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Finance | Project Operations, Human Resources, ...
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Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card

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Posted on by 29
Hello Expert,
 
We have a requirement that to control the price modification through Workflow over the Item Master Card (D365 F&O). While searching over the internet found dozens of solutions but unable to figure it out which one will fit to our requirement.
 
So, far I have found that to create a Dataverse table and proceed but unfortunately unable to understand.
 
Can anyone guide or provide STEP BY STEP procedure to fulfill the requirement.
 
Regards,
Ahmed
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  • Sohaib Cheema Profile Picture
    47,740 User Group Leader on at
    Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card
    Hi @Adis
     
    The solutions(1 and 2) you provided have functional flaws. You suggested using a business event after the price is updated in D3765FO. However, this means the price has already changed, and the business event is triggered after the update, while the new price hasn't been approved yet.
    At that point, the updated price is already being used in the ERP for transactions.
    What is the purpose of an approval process if the data is changed and being used before approval is completed?
  • Adis Profile Picture
    5,428 Super User 2025 Season 2 on at
    Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card
    Hi,
     
    You first need a managed environment in Power platform admin center. Use the environment that is connected to your FO PROD environment. You can establish it first for a sandbox as well.
     
    Regarding the virtual entities there is a documentation for MS Learn and also a very good video. From minute 8, he shows what to do.
     
    Creating a step to step documentation is like a blog, I cant provide that. But you can start and ask wherever you are stuck.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

     
     
  • Suggested answer
    Sohaib Cheema Profile Picture
    47,740 User Group Leader on at
    Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card
     
    Thanks again for the confirmation.
    There is no standard workflow for this. If you want to create a custom one, use the following standard example as inspiration: Customer Approval Workflow
    This type of example offers several benefits, such as:
    1) You can implement workflows for almost all fields in the form.
    2) The system will operate with old values unless the new ones are approved.
    3) You can enable workflows for one or more fields of your choice.
    There are other similar examples in the system, such as Vendor Approval and Bank Approval workflows.
     
     
  • Ahmed Alam Profile Picture
    29 on at
    Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card
     
    Yes, it's confirmed that we are modify the prices through Item Master Card.
     
    Regards,
  • Ahmed Alam Profile Picture
    29 on at
    Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card
    Hi @Adis
     
    Thanks for your valuable suggestion. Indeed, I will prefer approach 2.
     
    Can you please provide STEP BY STEP detail as I am new to it.
     
    Thanks.
  • Sohaib Cheema Profile Picture
    47,740 User Group Leader on at
    Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card
     
    Thanks for the confirmation. That tells us you maintain the prices in F&O.
     
    Could you please further confirm that you maintain the prices on the Item Master only, and not through any other method (such as Trade Agreements or the new Pricing Management etc.?)
     
  • Suggested answer
    Adis Profile Picture
    5,428 Super User 2025 Season 2 on at
    Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card
    Hi,
     
    I would recommend 3 approaches, depending on your requirement.
    The main question is, do you want "just" someone to get informed when prices are changed, or do you want to prevent any changes before the change is approved?
     
     
    If it is sufficient to get informed about price changes:
     
    Approach 1:
     
    • Create (develop) a Business event when a price is changed. 
    • Create a Power automate (PA) flow that is triggered on the business event. This flow sends then an email to the responsible employee, shared mailbox or Teams chat or channel, to check if it is valid or not.
    Approach 2:
     
    Same like approach 1 but with a dataverse connection. Once you establish a dataverse connection in Power Platform admin center, you will have access to virtual entities. Through this approach you can create a PA flow that is being triggered whenever a value in a table is add\changed. There should be a virtual entity that covers the item price already, but I am not sure. It has to be checked. There is no developement requirement in this approach, only configuration. Once you configure everything you are set up for more possibilities in the future, not only for your mentioned case. 
    There is no release required in this approach compared to creating a business event or to approach 3.
     
     
     
    If you want to allow changes only after an approval:
     
    Approach 3:
     
    Extend (develop) the standard workflow engine, so that any changes on a certain field (Price on Item master) requires an approval from one or more people. This is the most restrictive solution. No one will be able to change the price, unless the price change is being approved according to the setup.
     
     
    There might be also other solutions on this, but these are the ones I am aware of. 
    Once you give us more information if you need a hard restriction or if an information is sufficient, we can help you further with a proper solution.

     

     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

     
     
  • Ahmed Alam Profile Picture
    29 on at
    Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card
     
    Well, no we need to modify the Inventory Prices over the F&O while CE is concern it will fetch the data from F&O.
  • Sohaib Cheema Profile Picture
    47,740 User Group Leader on at
    Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card
    That sounds a terminology of CE. Is is a case you have dual write enabled between the CE and F&O system and your master items are created and maintained in the CE side?
    If you can take a screenshot or two that may help us.
  • Ahmed Alam Profile Picture
    29 on at
    Need to design Workflow Approval [Item Price (Purchase, Invent, Sales) on Item Master Card
     
    We are managing the price from Item Master Card.
     
     

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