Set up the mapping for the sales order status columns

The columns that indicate sales order status have different enumeration values in Microsoft Dynamics 365 Supply Chain Management and Dynamics 365 Sales. You need extra setup to map these columns in dual-write.

Columns in Supply Chain Management

In Supply Chain Management, two columns reflect the status of the sales order. The columns that you must map are Status and Document Status.

The Status enumeration specifies the overall order status. The order header shows this status.

The Status enumeration has the following values:

• Open Order
• Delivered
• Invoiced
• Canceled

The Document Status enumeration specifies the most recent document generated for the order. For example, if you confirm the order, this document is a sales order confirmation. If you partially invoice a sales order and then confirm the remaining line, the document status remains Invoice because the system generates the invoice later in the process.

The Document Status enumeration has the following values:

• Confirmation
• Picking List
• Packing Slip
• Invoice

Columns in Sales

In Sales, two columns indicate the order status. Map the Status and Processing Status columns.

The Status enumeration specifies the overall status of the order. It has the following values:

• Active
• Submitted
• Fulfilled
• Invoiced
• Canceled

The Processing Status enumeration lets you map status more accurately with Supply Chain Management.

The following table shows the mapping of Processing Status in Supply Chain Management.

The following table shows the mapping of Processing Status between Sales and Supply Chain Management.

Mappings for the updated Dual-write Supply chain solution

If you're using the updated Dual-write Supply chain solution, then the status map is updated as described in this section. These changes depend on whether the map for the CDS sales order headers entity or the map for the Dynamics 365 Sales order headers entity is running. For details about version requirements, see Prerequisites.

The following table shows the resulting status map if the map for the CDS sales order headers entity is running.

If the map for the Dynamics 365 Sales order headers entity is running, the processing status (Delivered and Partially Invoiced) is introduced. The following table shows the resulting status map.

Setup

To set up the mapping for the sales order status columns, enable the IsSOPIntegrationEnabled and isIntegrationUser attributes.

To enable the IsSOPIntegrationEnabled attribute:

1. In a browser, go to https://<test-name>.crm.dynamics.com/api/data/v9.0/organizations. Replace <test-name> with your company's link to Sales.

2. On the page that opens, find organizationid, and make a note of the value.

   

3. In Sales, open the browser console, and run the following script. Use the organizationid value from step 2.

   Xrm.WebApi.updateRecord("organization",
   "d9a7c5f7-acbf-4aa9-86e8-a891c43f748c", {"issopintegrationenabled" :
   true}).then(
       function success(result) {
           console.log("Account updated");
           // perform operations on row update
       },
       function (error) {
           console.log(error.message);
           // handle error conditions
       }
   );
   

   

4. Verify that IsSOPIntegrationEnabled is set to true. Use the URL from step 1 to check the value.

   

To enable the isIntegrationUser attribute:

1. In Sales, go to Settings > Customization > Customize the System, select User table, and then open Form > User.

   

2. In Field Explorer, find Integration user mode, and double-click it to add it to the form. Save your change.

   

3. In Sales, go to Settings > Security > Users, and change the view from Enabled Users to Application Users.

   

4. Select the two entries for DualWrite IntegrationUser.

   

5. Change the value of the Integration user mode column to Yes.

   

Your sales orders are now mapped.