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Microsoft Dynamics AX (Archived)

Purpose of sales order confirmation

Posted on by Microsoft Employee

what is the need of the Sales Order confirmation ? is it only to change the document status from None to confirmation or it has another control usage ?

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  • agunghartanta Profile Picture
    agunghartanta 35 on at
    RE: Purpose of sales order confirmation

    Hai Magdy, 

    Our finance department use Sales Confirmation to check the Credit Limit.

    When the customer credit is over the limit, then warehouse/delivery department can't create Packing Slip.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Purpose of sales order confirmation

    Hi Magdy Mansour,

    That's interesting that you are required to confirm.

    I am not aware of a specifc parameter that would trigger this. Can this be caused by a customization?

    A possible workaround is running the confirmation as a Batch process. For that reason you can open the sales order confirmation periodic task in the sales and marketing module and make it run let's say every some minutes to get all of your sales orders confirmed.

    Hope this helps.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Purpose of sales order confirmation

    yes i did

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Purpose of sales order confirmation

    Hi Magdy Mansour,

    Picking and packing should work even without confirming the sales order.

    It is different for purchase orders but sales orders should work even though you do not confirm it.

    Do you experience this in your demo/test environment?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Purpose of sales order confirmation

    but Inventory team can start Picking and Packing without Sales order confirmation correct ?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Purpose of sales order confirmation

    Hi Magdy Mansour,

    You can use it for creating and possibly sending your customer a document that documents that you accepted their request to deliver a certain product or provide a specific service. In some countries this is an important documentation for letting AX know that a contract exists between you and your customer.

    If you don't require this documentation in your country, you can skip this process step.

    Best regards,

    Ludwig

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