Sync Amazon orders (FBA) to Microsoft Dynamics 365 Business Central sales invoices (add or ignore)

Contents

• Understand the flow
• Configure settings
• Configure flow settings
• Run the flow
• Understand the Amazon FBA and Microsoft Dynamics 365 Business Central order records

The sales manager of an e-Commerce manufacturer must ensure that the orders from Amazon (FBA) as sales orders to Microsoft Dynamics 365 Business Central. The approved orders are later used for fulfillment and invoicing.

The Amazon orders to Microsoft Dynamics 365 Business Central sales order (add or ignore) flow syncs new FBA orders from Amazon as sales invoices to Microsoft Dynamics 365 Business Central. If an order exists in Microsoft Dynamics 365 Business Central, the flow ignores it. The flow looks for the customer by email address and syncs it to Microsoft Dynamics 365 Business Central. The flow also syncs the sales invoices and their line items. Finally, it looks for the sales invoice total amounts and syncs the variance amounts to sales invoices. This is a scheduled-delta flow.

Understand the flow

In the Amazon orders to Microsoft Dynamics 365 Business Central sales order (add or ignore) flow, the Get FBA orders from Amazon export gets the new Amazon FBA orders on a scheduled basis created after the last flow run. The Look up sales invoices in Microsoft Dynamics 365 Business Central flow step looks for sales invoices in Microsoft Dynamics 365 Business Central. The Get FBA order items from Amazon export get the FBA order items.

The Post customers to Microsoft Dynamics 365 Business Central import syncs the customers to Microsoft Dynamics 365 Business Central. 

• If a customer is found in Microsoft Dynamics 365 Business Central, the flow ignores it. 
• If a customer is not found in Microsoft Dynamics 365 Business Central, the Post customers to Microsoft Dynamics 365 Business Central import creates a customer record in Microsoft Dynamics 365 Business Central. While creating the customers, the flow validates if the record has an email and the Celigo eTail account ID. The success count is specified on the integration.io Dashboard.
• If the flow fails to create a customer, an error message is displayed on the integration app Dashboard.

The Post sales invoices to Microsoft Dynamics 365 Business Central import sync sales invoices to Microsoft Dynamics 365 Business Central. If a sales invoice exists in Microsoft Dynamics 365 Business Central, the flow ignores to sync the record. 

The Post sales invoice line items to Microsoft Dynamics 365 Business Central import syncs sales invoice line items from Amazon as sales orders to Microsoft Dynamics 365 Business Central. The flow step looks for the sales invoice total amounts to calculate the variance amounts from Microsoft Dynamics 365 Business Central. The Post sales invoice variances to Microsoft Dynamics 365 Business Central import posts the sales invoice variance amounts to Microsoft Dynamics 365 Business Central sales invoice.

Configure settings

1. In the Amazon - Microsoft Dynamics 365 Business Central integration app, go to Settings > Order (FBA).
2. In the Set go-live date and time setting, enter the date and time when you want to start syncing Amazon orders. All Amazon orders created prior to this date are ignored. 
3. In the Default Microsoft Dynamics 365 Business Central customer for all Amazon orders setting, enter a customer number to be applied by default to all Microsoft Dynamics 365 Business Central orders. This setting is useful if you prefer to skip adding a customer record in Microsoft Dynamics 365 Business Central for each new Amazon order.
4. In the Select Microsoft Dynamics 365 Business Central item to track Amazon gift wrap amounts and taxes setting, choose a Microsoft Dynamics 365 Business Central non-inventory item to track the gift wrap amounts and taxes. The selected item is added as a separate line item on the Microsoft Dynamics 365 Business Central sales invoice.
5. In the Select Microsoft Dynamics 365 Business Central item to track Amazon shipping amounts and taxes setting, choose a Microsoft Dynamics 365 Business Central non-inventory item to track the shipping amounts and taxes. The selected item is added as a separate line item on the Microsoft Dynamics 365 Business Central sales invoice.
6. Click Save.

Configure flow settings

Information: It is recommended to use the below settings if you want to re-sync the orders (during Amazon downtime, or invalid configuration scenarios) to Microsoft Dynamics 365 Business Central.

1. Go Flows > Order (FBA).
2. Click on the Amazon orders (FBA) to Microsoft Dynamics 365 Business Central sales invoices (add or ignore) flow.
3. On the Get FBA orders from Amazon export, click on the Export.
   
4. On the Edit export window, click to expand Custom Settings.
5. Check the Sync historical Amazon FBA orders on demand box to sync historical missing orders on demand for a specified duration. After you check this box, provide an end date in the Select the end date for historical orders setting to limit the orders you want to export. The Amazon orders (FBA) to Microsoft Dynamics 365 Business Central sales invoices (add or ignore) flow syncs back the missing orders on-demand only for the specified duration.
   
   Important: Uncheck this box after syncing the historical orders on demand.
6. In the Select the end date for historical Amazon FBA orders setting, select an end date for the historical missing orders that you want to sync on-demand to Microsoft Dynamics 365 Business Central.
7. Click Save & close.

Run the flow

Prerequisite: The items in Amazon must be in sync with Microsoft Dynamics 365 Business Central, otherwise the flow will error out. 

1. Go Flows > Order (FBA).
2. Next to the Amazon orders (FBA) to Microsoft Dynamics 365 Business Central sales invoices (add or ignore) flow, use the toggle button to enable the flow.
3. On the Confirm enable window, click Enable.
4. If you run the flow for the first time, a delta flow pop-up window is displayed. This helps you to sync the historical sales invoices. 
   
   
   • Automatic: Choose this option to process and sync data from the last flow run time OR
   • Custom: Choose this option to select a custom start date and time from when you wish to process and sync data.
     
5. Click Run.

You can see the flow status in the integrator.io Dashboard. On a successful sync, for every record, the success count of the flow including the import and export is shown as 1.

When you run the Amazon orders (FBA) to Microsoft Dynamics 365 Business Central sales invoices (add or ignore), the Lookup sales invoices in Microsoft Dynamics 365 Business Central and the Lookup posted sales invoices in Microsoft Dynamics 365 Business Central lookups check if a record exists with the order number specified in the Sales Invoice and the Posted Sales Invoice sections of the Microsoft Dynamics 365 Business Central app.

• If a record exists with the specified order number, it is ignored.
• If no record exists with the specified order number, a sales invoice will be created in the Sales Invoice section of the Microsoft Dynamics 365 Business Central app.

Understand the Amazon FBA and Microsoft Dynamics 365 Business Central order records

Amazon Seller Central FBA order

The Amazon orders (FBA) to Microsoft Dynamics 365 Business Central sales invoices (add or ignore) flow syncs the following from Amazon:

• Order details
• Customer information
• Custom fields such as Celigo eTail order ID, Celigo eTail order status, Celigo eTail ship service level, Celigo eTail pay method details, Celigo Amz fulfillment channel, and Celigo Amz sales channel.
• The flow syncs the order ID at the body-level and line level. Other information such as eTail order ID, eTail channel, and variances at the line-level.

Microsoft Dynamics 365 Business Central sales invoice

Microsoft Dynamics 365 Business Central sales invoice - line details