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 [e-mail]