Post online sales and payments

This article describes how to configure and run a recurrent batch job to create sales orders and payments for online store transactions in Microsoft Dynamics 365 Commerce headquarters.

Posting online sales and payments is a two-stage process.

• Pull the online commerce transaction data in headquarters.
• Synchronize orders to create sales orders in headquarters.

Pulling the online transaction data can be done either by manually running the P-job, or by creating a recurrent batch job.

Manually run the P-job

To manually run the P-job, follow these steps.

1. In headquarters, go to All workspaces > Retail and Commerce IT.
2. Select Distribution schedule.
3. Select P-0001.
4. Adjust channel database groups, if required.
5. Select Run now.
6. Select Yes.

Schedule a recurring P-job

To schedule a recurring P-job, follow these steps.

1. In headquarters, go to All workspaces > Retail and Commerce IT.
2. Select Distribution schedule.
3. Select P-0001.
4. Select Create batch job.
5. Select Run in the background.
6. Enable Batch processing.
7. Select Recurrence.
8. Select the No end date option.
9. In the Count field, enter the interval between the runs in minutes. Typically, this would be 5-10 minutes.
10. Select OK.
11. Select OK.

Orders can be synchronized either by manually running the Synchronize orders job, or by creating a recurring batch job.

Manually run order synchronization

To manually run the Synchronize orders job once, follow these steps.

1. In headquarters, go to All workspaces > Store financials.
2. Select Synchronize orders.
3. In the Organization hierarchy field, select Stores by Region.
   1. Select either a specific online store, or select a node if you want to create the batch job for a group of stores.
   2. Select the arrow to add your selection.
4. Select the Run in the background tab.
5. Disable Batch processing.
6. Select Recurrence.
7. Select the End After option.
8. In the End After field, enter "1".
9. Select OK.
10. Select OK.

Schedule recurring order synchronization

The following procedure walks through configuring and running a recurrent batch job to create sales orders and payments for online store transactions, using the USRT company in demo data.

To schedule recurring order synchronization, follow these steps.

1. In headquarters, go to All workspaces > Store financials.
2. Select Synchronize orders.
3. In the Organization hierarchy field, select Stores by Region.
   1. Select either a specific online store, or select a node if you want to create the batch job for a group of stores.
   2. Select the arrow to add your selection.
4. Select the Run in the background tab.
5. Enable Batch processing.
6. Select Recurrence.
7. Select the No end date option.
8. In the Count field, enter the interval between the runs in minutes. Typically, this would be 2-20 minutes.
9. Select OK.
10. Select OK.

Data entities involved in the process

• RetailTransactionTable
• RetailTransactionAddressTrans
• RetailTransactionInfocodeTrans
• RetailTransactionTaxTrans
• RetailTransactionSalesTrans
• RetailTransactionTaxMeasure
• RetailTransactionDiscountTrans
• RetailTransactionTaxTransGTE
• RetailTransactionMarkupTrans
• RetailTransactionPaymentTrans
• RetailTransactionAttributeTrans