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Confirm a Purchase Order with Power Automate

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Posted on by Zimply

Hi everyone!

How do I confirm a purchase order in FinOps through Power Automate? Is it possible to do with the built in connectors (D365 FO) in Power Automate or through the API? I can't find any way to do this.

Below is how to do it in the user interface, but we need to do it through Power Automate or API. Thanks!

Kind regards,

Daniel

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saurabh bharti 15,045 Moderator on at

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Hi,

Do you want to cofirm this automatically? If yes then even you can configure batch job in D365 FO based on order status and system can automatically confirm this.

You can use power automate as well but we need to find the relevant business event and based on that we can create flow

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Mohit Rampal 12,573 Moderator on at

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Hi Daniel, You can create custom web service with Purchase order and DataAreaId as parameters.

Check this article

https://dynamics365musings.com/create-a-custom-service-in-d365/

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Zimply 4 on at

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I want to do this after updating the Ex Factory Date on Header View or Line View. Can this be used as a business event?

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Mohit Rampal 12,573 Moderator on at

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Yes, you can create a custom business event and use that business event as Trigger in Power Automate, so when that field is updated, power automate flow will be called.

https://dynamics365musings.com/how-to-setup-a-custom-d365-business-event/

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Kevin Xia Microsoft Employee on at

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Hi Daniel,

Depending on the problem you described, it seems that you can create an approval purchase order workflow in Power Automate to trigger business events, here are the reference links: PO Workflow Approval using Power automate in Dynamics 365 FinOps (linkedin.com). Or you can use batch jobs without using Power Automate, or you can implement your needs.

Best regards,

Kevin

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Zimply 4 on at

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Can I do all this without being an admin? Is there any possability to confirm the PO using "Execute an action" in Power Automate?

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