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Confirm Button missing in order

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Posted on by processninja

Hi,

we are working with PSA in Dynamics365. There are no customizations implemented, but whatever we try, there is not "Confirm"-Button for Orders. We created orders manually or from a quote. We entered all fields checked the linked data (e.g. price lists etc.) A "Close as Lost" Button is available.

What are we doing wrong?

Patrick

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Leah Ju Microsoft Employee on at

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RE: Confirm Button missing in order

Hi Patrick,

I am glad that your problem was solved!

And thank you for sharing the documentation! :)

Based on the documentation, I found that this was actually changing the value of the IsSOPIntegrationEnabled property.

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processninja 14 on at

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RE: Confirm Button missing in order

Thank you Leah,

I solved the issue. I had to Turn off the sales order processing setting as described here learn.microsoft.com/.../enable-sales-order-processing-integration

Thanks for help

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Leah Ju Microsoft Employee on at

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RE: Confirm Button missing in order

Hi Patrick,

This is my screenshot, the msdyn.salesorder.displayRules.SOP is true.

You can refer to the following link to fix the display rule:

https://learn.microsoft.com/en-us/troubleshoot/power-platform/power-apps/create-and-use-apps/ribbon-issues-button-hidden?tabs=fix#repair-options

Or you can try to use Ribbon workbench tool to change the rule value:

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processninja 14 on at

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RE: Confirm Button missing in order

Hi Leah,

thanks for your quick answer. All contracts are worked base. When using the ribbon checker, I see that the "Confirm"-Button is hidden and the reason is that

msdyn.salesorder.displayRules.SOP is false

Unfortunatley I dont know what that means. Is there any documentation available?

BR

Patrick

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Leah Ju Microsoft Employee on at

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RE: Confirm Button missing in order

Hi processninja,

1.Make sure that these created orders type is 'Work based'.

2.You can use the in-app tool--Command Checker to inspect the ribbon component definitions:

https://learn.microsoft.com/en-us/troubleshoot/power-platform/power-apps/create-and-use-apps/ribbon-issues

To enable the Command Checker tool, you must append a &ribbondebug=true parameter to your Dynamics 365 application URL.

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