Create and archive the sales order confirmation

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

Here's how

1. In Dynamics 365 for Finance and Operations, click on Sell > Generate > Confirm sales order to open the sales order.

2. Click on Print and select either the Current or After option to create the sales order confirmation. The print options have the following effects:

   • If you select Current, the document is displayed on the screen.

   • If you select After, a batch processing job is created, processed in the background and archived.

3. Click on OK.

During the printing process, the form for the sales order confirmation is created and automatically added to the attachments in the header and automatically released for archiving.

The sales order confirmation is sent to the ECM system and archived with the process.