Sales order approval workflow

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Hi expert's,

We have a requirement when user creates a sales order it should go to the supervisor for approval. I understand there is no standard workflow available to achieve this but is there any alternative workaround that I can do?

TIA

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Dynamics 365 Administration

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andreasraithel 4,398 on at

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Sales order approval workflow

Hy,

as there is no out of the box D365FO Workflow for Sales Order approval.

Beside that you build a customezied solution using X++ code or you use Power Platform to build Workflow using PowerAutomate or Logic App.

A possible flow could be:

- Use any Data event as DataEvent_SalesOrderHeaderEntity_Create or another event to indicate the Sales order is prepared

- If the event is triggered start your Power Automate or LogicApp.

- First step in PowerAutomate/LogicApp should be to set the Sales Order to "on Hold" using a predefined Hold Code (e.g. "not approved") to avoid the Sales Oder will be processed as long as the SO is not approved.

- Then start PowerAutomate/LogicApp approval with this Sales Order and assign to a person (may be supervisor, persons manager, sales responsible, ... ) or member of a predefined User Group

- When the step is approved remove the Sales Order Hold code and Sales Order should be free for further propcessing.

Just as an idea.
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Mohamed Amine Mahmoudi 3,905 User Group Leader on at

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Sales order approval workflow

Hi,

you can do it through the code x++

https://community.dynamics.com/blogs/post/?postid=63e88136-59b6-484e-8701-3addd17b1c26

Best regards,

Mohamed Amine MAHMOUDI