Summary
Microsoft Dynamics NAV sales orders can be captured into iPaaS.com as transactions through the Sales Order To iPaaS.com mapping collections. NAV orders are polled on a schedule; each order's header is captured along with its address, line item, tracking number, and transaction payment child collections.
ID Format
Manual Sync ID Format. To capture a single order on demand, open the subscription's Manual Sync page in the iPaaS.com portal, select the Sales Order To iPaaS.com transfer, and enter the Microsoft Dynamics NAV sales order number (No.).
Pattern: the NAV sales order number
Example:
SO002970326
External ID Format. The iPaaS.com transaction number (the NAV order number) is stored as the external ID linking the two records.
Deleted Record Support
Not supported. The integration captures orders into iPaaS.com only; deleting an order in Microsoft Dynamics NAV is not captured.
Custom Field Support
The Sales Order (Transaction) collection supports custom fields, allowing additional Microsoft Dynamics NAV order fields to be captured into iPaaS.com transaction custom fields. (The tracking-number and payment child collections do not use custom fields.)
Mapping Collection Status
Status: Enabled
Trigger Events: Automatic transfers are activated by the subscriber in the iPaaS.com subscription configuration's Inbound Data Flows section, by enabling this collection's events (Poll, Create, and Update). No automatic transfer runs until they are enabled there. Manual Sync (see ID Format) is available at any time regardless.
Duplicate or Conflicting Mappings
Other collections that affect the same record. The Sales Order Add and Update To iPaaS.com collections both target the same iPaaS.com transaction. Once an order is posted as an invoice in NAV it is captured by the Invoice To iPaaS.com collections instead (read from SalesInvoices). The Sales Order From iPaaS.com collections write orders in the reverse direction (round-trip).
Collision handling. Not applicable on the capture side (configurable collision handling applies to the Sales Order From iPaaS.com write).
Duplicate Matching
The order updates/links to the existing iPaaS.com transaction matched on the NAV order number; it does not create a duplicate.
Supported Child Collections
Add/Update Microsoft Dynamics NAV Sales Order Address TO iPaaS.com — bill-to/ship-to address.
Add/Update Microsoft Dynamics NAV Sales Order Line Item TO iPaaS.com — order item lines.
Add/Update Microsoft Dynamics NAV Sales Order Tracking Number TO iPaaS.com — shipment tracking.
Add/Update Microsoft Dynamics NAV Transaction Payment TO iPaaS.com — payment terms as a transaction payment.
System Caveats
Microsoft Dynamics NAV Caveats
The SalesOrders OData web service must be published in Microsoft Dynamics NAV with the service name exactly
SalesOrders, or orders cannot be polled.Orders are read from Microsoft Dynamics NAV; the integration does not create or modify orders in NAV through these collections.
iPaaS.com Caveats
Customer or company must be linked. The transaction's CompanyId/CustomerId resolve only when the order's Sell-to Customer is already linked to an iPaaS.com company or customer; otherwise they resolve to null.
Setup Requirements
Microsoft Dynamics NAV Configuration
Publish the SalesOrders OData web service (Web Services), service name exactly
SalesOrders. See the Installation Instructions.
Subscription Settings — Polling
Transaction Poll Search Days and Poll Time UTC Adjustment govern the order poll window and the NAV UTC date-filtering compensation. See the Connections and Settings documentation.
Authentication
The integration authenticates using the connection credentials in the subscription settings.
Integration Flow
The scheduled transaction poll requests orders from the Microsoft Dynamics NAV
SalesOrdersendpoint.Valid orders (status Released, with a linked customer/company) are captured; the order header is created or updated as an iPaaS.com transaction.
The order's addresses, item lines, tracking numbers, and payment terms are captured through the child collections.
Mappings
Add/Update Microsoft Dynamics NAV Sales Order TO iPaaS.com (Header)
iPaaS.com data type: Transaction
Filter Description. Only valid sales orders are captured: the NAV order status must be Released and the order's Sell-to Customer must be linked to an existing iPaaS.com customer or company. Orders that do not meet both conditions are skipped.
Description. Captures the NAV sales order header into the iPaaS.com transaction. The Add and Update collections share the same field mappings.
