Acumatica RMA Setup

This page covers the Acumatica RMA setup required for the Acumatica Shopify returns workflow. The flow is: Shopify refund → InSyncer → Acumatica return order (RMA) → credit memo. See How Refunds Sync for timing and confirmation details.

Before InSyncer can create refund documents, Acumatica needs a return order type and a refund item configured. These are Acumatica requirements, sourced from Acumatica’s own documentation, not optional InSyncer settings.

• Return order type configured (Order Types, SO201000, Template tab)
• Unallocated refund item configured (Non-Stock Items, IN202000, General tab)
• Optional: separate shipping refund item, if freight is kept separate
• Original payment imported and released before a refund is processed against that order

RMA order type setup

Configure a return order type in Order Types (SO201000), on the Template tab:

Setting	Value
Automation Behavior	RMA Order
Default Operation	Receipt
AR Document Type	Credit Memo

The order type name does not matter. Only these three settings do.

Default Operation must be Receipt, not Issue

If Default Operation is set to Issue, the return document can never be received or credited. Refund orders will still be created by InSyncer, but they will sit at Open indefinitely with no error raised anywhere. This is the most common setup mistake.

Refund items

Configure a non-stock item in Non-Stock Items (IN202000), on the General tab, to carry refund amounts that have no stock line of their own. That covers amount-only refunds, refunded shipping, items with no SKU, and items you refund without ticking Restock in Shopify.

Setting	Value
Type	Non-Stock Item
Tax category	Tax-exempt
Require Receipt	Cleared
Require Shipment	Cleared

Match the InventoryID exactly

The InventoryID configured in InSyncer must match the item in Acumatica exactly, including spaces. FREIGHT_REFUND and FREIGHT REFUND are different items to Acumatica.

Pointing InSyncer at the item

In the InSyncer app, under Refund Sync:

Setting	Required	What it carries
Non-Stock Item SKU for Unallocated Refunds	Yes, while refund sync is enabled	Any refunded amount without a stock line of its own — manual adjustments, items with no SKU, items marked do not restock in Shopify, and refunded shipping unless a shipping item is set below
Non-Stock Item SKU for Refunded Shipping	No	Refunded shipping, on its own line. Leave empty to keep refunded shipping in the line above

Set the shipping item only if accounting wants freight kept separate from other refunded amounts. Both fields take an InventoryID and both items need the settings in the table above.

Check where the item posts

A non-stock item posts to the expense or income account tied to its posting class. Confirm with your finance team that refunds landing there is what they expect before you go live — this is easy to miss and awkward to unpick later.

Payment requirements

Acumatica requires the original payment to have been imported and released before a refund can process against that order. A refund against an order whose payment is still unreleased will not go through.

Restock vs. non-restock

Once setup is complete, how InSyncer routes each refunded item depends on whether Restock was ticked in Shopify when the refund was raised — stock lines come back into inventory, un-ticked items go to the non-stock refund line with no inventory movement. See Return Scenarios for the full breakdown.