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Supply chain | Supply Chain Management, Commerce
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Sales Order Import Integration Lot ID

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Posted on by 30

Good day,

I configured Sales Order Import integration Through Power Automate to automate the process of importing salse order excel file from other ERP. It works perfect except of one thing. When I need to update some information in the order I have to use Sales Order Line V2 entity -> INVENTORYLOTID data to indicate what item i want to correct or change. If I don't use Number Sequence Lot ID I can enter any data to this cell but in that case I can't use Automatic release to Warehouse function as Number Sequence has to be used to create work. From other side if I use number sequence Lot ID I need to use auto geteration in mapping in Data management for the LotID. And if I try to change the quantity of the particular item it doesn't change the quantity but it adds another line with the same item and with another quantity (even if I tried to enter the same Lot ID of that Item manually, the system create new one).

I would be very appreciate if someone give me a clue how to solve this puzzle to configure the system so I can create Sales order update it and release it to warehouse automatically.

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  • Verified answer
    Danny Bilodeau Profile Picture
    4,687 Super User 2025 Season 2 on at
    RE: Sales Order Import Integration Lot ID

    Hello Dimitryi,

    Interesting project.

    Just to correct one of your constraints which may simplify your problem:  I just tested release to warehouse for an imported line with a manually assigned LotID (through import) and it worked without problem. So I dont think that Release to warehouse cares that lotID was auto-generated or entered manually.

    I think you will need to use one of two approaches:

    1) Specify a LotID on import using a unique number that is avaliable on the Sales order line in your other ERP (maybe concatenate line number and SO number).  Use that number for creation and for any subsequent updates. The LotID number sequence will need to be configured for the number of digits and to allow to change the number (higher and lower).  As LotID are used everywhere there are inventory transactions, you will still need to a number sequence but configure it so it will not interfere with the imported manual LotID

    2) Use two different Import Projects depending on whether you are doing a initial import (auto-generate LotID) or updating existing lines.  

    a. the first import is waht you are currently doing

    b. for the second, you will need to recuperate the LotID from the previously imported line.  Rule of thumb is that the LotID is unique fdr teh sales line so if you know the sales line you should be able to find the LotID.  

    Good luck!

  • Dimitriy Profile Picture
    30 on at
    RE: Sales Order Import Integration Lot ID

    Hello Danny,

    Many thanks for your advices. I was going around this solution but you sort of opened me eyes.

    Regarding Release to Warehouse I meant that Number Sequence LotID in Inventory Management Parameters was cleared. And in that case work inventory transaction couldn't be created.

    I will use your second advice and create some rules to grab existed LotID from Dynamics to use it in case of editing existed Salse order. And I will create new connection through power automate and data management integration without auto-generation.

    Many thanks!

  • Danny Bilodeau Profile Picture
    4,687 Super User 2025 Season 2 on at
    RE: Sales Order Import Integration Lot ID

    Excellent. Best of luck!

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