Appendix E: Sending order as Financial Mutation
In ApiCenter you have the option to send an retrieved order as a Financial Mutation in AccountView. This can be useful when you do not have the product structure defined in AccountView, but only want to utilize the financial functions of the AccountView package.
To select this option you have to navigate to "Sales Order flow --> Order Settings". You can find the "Send Order as" option there. Select the option "Financial Mutation" to send the order as a Financial Mutation.
In addition to setting the option to send order as Financial Mutation. You will also need to set the ledger accounts for the specific parts of the mutation. In the image below you can see these settings which you can find if you navigate to "Sales Order flow --> Financial Mutation Settings".
These values are required to correctly split up the sales order in the designated mutation lines.
Furthermore it is important to set the type of Financial mutation that you require. There are currently only four types defined which do the following:
- Simple: Write the entire sales order a single line mutation on the one side. And a single line mutation for the debtor on the other side.
- Recommended: This will split the mutation side into revenue, tax, shipping, discount.
- Complex: This will use a different ledger account for each specific product. Note: You will need to supply this ledger account in the data from the webshop.
- Extreme: This is a custom option for the more complicated webshops. It splits every available data in parts and will assign these to separate lines. Do not use this option without an implementation partner.
Furthermore you have the option to use the country of the shipping address to overwrite the default revenue account with a different ledger account. For example; you want NL orders to go to ledger account 8100 and BE orders to go to ledger account 8105. You can fill in this mapping table to make these adjustments