Dynamics Community Forum Thread Details

Best/Easiest way to automate Sales Order Confirmation and Delivery (Packing Slip) via X++?

Hi everyone,

I am working on a custom X++ development to automate the Sales Order lifecycle in D365 F&O.

Currently, I have successfully handled the invoicing step using the SalesFormLetter class (changing the status from Delivered to Invoiced), and it works great.

However, to complete the full automated cycle from the code backend, I need to automate the first two steps right after the order creation:

Confirm the Sales Order (Status: Confirmed).

Post Packing Slip / Deliver the order (Status: Delivered).

Since these orders are created programmatically and need to be processed automatically in the background, what is the best, easiest, and most performance-efficient way to achieve this using X++?

Should I instantiate SalesFormLetter with DocumentStatus::Confirmation and DocumentStatus::PackingSlip for each order just like I did with the invoice? Or is there a better standard pattern or framework I should leverage?

Any clean code snippets, suggestions, or best practices would be highly appreciated!

Thanks in advance.