Sales Order integration with PowerPlatform - Dynamics 365

Set up the mapping for the sales order status columns

 

The columns that indicate sales order status have different enumeration values in Microsoft Dynamics 365 Supply Chain Management and Dynamics 365 Sales. Additional setup is required to map these columns in dual-write.

columns in Supply Chain Management

In Supply Chain Management, two columns reflect the status of the sales order. The columns that you must map are Status and Document Status.

The Status enumeration specifies the overall status of the order. This status is shown on the order header.

The Status enumeration has the following values:

• Open Order
• Delivered
• Invoiced
• Cancelled

The Document Status enumeration specifies the most recent document that was generated for the order. For example, if the order is confirmed, this document is a sales order confirmation. If a sales order is partially invoiced, and then the remaining line is confirmed, the document status remains Invoice, because the invoice is generated later in the process.

The Document Status enumeration has the following values:

• Confirmation
• Picking List
• Packing Slip
• Invoice

columns in Sales

In Sales, two columns indicate the status of the order. The columns that you must map are Status and Processing Status.

The Status enumeration specifies the overall status of the order. It has the following values:

• Active
• Submitted
• Fulfilled
• Invoiced
• Cancelled

The Processing Status enumeration was introduced so that the status can be mapped more accurately with Supply Chain Management.

The following table shows the mapping of Processing Status in Supply Chain Management.

Processing Status	Status in Supply Chain Management	Document Status in Supply Chain Management
Active	Open Order	None
Confirmed	Open Order	Confirmation
Picked	Open Order	Picking List
Partially Delivered	Open Order	Packing Slip
Delivered	Delivered	Packing Slip
Partially Invoiced	Delivered	Invoice
Invoiced	Invoiced	Invoice
Cancelled	Cancelled	Not applicable

The following table shows the mapping of Processing Status between Sales and Supply Chain Management.

Processing Status	Status in Sales	Status in Supply Chain Management
Active	Active	Open Order
Confirmed	Submitted	Open Order
Picked	Submitted	Open Order
Partially Delivered	Active	Open Order
Partially Invoiced	Active	Open Order
Partially Invoiced	Fulfilled	Delivered
Invoiced	Invoiced	Invoiced
Cancelled	Cancelled	Cancelled

Setup

To set up the mapping for the sales order status columns, you must enable the IsSOPIntegrationEnabled and isIntegrationUser attributes.

To enable the IsSOPIntegrationEnabled attribute, follow these steps.

1. In a browser, go to https://<test-name>.crm.dynamics.com/api/data/v9.0/organizations. Replace <test-name> with your company's link to Sales.

2. On the page that is opened, find organizationid, and make a note of the value.

   

3. In Sales, open the browser console, and run following script. Use the organizationid value from step 2.

   JavaScriptCopy

    

   Xrm.WebApi.updateRecord("organization",
   "d9a7c5f7-acbf-4aa9-86e8-a891c43f748c", {"issopintegrationenabled" :
   true}).then(
       function success(result) {
           console.log("Account updated");
           // perform operations on row update
       },
       function (error) {
           console.log(error.message);
           // handle error conditions
       }
   );
   

   

4. Verify that IsSOPIntegrationEnabled is set to true. Use the URL from step 1 to check the value.

   

To enable the isIntegrationUser attribute, follow these steps.

1. In Sales, go to Setting > Customization > Customize the System, select User table, and then open Form > User.

   

2. In Field Explorer, find Integration user mode, and double-click it to add it to the form. Save your change.

   

3. In Sales, go to Setting > Security > Users, and change the view from Enabled Users to Application Users.

   

4. Select the two entries for DualWrite IntegrationUser.

   

5. Change the value of the Integration user mode column to Yes.

   

Your sales orders are now mapped.