Editar

Sales order headers V2

  • Artículo

The Sales order headers V2 entity supports importing and updating sales order headers.

When to use this entity

Use the Sales order headers V2 entity first when you create sales orders. Then create sales line using the Sales order lines V2 entity.

Summary

Type Name
Data management entity name Sales order headers V2
OData public entity SalesOrderHeaderV2
OData public collection SalesOrderHeadersV2
Related menu items Accounts receivable / Orders / All sales orders
Sales and marketing/ Sales orders/ All sales orders
Related entities Sales order lines V2
Performance pattern Single thread recommended
Application Object Tree (AOT) name SalesOrderHeaderV2Entity

Fields

Field Description
SALESDORDERNUMBER Specifies the primary key. This field is required.
CURRENCYCODE Currency code. This field requires that currencies are configured in General ledger/ Currencies/ Currencies.
CUSTOMERPAYMENTMETHODNAME Specifies the customer method of payment. This field requires that customers methods of payment are configured in Accounts receivable/ Setup/ Payment setup/ Methods of payment.
CUSTOMERPOSTINGPROFILEID Customer posting profile. This field requires that customers posting profiles are configured in Accounts receivable/ Setup/ Customer posting profiles.
DELIVERYTERMSCODE Specifies the terms of delivery. This field requires that terms of delivery are configured in Sales and marketing/ Setup/ Distribution/ Terms of delivery.
INVOICECUSTOMERACCOUNTNUMBER Specifies the customer invoice account. This field requires that customers are configured in Accounts receivable/ Customers/ All customers. This field is required.
ORDERINGCUSTOMERACCOUNTNUMBER Specifies the customer account. This field requires that customers are configured in Accounts receivable/ Customers/ All customers. This field is required.
PAYMENTTERMSNAME Specifies the term of payment. This field requires that terms of payment are configured in Accounts receivable/ Setup/ Payment setup/ Terms of payment.
REQUESTEDRECEIPTDATE Specifies the requested receipt date.
REQUESTEDSHIPPINGDATE Specifies the requested shipping date. This field is required.
SALESTAXGROUPCODE Specifies the sales tax group. This field requires that sales tax groups are configured in Tax/ Indirect taxes/ Sales tax/ Sales tax groups.

Issues and considerations

Sales order headers will contain general information like customer, delivery and payment details. To update a sales order header using the Sales order headers V2 entity, the sales order needs to have an open order status.

Import sales orders in Dynamics 365 projects