What order should I load 'Sales Order' related objects

What order should I load 'Sales Order' related objects

When bulk loading Sale Orders from legacy systems, you should load related objects in this order.

Step-by-step guide

  1. Sales Order

  2. Sales Order Line

  3. Sales Order (update, set to closed if they have an invoice)

  4. Receipts

  5. Receipt Lines

  6. Query for any invoice lines

  7. Receipt Lines tied to Invoice lines (has the invoice line id from prior query)

  8. Sales Order (update and set to closed)

  9. Receipt (update and set to posted)

  10. Sales Order (set to posted)


Resulting System Created records from posting Sales Order

  1. Subscription
  2. Subscription lines
  3. Subscription Terms