Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / Show all the unconfirm...
Finance forum
Suggested answer

Show all the unconfirmed sales order in form grid

Posted on by 18
I want to show all the sales orders that are not confirmed. That all the sales orders must be shown in a Form Grid.
I've tried that using Query as a DataSource by giving Range.
But it is not showing me the Confirmed Sales Orders.
Please Help me 
Thanks in Advance :)
 
  • HS-12061032-0 Profile Picture
    HS-12061032-0 18 on at
    Show all the unconfirmed sales order in form grid
    Hello all,
     
    So basically what i try to achieve is 
    • Needs to create a dialog box, from where i can select multiple sales orders.
    • On click on OK the sales orders got confirmed with confirmation journal.
    • Confirmation journals will send to user with email having pre-defined email body.
    • Email send status is successful, the Sales line inventory got registered.
    I've try creating 3 classes Contract, service and Controller and on OK(button clicked method) on dialogbox in which i try to add the selected SalesId from the grid and add to list which is defined in Contract. 
    The Dialogbox grid shows the unconfirmed salesorders (DocumentStatus!=Confirmation (Help me with this is this shows the confirmed salesorders).
     
    So please guide me how can i proceed further.
    Thank you so much in advance.
     
     
     
     
     
     
     
     
  • Suggested answer
    Giorgio Bonacorsi Profile Picture
    Giorgio Bonacorsi 315 on at
    Show all the unconfirmed sales order in form grid
    Hello,
     
    You can do it without coding. In the sales order form, we can create an advanced filter to filter the unconfirmed orders: 
     
     
    This filter can be shared with other user roles: 
     
     
     
     
     
    Thank you, 
    Giorgio Bonacorsi
  • Layan Jwei Profile Picture
    Layan Jwei 4,742 Super User on at
    Show all the unconfirmed sales order in form grid
    Hi,
     
    I'm confused you first said you want to show all sales orders that are not confirmed. Then at the end you said it's not showing confirmed sales orders.
     
    So can you please specify what exactly do u need?
     
    If u only want confirmed, then add confirmed as a range
    If you want everything except confirmed, then !confirmed should be enough.
  • Martin Dráb Profile Picture
    Martin Dráb 225,549 Super User on at
    Show all the unconfirmed sales order in form grid
    Adding the same range at runtime will solve nothing, because it'll still be the same query.
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 7,269 User Group Leader on at
    Show all the unconfirmed sales order in form grid
    Hi,
     
    try to add your range in ExecuteQuery method !
     
    Best regards,
    Mohamed Amine MAHMOUDI
  • Suggested answer
    Martin Dráb Profile Picture
    Martin Dráb 225,549 Super User on at
    Show all the unconfirmed sales order in form grid
    Your current query returns orders where DocumentStatus isn't Confirmation or (!) it isn't Invoiced or it isn't None and so on. You could build a query expression with and operator, but I think an easier approach will be remove negation and list the statuses you want.
     
    (Moved from Dynamics 365 general forum.)

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,914 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,549 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans