Order
In this section, you will see how to do mapping for Order entity.
When Order is promoted in Dynamics 365 CRM it is synced and saved as an Invoice in QuickBooks.
CRM Attribute Name
QB Attribute Name
Description
Customer
Customer Job
Customer gets mapped to Customer Job.
Total Amount
Total
Gets calculated automatically.
Freight Amount
Item (Freight from special product mappings)
Freight amount gets mapped to Items from Special product mappings.
Order Discount
Item (Discount from special product mappings)
Invoice Discount gets mapped to Items from Special product mappings.
Detail Amount
Item (Sub Total from special product mappings)
Details Amount gets mapped to Items from Special product mappings.
Accounting Ref
S. O. No.
S.O. number of QB order gets mapped to Accounting ref in CRM.
Customer Address
Name/Address
Note: CRM addresses Lines are mapped to QB Address details as follows:
CRM address <--> QB address
Address Name + Address 1:Primary Contact Name + Street 1 + Street 2 + Street 3 <--> Address
City <--> City
State/Province <--> State/Province
Zip/Postal Code <--> Zip/Postal Code
Country/Region <--> Country/Region
Name
Memo
Name gets mapped to memo.
Shipping Method
Ship Via
Shipping method gets mapped to Ship Via.
Payment Terms
Terms
Payment Terms gets mapped to Terms.
Order Product Mappings
Existing Product
Item
CRM Product gets mapped to QB product.
Write-In Product
Item (Write In from special product mappings)
Write-In product gets mapped to item from special product mapping.
Unit
Unit of Measure
Unit gets mapped to UOM.
Price Per unit
Rate
Price Per Unit gets mapped to Rate.
Quantity
Ordered
Quantity gets mapped to Ordered.
Amount
Amount
Note: Amount gets calculated automatically in QB.
Manual Discount
Item (Discount from special product mappings)
Manual Discount gets mapped to Discount from special product mappings.
Discount Description
Description
Discount Description gets mapped to Description.
Last modified 6mo ago
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