Business Scenario
We currently make use of two systems that integrates to create Purchase Orders.
Our maintenance team are able to create Purchase orders in MS Field Service which then automatically creates a Purchase Order in Dynamics 365 F&O.
When the Purchase order is created in Dynamics 365 F&O it remains in draft status until someone clicks the workflow submit button.
We are trying to figure out if there is a way that we could make use of another Dynamics Purchase Order workflow to automatically trigger the current Purchase Order Approval workflow when it was created by the Field Service integration.
Background
We currently have the Purchase order workflow which is set up to assign the purchase order submitted to the relevant person for approval.
Basically we will need another Purchase order workflow which auto submits the purchase order if it meets all of the below criteria:
Created by = SteelServIntegration
Approval Status = Draft
Purchase order status = Open order
If all the before mentioned criteria is met, it must trigger this new workflow which in turn will trigger the current approval workflow.
Hi Madeleine, I think you would need to have access to back end as to trigger the workflow when our purchase order is created. I don't think if it can be done from configurations.
Hi, You can write auto submission of workflow as mentioned in below article. Since , you would need all purchase order lines to be created before submitting workflow, you can create a batch job which will find purchase orders that are not submit and createdBy SteelServIntegration.
Thanks Komi. I did see this article, but unfortunately I don't have backend access so can't customize with code. I was hoping there is a way using front end. Hope this makes sense.
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