Finance | Project Operations, Human Resources, ...

Vendor Payment Request Form

(1) Share

Report

Posted on by BallabhS

HI All,

We have a requirement to create a form through which the users can request the finance department for making a vendor payment. The flow would be like below

1. User clicks on a link which opens a form (preferably Power Automate)

2. Fills the required details like

a. Vendor Name

b. Vendor Code

c. Invoice Number (not mandatory as the user may request for an adhoc payment)

d. Invoice Amount / Requested payment amount

Once he fills up the form, it goes through approvals and once this gets approved by the final approver, it should go to D365 and creates vendor payment journal with the details already in the form.

Please help me with some solution or workaround to achieve this

Thanks

Ballabh

All responses (6)

Answers (0)

André Arnaud de Cal... 291,359 Super User 2024 Season 2 on at

Like (1)

Report

Vendor Payment Request Form

Hi Ballabh,

Can you tell why users need to fill a form? Usually, a vendor invoice has a date and there are payment terms which is used to calculate a due date for payment. The Vendor disbursement journal can then be used to create a payment proposal based on almost due invoices. What is the reason that user need to manually request for a payment? Are you able to utilize the standard feature?
BallabhS 14 on at

Like (0)

Report

Vendor Payment Request Form

Thank Jonas : Will start with PL900

@ramit : can you please help me with where exactly do i look for Vendor payment form in D365. Are you talking about payment journals ?

Thanks for respnding

Regards

Ballabh
Jonas "Jones" Melgaard 1,920 on at

Like (0)

Report

Vendor Payment Request Form

Sorry didn't see you had written a reply.

Great! I'll recommend you start out by looking at the PL900 Power Platform fundamentals and certification just to get started. After that it will be easy, you can get really far by finding tutorials on Youtube and getting your hands dirty by playing with the platform.

But depending on your dead-line of a solution, it might be worth looking into doing it in F&O and then trying to implement an app afterwards.
BallabhS 14 on at

Like (0)

Report

Vendor Payment Request Form

Thanks Ramit and Jonas.

@Ramit : Need your guidance on model driven apps, if there is any reference documents, would request you to please share.

@Jonas : Not done a lot of work on power platform but willing to explore for solutions, please guide me further
Jonas "Jones" Melgaard 1,920 on at

Like (0)

Report

Vendor Payment Request Form

You need to be careful of multiplexing rules (https://www.microsoft.com/content/dam/microsoft/final/en-us/microsoft-brand/documents/Dynamics-365-Licensing-Guide-July-2024.pdf page 42). As Ramit said.

However... If you want to do it in Power Platform, I'd have a look at the Business approvals kit released by the Microsoft PowerCAT team and see if you can use it. Maybe build some additional tables to store the payment requests in Dataverse etc...

How much have you worked with Power Platform?
Suggested answer

Ramit Paul 22,300 Most Valuable Professional on at

Like (0)

Report

Vendor Payment Request Form

Hi,

Why to create a form when this can be done in Vendor Payment form? to avoid license cost?

Though you can do this in Power Apps Model Driven app would be best fit to create a form and connect with data entity.