ERP User GuideMicrosoft Dynamics GP

Microsoft Dynamics GP

Sales Order Data



This article contains the description of the Sana Commerce specific sales order data which is filled in by a customer in the Sana webshop during the checkout process.

While placing an order in the Sana webshop a customer can select delivery method, payment method, add reference number and comment, select requested delivery date. All this information is stored in the sales order in Microsoft Dynamics GP.

To check the Sana Commerce specific sales data in Microsoft Dynamics GP, open the necessary sales order and at the top of the Sales Transaction Entry window click: Additional > Sana Commerce.

The table below provides the description of the Sana Commerce specific fields.

Field Description
General
Web Shop The ID of the webshop where an order was created.
Sana Order ID The ID of the order which was placed from the Sana webshop when connection between the webshop and Microsoft Dynamics GP was lost. In this case, when connection is back and the order is sent to GP, it will be checked by this ID not to create the order duplicate.
Document No. The number of the sales document.
SOP Type The type of the sales document.
Reference No. The reference number which a business customer can enter on the Order Overview step while placing an order in the webshop.
Shop Account Email Customer's shop account e-mail from Sana Admin.
Order Authorization status The status of the order after authorization. The order can be approved or declined.
For more information, see 'Shop Account Roles'.
Shipment Method Name The name of the delivery method selected by a customer in the Sana webshop while placing an order.
Persisted Order The Persisted Order checkbox indicates whether an order was created in webshop using the Optimize for large orders order processing strategy.

If this option is selected, it means that this order is in process of creation by a customer using the optimized for large orders order processing strategy and it is not completed yet. Such order cannot be processed by a user in Microsoft Dynamics GP until it is completed by a customer from the webshop.

For more information, see 'Order Processing'.
Payments
Payment Method The name of the payment method selected by a customer in the Sana webshop while placing an order.
Payment Status The status of the order payment.
Payment Transaction ID The unique payment transaction ID.
Promotion
If a customer applied a discount code (from Sana Admin) to the sales order, information about discount will be available in the Promotion section. There you will see the title of the discount code, discount type and amount/percentage, etc.


Comments and requested delivery date

When placing an order in the webshop, it is possible to enter a reference number, comment and requested delivery date on the Order overview step.

This information is also saved with the sales order to Microsoft Dynamics GP.

The Comments field is limited with 2048 characters.

To view sales order comments in Microsoft Dynamics GP, open the necessary order and in the Comment ID field click on the expansion button.

To view the Requested delivery date, click on the expansion button in the Date field. The requested delivery date is stored in the Requested Ship Date field.

ERP User GuideMicrosoft Dynamics GP