Dynamics 365 Ordes

Sales Order will be synched from Dynamics 356 to Sage Intacct. Dynamics CRM: Navigation path to add Sales Order in Dynamics > Go to Order Entry > Click on All > Click on Sales Order

Note: If the ERP setting has auto-generation of Document Number, kindly use the next Order no. in the name field of the Dynamics Order screen. In case of any other value entered in this screen, after integration ERP will generate its own document no.

GUMU™ Cloud portal: Dynamics 365 Order

Sage Intacct: Navigation path to add Sales invoice in Sage Intacct > Go to Order Entry > Click on All > Click on Sale order > search your sales order.