ERP User GuideMicrosoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations

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 Microsoft Dynamics 365 for Finance and Operations.

To check the Sana specific sales data in Dynamics 365 for Finance and Operations 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.

Field Description
Sana Order
Sana order Defines whether the order is placed from the Sana webshop.
Name The name of the webshop where the order was created. 
Sana order date received Date when the order was placed.
Sana order time received Time when the order was placed.
Authorization status The status of the order after authorization. The order can be approved or declined.
For more information, see "Shop Account Roles".
Sana 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 charges and is registered on the shipping cost account set in the Webshops table. To see the shipping cost open the sales order and on the Sell tab click Charges.
Sell-to shop account e-mail Customer's shop account e-mail from Sana Admin.
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 charges and is registered on the payment cost account set in the Webshops table. To see the payment cost open the sales order and on the Sell tab click Charges.
Payment method status The status of the payment method.
Payment transaction ID The unique payment transaction ID.
Sana promotion
If a customer applied a discount code (from Sana Admin) to the sales order, information about discount will be available in the Sana promotion section. There you will see the name of the discount code, discount type and amount, etc.

Reference number, comments and requested delivery date


 NOTE

Comments, delivery date and reference number are available only to business customers up to Sana 9.3.1, starting from Sana 9.3.2 to all customers.

When a 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 for Finance and Operations.

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 for Finance and Operations based on the delivery date control settings. To set up the delivery date control, in Dynamics 365 for Finance and Operations click: Accounts receivable > Setup > Accounts receivable parameters > Shipments.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations