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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sales Order - State Co...
Microsoft Dynamics CRM (Archived)

Sales Order - State Code and Status Reason Invoiced ?

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Posted on by Antbutcher 387

Hi Guys, 

Can anyone shed any light on the purpose of the state code and status reason of invoiced against a sales order, it appears  that in the system I can never set this, even when fulfilling a sales order I can only set to complete or partial.

 it also appears it does not automatically get set once an invoice associated with an order is marked as paid. 

I have also tried setting this from code using SSIS but it seems to ignore this also. 

What I was wanting to do is when I bring a invoice back from our ERP system for display into CRM to go back and mark the Sales Order as invoiced rather than complete/fulfilled, I guess it doesn't overly matter but it does bring  me to ask the question of why do these options sets values exist? what am I missing?

Can anyone shed any light on it?

 

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I have the same question (1)
  • Suggested answer
    JayRogers Profile Picture
    JayRogers on at

    Hi

    Setting the status to Invoiced isn't something that happens automatically in CRM from what I can see.

    I am able to set the status to Invoiced using a workflow. I've just created a workflow to set the status to Invoiced and it has worked. I'd say to run a workflow when you bring the Invoice into CRM to update the relevant Order Status to Invoiced.

  • Antbutcher Profile Picture
    Antbutcher 387 on at

    Thanks Jay, I guess that is a viable workaround, however, I still don't understand why manually setting the state code and status reason to invoiced in SSIS using SDK doesn't update the value.

  • Antbutcher Profile Picture
    Antbutcher 387 on at

    To add to this further what's interesting is I can manually set the below state code and status codes without any issues using SSIS:

    State Code

    0:Active

    1:Submitted

    2:Canceled

    3:Fulfilled

    Status Code

    1:New

    2:Pending

    3:In Progress

    4:No Money

    100001:Complete

    100002:Partial

    However, setting State Code  '4:Invoiced' or status reason as '100003:Invoiced' doesn't make any change to the order record.

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