Sales Order Agent Creates Sales Quote but Item Line Is Empty

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Posted on by CU25031311-0

Hi everyone,

I’m working with the Sales Order Agent in Business Central. When the agent creates a Sales Quote, the Sales Header is created successfully, but the Item Line does not populate automatically. I need to add the item manually after the quote is created.

Error Messages

I encountered a permission error when attempting to add item_name to the sales quote for customer_name. Please assist in resolving the permissions issue so I can proceed with creating the quote

What I have verified

The user/agent has permissions to access:
- Items
- Sales Lines
- Sales Header
- Sales Price and related pricing tables
The quote header is created without any issues.

What I need help with

I would like to understand:

What actions or system objects are required for the Sales Order Agent to automatically add item lines to a Sales Quote?
Which permissions (tables, codeunits, or other objects) are necessary to allow the agent to create item lines automatically?
Is there documentation that outlines the required permissions for the Sales Order Agent?

Thanks in advance for any guidance.

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Dynamics 365 Business Central

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Teagen Boll 3,491 Super User 2026 Season 1 on at

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Hi, hopefully this helps a bit.

1. You should just be able to use the standard SO - EDIT permission sets. But in my testing i've also assigned the SUPER permission set. I'd recommend assigning the SUPER set and seeing if that works. If not then it may be other configuration causing issues.

2. D365 SALES DOC, EDIT ; D365 ITEM VIEW - these should be the main ones (besides SO - EDIT) and you will need to add any permission sets created as a result of customizations.

3. Microsoft has documentation here: Set up Sales Order Agent - Business Central | Microsoft Learn - Not very clear because it just says to use the SO - EDIT

I'd recommend starting with SUPER access and seeing if that fixes your problems. Then you could try more restrictive permissions. If SUPER doesn't work you should check to see if you have customizations.

You may also want to look at the settings for quote and order creation. It might be worth it to try enabling "Include capable to promise" if you haven't already:

Let me know if those steps help.

Teagen

Catapult ERP

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OussamaSabbouh 18,599 Super User 2026 Season 1 on at

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Hello,

The key point is that Sales Order Agent uses its own Business Central user and its own permission sets, so if the quote header is created but the item line is not, the problem is usually missing permissions on the agent user, not the person testing it. Microsoft’s guidance is to go to Agents, open SALES ORDER AGENT – [COMPANY], review the assigned permission sets, and if needed copy and extend the default SOA AGENT – EDIT permission set rather than changing it directly; then reassign that extended copy to the agent. Microsoft does document the agent-level permissions model, but it does not publish a simple full list of every table/codeunit needed for item-line creation, so the practical way is to check the task timeline / Copilot pane to see which object or action failed during line creation and then add that access to the copied permission set.

Regards,
Oussama Sabbouh

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CU25031311-0 54 on at

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Thank you @Teagen Boll, I tested with assign SUPER to agent, and it worked so I moved to figuring out what permission am I missing currently based on your suggestion and turns out I am missing D365 ITEM VIEW. SOA is able to complete the task from start to finish!

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