edoc D365 FO archivelink User Guide
edoc D365 FO archivelink User Guide
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Create and archive a purchase order (purchase order confirmation)

When you confirm a purchase order in Dynamics 365 for Finance and Operations, you automatically archive the purchase order in the ECM system.

Here's how

  1. In Dynamics 365 for Finance and Operations, open the purchase order so that you are in the All purchase orders dialog.

  2. In the ribbon, click on Purchase > Generate > Confirmation.

  3. In the Confirm purchase order dialog, click on Print purchase order and move the slider for Posting to Yes. Different options may be available, select the option that is intended for the process in your organization.

  4. Click on OK.

The form for the purchase order is created during the printing process. The file is automatically attached to the purchase order and sent to the ECM system and archived.