process of aligning payment methods available in your eCommerce platform with those recognized in NetSuite. This ensures that when a customer makes a purchase, the method of payment is tracked accurately in your accounting system. Common payment methods include Cash, Visa, and Checks.

Mapping Options

NetSuite Connector provides several mapping options for handling payment methods:

• Do Not Post: This is the default setting. If a new payment method is detected from your marketplace or cart that hasn’t been previously mapped, an error is generated. You need to map it before further orders can process with that payment method.
• Not Mapped: This setting will leave the payment method out of the order in NetSuite entirely, meaning no mapping will occur for that method.

The Mapping Process

You can map payment methods through two main methods:

• Mapping from the Payment Mappings Page.
• Mapping payment methods directly from an order.

Mapping from the Payment Mappings Page

This method is particularly useful if you have multiple payment methods to map or need to make updates to existing mappings. The Payment Mappings page allows you to see all relevant payment methods and their current mappings.

Columns Displayed

• Marketplace/Cart Payment Methods: Shows payment methods from your eCommerce platform. If no orders have been imported, this column will be empty.
• NetSuite Payment Methods: Displays the corresponding method in NetSuite. This column will also be empty if no orders are imported relevant to the method.

Steps to Map Payments from the Payment Mappings Page:

1. Log in to app.farapp.com.
2. Select the appropriate connector and account.
3. Navigate to Mappings > Orders. The Payment Methods page will open.
4. Add any new payment method in the left column.
5. From the right column dropdown, select the NetSuite payment method to which you want to map the new method. Note: If necessary, refresh NetSuite payment methods to see all options.
6. Click Save. Further orders using this payment method will now utilize the mapping you configured.

Mapping Payment Methods Directly from an Order

For immediate mapping from an individual order (note: this method does not work for Amazon orders), follow these steps:

1. Log in to app.farapp.com.
2. Select the appropriate connector and account.
3. Navigate to Data Flow > Orders. The Payment Methods page will appear.
4. Click the Action Menu (pencil icon) next to the order.
5. Select Edit to open the Order Details window.
6. Access the Mapping tab.
7. From the NetSuite Payment Method list, choose the appropriate mapping method. Refresh as needed to see all options.
8. Click Save. This will set the required mapping for the current order and all future orders using that payment method.

Key Considerations

• Ensure that any new payment methods added to NetSuite are refreshed within the Connector for immediate mapping availability.
• Regular updates and checks on payment methods can prevent sync issues and errors during order processing.

Conclusion

Mapping payment methods is critical for integrating your eCommerce platform with NetSuite successfully. Following the outlined processes will help maintain accurate accounting records and streamline order management within the NetSuite environment.

Key Takeaways

• Understand the distinction between mapping options: "Do Not Post" and "Not Mapped."
• Use the Payment Mappings Page for batch updates or for managing multiple payment methods.
• Always refresh NetSuite payment methods if new methods are added for immediate visibility.

Source: This article is based on Oracle's official NetSuite documentation.