pageCopilot & Agentsofficial - Microsoftderived - from the source, no model text

Page 4400 "SOA Setup"

SalesOrderAgent · Microsoft.Agent.SalesOrderAgent

Across versions

  1. BC23-28not present
  2. BC29-30present

Neighbourhood 19 connected objects and pages

Table 4325 "SOA Setup" (relates to)SOA SetupCodeunit 4400 "SOA Setup" (calls, 14 links)SOA SetupCodeunit 4304 "SOA Session Events" (calls)SOA Session EventsCodeunit 4317 "Agent System Permissions" (calls)Agent System PermissionsCodeunit 4324 "Agent Setup" (calls)Agent SetupCodeunit 4413 "SOA Shipment Date Mgt." (calls)SOA Shipment Date Mgt.Codeunit 7771 "Azure OpenAI" (calls)Codeunit 8703 "Feature Telemetry" (calls)Feature TelemetryCodeunit 8894 "Email Account" (calls)Email AccountCodeunit 8901 "Email" (calls)EmailPage 8886 "Email Account Wizard" (calls)Email Account WizardPage 99000958 "Order Promising Setup" (calls)Expense Agent overview for Business Central (Learn pages)Expense Agent overview for B…Item availability in Sales Order Agent (preview) (Learn pages)Item availability in Sales O…Payables Agent Overview in Business Central (Learn pages)Payables Agent Overview in B…Process sales quotes and orders with Sales Order Agent (Learn pages)Process sales quotes and ord…Sales Order Agent overview (Learn pages)Set up Sales Order Agent (Learn pages)Supervise Agent Activities in Business Central (Learn pages)

Open in the neighbourhood explorer

One hop out, from the extracted relations and call graph. Up to 40 shown; the sections below list them all.

SalesOrderAgent · Microsoft.Agent.SalesOrderAgent · captioned “Configure Sales Order Agent” · BC29-30 · source at ea08af5e · facts from BC29

Properties

Property Value
Caption Configure Sales Order Agent
Extensible false
SourceTable SOA Setup
PageType ConfigurationDialog
ApplicationArea All

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group Control Shows ToolTip
Content AgentSetupPart part Page 4310 “Agent Setup Part” —
Identity and monitoring Display name Agent Name Specifies the unique display name for this Sales Order Agent instance.
Initials Agent Initials Specifies the initials for this Sales Order Agent instance. Maximum 4 characters.
Monitor and process emails MailEnabled Email Monitoring Specifies if the agent should monitor incoming emails and process them.
Account MailboxName Specifies the email account that the agent monitors. You need permission to the mailbox to activate the agent.
Folder MailboxFolder Specifies the email folder that the agent monitors. You need permission to the mailbox to activate the agent.
Try it out SOACreateTask SOACreateTaskLbl Create a new task for the Sales Order Agent by entering the sender, message text, and any attachments.
Important LearnMoreBilling LearnMoreTxt —
LearnMoreBillingSecondSetup LearnMoreTxt —
Messages from already registered senders Review Known Sender In. Msg. Review Specifies the type of review required for incoming messages from already registered senders.
Messages from unregistered senders Review Unknown Sender In. Msg. Review Specifies the type of review required for incoming messages from unregistered senders.
Select only available items SearchOnlyAvailableItems Search Only Available Items Specifies if the agent takes item availability into account when searching for matches to the requested items.
Include capable to promise Incl. Capable to Promise Specifies whether the agent includes in the search results items that are currently unavailable but can be ordered for a later shipment date.
QuoteSetup Review quotes when created and updated Quote Review Specifies if the agent requests review when a quote is created and updated.
Send quotes for confirmation Send Sales Quote Specifies whether the agent sends the sales quote to the customer as a PDF attachment before proceeding. When this is off and Make orders from quotes is on, the agent skips the quote stage and sends only the sales order to the customer.
Make orders from quotes Make orders from quotes Create Order from Quote Specifies whether the agent automatically converts sales quotes into sales orders. When Send quotes for confirmation is on, conversion happens after the customer confirms the quote by email. When Send quotes for confirmation is off, the agent converts the quote immediately without sending it to the …
Review orders when created and updated Order Review Specifies if the agent requests review when an order is created and updated.
Incoming mail Start Date Earliest Sync At Specifies the date from which the agent starts reading emails in the selected mailbox.
Analyze attachments Analyze attachments Analyze Attachments Includes attachments when analyzing intent. Supported formats: PDF, PNG, JPG.
Mark email as read Mark email as read Mark Email As Read Specifies whether the agent marks emails as read after processing them.
AnalyzeNewMessagesGrp Last sync LastSync Specifies the date and time of the last sync with the mailbox.
Processing limits Daily email limit DailyEmailLimit Specifies the maximum number of emails an agent can process per day.
Include a custom signature in the replies ConfigureEmailSignature Configure Email Template Specifies if the agent includes a custom mail signature below the message body when preparing outgoing mails.
EmailTemplate EmailSignatureModifyLbl —

Actions

Group Action ToolTip Runs
SystemActions Update Apply the changes to the agent setup.
Cancel Discards the changes and closes the setup page.

Procedures

17 local procedures, no public ones.

Triggers

OnOpenPage, OnAfterGetCurrRecord, OnQueryClosePage

Relations

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Recent changes

Documented on Microsoft Learn

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "SOA Setup"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

Evidence 8 sources