Process of Sales order in Technical terms in D365Fo

 🔥 Sales Order Technical Flow in D365FO

(Creation → Confirmation → Picking → Packing Slip → Invoice → Accounting)

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1. Sales Order Creation

Tables

• SalesTable → SO header

• SalesLine → SO lines

• CustTable → Customer master

• InventDim / InventDimCombination → Dimensions

• InventTable / EcoResProduct → Item master

Framework Classes

• SalesTableType / SalesLineType

  • Responsible for validation, defaulting, creation logic

Key Methods

• SalesTable.initValue()

• SalesLine.initFromSalesTable()

• SalesTable.validateWrite()

• SalesLine.validateWrite()

Events (Extensions)

• SalesTableType.createSalesTable()

• SalesLineType.createSalesLine()

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2. Reservation (Optional)

If reservation is done:

Tables

• InventTrans (Reservation status)

• InventReservation

Classes

• InventUpd_Reservation

• InventTransReservation

Reservations impact picking and inventory availability.

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3. Sales Order Confirmation

Confirms order and freezes price/quantity.

Posting Class

• SalesFormLetter_Confirm

  • Created using: SalesFormLetter::construct(DocumentStatus::Confirmation)

Tables Updated

• SalesTable (DocumentState changes)

• SalesLine

• SalesTotals

• SalesParmTable / SalesParmLine (temporary posting buffer)

Key Posting Methods

• salesFormLetter.run()

• salesFormLetter.update()

• salesFormLetter.initParmSales()

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4. Picking (If warehouse management enabled)

WM flow uses WHS tables/modules.

Tables

• WHSWorkTable / WHSWorkLine

• WHSLoadTable / WHSLoadLine

• InventTrans (status = Picked)

Classes

• WHSWorkExecuteDisplay

• WHSPostEngine

• WHSLoadPostPrepare

Picking may be automatic or via scanner (mobile device).

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5. Packing Slip Posting (Delivery Note)

This is the product delivery equivalent.

Posting Class

• SalesFormLetter_PackingSlip

  • Created using: SalesFormLetter::construct(DocumentStatus::PackingSlip)

Technical Steps

1. Create posting buffers (SalesParm*)

2. Update inventory (InventTrans = Deducted)

3. Create packing slip journal

Tables Updated

• CustPackingSlipJour (header)

• CustPackingSlipTrans (lines)

• InventTrans (physical update)

• InventSettlement (physical cost updates depending on model group)

Key Methods

• salesFormLetter.transWrite()

• inventMovement.issue()

• salesFormLetter.sumBy()

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6. Sales Invoice Posting

Final financial update.

Posting Class

• SalesFormLetter_Invoice

  • Called via: SalesFormLetter::construct(DocumentStatus::Invoice)

Technical Flow

• Matches packing slip

• Applies prices/charges

• Finalizes financial inventory update

• Creates sub-ledger and Ledger posting

Tables Updated

• CustInvoiceJour

• CustInvoiceTrans

• CustTrans (customer ledger entry)

• InventTrans (financial update = Sold)

• SubledgerJournalAccountEntry

• GeneralJournalEntry / GeneralJournalAccountEntry

• SalesTaxTrans

Key Methods

• salesFormLetter.run()

• salesFormLetter.updateInvent()

• LedgerVoucher.commit()

• InventCostTransPosting.postInventTrans()

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7. Accounting Entries Generated

Depending on item model group and posting profiles:

At Packing Slip (optional, if physical cost posting enabled)

• COGS (if physical posting)

• Inventory deduction

At Invoice

• Debit: Accounts Receivable

• Credit: Sales Revenue

• Credit: Sales Tax Payable

• Debit: COGS

• Credit: Inventory

Tables

• SubledgerJournalAccountEntry

• GeneralJournalEntry

• GeneralJournalAccountEntry

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8. Workflow (if enabled)

Sales Orders can have workflows (rare but supported).

Tables

• WorkflowTrackingStatusTable

• WorkflowWorkItemTable

Classes

• SalesWorkflow

• WorkflowWorkItemActionManager

Events

• onCanSubmitToWorkflow()

• onSubmited()

• onApproved()

• onRejected()

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9. Inventory Impact Summary

ReservPhysical → after reservation

Picked → after picking

Deducted → after packing slip

Sold → after invoice

Main table:

• InventTrans

Cost calculations use:

• InventCostTrans

• InventSettlement

• InventCostAmountCalc

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10. Extension Points / Events

Technical customizations rely on:

Table Events

• SalesTable.onModifiedField()

• SalesLine.onValidatedField()

Class Extensions

• SalesFormLetter_Confirm_Extension

• SalesFormLetter_PackingSlip_Extension

• SalesFormLetter_Invoice_Extension

Post/Pre Handlers

• SalesFormLetter.preRun()

• SalesFormLetter.postRun()