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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Updating Status and St...
Microsoft Dynamics CRM (Archived)

Updating Status and Status Reason via Data Import

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Posted on by Community Member

Hi there,

We've performed an install of CRM Online (i.e. 2015) and have been adding in data from a previous 2013 on-premises instance, now we're trying to update a lot of Orders so that they show the correct Status/Status Reason pairings. I'm using the functionality to Export to Excel, make changes and then re-import the data.

However, the import file contains a lot of errors saying: "State code is invalid or state code is valid but status code is invalid for a specified state code." The error code is always 0x80048408, and the More Information shows: "100001 is not a valid status code for state code SalesOrderState.Active on salesorder with Id [GUID]."

Both the status and status reason are contained in the import file, and I would like the status to be set to 3 (Fulfilled) and status reason to 100001 (Complete). Which are both valid in the 2015 instance.

I've already done a few internet searches on the best way to achieve this, and the feedback seems to be that this is difficult to do via the ETL process. What are the other options? Any advice?

Thanks,

Nick.

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  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Updating Status and Status Reason via Data Import

    Hi Nick,

    I've struggled with this myself and don't have a helpful way to do it through the import wizard. It is straightforward to do through the SDK though, and if it's a one-time update then that may be the way to go.

    You'd want to get a list of the Orders that you want to update, and loop through it with a specialized request for sales orders like this:

    FulfillSalesOrderRequest request = new FulfillSalesOrderRequest();
request.OrderClose = new Entity("orderclose");
request.OrderClose["salesorderid"] = new EntityReference("salesorder", orderId);
request.Status = new OptionSetValue(100001);
service.Proxy.Execute(request);

    Hope this helps solve get you to where you want to be. If it's helpful, I would appreciate if you would please mark this as the verified answer.

     

    Thanks,

      Aiden

  • Community Member Profile Picture
    Community Member on at
    RE: Updating Status and Status Reason via Data Import

    That's great! I passed the code onto one of our devs and after a morning, we have properly updated the Orders.

    Thanks for the advice ;)

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