In this video, we'll learn about the main transaction entities used
in the Microsoft Dynamics 365 Intelligent Order Management transaction flows
from sales order through to fulfillment.
Let's ever talk about some other concepts before we have
a look at this in the product.
So the sales order as a transactional entity is a
shared database entity, which is made up of two entities
called the order,
which represents the sales order header and the order product,
which represents the sales order lines.
The same entities are used in other Dynamics applications like
Microsoft Dynamics 365,
Sales, Dynamics 365 Customer Service to provide that visibility when
you're using those other Dynamics applications in conjunction with Intelligent
Order Management.
Sales orders can be created manually or could be provided
by the auto capture providers that are configured in your
environment.
For example, a provider to an e-commerce system and
the sales order essentially tracks this status of those orders.
So one order header can have multiple order lines,
which is represented by the order in the order product.
When the orchestration runs in Intelligent Order Management,
it creates a fulfillment order to ship or fulfill that
order,
so this is provided by new Dataverse.
entities called a fulfillment order,
which represents the fulfillment header and the fulfillment product,
which represents the lines. So essentially you're fulfilling a line
from the sales order and multiple different sales order lines
can be can be combined into one fulfillment based on
optimizations that you might have in orchestration flow.
So essentially the fulfillment order is used to collect the
data on how the order is fulfilled and it's created
through that orchestration flow.
A sales order could be fulfilled by shipping,
purchasing replenishment, manufacturing, or delivery of a service.
So essentially that fulfillment order is storing attributes related to
how that order gets fulfilled.
Essentially, the fulfillment order tracks the related status of that
fulfillment in the related details like shipping delivery information.
Let's have a look at these within the application. Inside
the application we can navigate down to Sales orders and
Fulfillment orders. If we open
up our sales orders I can find an order that
already exists and double click on it and if we
have a look at the view we can see that
these are the sales order lines and so therefore each
of these the sales order lines in the application.
Likewise if we go to Fulfillment orders,
we can have a look at a fulfillment order, which
will give me the details of that fulfillment order and
then the individual line information related to that fulfillment
order. Now if we are an administrator
we can go across to make portal, so I
can go make.powerapps.com.
.I want to make sure I'm in
the environment that we've installed in, so this is my
trial environment.
I can go to data and then tables. So
this is the underlying entities that we can use,
whether we're a developer or we're looking at it from
a business intelligence point of view.
So I'm going to list all and then I'm going
to just filter for order,
and so we'll see here order,
which is the sales order and order product,
is the sales order detail
for the lines, and likewise fulfillment order and fulfillment order
product, is the line details.
So that's the underlying database storage mechanism that you can
then use for reporting and analytics purposes.
So the main thing is that that sales orders will
represent the orders that are coming in from different providers
or manually created through the user interface and then as
through the orchestration as fulfillment orders get created,
we'll see them here as they get created from the
processes of trying to determine how we ship or source
that product.
So that's a quick look inside the application of where
we're going to find these main transactions into these.
Dynamics 365 Intelligent Order Management is a new application in
the family of Dynamics 365 applications built on the Microsoft
Power Platform running on the Microsoft Azure Cloud.
To learn more about Dynamics 365 Intelligent Order Management,
visit our Community site, documentation
site, Marketing site, or our blog at these links.