Exporting Purchase Orders from Dynamics 365 Business Central

This task will export purchase orders from Dynamics 365 Business Central to Dynamics 365 Business Central Purchase Order XML format.

Settings

Dynamics 365 Business Central Connection

Required
The connection to Dynamics 365 Business Central to use. See the Connecting to Dynamics 365 Business Central article if you require more information on how to create/manage connections.

Export Attachments

Required
Set to true to include detailed attachment information in the output from the task, including a base-64 encoded copy of the attached file.

Export Country/Regions

Required
Set to true to include detailed country/regions information in the output from the task.

Export Currencies

Required
Set to true to include detailed currency information in the output from the task.

Export Dimension Set Lines

Required
Set to true to include detailed dimension set line information in the output from the task.

Export Payment Terms

Required
Set to true to include detailed payment term information in the output from the task.

Export Settings

Required

Date Modified - Only records modified after this date will be exported. The date will update automatically each time the task runs.
Export Modified or All Records - Used to choose which records should be included in the export. Note that the 'Modified' setting will also export any new records.

Export Shipment Methods

Required
Set to true to include detailed shipment method information in the output from the task.

Export Vendors

Required
Set to true to include detailed vendor information in the output from the task.

Filter

Optional
Specify criteria to use to filter the records output by the task. The filter is specified using the OData format, e.g. id eq c998d7da-549e-ed11-988a-000d3a3885d3. See Filtering for more information.

Output File

Required
The name of the file to write the exported records to. The data will be exported in XML format, a sample is provided below.

Page Size

Required
The maximum number of records to requested at a time. Increasing this will speed up the export but will use more memory and may result in timeout errors. The maximum is 20000.

Zynk Settings

See Common Task Settings

Examples

Sample output file:

