Microsoft Dynamics 365 Business Central

Orders Authorization

In Sana you can create shop accounts for your business customers with different roles - regular customer account, account manager, and sub-account.

Sub-accounts can have limited budget. If a customer with the sub-account role creates an order which exceeds the limit, it must be checked and then either approved or declined by an authorizer.

For more information about shop account roles and order approval workflow in Sana, see "Shop Account Roles".

Orders which are created by sub-accounts and that are waiting for approval (not approved or declined yet) are not shown in the standard Microsoft Dynamics 365 Business Central table "Sales Orders". This is because such orders must be first checked by the authorizers and either approved or declined in Sana. Until then, sales managers in Microsoft Dynamics 365 Business Central should not be able to post sales orders which are waiting for approval or declined, but only the approved orders.

To see orders that are waiting for approval and declined orders, in Microsoft Dynamics 365 Business Central choose the Search for Page or Report icon and enter Webshop Orders Overview.

Using the field Show Documents, you can filter sales documents and see only the unauthorized (not approved or declined yet) and declined orders.

For more information, see "Webshop Orders Overview".

If a sales manager in Microsoft Dynamics 365 Business Central tries to post the unauthorized or declined order, he or she will see the folowing warning message "You are going to process a declined document created by Sana Commerce. Do you want to continue?".

You can also see the authorization status of the order in the Sana Commerce Sales Document Fields.

To see Sana Commerce Sales Document Fields, select the sales document in the Webshop Orders Overview window and click Sana Commerce Fields on the action pane.

You can also open the sales order and click Sana Commerce on the action pane to see Sana specific Sales Document Fields.

For more information, see "Sales Order Data".