ERP User GuideMicrosoft Dynamics NAV

Microsoft Dynamics NAV

Sales Order Data

This article contains the description of the Sana specific sales 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, enter reference number, delivery date, comment and apply a discount code. All this information is stored in the sales order in Microsoft Dynamics NAV.

To check the Sana specific sales data in Microsoft Dynamics NAV click: Departments > Sales & Marketing > Order Processing > Lists > Sales Orders. Open the sales order details and click Sana Commerce at the top of the window.

The table below provides the description of the Sana Commerce sales document fields.

Field Description
General
Webshop ID The ID of the webshop where an order was created. 
Date Received Date when an order was placed.
Time Received Time when an order was placed.
Sana Order No. The ID of the order which was placed in the Sana webshop when connection between the webshop and the ERP system was lost. In this case when connection is back and the order is sent to Microsoft Dynamics NAV, it will be checked by this ID not to create the order duplicate.
Sana Customer No. The ID of the customer who placed an order in the webshop.
Shop Account E-Mail Customer's shop account e-mail from Sana Admin.
Shipment Method Name The name of the shipment method selected in the Sana webshop while placing an order.
The shipping cost is stored in the sales order lines and is registered on the shipping cost account set in the Webshops table.
Authorization Status The status of the order after authorization. The order can be approved or declined.

For more information, see 'Shop Account Roles'.
Payment
Payment Method Name The name of the payment method selected in the Sana webshop while placing an order.
The payment cost is stored in the sales order lines and is registered on the payment cost account set in the Webshops table.
Payment Method Status The status of the payment method.
Payment Transaction id The unique payment transaction ID.
Promotion/Coupon
If a customer applied a discount code (from Sana Admin) or a coupon (LS Retail) to the sales order, information about discount will be available under the Promotion/Coupon FastTab. There you will see the name of the discount code/coupon, discount type and amount, etc.

 

Reference number, comments and requested delivery date

When placing an order it is possible to enter a reference number, comment and requested delivery date on the Order overview step which can be seen in Microsoft Dynamics NAV.

The Comments field is limited with 2048 characters.

The requested delivery date is stored in the Requested delivery date field, under the General FastTab.

The reference number can be seen in the External Document No. field, under the General FastTab.

To see the comment at the top of the sales order click: Related Information > Order > Comments.

ERP User GuideMicrosoft Dynamics NAV