<?xml version="1.0" encoding="utf-8"?>
<PurchaseOrders xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <PurchaseOrder>
    <Id>46682beb-549e-ed11-988a-000d3a3885d3</Id>
    <ODataETag>W/"JzIwOzEwMjUwOTQzODQ5ODY4MTUzMTkzMTswMDsn"</ODataETag>
    <Number>106001</Number>
    <PostingDate>2023-04-08T00:00:00</PostingDate>
    <VendorId>1f99d7da-549e-ed11-988a-000d3a3885d3</VendorId>
    <VendorNumber>10000</VendorNumber>
    <VendorName>Fabrikam, Inc.</VendorName>
    <PayToName>Fabrikam, Inc.</PayToName>
    <PayToVendorId>1f99d7da-549e-ed11-988a-000d3a3885d3</PayToVendorId>
    <PayToVendorNumber>10000</PayToVendorNumber>
    <PayToAddressLine1>10 North Lake Avenue</PayToAddressLine1>
    <PayToAddressLine2 />
    <PayToCity>Atlanta</PayToCity>
    <PayToCountry>US</PayToCountry>
    <PayToState>GA</PayToState>
    <PayToPostCode>US-GA 31772</PayToPostCode>
    <ShipToName />
    <ShipToContact />
    <ShipToAddressLine1>7122 South Ashford Street</ShipToAddressLine1>
    <ShipToAddressLine2>Westminster</ShipToAddressLine2>
    <ShipToCity>London</ShipToCity>
    <ShipToCountry>GB</ShipToCountry>
    <ShipToState />
    <ShipToPostCode>W2 8HG</ShipToPostCode>
    <BuyFromAddressLine1>10 North Lake Avenue</BuyFromAddressLine1>
    <BuyFromAddressLine2 />
    <BuyFromCity>Atlanta</BuyFromCity>
    <BuyFromCountry>US</BuyFromCountry>
    <BuyFromState>GA</BuyFromState>
    <BuyFromPostCode>US-GA 31772</BuyFromPostCode>
    <CurrencyId>00000000-0000-0000-0000-000000000000</CurrencyId>
    <CurrencyCode>GBP</CurrencyCode>
    <PricesIncludeTax>false</PricesIncludeTax>
    <DiscountAmount>0</DiscountAmount>
    <DiscountAppliedBeforeTax>true</DiscountAppliedBeforeTax>
    <TotalAmountExcludingTax>3546.2</TotalAmountExcludingTax>
    <TotalTaxAmount>0</TotalTaxAmount>
    <TotalAmountIncludingTax>3546.2</TotalAmountIncludingTax>
    <Status>Draft</Status>
    <LastModifiedDateTime>2023-03-07T14:27:13.65Z</LastModifiedDateTime>
    <Vendor>
      <Id>1f99d7da-549e-ed11-988a-000d3a3885d3</Id>
      <ODataETag>W/"JzIwOzExMDU0Njg1NTE2MDkyMjgzODQ5MTswMDsn"</ODataETag>
      <Number>10000</Number>
      <DisplayName>Fabrikam, Inc.</DisplayName>
      <AddressLine1>10 North Lake Avenue</AddressLine1>
      <AddressLine2 />
      <City>Atlanta</City>
      <State>GA</State>
      <Country>US</Country>
      <PostalCode>US-GA 31772</PostalCode>
      <PhoneNumber />
      <Email>[email protected]</Email>
      <Website />
      <TaxRegistrationNumber />
      <CurrencyId>00000000-0000-0000-0000-000000000000</CurrencyId>
      <CurrencyCode>GBP</CurrencyCode>
      <Irs1099Code />
      <PaymentTermsId>0298d7da-549e-ed11-988a-000d3a3885d3</PaymentTermsId>
      <PaymentMethodId>00000000-0000-0000-0000-000000000000</PaymentMethodId>
      <TaxLiable>true</TaxLiable>
      <Blocked>_x0020_</Blocked>
      <Balance>1267.5</Balance>
      <LastModifiedDateTime>2023-01-27T15:11:55.127Z</LastModifiedDateTime>
    </Vendor>
    <Attachments />
    <DimensionSetLines>
      <DimensionSetLine>
        <Id>3b8e3bdf-549e-ed11-988a-000d3a3885d3</Id>
        <ODataETag>W/"JzE4OzQyMjA4NDc2NjM2NzE5NzQ4NTE7MDA7Jw=="</ODataETag>
        <Code>AREA</Code>
        <ParentId>46682beb-549e-ed11-988a-000d3a3885d3</ParentId>
        <ParentType>Purchase_x0020_Order</ParentType>
        <DisplayName>Area</DisplayName>
        <ValueId>a7913bdf-549e-ed11-988a-000d3a3885d3</ValueId>
        <ValueCode>70</ValueCode>
        <ValueDisplayName>America North</ValueDisplayName>
      </DimensionSetLine>
      <DimensionSetLine>
        <Id>3c8e3bdf-549e-ed11-988a-000d3a3885d3</Id>
