Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Sales Order Data

This article provides 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 and comment. All this information is stored in the sales order in Dynamics 365 Enterprise Edition.

To check the Sana specific sales data in Dynamics 365 Enterprise Edition click: Accounts receivable > Orders > All sales orders. Open sales order details. All Sana specific sales data is stored on the E-commerce and Price and discount FastTabs.

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

Reference number, comments and requested delivery date

When a business customer or a sales agent places an order in the Sana webshop, he or she can enter the reference number, comments (limited to 2048 characters) and requested delivery date. This information is stored in the sales order in Dynamics 365 Enterprise Edition.

The comment is stored in the Comments field, on the E-Commerce FastTab.

The reference number is stored in the Customer reference field, on the General FastTab.

The requested delivery date is stored in the Requested ship date and Requested receipt date fields on the Delivery FastTab. Both fields are mandatary, thus they are filled in with the requested delivery date from Sana.

If a customer does not enter the requested delivery date in the Sana webshop, the dates will be automatically set in Dynamics 365 Enterprise Edition based on the delivery date control settings. To set up the delivery date control, in Dynamics 365 Enterprise Edition click: Accounts receivable > Setup > Accounts receivable parameters > Shipments.