Skip to main content

Notifications

Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Dynamics 365 Submitted Sales Order Amend Challenge

Posted on by 60

Hi CRM cohort.

We are using Dynamics 365 Sales with Dynamics 365 BC, where we have integration of sales ordered between two apps. 
Once the order is submitted from Dynamics 365 Sales to BC, the record - Sales Order in Dynamics 365 Sales is locked for further changes: 
"Read-only This record’s status: Submitted".
After certain period, before posting sales shipment and sales invoice for that order in BC, customer has decided to add more items to existing order. I am aware that can be done on order in BC but those changes will not be updated in Dynamics 365 Sales.
Does anyone now how to open locked sales order in Dynamics 365 Sales so salespeople can enter additional item there? Or how to transfer updates Sales Order Lines in BC to order in Dynamics 365 Sales?

I also know that posted sales invoice can be sent from BC to Dynamics 365 Sales but initial order in Dynamics 365 Sales remains the same.

Cheers.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans