I believe I’ve got status and status reason mapped correctly for a custom AX to CRM mapping for Quotes- but after import it’s still overwriting the original status’ with the default value (Active) after entry. The other status name (Draft for example) shows for a second and then it changes back – I captured the status below in a screenshot (not currently attacted), it then reverted back to Active. There are no CRM workflows or other known activities (Scribe etc.) that would directly affect status or status reason codes in CRM.
My mappings:
Status:
=If(EqualTo("Sales Status", "Created"), 0, If(EqualTo("Sales Status", "Sent"), 1, If(EqualTo("Sales Status", "Confirmed"), 2, If(EqualTo("Sales Status", "Canceled"), 3, If(EqualTo("Sales Status", "Lost"), 3, 1)))))
Status Reason:
=If(EqualTo("Sales Status", "Created"), 1, If(EqualTo("Sales Status", "Sent"), 3, If(EqualTo("Sales Status", "Confirmed"), 4, If(EqualTo("Sales Status", "Canceled"), 6, If(EqualTo("Sales Status", "Lost"), 5, 3)))))
Table of AX to CRM status/status reason:
AX Status | CRM Status | CRM Status Reason |
Created | Draft 0 | In Progress 1 |
Sent | Active 1 | Open 3 |
Confirmed | Won 2 | Won 4 |
Canceled | Closed 3 | Canceled 6 |
Lost | Closed 3 | Lost 5 |
Just for comparison this is a default mapping for status from Sales Order (different status/status codes from Quotes):
=If(EqualTo(Sales Status, "Backorder"), 1, If(EqualTo(Sales Status, "Delivered"), 2, If(EqualTo(Sales Status, "Invoiced"), 3, If(EqualTo(Sales Status, "Canceled"), 4, 1))))