Enable pro forma confirmation/ confirmation button

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Posted on by Janki Mali

Hello Everyone,

Is it possible to enable Pro forma conformation or Confirmation button on sales order before confirming the order ? Idea is to send manual email to the customer about order details using print destination settings. I am new to this system so feel free to suggest any other approach as well.

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Dynamics 365 Finance

Microsoft Dynamics AX

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Sohaib Cheema 49,438 User Group Leader on at

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this is possible, I would not comment on whether it is a good thing or bad to do. As for the possibility, you can see the code in the interaction classes, that lands you to Classes >> SalesTableType >> canConfirmationBeUpdated(Method)

Using COC, you can return whatever you want (true/false)

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Raj Borad 1,424 on at

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Hi,

Yes, it is available on a sales order even before it’s confirmed, allowing you to generate and send a pro forma invoice using print destination settings. This is commonly used to share the order details with customers for review before actual confirmation.

Alternatively, you could design a custom sales order acknowledgment report.

Thank you,

Raj B Borad

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Janki Mali 43 on at

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Thanks @Raj Borad @Sohaib Cheema for the quick revert. I will quickly check this.

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Sohaib Cheema 49,438 User Group Leader on at

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@Janki Mali

I believe I have provide you with the incorrect answer, by misunderstanding and thinking you want to enable the Confirm button in certain circumstances.

Raj's answer is more relevant as you just want to print it before actual confirmation, which is performa confirmation and available in standard system.

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Janki Mali 43 on at

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As @Raj mentioned it is available. But what I am looking for is as soon as I create a order and add some item and does not pay for it. I want to share the preliminary confirmation document with customer.

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Sagar121 827 on at

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Try to debug this class SalesTableFormJournalButtonState more. Then make change accordingly. Sample starting code

[ExtensionOf(classStr(SalesTableFormJournalButtonState))]

final class applySatateMethod_Extension

{

public void applyState()

{

next applyState();

this.enableButton(formControlStr(SalesTable, buttonProFormaConfirmation), true);

this.enableButton(formControlStr(SalesTableListPage, buttonProFormaConfirmation), true);

}

}

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Sohaib Cheema 49,438 User Group Leader on at

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Could you please explain "and does not pay for it. "

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Janki Mali 43 on at

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@Sohaib Cheema I mean I create a Sales order and while submitting an order I do not add any payment line to complete the order. In that case I do not see Confirm sales order/ Pro forma sales order button enabled. And my need is to enable atleast Pro-forma confirmation button so that I can send preliminary info to the customer.

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Yng Lih 1,560 on at

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Hi,

The Pro forma confirmation button should be visible in the "Generate" group, even if you have not added any payment lines

You may want to check these:

1) Sales Order Status:
The sales order may already be confirmed, invoiced, or canceled. The pro forma confirmation is only available for open, non-confirmed sales orders.

2) Order Lines:
The order must have at least one non-canceled sales line. If no order lines are present, or all are canceled/deleted, the button will be disabled.

3) Valid Item Data:
Check that the order lines contain valid, active items and quantities. Invalid or inactive items may prevent confirmation actions.

4) Security Roles & Permissions:
Your user account must have the necessary security privileges to access and use the confirmation functions. Try as a "System admin" to test if you could see the button.

5) Personalization or Form Customizations:
If the form has been personalized or customized, this may affect the availability of the button. Try resetting personalizations for the sales order form.

6) Required Fields:
Ensure all mandatory fields on the sales order header and lines are filled.

7) Workflow or Approval:
Check if there a customized approval workflow in-placed to stop the viewing of the button.

If this information was helpful, kindly mark it as 'Verified'. Thank you. :)

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Sohaib Cheema 49,438 User Group Leader on at

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Hi Standard system don't need payment to enabvle the SO confirmation. SO confirmation is not a Financial Commitment, it is only an interest to buy something. A payment is made against the invoice.

Are you guys using pre-payments. What is your business process. Could you attache a few screenshots? Also do you know if you system is customized or not?

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