Using Integrated GP Customers for creating Sales Order through TIBCO Cloud Integration

Introduction:

Recently, we came across an issue where we were integrating Customer and Sales Order from Dynamics 365 CRM and GP. Customers and Sales Orders were successfully integrated except when Sales Order was created using the Integrated Customers; an error regarding Credit Limit would occur.

The TIBCO Cloud Integration GP connector does not support the ability to set a customer credit limit, which in turn will not allow you to use that Customer for creating a Sales Order.

Resolution:

In GP Web Service Security Console, under Create Customer Policy: Change the Behaviour of Customer Class Defaulting from “Do Not Use Customer Class” to “Use Customer Class”.

In the Scribe Mapping, pass a ClassKey_Id.

For ClassKey_Id, setup a Customer Class with no Shipping Method or Tax schedule ID and specify the credit Limit properties.