The system-wide unique number of the Web Order automatically assigned by E-Commerce B2B.

Indicates the currently viewed version of the Web Order:

Related topics:

• See Web Order Versions for details.
• Clicking Show Original Version when viewing the Modified by Sales Doc. version will open another Web Order window displaying the original version of the same Web Order.

Indicates the type of the customer who has placed the Web Order:

Related topics:

• Pricing and Usage Scenarios for E-Commerce B2B.
• Setting up a generic "B2C" Customer card in Dynamics NAV.

The Dynamics NAV Customer record No. that will be used as the Sell-to Customer No. upon converting this Web Order to a Sales Order or a Sales Quote.

The Sell-to Customer No. originates from the Sell-to Customer No. field on the Web Account record used for the customer that has placed the order.

• For B2B scenarios, it will indicate the respective No. of the Customer record you have created the Web Account for.
• For B2C scenarios, the generic B2C customer No. will be used.

Customer name according to the Sell-to Customer No.

• For B2B scenario, Name from the respective Customer card will be used.
• For B2C scenarios, this field will display the customer's name as entered during the checkout.

The Dynamics NAV Contact record No. that will be used as the Sell-to Contact No. upon converting this Web Order to a Sales Order or a Sales Quote.

The Sell-to Contact No. originates from the Web Account record used for the customer that has placed the order. If the Web Account is linked to a Contact record in NAV, Sell-to Contact No. will contain the respective Linked-to No. from the Web Account record.

Contact name according to the Sell-to Contact No.

• For B2B scenario, Name from the respective Contact card will be used.
• For B2C scenarios, this field will display the customer's name as entered during the checkout.

E-mail address of the customer that has placed the order.

The Sell-to E-Mail originates from the Web Account record used for the customer that has placed the order, or in B2C scenarios, contains the e-mail address as specified by the customer during checkout.

Sell-to E-Mail is used for e-mails composed by Dynamics NAV upon processing, e.g. requesting customer's approval for changes, e-mail link to order.

Sell-to E-Mail is not used for Sales Order or Sales Quote conversion and is merely informative.

This field is a duplicate for the Web Account E-Mail field in the B2C - Customer Details section.

Phone No. of the customer that has placed the order.

The Sell-to Phone No. originates from the Web Account record used for the customer that has placed the order, or in B2C scenarios, contains the phone No. as specified by the customer during checkout.

Sell-to Phone No. is not used for Sales Order or Sales Quote conversion and is merely informative.

This field is a duplicates for the Web Account Phone No. field in the B2C - Customer Details section.

Includes the initial comment that the customer has added during the checkout upon placing the order.

The comment, if there was one provided, is also found in the Event Log section of the Web Order page.

Displays the system date of the day the Web Order was placed by the Customer within the Storefront.

• Upon converting Web Order to Sales Quote, this field will be used for Document Date on the Sales Quote
• Upon converting Web Order to Sales Order, this field will be used for both Document Date and Order Date on the Sales Order.

Note: Upon creating Sales Quotes and Sales Orders, E-Commerce B2B will not automatically populate the Posting Date field. The Posting Date field is populated according to Default Posting Date field in Dynamics NAV Sales & Receivables Setup, whereas Posting Date may be left blank or populated with the current date (WORKDATE) when the Quote/Order is created by default.

When a Sales Quote or Sales Order has been created from the Web Order, indiciates the respective Dynamics NAV document type (Quote or Order).

Used in conjunction with Sales Document No..

This field is used for document linking within E-Commerce B2B, e.g. to maintain the link between Sales Order being processed and the original Web Order, so that the system can track the Web Order Workflow Status and update the Web Order upon changes in the Sales Order.

This field is blank upon initially receiving a Web Order in Dynamics NAV, unless it is automatically converted into a Quote or Order as per E-Commerce B2B Order Taking Setup.

Note: E-Commerce B2B will track the Quote to Order conversion using the standard Make Order function. The Web Order being linked to a Sales Quote will be automatically linked to a Sales Order once the linked Sales Quote is converted into a Sales Order.

