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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / order confirmation wit...
Finance | Project Operations, Human Resources, ...
Suggested Answer

order confirmation without saving

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Posted on by Community Member

Hello,

If I want to create an order, I always have to save the order confirmation before it appears.

Where can I set that I get the order confirmation displayed without saving? 

I know this should work..

pastedimage1603366124025v1.png

This is an order, for example.. Where can I change these settings?

After I have pressed "Ok", the download comes directly.

Greets

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,140 Super User 2026 Season 1 on at

    Hi J.Bachofner,

    What exactly do you mean with "saving" here? If you entered or reviewed the parameters, you have to click on OK to get the confirmation.

  • Community Member Profile Picture
    Community Member on at

    Correct, but then when I click OK, then a window appears first in which I can download the PDF file, but I want to work around this.

    So without downloading, the confirmation comes directly.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello j.bachofner,

    The form that you shared above seems to have a number of adjustments included.

    To me it looks as the process might have been designed this way and that you don't have a workaround.

    Can you possibly have a chat with your system admins what exactly has been adjusted in this form and why?

    They should know in more detail.

    Best regards,

    Ludwig

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,140 Super User 2026 Season 1 on at

    Hi,

    What is the choice for the output? Did you select a preview or did you select the print option to save it as a file? Can you probably share a screenshot of your window that appears first?

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