Purpose of sales origin

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Posted on by Sreehari

Hello Friends,

As I could understand from Microsoft demo data, the sales origin could be used to identify the origin of orders like Phone, email, EDI etc. I would like to know if it is just for information purpose or drives any system logic? I can see two fields namely 'Origin type assignment' and 'Sales origin type'. What are they meant for?

Appreciate your help.

Regards,

Sreehari.

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Rahul Mohta 21,014 on at

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RE: Purpose of sales origin

think of all the different channels the SO could be created and later analyzed, more import for segmentation and reporting
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Scott Gaines 1,943 on at

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RE: Purpose of sales origin

You can use the sales origin for Advanced warehouse rules. If you take a look at the Contoso data they use Webshop in the work templates and location directives.

In AWMS it's just used for creating different rules for different types of sales orders.
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qianwang 7,151 on at

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RE: Purpose of sales origin

Hi Sreehari,

They are used together with work order integration.

Please refer to below links.

docs.microsoft.com/.../sales-order-template-mapping-direct-two-ways

docs.microsoft.com/.../field-service-work-order

Regards,

QianQW