When a Sales Quote or Sales Order has been created from the Web Order, indiciates the respective Sales Quote or Sales Order No. that has been created from the Web Order.

Used in conjunction with Sales Document Type.

This field is used for document linking within E-Commerce B2B, e.g. to maintain the link between Sales Order being processed and the original Web Order, so that the system can track the Web Order Workflow Status and update the Web Order upon changes in the Sales Order.

This field is blank upon initially receiving a Web Order in Dynamics NAV, unless it is automatically converted into a Quote or Order as per E-Commerce B2B Order Taking Setup.

Note: E-Commerce B2B will track the Quote to Order conversion using the standard Make Order function. The Web Order being linked to a Sales Quote will be automatically linked to a Sales Order once the linked Sales Quote is converted into a Sales Order.

Indicates the current state of the customer's approval, if requested for either accepting a quote or approving changes to an order.

Note: The customer can only change this field from Pending to Approved using the Storefront, as there is no option to simply Reject approval requests. The rationale behind this implementation is that allowing customers to simply “Reject” is counter-productive, i.e. your only option upon receiving a simple “Rejected” message is contacting the customer and “rescuing the deal”. Instead, customers are asked to either Approve or post additional comments to the Quote/Order while remaining on the “Approval Pending” state, which leads to more productive communication and resolution of issues.

Related topics:

• Manually Changing Approval State (from a Web Order)
• Collecting Approval for Order Placement (from a Sales Quote)
• Collecting Approval for Changes (from a Sales Order)

Indicates the current workflow or processing status of the order, as shown to the customer in the Storefront.

The Workflow Status is a simplified representation of the current order processing stage intended to give the customer a quick understanding of “how far it is”, and it is abstracted from the customer-irrelevant details of Dynamics NAV documents, functions, posting etc.

E-Commerce B2B tracks the actions performed on Sales Quotes and Sales Orders generated from a Web Order, and automatically updates the Workflow Status accordingly, allowing customer to follow-up on order processing within the Storefront.

Related topics:

• Flowchart: Supported Processing Flow at the Web Order Stage
• Flowchart: Supported Processing Flow at the Quote Stage
• Flowchart: Supported Processing Flow at the Order Stage
• Manually Changing Workflow Status

The Lines section on the Web Order page include the items and services the customer has ordered. Web Order lines are organized similar to Sales Order lines in Dynamics NAV.

Displays the type of the item on the line.

With E-Commerce B2B, the Type can be:

• Item - for products being ordered, which are Items in your Dynamics NAV
• Resource - for shipping services, which are usually set up as Resources in Dynamics NAV

The No. of the respective Dynamics NAV record according to Type (Item or Resource) being ordered.

For Items with Variants/SKUs, the Item Variant Code being ordered.

Should the Item have at least one Variant present in Dynamics NAV, the Storefront will only allow to order the particular Variant/SKU of the Item to be ordered.

Note: This field is invisible by default, which matches the default profile of Dynamics NAV (Variant-related fields hidden). You can make the field visible by using the Choose Columns… function or ask your Dynamics partner to make the field permanently visible for all Dynamics NAV users.

Description of the Item or Resource being ordered.

Description 2 of the Item or Resource being ordered.

Description 2 is by convention used in E-Commerce B2B in conjunction with Item Variants to describe the particular Variant/SKU of the Item, while Description is used to describe the generic Item itself.

Note: This field is invisible by default, which matches the default profile of Dynamics NAV (Variant-related fields hidden). You can make the field visible by using the Choose Columns… function or ask your Dynamics partner to make the field permanently visible for all Dynamics NAV users.

The quantity of Items or Resources being ordered, using the unit of measure specified in the Unit of Measure Code field.

The unit of measure used for the Quantity field.

For both Items and Resources, E-Commerce B2B only supports the base unit of measure as specified on the respective Item and Resource cards. Consequently, this field will always match the base unit of measure for the respective item being ordered.

