An MYOB Acumatica connection can be established in Consignly to push Client Partner Financial Schedules to MYOB Acumatica as invoices or credit memos.
An illustration of data mapping between Consignly and MYOB Acumatica
Getting Started
To establish a connection, Add the App into Consignly.
You will be prompted to provide; an MYOB Acumatica Site URL, Web Service Endpoint Name, Web Service Endpoint Version, Client ID, Client Secret, Username, and Password.
It is not recommended to use an existing members username and password.
We suggest contacting your MYOB Acumatica support agent to obtain the required connection details.
The MYOB Acumatica Connection Setup card
General
In the MYOB Acumatica configuration, you can specify how schedules are exported.
You can choose to Export schedules As either Sales Invoices or Sales Orders.
Define the Default Attachment, which may be None, Schedule PDF, or Schedule XLSX.
You can also define the Default Line Description and Default Credit Memo Line Description. When schedules are pushed to MYOB Acumatica, line items are summarised into the narratives defined here.
The General card of the MYOB Acumatica configuration
Export Triggers
The MYOB Acumatica configuration supports Export Triggers. The current export trigger is based on the Schedule Status.
Export Triggers in the MYOB Acumatica configuration
You can activate a trigger for the Approved status.
If you check this trigger, when a Client Partner Schedule moves into an Approved status, this will automatically trigger an export to MYOB Acumatica.
If you have activated the trigger for an Approved status, you can optionally choose to support updates to the MYOB Acumatica invoice. If you have enabled updates, then changes to the schedule whilst it is in an approved status will cause the schedule to be re-exported to MYOB Acumatica.
If you choose not to activate a trigger, Exports to MYOB Acumatica will be a manual operation.
Income Accounts
The MYOB Acumatica configuration requires Income Accounts to be selected.
This default is used when Consignly does not have a Revenue Account mapped to the transaction.
Choose the default MYOB Acumatica Non-stock Inventory Item that you would like to use in Consignly when one is not specified.
The Income Accounts card of the MYOB Acumatica configuration
Default Line Grouping
The Default Line Grouping Method option must be selected as Summary.
The Default Line Grouping Fields option allows you line grouping fields to be grouped by None, Unit Price, by Date, or by Unit Price and Date.
Revenue Account Mapping
Advanced Consignly subscriptions support Revenue Accounts.
If your Consignly subscription has Revenue Accounts defined, you can map your Consignly Revenue Accounts to MYOB Acumatica Non-stock Inventory items.
This lets you push invoice lines to MYOB Acumatica with appropriate lines coded against the correct Non-stock Inventory item.
If a schedule contains transactions that map to different Non-stock Inventory Items, then the MYOB Acumatica invoice will contain a line per Non-stock Inventory Item .
Each Revenue Account configuration allows for the Line Grouping Method, Line Grouping Fields, Line Description and Credit Memo Line Description fields to be defined. These may be left blank to use the default.
The Revenue Accounts section of the Income Accounts card
Cost Centre Tracking
Advanced Consignly subscriptions support Cost Centres.
If your Consignly subscription has Cost Centres defined, you can map your Cost Centres to MYOB Acumatica Branches. This lets you push invoice lines to MYOB Acumatica with appropriate lines tracked against the correct branch.
If a Tracking Category cannot be matched in MYOB Acumatica, then the invoice line will not be tracked.
If a schedule contains transactions that are tracked to different Tracking Categories, then the MYOB Acumatica invoice will contain a line per Tracking Category.
The Cost Centre Tracking card of the MYOB Acumatica configuration
Customers
If your MYOB Acumatica Customer code differs from your Consignly Client Partner code, you should select the appropriate MYOB Acumatica Customer from the list.
The attachment type can be selected for each partner/customer to override the default option.
The Customers card of the MYOB Acumatica configuration
Pushing an Invoice to MYOB Acumatica
Transactions for a Client Partner will build up as consignment activity is charged for, and as storage charges are raised.
When it is time to invoice a Client Partner, navigate to the Schedules menu item under the Client Partner menu on the sidebar. Any existing schedules will appear here.
To create an invoice to a client in MYOB Acumatica, create a new schedule of transactions or select an existing schedule that has not yet been sent to MYOB Acumatica.
If you have an Export Trigger set up, the export will take place automatically once the schedule moves into the appropriate status.
The Reference Number that you have created in the schedule will be used as the Reference Number in the MYOB Acumatica invoice that is created.
An example Client Partner Schedule awaiting Export