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Identify orders to be confirmed

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Posted on by JeanB

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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

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Komi Siabi 12,462 Most Valuable Professional on at

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Identify orders to be confirmed

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.
Leah Ju Microsoft Employee on at

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Identify orders to be confirmed

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!

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