Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.
Business process
Sales Orders / Shipment
Order-to-fulfillment handoff: Dynamics 365 F&O Sales Orders provides context for EasyPost Shipment. These are related records, not equivalent entities.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- Dynamics 365 F&O
- Object support to establish
- EasyPost
- Object support to establish
- Record identity
- Link the order and selected line IDs to separate fulfillment IDs; allow split shipments.
- Field ownership
- The fulfillment owner decides when an approved order can ship and how cancellations are handled.
Fields to include
- Source record reference
- Destination record reference
- Approved handoff state
- Duplicate-detection key
- Record dependencies
- Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
- Validation
- Test partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.
- Recovery
- Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.
References: Dynamics 365 F&O: Sales Orders documentationEasyPost: Shipment documentation