Sales order confirmation is an essential process in every business. In Microsoft Dynamics 365 Finance and Operations (D365FO), we can automate the confirmation of sales orders using workflows and batch jobs. This saves time, ensures timely communication with customers, and reduces manual errors.

This article covers how to set up this automation in D365FO, complete with a real-world example and configuration best practices.

---

Use Case Summary

Business Problem:
Sales orders are often confirmed manually, which slows down the fulfillment process and risks delays in shipment and invoicing.

Solution:
Automate the sales order confirmation process with:

• Sales order workflows

• Batch processing

• Conditional triggers

---

Step-by-Step Configuration

1. Create an Automatic Confirmation Workflow

Workflows are available using Power Automate or through batch job scheduling.

If using Power Automate + OData:

• Trigger: When a new sales order is created in D365FO

• Action: Call D365FO API to run sales order confirmation process

• Add filters (e.g., by order type, customer group)

If using batch job approach:

• Navigate to: Accounts receivable > Orders > All sales orders

• Filter orders in status “Open order”

• Use sales order confirmation menu and run in batch mode

---

2. Setup Confirmation Posting in Batch

Ensures continuous posting of eligible orders

• Navigate to: Accounts receivable > Periodic tasks > Sales order confirmation

• Enable batch processing

• Set recurrence (every 15 mins, hourly, etc.)

• Filter by criteria (e.g., confirmed delivery date exists)

---

3. Enable Print Management for Confirmation

Auto-generates PDF confirmation and sends it to the customer

• Go to: Accounts receivable > Setup > Forms > Form setup

• Under Print management, configure email templates

• Attach confirmation documents to be auto-emailed to the customer

---

Benefits of Automation

---

Best Practices

• Only include sales orders that meet specific criteria (e.g., delivery address filled).

• Use print management to send confirmation PDFs automatically.

• Monitor failed batch jobs to avoid order processing issues.

• Always test your workflow in a sandbox environment first.

---

Real-Life Example

Company: Northwind Traders
Challenge: Order confirmations were delayed due to manual handling, affecting delivery timelines.
Solution: Using scheduled batch jobs and print management, they automated confirmations and emails.
Result: Order confirmation time dropped from hours to minutes. Customer satisfaction improved.

---

Conclusion

Automating sales order confirmations in D365FO can bring real value to both your internal operations and customer experience. With the right setup, you’ll improve delivery speed, reduce errors, and stay compliant with internal processes.

This is a small but powerful step toward digital transformation in your order-to-cash cycle.