Map to Dataverse option sets such as payment terms, freight terms, and shipping agents without code

Important

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Users by admins, makers, or analysts Mar 1, 2022 Apr 1, 2022

Business value

Payment terms, shipment methods, and shipping agents can change along with the environments in which businesses operate. To react quickly to changing business conditions, businesses must be able to quickly and cost effectively change their payment, shipping, or freight policies across their business systems.

Feature details

You can manually map payment terms, freight terms, shipping methods, and shipping agents between Business Central and Microsoft Dataverse.

If you enable the Feature Update: Map to option sets in Dataverse without code feature in Feature Management in Business Central, you will no longer need to do code customizations to synchronize payment terms, shipment methods, and freight terms. The feature update will add integration table mappings for payment terms (PAYMENT TERMS), shipment methods (SHIPMENT METHOD), and shipping agents (SHIPPING AGENT).

Because payment terms, shipment methods, and shipping agents are handled as standard integration table mappings, you can view which payment terms, shipment methods, and shipping agents are coupled using the Coupled in Dataverse column.

You can synchronize payment terms, shipment methods, and shipping agents data by using the Synchronize action, set up or delete coupling by choosing the Coupling, Set up coupling or Delete coupling actions, or do a match-based coupling by choosing the Match-Based Coupling action.

Shows integration table mappings for payment terms, shipment methods, and shipping agents.

Shows Coupled to Dataverse column on Payment Terms page.

Shows Dataverse action group on Payment Terms page.

Note

You need to have Feature Update: Map to option sets in Dataverse without code feature enabled in Feature Management page to use this capability.

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See also

Mapping the Tables and Fields to Synchronize (docs)