What's New: Sales Validation Sample Agent for Business Central
Sales Validation sample agent in Business Central: a sample agent shipped out of the box that checks open sales orders against release criteria and releases them for shipment. The video demos setup, profile, permissions, instructions, task tracking, message review and credit usage. More samples are announced.
- Introduction and accessing the sales validation agent
- Agent setup, profile, permissions and instructions
- Preparing data and running the agent
- Invoking the agent and tracking the task
- Agent execution, order processing and results review
- Cost tracking and conclusion
Overview
The video shows the Sales Validation sample agent, which is included out of the box and is meant to show how to build an agent in Business Central. The agent looks at open sales orders and decides whether they can be released to be shipped.
The demo covers opening the agent setup, reviewing its dedicated profile, reduced permission set and instructions, and preparing data before running it. It then starts the agent with a task, follows the task steps in the tracking UI, reviews the outgoing summary message, and checks how many credits the run used. Microsoft says it plans to build more sample agents that will appear in the same list.
Key points
- The Sales Validation agent is a sample shipped out of the box; it is the only sample currently in the setup wizard, and more are planned.
- It checks open sales orders and determines whether they can be released for shipment, then summarizes the actions taken.
- The agent has a dedicated limited UI profile and a reduced permission set limited to its tasks.
- Instructions can be edited to tweak behavior and should follow the documented format; for this agent the task is ‘run process’ plus a shipment date.
- Prepare the sales order data before running the agent.
- The task tracking UI shows the steps as the agent runs, and the outgoing message can be reviewed. It lists which orders were released and which did not meet criteria.
- Credit usage for a run is shown, so the cost of checking all open sales orders can be monitored.
Features
| Feature | Status | At | Evidence |
|---|---|---|---|
| Sales Validation Agent | status not stated, demoed | 0:06 | |
| Agent Configuration Card | status not stated, demoed | 0:51 | |
| Agent Dedicated Profile | status not stated, demoed | 1:04 | |
| Reduced Permission Sets | status not stated, demoed | 1:17 | |
| Agent Instructions | status not stated, demoed | 1:37 | |
| Task Tracking UI | status not stated, demoed | 3:01 | |
| Outgoing Message Review | status not stated, demoed | 3:45 | |
| Agent Credit Usage Tracking | status not stated, demoed | 4:08 | |
| More Sample Agents Coming | announced | 0:37 | “We are planning to build more and they will appear in this list here” (0:37) |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
Quotes
- 0:06 “a sample agent that we have shipped out of the box that you can use to see how to build an agent within the”
- 0:37 “We are planning to build more and they will appear in this list here”
- 1:17 “we have also lowered the permissions to only the task that it is supposed to do. So it has a reduced permission set”
- 1:47 “the sales validation agent is checking for the open orders and seeing if it is able to release them to be shipped”
- 2:23 “the agent is being started by saying run process and shipment date”
- 4:08 “you can see how many credits we have spent doing these checks on all of the opening sales orders”
Disclaimers in the video
- 0:37 coming-later: We are planning to build more and they will appear in this list here
Presenters (as heard): Nicola.