SalesLine.createLine(true, true, true, true, true, true) SalesLine.ItemId = 'M6008' // using data from USP2 contoso legal entity SalesTable.CustAccount = 'US-020' // using data from USP2 contoso legal entity / & amp amp amp lt param name = "_args"& amp amp amp gt The specified arguments.& amp amp amp lt /param& amp amp amp gt / & amp amp amp lt /summary& amp amp amp gt / Runs the class with the specified arguments. / & amp amp amp lt summary& amp amp amp gt Using USP2 Contoso Company for sample data. These are some of the important tables involved in creating sales order in Dynamics 365. You can see the primary tables and the cardinality constraints with ‘InventSite’ and ‘InventLocation’īelow you will see a Runnable Class (job) to create the Sales Order by getting the next number sequence of the Sales Order : Entity Relationship Diagram for Creating Dynamics 365 Sales Order We focused on the basic functional process and now we are going to move on to the technical part of creating a sales order. The Data Model Behind Dynamics 365 Sales Order Creation: Technical Walkthrough Now, we will move on to the technical part of creating a sales order. Step 7įinally, click on ‘ Confirm sales order ’ to validate that the sales order is legitimate and acknowledged as a valid sales order. Now go to ‘ Line details ‘ tab, select ‘Product’ section and enter the required Site and Warehouse values. You can see that the default quantity is auto-populated in the quantity field, else you can enter any quantity value. Click on the ‘ Item number’ field and choose any item for your sales order line item. Now you will be directed to the following display. Now click ‘OK’ to create the sales order. For the purpose of learning, here we have used the standard Contoso machine as an example. After that, its associated information will auto-populate the rest of the sales order header. Locate the ‘Customer account’ field and select any value. This will direct you to ‘Create sales order’. Then navigate to ‘All sales orders’ by clicking on ‘Modules’ > ‘Accounts receivable’ > ‘Orders’ > ‘All sales orders.’Īfter that, locate the ‘+New’ tab at the top left corner and click it. How to Create Dynamics 365 Sales Order Manually: Functional Walkthroughįirst, locate the icon in the upper left corner of your D365 client. Now let’s move on to creating a sales order. You will be pleased to see impressive data model functionality, amazing ERDs, and tables. We will begin with the basic functional process before getting into the technical part of the process. Learning the functional and technical processes for creating sales order can be daunting at first, but we’re going to break it down step-by-step and take the mystery out with this tutorial. Today, we’re going to look at one of the most frequently customized processes in Dynamics 365 – sales order creation.
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