Payment Terms in Sales Quote - Dynamics 365 Sales to Sales Quote in BC

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Posted on by MattEscobilla

I am creating a sales quote from CRM and integrating it in BC. I go to process it and when I try to print said quote in Business Central, payment terms selected from CRM is not carrying over to BC. I have already paired the payment terms from Accounts(Like creating AL extension for other payment terms not in Dataverse Option Mapping). How can I make it so that the payment terms in the quote in CRM will also show up in Payment terms code in BC?

Thanks!

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JAngle 133 on at

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The payment terms may sync individually but does it form part of the quote transfer mapping. I’d check the d365 sales setup from BC to verify what fields are passed over

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MattEscobilla 35 on at

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Yeah, I'm not sure about that one because in the integration table mappings, there is no mapping for Sales Quote since it got that staging part where all SQ from CRM will be pushed to BC thru the Process in Business Central functionality in the page "Sales Quotes - Dynamics 365 Sales"

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JAngle 133 on at

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Oh yes that’s right. The codeunit which controls the process does this:

CRMOptionMapping.FindRecordID(

DATABASE::"CRM Account", CRMAccount.FieldNo(PaymentTermsCode), CRMQuote.PaymentTermsCode)

then

SalesHeader.Validate(

"Payment Terms Code",

CopyStr(CRMOptionMapping.GetRecordKeyValue, 1, MaxStrLen(SalesHeader."Payment Terms Code")));

So it does take place (in code a block of specific code at least) and does use the main payment terms table to verify what it’s bringing in. If no one else has a better suggestion perhaps a support call with Microsoft makes sense.

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MattEscobilla 35 on at

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I'm gonna try the AL extension again. I just recently found out that the codes we used aren't accepted in business central. It gave us this error:

"An error occurred when communicating with Dataverse.

Detailed description: A validation error occurred. The value 50015 of 'paymenttermscode' on record of type 'account' is outside the valid range. Accepted Values: 1,2,956550001,956550002,956550003,956550004,956550005,956550006,956550007,956550008,956550009,956550010,956550011,956550012,956550013,956550014,956550015,956550016,956550017,956550018,956550019,956550020"

Will have to change this then synch payment terms again.

Also, if this doesn't work at all, will try to input payment terms code in the Accounts.

Thank you so much!

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