Mapping Type | Source Field (Microsoft Dynamics NAV) | Destination Field (iPaaS.com) | Description |
Field |
| TransactionNumber | Required. iPaaS.com transaction number, from the NAV order number. |
Field |
| Type | Required. Transaction type, from the NAV document type. |
Lookup Translation | Lookup Translation | Status | Required. iPaaS.com transaction status, mapped from the NAV order status. |
Dynamic Formula |
| SystemId | Required (automatic). The current subscription's system id. |
Dynamic Formula | resolves the linked customer's NAV Sell-to Customer No. to an iPaaS.com company | CompanyId | Required (customer/company linkage). iPaaS.com company linked to the order, or null when not linked to a company. The collection's filter passes only orders whose Sell-to Customer is linked, so linkage holds. See mapping notes for the full formula. |
Dynamic Formula | resolves the linked customer's NAV Sell-to Customer No. to an iPaaS.com customer | CustomerId | Required (customer/company linkage). iPaaS.com customer linked to the order, or null when not linked. The collection's filter passes only orders whose Sell-to Customer is linked, so linkage holds. See mapping notes for the full formula. |
Dynamic Formula | order total excluding VAT (rounded 2dp) | Subtotal | Recommended. Transaction subtotal, from the order's line total excluding VAT. |
Dynamic Formula | order total including VAT (rounded 2dp) | Total | Recommended. Transaction total, from the order's line total including VAT. |
Dynamic Formula | sum of | TotalQty | Recommended. Total quantity across item-type lines. |
Dynamic Formula |
| TransactionCreatedDateTime | Recommended. Transaction created date/time, from the NAV order date. |
Add/Update Microsoft Dynamics NAV Sales Order Address TO iPaaS.com
iPaaS.com data type: Transaction Address
Description. Captures the order's bill-to and ship-to address into the iPaaS.com transaction address.
Mapping Type | Source Field (Microsoft Dynamics NAV) | Destination Field (iPaaS.com) | Description |
Field |
| IsPrimaryBilling | Recommended. Primary-billing flag. |
Field |
| IsPrimaryShipping | Recommended. Primary-shipping flag. |
Field |
| Address1 | Recommended. Address line 1. |
Field |
| Address2 | Recommended. Address line 2. |
Field |
| City | Recommended. City. |
Field |
| Region | Recommended. Region (state/province). |
Field |
| Country | Recommended. Country. |
Field |
| PostalCode | Recommended. Postal code. |
Dynamic Formula |
| ShippingMethod | Recommended. Shipping method on the primary shipping address, from the order's Shipping Agent Code; if present, must match a Shipping Method configured in iPaaS.com. |
Dynamic Formula |
| FirstName | Recommended. First name, split from the address Name. |
Dynamic Formula |
| LastName | Recommended. Last name, split from the address Name. |
Add/Update Microsoft Dynamics NAV Sales Order Line Item TO iPaaS.com
iPaaS.com data type: Transaction Line
Mapping Filter
No != "" && Type == "Item"
Filter Description. Only item-type order lines that have an item number are captured; other line types (shipping, tax, G/L) are skipped.
Description. Captures the order's item lines into the iPaaS.com transaction line items.
Mapping Type | Source Field (Microsoft Dynamics NAV) | Destination Field (iPaaS.com) | Description |
Static |
| Type | Required. Fixed line type. |
Dynamic Formula |
| Status | Required. Line status: Shipped when the order is Released, else Pending. |
Field |
| Sku | Required. Line SKU, from the NAV line item number; must resolve to an existing iPaaS.com product/variant when Type is Product. |
Field |
| Description | Recommended. Line description. |
Field |
| Qty | Recommended. Ordered quantity. |
Field |
| QtyShipped | Recommended. Shipped quantity. |
Field |
| UnitPrice | Recommended. Unit price. |
Field |
| ExtendedPrice | Recommended. Extended price. |
Field |
| DiscountAmount | Recommended. Line discount amount. |
Field |
| DiscountPercent | Recommended. Line discount percent. |
Add/Update Microsoft Dynamics NAV Sales Order Tracking Number TO iPaaS.com
iPaaS.com data type: Transaction Tracking Number
Mapping Filter
!string.IsNullOrEmpty(PackageTrackingNo_SalesShipment) && Type == "Item" (Add) Type == "Item" (Update)
Filter Description. The Add collection captures only item lines that have a package tracking number; the Update collection captures item lines. Lines without a tracking number are excluded on Add.