Displays the price per unit of the Item or Resource being ordered.

According to Customer card setting Prices Including VAT, which is linked to the Web Account representing the customer placing the order, the caption of this field may be either Unit Price Incl. VAT or Unit Price Excl. VAT, which is the same behavior found in standard Dynamics NAV Sales Quotes and Sales Orders.

Note that the unit price, applicable discounts, as well as line and order totals presented were calculated by E-Commerce B2B at the time the order was placed. When creating a Sales Quote or Sales Order from the Web Order, E-Commerce B2B will let Dynamics NAV to recalculate the pricing for the Quote/Order, and not force using the prices set on the Web Order lines. In case there are differences, which may arise from updated pricing after the order has been placed, E-Commerce will detect the amount mismatch upon Releasing the Quote or Order and present a dialog raising the amount difference issue. You can then decide how to properly handle the price change and:

1. Update your Sales Order/Quote to match the pricing the customer got upon placing the order
2. Refresh the Web Order to the current pricing/amounts and optionally request customer's approval for the changes.

Line discount percentage applicable to the order line.

Total amount for the line, based on Quantity, Unit Price, and Line Discount %

When placing orders, B2B customers have an option to select the shipping address from the list you maintain in Ship-to Addresses for the Customer record. If the customer has selected such address during checkout, this field will display the selected Ship-to Address Code.

Upon creating a Sales Quote or Sales Order for the Web Order, E-Commerce B2B will populate the Ship-to Code based on this field, which will determine the contents of the Shipping section for the Quote or Order.

This field will be blank for B2C scenarios, as B2C customers do not have an option to select the addresses from your Ship-to Address lists.

For B2B scenarios, where the customer has selected an existing Ship-to Address for order delivery, Ship-to Name will contain the Name of the respective Ship-to Address record.

For B2C scenarios, Ship-to Name will match the customer name.

For B2B scenarios, where the customer has selected an existing Ship-to Address for order delivery, Ship-to Address will contain the Address of the respective Ship-to Address record.

For B2C scenarios, Ship-to Address will include the Address for delivery as provided by the customer during the checkout.

For B2B scenarios, where the customer has selected an existing Ship-to Address for order delivery, Ship-to Post Code will contain the Post Code of the respective Ship-to Address record.

For B2C scenarios, Ship-to Post Code will include the post code for delivery as provided by the customer during the checkout.

For B2B scenarios, where the customer has selected an existing Ship-to Address for order delivery, Ship-to City will contain the City of the respective Ship-to Address record.

For B2C scenarios, Ship-to City will include the city for delivery as provided by the customer during the checkout.

For B2B scenarios, where the customer has selected an existing Ship-to Address for order delivery, Ship-to Country/Region Code will contain the Country/Region Code of the respective Ship-to Address record.

For B2C scenarios, Ship-to Country/Region Code will include the country/region for delivery as provided by the customer during the checkout.

Contains the requested delivery date for the order as specified by the customer during checkout.

When creating a Sales Quote or a Sales Order from a Web Order, this field will be used to populate the Requested Delivery Date field on a Sales Quote or a Sales Order.

Indicates the shipment method for the order as chosen by the customer during checkout.

When creating a Sales Quote or a Sales Order from a Web Order, this field will be used to populate the Shipment Method Code field on a Sales Quote or a Sales Order.

Related topics:

• Setting up Shipment Methods and Zones

Indicates the shipment zone according to the shipment method for the order, as chosen by the customer during checkout.

If, as per your Shipment Method/Zone setup, there is a shipping price for this zone, E-Commerce B2B will automatically add an additional line, usually of Type=Resource, for the shipping service. This is done by E-Commerce B2B during the checkout, so that the customer confirms the final order amount upon placing the order with the shipment method and zone selected.

This field is not used when creating a Sales Quote or Sales Order, and is merely informative.

Related topics:

• Setting up Shipment Methods and Zones

If the customer who placed the order has an account and the customer was signed in using the account upon placing the order, Web Account No. will include the respective Web Account No. from the Web Accounts list in Dynamics NAV.

