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[Tim Stutzman]

Hello,

Found out today that when a user goes into a sales order and changes the Requested Ship Date on a particular order line, it generates what looks like another order line. 

Example two order lines in an orders:

I know it’s not really a new order line and the system must be doing this to show a change (maybe someone could also explain why D365 does this) and in the SalesOrderLineV2 data entity it shows up as two order lines with no way that I can tell that this is not an order line.  I use this data to publish to our external facing so customers can log in and see the status of their orders.  This came up because the customer said they didn’t order the quantities they viewed on the website.  Digging in and investigating, I realized that when you change the Requested Ship Date another record is created.  Does anyone know what data entity I need to know that this is a true order line?  I have looked at the SalesOrderLineV2 and SalesOrderLineCDS and there is nothing distinguishable between the lines to know so I don’t export duplicate sales order lines.  Will I need to create a custom entity for a unexposed table?

Any help would be appreciated.

Thanks,
Tim

#DataManagement?? ?

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Tim Stutzman
ERP Systems Manager
Pure Archery Group
Eugene OR
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[Peter Ramer]

Hi Tim,
    I didn’t think changing the ‘Requested Ship Date’ on a sales line would create a sales line.  I will try it myself in a little bit.  Do you have any custom code?  Do you happen to know what code creates this second line?  I believe the field you are referring to is SalesLine.ShippingDateRequested.  If I right click on the field and select ‘find all references’, I didn’t see in code where it would create a second line if this was changed; but I could be missing it.  
For the moment, lets say it did create a second SalesLine record.  The SalesOrderLineV2 should include all of the sales line records.  I believe what you are saying is that the SalesOrderLineV2 is returning ALL of the sales lines, but you do not want to return the second ‘created’ sales lines.  Is that correct?  Instead of looking to make a change to the Data Entity, I recommend you figure out what code is causing a second sales line to be created, as that seems to be the core of the issue.  And I believe whatever process that is doing this may not be base Microsoft code.  Hopefully that helps some.

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Peter Ramer
Manager
RSM
Greenwood Village CO
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[Tim Stutzman]

Hi Pete,

We do not have any custom code.

If you select the sales order line > Sales order line menu item > Delivery schedule and then change the requested ship date after the sales order line has been entered originally.  

Before

After

When a user does this it creates two records in the SalesOrderLineV2 data entity.  It looks like two order lines but in reality it is only one still.  I see no fields in the data entity to tell me what are the real lines or modified lines.

Thanks,
Tim

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Tim Stutzman
ERP Systems Manager
Pure Archery Group
Eugene OR
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[Colby Gallagher]

Ahh, you’re using delivery schedules.   Are your users doing this intentionally for some reason, or is that the only way they know how to maintain dates on an SO line? These are intended to take an original SO line, of say 100 pcs, and split it into a number of child lines with different delivery dates and quantities.  They are not intended to be used just to change the requested ship date.  If you only need to change the requested ship date, just change that field on the SO line.

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Colby Gallagher
Managed Application Services Supervisor
RSM
OH
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[Tim Stutzman]

Hi Colby,

Thanks for your response.  The users are doing this because that’s they only way then know how to modify the SO Line and change the requested ship date.  Looks like they should be changing the Request Ship date under delivery for the sales order line.  Correct?

Thanks,
Tim

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Tim Stutzman
ERP Systems Manager
Pure Archery Group
Eugene OR
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[Colby Gallagher]

Hi Tim, yes that’s correct.  You can also use confirmed ship date if you want the visibility between requested and confirmed dates.

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Colby Gallagher
Managed Application Services Supervisor
RSM
OH
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[Tim Stutzman]

Thank you Colby for your help!

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Tim Stutzman
ERP Systems Manager
Pure Archery Group
Eugene OR
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