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Supply chain | Supply Chain Management, Commerce
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Best standard approach to export Sales Orders Packing Slip data

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Hi everyone,

We are implementing an integration between an external OMS and D365 SCM, where sales orders are imported in D365 from OMS and fulfillment is completed in D365. We need to export fulfillment confirmation back to the OMS.

From our analysis and testing, packing slip seems to be the correct business entity to sync since:

  • multiple packing slips can be created for partial shipments
  • packing slip posting represents the actual fulfillment confirmation
  • tracking information can be associated with the packing slip

We have identified these entities:

  • CustPackingSlipJourBiEntities for packing slip header
  • CustPackingSlipTransBiEntities for packing slip lines
  • PackingSlipTrackingInformation for tracking details

In Data Management target entities, we could only find line-oriented entities such as:

  • Customer packing slip lines - stocked
  • Customer packing slip lines - non stocked
  • Customer packing slip lines - invoiced
    but we could not find a clear standard packing slip export entity there.

Our questions are:

  1. Is using CustPackingSlipJourBiEntities + CustPackingSlipTransBiEntities + packing slip tracking information the recommended standard approach for exporting packing slip data to an external OMS?
  2. Is there any standard composite or export-friendly entity that includes packing slip header, lines, and tracking together?

Any guidance or best practices would be very helpful.

Thanks!

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