        <ODataETag>W/"JzIwOzE2ODAxOTM3MTYwNjE5NjQ5NDUwMTswMDsn"</ODataETag>
        <Code>BUSINESSGROUP</Code>
        <ParentId>46682beb-549e-ed11-988a-000d3a3885d3</ParentId>
        <ParentType>Purchase_x0020_Order</ParentType>
        <DisplayName>Business Group</DisplayName>
        <ValueId>ab913bdf-549e-ed11-988a-000d3a3885d3</ValueId>
        <ValueCode>INDUSTRIAL</ValueCode>
        <ValueDisplayName>Industrial</ValueDisplayName>
      </DimensionSetLine>
      <DimensionSetLine>
        <Id>408e3bdf-549e-ed11-988a-000d3a3885d3</Id>
        <ODataETag>W/"JzIwOzEwMzUyNDU1MjU5NjA5NzE0NTI1MTswMDsn"</ODataETag>
        <Code>SALESCAMPAIGN</Code>
        <ParentId>46682beb-549e-ed11-988a-000d3a3885d3</ParentId>
        <ParentType>Purchase_x0020_Order</ParentType>
        <DisplayName>Sales campaign</DisplayName>
        <ValueId>b6913bdf-549e-ed11-988a-000d3a3885d3</ValueId>
        <ValueCode>SUMMER</ValueCode>
        <ValueDisplayName>Summer</ValueDisplayName>
      </DimensionSetLine>
    </DimensionSetLines>
    <OrderDate>2023-04-08T00:00:00</OrderDate>
    <PaymentTermsId>0298d7da-549e-ed11-988a-000d3a3885d3</PaymentTermsId>
    <ShipmentMethodId>00000000-0000-0000-0000-000000000000</ShipmentMethodId>
    <Purchaser />
    <RequestedReceiptDate>0001-01-01T00:00:00</RequestedReceiptDate>
    <FullyReceived>true</FullyReceived>
    <PaymentTerm>
      <Id>0298d7da-549e-ed11-988a-000d3a3885d3</Id>
      <ODataETag>W/"JzIwOzExMTEyODA2NDAzMTE5NjkyMTA3MTswMDsn"</ODataETag>
      <Code>CM</Code>
      <DisplayName>Current Month</DisplayName>
      <DueDateCalculation>CM</DueDateCalculation>
      <DiscountDateCalculation />
      <DiscountPercent>0</DiscountPercent>
      <CalculateDiscountOnCreditMemos>false</CalculateDiscountOnCreditMemos>
      <LastModifiedDateTime>2023-01-27T15:11:51.347Z</LastModifiedDateTime>
    </PaymentTerm>
    <PurchaseOrderLines>
      <PurchaseOrderLine>
        <Id>95f1a3ff-549e-ed11-988a-000d3a3885d3</Id>
        <ODataETag>W/"JzE3OzU5NzAwMjgyMjkxMDgxOTU1MTswMDsn"</ODataETag>
        <DocumentId>46682beb-549e-ed11-988a-000d3a3885d3</DocumentId>
        <Sequence>10000</Sequence>
        <ItemId>2499d7da-549e-ed11-988a-000d3a3885d3</ItemId>
        <AccountId>00000000-0000-0000-0000-000000000000</AccountId>
        <LineType>Item</LineType>
        <LineObjectNumber>1896-S</LineObjectNumber>
        <Description>ATHENS Desk</Description>
        <UnitOfMeasureId>2d8c3bdf-549e-ed11-988a-000d3a3885d3</UnitOfMeasureId>
        <UnitOfMeasureCode>PCS</UnitOfMeasureCode>
        <Quantity>7</Quantity>
        <DiscountAmount>0</DiscountAmount>
        <DiscountPercent>0</DiscountPercent>
        <DiscountAppliedBeforeTax>false</DiscountAppliedBeforeTax>
        <AmountExcludingTax>3546.2</AmountExcludingTax>
        <TaxCode>STANDARD</TaxCode>
        <TaxPercent>0</TaxPercent>
        <TotalTaxAmount>0</TotalTaxAmount>
        <AmountIncludingTax>3546.20</AmountIncludingTax>
        <NetAmount>3546.2</NetAmount>
        <NetTaxAmount>0</NetTaxAmount>
        <NetAmountIncludingTax>3546.2</NetAmountIncludingTax>
        <ItemVariantId>00000000-0000-0000-0000-000000000000</ItemVariantId>
        <DirectUnitCost>506.6</DirectUnitCost>
        <InvoiceDiscountAllocation>0</InvoiceDiscountAllocation>
        <ExpectedReceiptDate>2023-04-09T00:00:00</ExpectedReceiptDate>
        <ReceivedQuantity>0</ReceivedQuantity>
        <InvoicedQuantity>0</InvoicedQuantity>
        <InvoiceQuantity>7</InvoiceQuantity>
        <ReceiveQuantity>7</ReceiveQuantity>
      </PurchaseOrderLine>
    </PurchaseOrderLines>
  </PurchaseOrder>
</PurchaseOrders>