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Finance | Project Operations, Human Resources, ...
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PO Line details in email notification in HTML or Rich Text Format

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Posted on by 55

Hi All,

I have a requirement to show PO Line details in email notification in HTML or Rich Text Format

I am not able to use the Purchase Order line details notification in email as Rich Text / HTML. The email template can be used in rich text format but that is only for few records like %message%, %subject%, %company% etc. But the line level details of the PO are not available to be configured in a table/html format.

The line details like Item ID, Item Name, Qty appears with a comma separated values when it is configured / added in the notification.

I could not achieve it using Power Platform also in standard as the Purchase Order line details were not available in the schema. Please suggest how to achieve the requirement.

 

Expected Results:

Item No.

Item Name

Unit Price

Qty

1001

Item Name 1

100

10

1002

Item Name 2

200

20

1003

Item Name 3

300

30

1004

Item Name 4

400

40

 

And this is how we are getting the results now:

Item No.: 1001,1002,1003,1004

Item Name: ITEM NAME 1,ITEM NAME 2,ITEM NAME 3,ITEM NAME 4

Unit Price: 100,200,300,400

Qty: 10,20,30,40

 

Some Sample fields in Purchase Order Lines:

Item ID - %Purchase orders.Purchase order lines.ItemId%

Item Name - %Purchase order lines.Name%

Qty - %Purchase orders.Purchase order lines.QtyOrdered%

Line Amount - %Purchase orders.Purchase order lines.LineAmount%

 

Also tried updating Email Template as below but no luck:

 

Current Email Template for workflow (we convert the html and update it in F&O email template):

Hi There,

%message%

Browse to Dynamics 365 D365 F&O UAT2 CMC

Regards,

IT Team

*** This is an auto generated email. Please do not reply. ***

This alert is for %for%.

Microsoft Dynamics D365 alert details:                                         

    • For:  %for%
    • Company:  %company%
  • Event:  %subject% 

Message configured in the workflow:

  • Suggested answer
    Syed Zeeshan Haider Jafry Profile Picture
    725 on at
    RE: PO Line details in email notification in HTML or Rich Text Format

    Hi,

    If it is for workflow, you can try below solution, third party solution add-on needs to be installed for this.

    ax.docentric.com/.../

    other option is use power automate. use the entity PurchPurchaseOrderLineV2Entity.

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