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Importing Fulfilled Orders into Dynamics CRM 2011 RRS feed

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    Hi,

    I have a fairly large set of orders that I need to import into our CRM database.  These are historical orders that have already been fulfilled.  

    However on the import I get an error setting the status/status reason:

    The record was created but the state could not be changed to target value: This message can not be used to set the state of SalesOrder to Fulfilled.  In order to set state of SalesOrder to Fulfilled, use the FulfillSalesOrderRequest Request message instead.

    I'm not exactly sure what the FulfillSalesOrderRequest is; it looks like a custom code class I'd have to write.  

    Is there not an easier way to just import orders that have already been Fulfilled?

    Friday, August 5, 2011 5:33 PM

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    Hi,

    What you can do is create a new On Demand workflow on Order Entity, Add Change Status step and select Complete in status list, save workflow and then activate it. In Advance find or Order Entity Grid View select all order and click on Run Workflow button and select the workflow and click ok button.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".



    Friday, August 5, 2011 5:59 PM

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    Alternatively, is there any way to mass mark orders as Fulfilled/Completed/anything other than "New"?
    Friday, August 5, 2011 5:45 PM
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    Hi,

    What you can do is create a new On Demand workflow on Order Entity, Add Change Status step and select Complete in status list, save workflow and then activate it. In Advance find or Order Entity Grid View select all order and click on Run Workflow button and select the workflow and click ok button.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".



    Friday, August 5, 2011 5:59 PM
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    Thanks, I think that will work.  Do you know why CRM makes it so difficult to change the status?  Is there a business reason behind this?

    From a setup standpoint it would be nice to bypass any such rule enforcements until imported data is in place....

    Friday, August 5, 2011 8:04 PM
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    Hi,

    Dynamics CRM handles record status changes via SDK messages not directly allow to edit status (normally record status handled via SetStatusRequest and speical status i.e. FullFill order hanled via particual SDK requests FullfillSalesOrderRequest) i.e. For fullfilling order there are other attributes that value can be provided i.e. Date Fullied and description etc.

    but workflows allows to directly set record status and bypass such role enforcement.

    If this answers your question then please Vote as Helpful and Mark as Answer.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, August 5, 2011 8:14 PM
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    But when I do this, the Date Fulfilled date is changed to the system date, not the date that I imported the order with.  How do I get Dynamics to change the Order Status to Complete/Fulfilled, but not change the Date Fulfilled date?
    Tuesday, May 27, 2014 6:57 AM