d365fo_download_sales_confirmation
Download sales confirmation PDFs from Dynamics 365 Finance & Operations to confirm customer orders and maintain accurate sales records.
Instructions
Download a sales confirmation report as PDF from D365 Finance & Operations.
This is a convenience tool specifically configured for sales order confirmations using the SalesConfirmController. Sales confirmations are documents sent to customers to confirm sales orders.
To find available confirmations to download, query the Sales Order Confirmation Headers entity:
Entity name: SalesOrderConfirmationHeaderEntity
Collection name: SalesOrderConfirmationHeaders
Key fields: ConfirmationNumber, SalesOrderNumber, ConfirmationDate, OrderingCustomerAccountNumber, TotalConfirmedAmount, dataAreaId
Use d365fo_query_entities tool to search for confirmations
Example query to find confirmations: d365fo_query_entities( entityName="SalesOrderConfirmationHeaders", filter="ConfirmationDate ge 2024-01-01", select=["ConfirmationNumber", "SalesOrderNumber", "ConfirmationDate", "OrderingCustomerAccountNumber", "TotalConfirmedAmount"] )
Args: confirmation_id: The confirmation ID or sales order ID (e.g., 'SC-000123', 'SO-001234') legal_entity: The legal entity/company code (e.g., 'USMF', 'DEMF') save_path: Full path where PDF should be saved (optional, auto-generates if not provided) profile: Configuration profile name (default: 'default')
Returns: Dictionary with download result including saved file path
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| confirmation_id | Yes | ||
| legal_entity | Yes | ||
| save_path | No | ||
| profile | No | default |