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Small and medium business | Business Central, N...

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Automated Weekly Order

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Posted on by NL-28100713-0

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I have a client who wants automated weekly orders.

Description of the ticket: Is there a way we can set up a weekly order that the system will automatically process? This would be for the same fee, every week on the same day, with as little manual intervention as possible.

I suggested the recurring sales invoice and the user came back with the following: I know how to make a recurring sales invoice, I was just wondering if there was more of an automated option that could be set up once, and then would run like a task each week?

Can one use a job queue for this? And if so, how do I do this?

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Dhiren Nagar 2,871 Super User 2026 Season 1 on at

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Hi,

I think we can achieve this using Power Automate and BC standard connector.

First you need to default everything for a customer, this will make sure all default values are fetched in Sales Invoice and no manual intervention is required. Like Payment terms, Customer Recurring Sales Line etc.

Then use Power Automate to create a scheduled flow, use SalesInvoices API to Create Record and Post Sales Invoice action to post the invoice.

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-financials-data-source-flow#run-instant-flows

https://learn.microsoft.com/en-us/connectors/dynamicssmbsaas/#create-record-(v3)

https://learn.microsoft.com/en-us/connectors/dynamicssmbsaas/#run-action-(v3)

Let me know if any query.

✅ Tick the checkbox below to mark the answer as verified, if it helped resolve your question.

Regards,

Dhiren.

LinkedIn - https://www.linkedin.com/in/ca-dhiren-nagar-5079081b2/

Blog - https://dhirennagar.blogspot.com/

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