Enable sales order processing integration

아티클
03/29/2023

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.

Turn on sales order processing integration

You can enable sales order processing integration by setting the value of the IsSOPIntegrationEnabled column on the Organization table 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 column

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

Table 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

Turn off the sales order processing setting

By default, sales order processing integration is turned off. If you've turned it on using the IsSOPIntegrationEnabled column, you can turn it off using the App Settings page or by setting IsSOPIntegrationEnabled to No.

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

Note

The setting won't be visible in the App Settings page if the integration is turned off.

Can't find the options in your app?

There are three possibilities:

You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.