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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Auto generate sales or...
Finance | Project Operations, Human Resources, ...
Suggested answer

Auto generate sales order number

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Posted on by pierre_willocquet 99
Hello,
 
Using DMF i would like to import at the same time sales order headers and sales order lines. I also want to let D365 to generate automatically the sales order number:
 
As the sales order number is automatically generated, how do i link my SO lines with my header ?
  • Suggested answer
    Fasih Profile Picture
    Fasih 392 on at
    Auto generate sales order number
    Hi,
    The two methods are:
    1. You can see below screen shot for instantly convert your SO header and line into excel.
    Goto your SO and then click convert to excel option from top right of the panel:
    1. Secondly you can download it through excel workbook designer.
    Goto Common > office integration > excel workbook designer then create blank workbook from action pane.
    The system will open an excel workbook where you can select design option and add tables and create a template for your own of any data you want.
     

    Further you can autogenerate SO number from parameters > number sequencing > Sales order then click to Manual to Off.

    Hope this will help you.
  • pierre_willocquet Profile Picture
    pierre_willocquet 99 on at
    Auto generate sales order number
    Hello it does not answer my request as i do not want to use composite, is there any other way to import ?
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Auto generate sales order number
    Hi,
    You can check this link which describes importing sales orders via DMF, setting up a DMF import job using the Sales Orders Composite V3 entity（For an explanation of composite entities you can check this link：Develop composite data entities - Finance & Operations | Dynamics 365 | Microsoft Learn）. For Sales Order Header, map SalesOrderNumber to AUTO. Other fields should be mapped as imported fields. For sales order lines, map InventoryLotId and LineCreationSequenceNumber to AUTO. Other fields should be mapped as imported fields.
    For more information, please check： How Do I Import Sales Orders Via DMF / XML – SUNSTAR ASIA HELP CENTER
    Best Regards,
    Hana
  • Layan Jwei Profile Picture
    Layan Jwei 7,266 Super User 2024 Season 2 on at
    Auto generate sales order number
    Hi Pierre,

    You could also use "SalesOrderV3Entity" which is a composite entity, where you can import both headers and lines at the same time. Would using it cover your scenario?

    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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