Hi All,
I have got a FinOps and Sales instance set up and working. I just have 1 problem that Auto Generated numbers from Sales and FinOps do not match.
For example, a Sales Order created in Sales has a number that looks like "ORD-01103......" and an Order created in FinOps has a number that looks like "SO0012345".
I want sales to be able to not generate a number it self, and just let FinOps do it with the Number Sequence.
From what I have read, the best way to do it is by creating a Data Entity within FinOps and getting it to retrieve the next available ID and return that in an API call (probably made by power automate with a trigger of "when a row is added").
Can anyone confirm whether there is a better way to do this? and if not, help me write the code for the Data Entity as I am only fairly new to this.
Thanks,
Jacob