Workflow: WooCommerce Order (with Business Partner) to SAP Business One Order
First published on: 07/26/2023/10:44 pm
Workflow Description
In this workflow, a scheduled job will call WooCommerce at regular intervals (configurable) to retrieve orders created since the last job run.
The import process will create the order, a down payment invoice, and an incoming payment for a specified business partner in SAP Business One.
Workflow Diagram
If a specified or default business partner doesn't meet client requirements, there are two options:
- The sales order, downpayment invoice, and incoming payment documents can be created for an existing business partner if there's data on the incoming WooCommerce order that can uniquely identify a match in SAP Business One (e.g., an email address).
- If the business partner can't be identified in SAP Business One, a new business partner record can be created in the workflow.
If guest checkouts are allowed, the workflow can be configured to perform a combination of these two scenarios: create guest orders for one default business partner and other documents for specific business partners.
Field Mappings
SAP Business One order
|
WooCommerce Order |
SAP Business One Field |
Comments |
|---|---|---|
|
Header |
||
|
date_created |
ORDR.DocDate |
|
|
date_created |
ORDR.DocDueDate |
|
|
|
ORDR.CardCode |
|
|
|
ORDR.CardName |
First name + Last name |
|
number |
ORDR.NumAtCard |
|
|
|
ORDR.Confirmed |
“tYES” |
|
Id |
ORDR.U_V33SB_EXTERNALORDERID |
|
|
|
ORDR.U_V33SB_EXTERNALORDERSRC |
“WooCommerce” |
|
|
ORDR.HandWritten |
“tNO” |
|
Addresses |
||
|
billingAddress/address_1 |
RDR12.StreetB |
|
|
billingAddress/city |
RDR12.CityB |
|
|
billingAddress/postcode |
RDR12.ZipCodeB |
|
|
billingAddress/regionCode |
RDR12.StateB |
|
|
billingAddress/country |
RDR12.CountryB |
|
|
shipping/address/address_1 |
RDR12.StreetS |
|
|
shipping/address/city |
RDR12.CityS |
|
|
shipping/address/postcode |
RDR12.ZipCodeS |
|
|
shipping/address/regionCode |
RDR12.StateS |
|
|
shipping/address/country |
RDR12.CountryS |
|
|
billingAddress/address_2 |
RDR12.Address2B |
|
|
|
RDR12.Address3B |
first_name + last_name |
|
shipping/address/address_2 |
RDR12.Address2S |
|
|
|
RDR12.Address3S |
first_name + last_name |
|
LineItems |
||
|
sku |
RDR1.ItemCode |
|
|
quantity |
RDR1.Quantity |
|
|
price |
RDR1.UnitPrice |
|
|
total |
RDR1.LineTotal |
|
|
|
RDR1.TaxCode |
Exempt Tax Code |
|
|
RDR1.WhsCode |
01 |
|
id |
RDR1.U_V33SB_EXTERNALLINEID |
|
|
Expenses (Tax and Freight) |
||
|
total_tax |
RDR3.ExpnsCode |
|
|
total_tax |
RDR3.LineTotal |
|
|
|
RDR3.TaxCode |
Exempt Tax Code |
|
shipping_total |
RDR3.ExpnsCode |
|
|
shipping_total |
RDR3.LineTotal |
|
|
|
RDR3.TaxCode |
Exempt Tax Code |
Tax and freight are created as expenses on the order, so no tax code/rate mapping is required.
To accommodate the configuration, expense codes called ‘WooCommerceTax’ and ‘WooCommerceFreight’ must be created.
SAP Business One A/R down payment invoice
|
WooCommerce Order |
SAP Business One AR Docn Payment Invoice |
Comments |
|---|---|---|
|
Header |
||
|
date_created |
ODPI.DocDate |
|
|
|
ODPI.DocDueDate |
|
|
|
ODPI.CardCode |
Order Business Partner Card Code |
|
total |
ODPI.DocTotal |
|
|
|
ODPI.Confirmed |
“tYES” |
|
|
ODPI.DownPaymentType |
“dptInvoice” |
|
id |
ODPI.U_V33SB_EXTERNALORDERID |
|
|
|
ODPI.U_V33SB_EXTERNALORDERSRC |
“WooCommerce” |
|
LineItems |
||
|
17 |
DPI1.BaseType |
“17” |
|
items/id |
DPI1.BaseEntry |
Order DocEntry |
|
line_items/id + items/id |
DPI1.BaseLine |
Order Line Number |
SAP Business One incoming payment
|
WooCommerce Order |
SAP Business One Incoming Payment |
Comments |
|---|---|---|
|
Payments |
||
|
date_created |
ORCT.DocDate |
|
|
|
ORCT.DocType |
“rCustomer” |
|
|
ORCT.CardCode |
Order Business Partner Card Code |
|
Id |
ORCT.TrsfAcct |
concatenate id with query result of ”GetAccountCode” |
|
total |
ORCT.TrsfSum |
|
|
date_created |
ORCT.TrsfDate |
|
|
Payment_Invoices |
||
|
|
RCT2.InvType |
“it_DownPayment” |
|
id |
RCT2.DocEntry |
Base Invoice DocEntry |
|
total |
RCT2.SumApplied |
|
SAP Business One Business Partner
|
WooCommerce Order |
SAP Business One Business Partner |
Hardcoded Values/Comments |
|---|---|---|
|
customer_id |
OCRD.U_V33SB_EXTBPID |
|
|
|
OCRD.CardType |
cCustomer |
|
|
OCRD.CardCode |
‘WC’ + customer_id |
|
|
OCRD.CardName |
first_name + last_name |
|
|
OCRD.E_mail |
|
|
|
CRD1.Address |
‘Bill To’ |
|
billing/address_1 |
CRD1.Street |
|
|
billing/postcode |
CRD1.ZipCode |
|
|
billing/city |
CRD1.City |
|
|
billing/country |
CRD1.Country |
|
|
billing/state |
CRD1.State |
|
|
|
CRD1.AdresType |
‘B’ |
|
|
CRD1.Address |
‘Ship To’ |
|
shipping/address_1 |
CRD1.Street |
|
|
shipping/postcode |
CRD1.ZipCode |
|
|
shipping/city |
CRD1.City |
|
|
shipping/country |
CRD1.Country |
|
|
shipping/state |
CRD1.State |
|
|
|
CRD1.AdresType |
‘S’ |
Assumptions
-
The client must specify the default CardCode (business partner) for WooCommerce orders in SAP Business One.
-
Create expense codes ‘WooCommerceTax’ and ‘WooCommerceFreight’.
-
The client must specify the exempt tax code.
-
The client must supply incoming payment account details for bank transfer payments.
|
Last modified: 08/30/2024/1:30 pm |