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.
Admin account e-mail	Applies to: Sana 9.3.4 The e-mail address of a web store administrator. If a customer faces some difficulties in the checkout process, a customer service representative can impersonate the customer and place the order for him or her. If a customer service representative impersonates a customer and places an order in the Sana web store, then the e-mail address of the web store administrator will be recorded into the sales order. Using this field, a sales manager in Dynamics 365 for Finance and Operations can easily differentiate sales orders placed by the customer and customer service representative. For more information, see "Shop Accounts".
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.
Sana pickup location
Pickup location ID	Some delivery services support pickup locations, for example Consignor. If a customer places an order in the Sana web store and selects a shipping carrier which supports pickup locations, he or she can select a pickup location instead of the shipping address. In this case, the ID and address of the selected pickup location will be stored in these fields.
Pickup location address

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.