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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Purchase Order Receipt...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Purchase Order Receipt Form

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Posted on by Ctrail 38
We have a requirement for certain parts to be checked by an engineer before acceptance.  Is there a way we can automate a form to be printed upon receipt?
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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,053 Super User 2025 Season 2 on at
    Hi Craig,
     
    It is possible to set up quality control for item receipts. What type of form do you need exactly? 
  • Ctrail Profile Picture
    Ctrail 38 on at
    Hi Andre,
     
    Currently we use a PDF form which is a hangover from pre Dynamics.  Essentially yes/no questions and ticks in a few boxes.
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    You can use Power Automate to create automated processes. You can refer to this official documentation, which describes several different scenarios for using power automate with FO: Fin & Ops Apps (Dynamics 365) | Microsoft Power Automate Or you can use workflows to customize workflows. For more details: Create workflows overview - Finance & Operations | Dynamics 365 | Microsoft Learn.
    Best regards,
    Kevin
  • Suggested answer
    Ctrail Profile Picture
    Ctrail 38 on at
    Thank you for your answers.  Unfortunately, I do not have access to try either suggestion due to access restrictions.  I have passed the answers onto management for them to review and pass onto the company we employ to manage our set up.

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