How to: Post sales order confirmations and email them to customer using batch in Dynamics 365 Finance and Operations

The business may need to confirm all the sales orders and email confirmation to customers. In this post, I will let you know all the setup required.

First, we need to set print destinations 

Go to Account Receivable -> Setup -> Form Setup and set up the print destinations setting as below

 

What it means: send the email to the primary contact of the customer.

Next is setting up the batch job

Go to Sales and Marketing -> Sales order -> Order confirmations -> Confirm Sales order

Setup the parameters as shown below:

What it means:

Posting: Create and Post the confirmation journal

Late selection: Use the criteria given in 'Select' query for the processing of Sales order

Print Confirmation: Print the SSRS report

User Print management destinations: Use print management destinations which we set up in step 1

Click on the batch and set the batch processing to yes

Click ok to close the batch processing dialog. 

Click ok to schedule the batch. 

What is does: Query will be generated when the actual batch job runs. Use the filter criteria set in 'Select' and for each satisfying Sales order, generate, post confirmation, and send the email to respective customers' primary contact.

An important thing to note here is Sales order document status doesn't change to None if the data on SO is changed after the confirmation. one way is to use modified date in select criteria (this may still give some wrong results) 

To overcome this you need to add customization to change the document status to None if changes are done after confirmation (This doesn't happen automatically like it does in PO)

In case you don't want to post the new confirmation but only send the existing confirmation then you can change the criteria as follows:

There is one problem with only printing as well, when the batch is run a new sales order confirmation is generated and sent to the customer but not posted. So if someone has changed the data in SO but not confirmed then the Customer will get the confirmation with updated data but D365Fo will not have it as a posted confirmation journal. Again you need to get some customizations done to resolve it or update the 'Select' criteria to fit your requirement.