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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Set Date Fulfilled for...
Microsoft Dynamics CRM (Archived)

Set Date Fulfilled for historical sales order.

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Posted on by Antbutcher 387

Now this should be an easy one but nothing I try seems to allow this. In CRM 2016 V8.0. I am trying to bulk update legacy sales orders to change the date fulfilled however, it appears I cannot. 

I have tried the following: 

1.) Tried to update the date fulfilled using data import after the sales order has been closed. As expected I get cannot update the field as its read only. 

2.) Re-opened all sales documents, set the date fulfilled then closed the sales documents via workflow.  However, when re-closing the sales document the date fulfilled gets overwritten to today's date. 

3.) I have also tried doing 1 and 2 above using SSIS and code using SDK but I either get the cannot update as its read only message or the date fulfilled gets overwritten with today's date. 

Any ideas? they must be a way to do this what do other people do when importing legacy sales orders? It is important that the date fulfilled is set correctly.

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  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Set Date Fulfilled for historical sales order.

    Hi,

     if you can't overwrite it, the only other option would be to create a custom field and use it for "date fulfilled".. you'll probably still have to re-open the orders etc, but, at least, you won't get it overwritten. You may need a plugin to copy out-of-the-box date fulfilled into that new field on closing(there would have to be some logic there so you don't overwrite the field if there is, already, a value there).. And you may have to update the reports / views which are using the out-of-the-box field.

  • Verified answer
    Antbutcher Profile Picture
    Antbutcher 387 on at
    RE: Set Date Fulfilled for historical sales order.

    To answer, my own question in case it helps anyone. I use a CRM connector from Kingswaysoft to allow me to easily push and pull data from CRM via SSIS.  I stumbled across the below blog www.inogic.com/.../copy-actualclosedate-and-actualrevenue-when-migrating-opportunity-in-microsoft-dynamics-365crm which talks about a recent update to the SSIS connector which solves this exact problem.  

    It appears in version 9 of the Kingswaysoft connector they have provided new fields to override the date fulfilled.

  • Antbutcher Profile Picture
    Antbutcher 387 on at
    RE: Set Date Fulfilled for historical sales order.

    Thanks, Alex that was my thinking to create a custom field, but see my reply further down. The SSIS connector for CRM I use has provided a solution in its latest version.

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Set Date Fulfilled for historical sales order.

    Actually, I might be wrong there.. It seems that DateFulfilled gets overwritten with the "Close Date" of the orderclose activity. I'm guessing it defaults to the current date somehow (if you are updating order status directly rather than using FUlfillOrderRequest with OrderClose assigned correctly)

    msdn.microsoft.com/.../microsoft.crm.sdk.messages.fulfillsalesorderrequest.aspx

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Set Date Fulfilled for historical sales order.

    Did a bit more testing.. It seems here is what's happening there:

    If you are not using FulfillOrderRequest with OrderClose, Dynamics will automatically create new OrderClose activity and it will use "now" as the close date. That date, then, will be pushed to the datefulfilled attribute of the order record

    If you wanted to use specific date datefulfilled, you'd have to execute FulfillOrderRequest (instead of the status change), so that means you'd have to use a custom workflow activity, a plugin, or a utility..

    (actually, if there is this option in the updated connector.. it's all good then:) )

  • Antbutcher Profile Picture
    Antbutcher 387 on at
    RE: Set Date Fulfilled for historical sales order.

    Thanks for the info Alex, yeh the updated connector allows you to set the order close fields which creates the order close activity for you with the correct data. Essentially doing exactly what you mention with the FulfillOrderRequest.

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