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Enable sales order processing integration

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Connect Dynamics 365 Sales with an external order processing application by enabling this integration.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System customizer
More information: Predefined security roles for Sales

How the integration works?

Sales order processing integration makes it convenient to connect Dynamics 365 Sales with an external back-office order processing application. It allows a sales order created on Dynamics 365 Sales to be submitted, after which the order can be synced to an external order processing application where the lifecycle of the order continues. A submitted order is locked for editing on Dynamics 365 Sales unless it was submitted by an integration user (to sync changes from the external order processing system to Dynamics 365 Sales).

By default, sales order processing is turned off. When sales order processing is turned off, Dynamics 365 Sales allows invoices to be created from orders. More information: Create an invoice from an order

Note

Price computation can be triggered by Dynamics 365 Sales only if the sales entities like Opportunity, Quote, Sales order, and Invoice are editable.

Enable sales order processing integration

You can enable sales order processing integration by setting the value of the IsSOPIntegrationEnabled attribute on the Organization entity to Yes (1).

What happens when sales order processing is turned on?

When sales order processing is turned on:

  • The Create Invoice button isn't shown on the command bar of the order records.

  • Order records will support a Submit order button. When the order is submitted, the status for the order is marked as Submitted and the order is made read-only, unless it was created by an integration user. More information: IsIntegrationUser attribute

The following table lists the conditions that need to be satisfied before Dynamics 365 Sales executes price computation for various entities.

Entity name Create Update Delete Recalculate
Opportunity Calculate always Calculate always Not applicable Calculate always
Quote Calculate always Calculate always Not applicable Calculate always
Sales order Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the signed-in user is an integration user Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the sales order is in a submitted state or the signed-in user is an integration user Not applicable Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the sales order is in a submitted state
Invoice Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the signed-in user is an integration user Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the signed-in user is an integration user Not applicable Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the signed-in user is an integration user
Opportunity product Calculate always Calculate always Calculate always Not applicable
Quote product Calculate always Calculate always Calculate always Not applicable
Sales order product Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the signed-in user is an integration user or the sales order is in a submitted state Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the signed-in user is an integration user or sales order is in a submitted state Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the signed-in user is an integration user Not applicable
Invoice product Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the signed-in user is an integration user Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the signed-in user is an integration user Calculation is skipped if the IsSOPIntegrationEnabled flag is set to Yes (1) and the signed-in user is an integration user Not applicable

To turn off the sales order processing setting

  1. Go to Sales Hub, and then select App Settings.
  2. Select General/Overview, and then select Back Office Order Processing Integration.
  3. Select Manage, and then set the toggle switch to Off.

Note

The setting can only be turned off if it was already enabled. After it's turned off, the setting won't be displayed in the UI.

Can't find the options in your app?

There are two possibilities:

  • You don't have the necessary license or role to perform the steps.

  • Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app.

See also

Organization entity reference
System user entity reference
Quote, order, and invoice entities