Understand test mode
Before you can actually start uploading Settlement Reports downloaded from Amazon with multiple lines of transaction records that in turn creates multiple types of settlement records in NetSuite, it is highly recommended you test the functionality and the mappings associated with the flows using few orders from a settlement report. Testing is done to verify whether the settlement, payment, refund, other transaction records, and so on are syncing information correctly between Amazon and NetSuite and the records created by the Integration App reflect the information in NetSuite as expected.
From a settlement report that may contain hundreds of transactions, you can cherry pick up to 10 order ids (of type Refund, order, and other transactions) to test this functionality. When you run settlement flows with the specific orders mentioned in the Amazon order Id(s) field in the Amazon-NetSuite Integration App, only the specified orders are processed and the remaining order from the settlement report is ignored.
The Integration App creates the Summary Record, Settlement Transaction record in NetSuite as well as payment, refund, and other transaction records based upon the transaction type(s) for the values in the "Amazon Order Id" field.
- The supported Amazon Report format is V2 Flat File only (not V1 Flat Files or XML). In case this file is not available in Seller Central, sellers need to log a support case with Amazon and request that Amazon generates V2 Flat File.
- The file you upload in the Integration App must be in .txt format as provided by Amazon (not in .csv or .tsv).
Differences in NetSuite record created using test mode and normal flow run has been listed in the following sections. Other than the listed changes, the entire settlement flow functionality remains the same. For more information on settlement flow, see the following articles:
- Settlement
- Amazon Settlement Report to NetSuite Add
- NetSuite Settlement Transaction to NetSuite Payment Add
- NetSuite Settlement Transaction to NetSuite Refund Add
- NetSuite Settlement Summary Report Update
How to use Test Mode for Settlement flow run
Use the following steps to access the test mode feature and initiate the settlement flows run for the selected transactions:
- Download the settlement report from Amazon in your system. For more information on how to download the settlement report, see the How to Download a Settlement Report section in Overview of Settlement Flows.
- Open the settlement report and make a note of up to 10 orders you wish to select for testing.
- From the Amazon Integration App in your integrator.io account, click the Settings section.
- In the Settings > Settlement > General tab, check the Enable Test Mode box. The Amazon order Id(s) field is displayed.
- In the Amazon order Id(s) field, enter up to 10 Amazon order ids separated by a comma.
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Click Save.
Note: In the test mode, only the transaction with the transaction-ids entered in the Amazon order Id(s) field is processed.
- In the Amazon - NetSuite Integration App, go to Flows > Settlement and click the Off /On button against the Amazon Settlement Report to NetSuite Custom Settlement Record flow.
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Click Run next to the flow. A window is displayed which allows you to navigate to the settlement report file.
- Select the settlement report you wish to upload and click Open. Make sure the file format is .txt as provided by Amazon.
- The Amazon Settlement Report to NetSuite Custom Settlement Record flow is triggered on the Dashboard page.
The Integration App creates the Summary Record, Settlement Transaction record in NetSuite as well as payment, refund, and other transaction records based upon the transaction type(s) for the values in the "Amazon Order Id" field.
Settlement report records in NetSuite created using test mode
The following details from the first row of the settlement report are copied directly into the Celigo Amazon Settlement Summary record in NetSuite:
- settlement-id
- settlement-start-date
- settlement-end-date
- deposit-date
- total-amount currency
The way these values are imported into the Celigo Amazon Settlement Summary record remains unchanged when you use a direct way of importing the settlement report or use the test mode. The values mentioned in the first row for listed columns are directly copied from the report to the record in NetSuite.
When you use the test mode option and add a report, the Celigo Amazon Settlement Summary record in NetSuite is displayed with the Is Test Mode Record? Checkbox marked as selected.
The Transactions, Fees, and Other Transactions tab in the Celigo Amazon Settlement Summary record only display the information for the orders processed through the "Amazon Order Id" field. Information for other transaction records from the settlement report is ignored by the Integration App during the test mode run.
Impact of running settlement flows on NetSuite record created using Test Mode
The following are the major impact of running the settlement flows with the same settlement report used with the test mode:
- When you upload the same file but now the test mode is disabled, the flow adds the remaining records and updates the ones added during the test mode.
- The Celigo Amazon Settlement Summary record in NetSuite which is displayed with the Is Test Mode Record? Checkbox marked as selected will be displayed as unchecked.
- The Transactions, Fees, and Other Transactions tab in the Celigo Amazon Settlement Summary record that only displayed the information for the orders processed through the "Amazon Order Id" field will now display the associated information for all transaction records in the settlement report.
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