Payment Method Mapping Process in NetSuite Connector

TL;DR

The payment method mapping process in NetSuite Connector is essential for linking payment options from marketplaces to those in NetSuite. This allows for effective tracking of payment methods on orders.

What is the Payment Method Mapping Process?

In NetSuite Connector, mapping payment methods from your marketplace or cart to the corresponding methods available in NetSuite is imperative for maintaining accurate financial records. It allows businesses to manage and track various payment methods associated with orders.

Mapping Options

When setting up payment methods, NetSuite Connector provides options that can affect how transactions are processed:

• Do Not Post: This is the default setting, indicating that if a new payment method is detected from the marketplace, the system will trigger an error until the method is properly mapped. Future orders from the same source will utilize this mapping automatically.
• Not Mapped: Selecting this option excludes the payment method from the corresponding NetSuite order altogether.

How Can You Map Payment Methods?

There are two primary methods for mapping payment methods in NetSuite Connector:

• Mapping from the Payment Mappings Page
• Mapping Payment Methods Directly from an Order

Mapping from the Payment Mappings Page

This method is beneficial when you have several payment methods to map or need to make modifications to existing mappings. The Payment Mappings page allows for easy access and management of payment methods.

The page displays:

• Left Column: Payment methods from your marketplace or cart, which may appear blank if there are no imported orders.
• Right Column: Corresponding payment methods in NetSuite, also potentially blank if no orders are imported.

Steps to Map Payments from the Payment Mappings Page:

1. Log in to app.farapp.com.
2. Choose the appropriate connector and account.
3. Navigate to Mappings > Orders to open the Payment Methods page.
4. Add a new payment method in the left column.
5. In the right column's dropdown, select the corresponding NetSuite payment method you wish to map.

   Note: If the required payment method is not visible, you may need to refresh the NetSuite payment methods.

6. Click Save to finalize the mapping.

Mapping Payment Methods Directly from an Order

If you encounter an unmapped payment method within an order, you can map it directly:

Note: This approach does not apply to Amazon orders.

Steps to Map Payment Methods Directly from an Order:

1. Log in to app.farapp.com.
2. Select the relevant connector and account.
3. Navigate to Data Flow > Orders to access the Payment Methods page.
4. Click on the Action Menu next to the order (represented by a pencil icon).
5. Select Edit to open the Order Details window.
6. Navigate to the Mapping tab within the window.
7. Choose the desired NetSuite payment method from the list provided.

   Note: Refreshing the payment methods may be necessary if you do not see the required option.

8. Click Save to apply the mapping.

By completing these steps, the current order and all future orders associated with the same payment method will follow the new mapping established.

Key Notes

• New payment methods must be mapped before they can be utilized in orders.
• Mapping can be done either from a dedicated page or directly from an order.
• Always keep payment methods updated to prevent transaction errors.

Key Takeaways

• Mapping payment methods is crucial for accurate order tracking.
• Use the Payment Mappings page for bulk updates.
• Direct mapping from an order is quick for isolated instances.

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