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Releasing a Sales Order with Power Automate (Dynamics 365 -Business Central)

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Posted on by Big Josh 5

I'm beginning to try to use Power Automate, first thing I'd like to do is make a one-button sale for a commonly sold item.

I have succeeded at generating a new sales order, and populating the lines (fairly confident I'll be able to play around with inputs at these stages in the future) - but cannot figure out how to release the SO.

So I have not been able to proceed with creating a warehouse pick, picking it, shipping it, then posting it.

Have attached a screenshot of limited options for Sales Orders in Actions (have also tried using "Update a Record" - does not let me change status as it s read-only) and a screenshot of the 'Release' button in an SO.

Any advice/help would be much appreciated!


7558.pastedimage1675305661530v1.png

2816.pastedimage1675305766007v2.png

Categories:
Quotes / Orders / Invoices
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 64,622 Super User on at
    Releasing a Sales Order with Power Automate (Dynamics 365 -Business Central)
    Hi, hope the following helps.
    Release a Sales Order with Power Automate:
    https://yzhums.com/34483/
     
    Thanks
    ZHU
  • Big Josh Profile Picture
    Big Josh 5 on at
    RE: Releasing a Sales Order with Power Automate (Dynamics 365 -Business Central)

    Hi Garydee, no luck yet. I have requested assistance from our microsoft partner, but it is down the (long) list of priorities for them.

    I will update if I get a solution.

  • garydee Profile Picture
    garydee 86 on at
    RE: Releasing a Sales Order with Power Automate (Dynamics 365 -Business Central)

    Hey Big Josh,

    I'm looking to do the same thing. How did you go with this? Could you share any insights on what you were able to achieve with power automate?

    Cheers,

    Gareth

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,722 Super User on at
    RE: Releasing a Sales Order with Power Automate (Dynamics 365 -Business Central)

    I think you have to create a custom API to be able to release the sales order.

    I could not find any action for that in the standard sales order API.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Releasing a Sales Order with Power Automate (Dynamics 365 -Business Central)

    Hello,

    If you do not get further traction from the community, feel free to raise this issue to Microsoft via your partner or CSP.

    Thanks.

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