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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Enable Sales order con...
Finance | Project Operations, Human Resources, ...
Suggested answer

Enable Sales order confirmation for order types Item requirements in D365 F&O

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Posted on by Rhushikesh R 752

Hi Everyone,

We have a requirement where we need to enable the Confirmation button for Sales orders which are of type Item requirements.

My question here is, would it be feasible? If yes, how can we enable the button? I could not find the code written to disable the button when we select order of type Item requirements.

Also I need to check the behavior that after confirmation how that Sales order can be used for load planning.

Will enabling the button through customization break any standard functionality? If yes, should this customization be avoided?

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  • Suggested answer
    Rhushikesh R Profile Picture
    Rhushikesh R 752 on at
    RE: Enable Sales order confirmation for order types Item requirements in D365 F&O

    Hi everyone, with below 2 class extensions, I am able to confirm the Sales orders of type Item requirements.

    Thank you for your responses.

    [ExtensionOf(classStr(SalesTableType_ProjectItemReq))]
public final class XXXSalesTableType_ProjectItemReq_Extension
{
    boolean mayConfirmationBeUpdated()
    {
        boolean ret = next mayConfirmationBeUpdated();

        ret = true;

        return ret;
    }

}

    [ExtensionOf(classStr(SalesTotals_Sales))]
public final class XXXSalesTotals_Sales_Extension
{
    public void prepareTaxAmountCalculation()
    {
        next prepareTaxAmountCalculation();

        // Project Accounting will calculate the taxes
        if (salesTable.SalesType == SalesType::ItemReq)
        {
            calculateTaxAmount = true;
        }
    }

}

  • Rhushikesh R Profile Picture
    Rhushikesh R 752 on at
    RE: Enable Sales order confirmation for order types Item requirements in D365 F&O

    Hi Ritesh,

    I am not aware much about the business process, since I am technical person.

    But this is what have been asked for, that Confirmation should work for Sales orders of type Item requirements.

    For other types, the process will remain standard.

  • RiteshKS Profile Picture
    RiteshKS 260 on at
    RE: Enable Sales order confirmation for order types Item requirements in D365 F&O

    Hi Rhushikesh

    What about other types of sales orders, what should happen to them w.r.t confirmation? there are multiple ways to handle this but i need this information before i can suggest something.

    Thanks.

  • Suggested answer
    andreasraithel Profile Picture
    andreasraithel 4,812 Super User 2024 Season 2 on at
    RE: Enable Sales order confirmation for order types Item requirements in D365 F&O

    Hy,

    as I'm a functional consultant from my point of view the item requirement is just an internal document to control the project driven item demand. As far as I know it is not common to use a item requirement as an external document. So may be your functional consultant should consider the whole process from the perspective what is the purpose of an item requirement inside D365FO.

  • Rhushikesh R Profile Picture
    Rhushikesh R 752 on at
    RE: Enable Sales order confirmation for order types Item requirements in D365 F&O

    Hi Andreas,

    The only information I have at this point of time from functional consultant is that they want to run the confirmation functionality for the Sales orders of type item requirement.

    So my question is would it be feasible to run the confirmation process for item requirement sales orders?

    If I try to confirm the item requirement sales order through code using below code snippet, the system did not throw any error, but it did not change the document status to Confirmed as well.

    class ConfirmSO_RC
{
    /// 
    /// Runs the class with the specified arguments.
    /// 
    /// The specified arguments.
    public static void main(Args _args)
    {
        SalesTable salesTable = SalesTable::find('000562');
        SalesFormletter salesFormletter = SalesFormletter::construct(DocumentStatus::Confirmation);
        salesFormletter.update(salesTable, DateTimeUtil::getSystemDate(DateTimeUtil::getUserPreferredTimeZone()), SalesUpdate::All, AccountOrder::None, false, false);
        Info('confirmed');
    }

}

  • andreasraithel Profile Picture
    andreasraithel 4,812 Super User 2024 Season 2 on at
    RE: Enable Sales order confirmation for order types Item requirements in D365 F&O

    Hy,

    may be you explain the business case behind the scene, it is not quite clear what is the purpose of the item requirement?

  • Rhushikesh R Profile Picture
    Rhushikesh R 752 on at
    RE: Enable Sales order confirmation for order types Item requirements in D365 F&O

    Hi Andre,

    Yes, the item requirements are being created from Project only.

    And additionally we have developed Sales order header & line entity, which creates the item requirement sales orders for a specific projects.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    RE: Enable Sales order confirmation for order types Item requirements in D365 F&O

    Hi Rhushikesh,

    If you have the requirement for a confirmation, have you considered creating a sales order from the project instead of an item requirement?

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