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Finance | Project Operations, Human Resources, ...
Suggested Answer

Confirm a Purchase Order with Power Automate

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Posted on by 4
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
I have the same question (0)
  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at
    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
     
     
  • Suggested answer
    Mohit Rampal Profile Picture
    12,565 Moderator on at
    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/
  • Zimply Profile Picture
    4 on at
    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? 
  • Mohit Rampal Profile Picture
    12,565 Moderator on at
    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.
     
  • Suggested answer
    Kevin Xia Profile Picture
    Microsoft Employee on at
    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
     
  • Zimply Profile Picture
    4 on at
    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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