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For Purchase Requisition Worksheet, how do you set up a workflow in Business Central?

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Posted on by joshtechsolutions

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Dear Community,

I would like to create a Purchase Requisition, I assume that the Requisition Worksheet in Business Central will do the trick.

May I then ask how do you set up a workflow in Business Central?

Please advise a step by step process if possible.

Thank you!

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Jun Wang 7,443 Super User 2024 Season 2 on at

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For Purchase Requisition Worksheet, how do you set up a workflow in Business Central?

agree that no workflow exist in BC for purchase requisition. The results of running it create suggestions for purchases etc, user could use workflow to control whether user could create a purchase order. User could also exclude permissions to run this function as needed.

Jun Wang
Saurav.Dhyani 17,965 Super User 2024 Season 2 on at

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For Purchase Requisition Worksheet, how do you set up a workflow in Business Central?

Hi,

In standard Microsoft template there is no template for Purchase Requisition.

Either you can customize it in business cental as a custom workflow or use power automate to build approval template.

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube
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YUN ZHU 73,698 Super User 2024 Season 2 on at

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For Purchase Requisition Worksheet, how do you set up a workflow in Business Central?

As far as I know, it can only be customized so far. You can submit this idea to Microsoft.

Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas

Thanks

ZHU
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Andy Wingate 320 on at

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For Purchase Requisition Worksheet, how do you set up a workflow in Business Central?

Hi,

Out of the box there is not standard BC approval workflow for this kind of record. Instead the PO's that are created you could send for approval

Or you could use Power Automate to meet the requirement -

This is more simplistic as no record restriction is placed on the batch, but still usable along with clear business process documentation

You could add the approval to the Batch or the Line records

Example simplistic approval flow -

NB if you personalise the instant flow action onto the main toolbar when visiting the Req. Wksh. Names page from the Req. Wksh. Templates page, it is then also visible from the assist edit on the batch directly from the Req. Wksh. itself.

Hope that helps!

A
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Valentin Castravet 24,824 Super User 2024 Season 2 on at

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For Purchase Requisition Worksheet, how do you set up a workflow in Business Central?

Here is some info from Microsoft:

Supply Planning - Business Central | Microsoft Learn

About Planning Functionality - Business Central | Microsoft Learn

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/