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

Posted on by 3,932
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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  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 5,517 Super User on at
    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 Profile Picture
    Saurav.Dhyani 14,577 User Group Leader on at
    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
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 63,857 Super User on at
    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
  • Suggested answer
    andywingate Profile Picture
    andywingate 83 on at
    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
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 6,854 Super User on at
    For Purchase Requisition Worksheet, how do you set up a workflow in Business Central?

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