If the customer was not signed in upon placing the order, this field is blank.

Name of the customer that has placed the order.

For registered customers (those with Web Account No. present) the Web Account Name originates from the Web Account record used for the customer that has placed the order. If not registered, this is the Name as specified by the customer during checkout.

E-mail address of the customer that has placed the order.

For registered customers (those with Web Account No. present) the Web Account E-Mail originates from the Web Account record used for the customer that has placed the order. If not registered, this is the e-mail address as specified by the customer during checkout.

Web Account E-Mail is used for e-mails composed by Dynamics NAV upon processing, e.g. requesting customer's approval for changes, e-mail link to order.

Web Account E-Mail is not used for Sales Order or Sales Quote conversion and is merely informative.

This field is a duplicate for the Sell-to E-Mail field in the General section.

Phone No. of the customer that has placed the order.

For registered customers (those with Web Account No. present) the Web Account Phone No. originates from the Web Account record used for the customer that has placed the order. If not registered, this is the phone No. as specified by the customer during checkout.

Web Account Phone No. is not used for Sales Order or Sales Quote conversion and is merely informative.

This field is a duplicate for the Sell-to Phone No. field in the General section.

Some legislations require that you collect the identification details of the individuals placing online orders. You may also want to do this according to your business procedures.

Web Account SSN / Reg. No. is the ID of the individual customer in the form of Social Security Number (SSN) or Registration Number, or similar as per your legislation.

For registered customers (those with Web Account No. present) the Web Account SSN / Reg. No. originates from the Web Account record used for the customer that has placed the order. If not registered, this is the ID as specified by the customer during checkout.

Web Account SSN / Reg. No. is not used for Sales Order or Sales Quote conversion and is merely informative.

If you are using E-Commerce B2B in a public webstore (B2C) scenario, it is common to include the online payment in the order checkout process, so that received Web Orders are already paid by the means of credit card, Paypal or similar.

E-Commerce B2B does not include any such online payment integrations out of the box, however the following fields are typically used to store online payment details once the payment integration has been added by the means of customizing the Storefront.

Indicates the payment method used for the Web Order, e.g. credit card, Paypal, or similar.

Indicates the payment authorization result relevant to the Payment Method used for the Web Order.

This field unanimously determines whether the payment was successful or not, with the typical values of OK, FAILURE received from the payment gateway.

Indicates the payment status information related to the Payment Authorization Result.

Typically includes any failure codes or additional information provided by the respective payment gateway.

Includes the payment transaction identification key with the respective payment gateway.

You use this ID when dealing with the payment gateway directly regarding the particular payment, e.g. in order to reverse the transaction, check up on details etc.

Contains the amount paid, based on the information provided by the payment gateway.

This field is used to ensure the payment integrity with the order totals, which is of great imporance in case you change the order in Dynamics NAV during the processing flow.

The Event Log table for a Web Order contains the list of actions performed on the Web Order since it's placement.

Events logged include any Workflow Status changes, as well as e-commerce related actions on linked Sales Quotes and Sales Orders. The list will also contain any customer comments and approval status changes posted via the Storefront after the order has been placed.

The Event Log list is shared by both the Original and Modified by Sales Doc. versions of the order.

Indicates the type of the user who performed the action represented by the Event Log entry:

The Code or ID of the user who performed the action, according to the User Type.

• For entries with User Type=Web Account, User No. will contain the Web Account No.
• For entries with User Type=NAV User, User No. will contain the Dynamics NAV User ID.

The system date and time when the action was performed.

Indicates the type of the event:

When Event Type is Workflow Status Change or Approval Status Change, indicates the new status of the respective type assigned to the Web Order.

When Event Type is Customer Comment, includes the comment text as posted by the customer in the Storefront.

For other types of events, this field may include additional details of the event.

Indicates the name of the person (the customer or NAV user) who initiated the event, according to User Type and User No. fields.

Indicates the company name of the user or customer who initiated the event, according to User Type and User No. fields.