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NickoTCW
Level: Powered On

Data Integration - prospect to cash - order products not synchronizing

Using the standard prospect to cash, orders are created programatically into Sales, and trying to synchronize into ERP only the Order Headers make it over. The Order Products do not sync, resulting in Orders with no order lines. 

 

The only way to get Order Products to sync is to go manually in each Order Product and change the Order Is Submitted flag to Yes. Setting it programatically when creatign the records in Sales resets it back to No. 

 

This defeats the entire automation 🙂

1 ACCEPTED SOLUTION

Accepted Solutions
NickoTCW
Level: Powered On

Re: Data Integration - prospect to cash - order products not synchronizing

Solved using a Flow to set all flags correctly for sync. 

View solution in original post

2 REPLIES 2
v-siky-msft
Level 10

Re: Data Integration - prospect to cash - order products not synchronizing

Hi @NickoTCW ,

Can you share more details with your apps? What is the data source you work with?

What does ‘Is Submitted flag’  mean?  Is it a column? Which data type is it?

If you want to change value of ‘Is Submitted flag’  , you can use updateif function to get it, no need to change it manually.

For more information, you can refer to Docs: UpdateIf

Best regards,

Sik

NickoTCW
Level: Powered On

Re: Data Integration - prospect to cash - order products not synchronizing

Solved using a Flow to set all flags correctly for sync. 

View solution in original post

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