Sales order process handoff
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Sales Orders or Shipment Orders record needs a defined result in the other system.
- Start with Dynamics 365 F&O Sales Orders and Infor WMS Shipment Orders. Use the record-matching and field-ownership rules from your mapping worksheet.
- Create or locate the customer and products first; resolve taxes, currency, and fulfillment references.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test partial fulfillment, an out-of-stock line, and a repeated request that must not create a second shipment.
If it fails: Check for an existing destination order before retrying a timed-out create; reconcile line IDs to avoid duplicate fulfillment.
Product or catalog item sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Released Products or Items record needs a defined result in the other system.
- Start with Dynamics 365 F&O Released Products and Infor WMS Items. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve units, variants, categories, and applicable price lists before order lines.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.
If it fails: Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.
Inventory or stock position sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected On-hand Inventory or Inventory record needs a defined result in the other system.
- Start with Dynamics 365 F&O On-hand Inventory and Infor WMS Inventory. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve product, unit, warehouse/location, and lot/serial references.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test the same SKU in two locations, a reservation, and an older snapshot arriving late.
If it fails: Reconcile the latest stock position before retrying; do not apply an old absolute quantity after new movements.
Reconcile Dynamics 365 F&O business records with Infor WMS
This is an evaluation scenario; connector and operation support require confirmation.
Starting event: A finance-owned record in Dynamics 365 F&O needs operational visibility through Items or Inventory.
- Select Customers or Vendors with the correct legal entity, period, and currency.
- Define a reporting relationship in Infor WMS; do not equate customer records, ledger accounts, and posted transactions.
- Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.
Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.
If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.