Product Suggestions
Currently when creating ledgers in the CRM, this will only get created in Dimensions when the sales ledger import item runs. When trying to confirm an order for a new ledger created in the CRM, the order confirmation does not attempt to upsert the new ledger first, meaning the order fails to confirm as the ledger does not exist.
To improve this and make the integration more inline with other systems, we should add a sales ledger upsert to the Dimensions order confirmation integration to create the ledger if it doesnt exist before attempting to confirm the order.
When confirming a quote there is a wizard to create the customer in dimensions, this does not create the customer instantly so you have to wait until the sales ledger scheduled task runs until you can confirm the quote and process the order, for time critical orders this process should be quicker