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.

For further queries, reach out to us at crm@inogic.com

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