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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Identify orders to be ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Identify orders to be confirmed

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Posted on by JeanB 208
Hello everyone,
 
I'm having a problem managing the workshop's priorities.
 
When we register an order, we have to confirm it to the customer. So we need a tile that gives us the list of orders to confirm.

We've already tried two versions:
- The first was to look at the document status and filter on None, but in many cases this didn't work.
 
- The other solution is to use table joins with the NotExist option with the confirmation table. But we have confirmed orders that come up anyway.
 
Is there something I didn't understand with the NotExist join option ? Do you guys have an idea to reach the purpose ?
 
Thanks
I have the same question (0)
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    This is the forum related to the sales app, but the screenshot you provided seems to be related to a different product.
    Please post the question in the corresponding product forum!
  • Suggested answer
    Komi Siabi Profile Picture
    Komi Siabi 13,135 Most Valuable Professional on at
    Hello  JeanB,
     
    Using the document status is okay. You can create a saved view on the sales order list page, and filer the document status to None. You can as well add this view to a workspace that will show you count of Order, not yet confirmed.

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