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Small and medium business | Business Central, N...
Answered

Sync Sales Orders from D365 Sales to Business Central - map Order No

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Posted on by 45

Dear Community,

We have the following scenario:

* D365 Sales and D365 with Sales Order Sync enabled

* Sales Orders are created in D365 Sales; Sales Order Name has a specific value, manually entered
* Manual create order in BC with Create in Business Central from Related list Sales Orders - Microsoft Dynamics 365 Sales
(could be automatic, further to be configured)
* External Document is automatically filled with Sales Order Name from D365 Sales (standard system way of sync)

Need to further plan Purchased based on specific Sales Orders:
* Order Planning - Calculate plan will bring all Sales Orders
* need to filter lines on External Document

As this filter is not available, a workaround is to add, during sync, Sales Order Name (from D365 Sales) to Order No (in BC)

How can one change/ map fields for sync of Sales Orders and specifically changing/ preserving Order No/ Id?

Thank you

  • Suggested answer
    Marco Mels Profile Picture
    on at
    RE: Sync Sales Orders from D365 Sales to Business Central - map Order No

    Hello,

    docs.microsoft.com/.../admin-prepare-dynamics-365-for-sales-for-integration

    Thanks.

  • Pro Dynamics Profile Picture
    45 on at
    RE: Sync Sales Orders from D365 Sales to Business Central - map Order No

    Thank you for your suggestion.

    Do you know if automatic sync of Sales Orders provided through enabaling of

    * Business Central/ Microsoft Dynamics 365 Connection Setup/ Sales Order Integration Enabled

    is using the Sync definition from

    * Business Central/ Integration Table Mappings/ SALESORDER-ORDER?

    Kind regards

  • Verified answer
    Marco Mels Profile Picture
    on at
    RE: Sync Sales Orders from D365 Sales to Business Central - map Order No

    Hello,

    I think this does require customization. You can also raise this via a feature request:

    https://aka.ms/bcideas

    But maybe other partners already build something?

    Thanks.

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