Hello -
I have set up the Dynamics 365 Sales + BC Integration in a sandbox environment (Ownership Mode = Person).
I'm seeing an issue where the Salesperson Code does not populate on the initial Sales Order sync into BC. However, if I manually run a sync on the specific Sales Order, the Salesperson Code is then populated correctly. The Salesperson Code will not populate on subsequent Salesorder job runs, only a manual sync on the specific Sales Order will get the Salesperson to populate.
Is this expected behavior with the standard integration or should the Salesperson Code be set during the initial SO creation?
Thank you!
Current Setup:
- Ownership Mode = Person
- Bidirectional Sales Order = Enabled
- Job queue for Sales Orders runs without errors
- Sales Orders are created and sync successfully (except Salesperson Code)
- Salesperson code has been coupled to User for months (not a new user/Salesperson Code).
- Salesorder job runs every 5 minutes with a timeout of 5 minutes.
- Salespeople job runs a minute after Salesorder job and also runs every 5 mintues. However, I don't think this matters since the Salesperson is not new and has been coupled in the system for some time now.
Issue timeline:
- The order is created in CRM and status = Submitted
- SalesOrder job runs and creates SO in BC. Everything is correct except Salesperson Code is blank.
- SalesOrder job runs again and Salesperson Code is still blank
- Manual sync of specific Sales Order and Salesperson Code is populated.