Description. Captures shipment tracking detail (assembled from the NAV order line, sales shipment, and shipment line records) into the iPaaS.com transaction tracking number. The collection carries a large set of NAV shipment fields; the subscriber-facing core fields are shown below, with the remaining internal fields summarized after the table.
Core fields
Mapping Type | Source Field (Microsoft Dynamics NAV) | Destination Field (iPaaS.com) | Description |
Field |
| TrackingNumber | Recommended. Package tracking number. |
Field |
| ShippingMethod | Required. Shipping method (shipping agent code); must match a Shipping Method configured in iPaaS.com. |
Field |
| Quantity | Recommended. Quantity. |
Field |
| Line Item Id | Recommended. Shipment line number. |
Dynamic Formula |
| ShippingMethodDescription | Recommended. (Update) A descriptive label carrying the shipment line number. |
Dynamic Formula | matches the parent order line on shipment line number and returns its unit price; defaults to | Cost | Recommended. (Update) Tracking line cost, from the matching order line's unit price. |
Dynamic Formula | combines invoiced quantity, shipping agent code, and tracking number when all present | Partial Deliveries | Recommended. (Update) Pipe-delimited partial-delivery descriptor. |
Captured NAV shipment attributes (reference). In addition to the core fields, the collection captures the full NAV shipment detail, grouped by source record. These pass through to the iPaaS.com tracking record and are not typically remapped by subscribers; the complete field inventory is maintained in the collection's mapping notes (Mapping Collection Notes/MicrosoftNav-Microsoft-Nav-Order-Sales-Tracking-Number-*-To-iPaaS-Child-mapping-notes-Final.md):
Order line (VBCOLI): Document_No, Creation/Processed/Sent date-times, Short_Shipped_Qty, Status, Remarks, M2/M1/3PL order ids and flags, and related control fields.
Sales shipment: Shipment_No, Location/Posting/Document dates, Sell-to/Bill-to/Ship-to name, address, post code, country, and contact fields, Salesperson Code, Currency Code, Shipment Method/Agent codes.
Shipment line (Update collection): ETag, Location code, package tracking number, sell-to customer, shipment date, and dimension codes.
Line detail: Type, Description, Variant Code, Unit of Measure (Code), Appl. to Item Entry, Job No, Quantity Invoiced.
Error Handling
For the catalog of subscriber-visible errors, see the Microsoft Dynamics NAV Error Messages article.
Add/Update Microsoft Dynamics NAV Transaction Payment TO iPaaS.com
iPaaS.com data type: Transaction Payment
Mapping Filter
SourceTypeName == "ParentOnly" && !string.IsNullOrEmpty(Parent.PaymentTermsCode)
Filter Description. A transaction payment is recorded only when the parent order has a Payment Terms Code; orders without one produce no payment.
Description. Records the order's payment terms as a transaction payment on the iPaaS.com transaction.
Mapping Type | Source Field (Microsoft Dynamics NAV) | Destination Field (iPaaS.com) | Description |
Dynamic Formula |
| Method | Required. Payment method, from the parent order's Payment Terms Code; must match a Payment Method configured in iPaaS.com. |
Testing & Validation
Test Scenarios
Release an order in Microsoft Dynamics NAV whose customer is linked in iPaaS.com and run the poll (or a manual sync by order number); confirm the transaction is captured with its addresses, item lines, tracking, and payment.
Confirm an order whose customer is not linked, or that is not Released, is skipped by the filter.
Update an order in NAV and re-run; confirm the iPaaS.com transaction updates without duplicating.
Confirm a line without a tracking number does not produce a tracking record on the Add collection.
Validation Checklist
The SalesOrders web service is published in NAV with the exact service name
SalesOrders.The order's customer/company is linked between iPaaS.com and NAV.
The header filter validates Released status + linked customer/company (the
return true;test override is not present in the deployed template).
Additional Notes
The posted-invoice form of these transactions is documented in the Invoice To iPaaS.com mapping documentation; the reverse write in the Sales Order From iPaaS.com mapping documentation.
For directionality, required web services, and environment-specific behaviors, see the Microsoft Dynamics NAV Known Limitations article.