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Finance | Project Operations, Human Resources, ...
Suggested Answer

Can I create an order as a "journal" using power automate ?

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We are testing the creation of orders through PowerAutomate for our eprocurement project. So far, I can't find any way to create the order as a journal, instead of a Sales order. As there are cases when those orders need to be checked & modified by someone, we want to prevent them from entering into the system as finalized orders. 

We use the order type as "journal" when we manually create orders. But I don't have access to this field when I try to create an order with powerautomate. Is it normal? can I add this field in the entity, or should we use another way to enter these orders as "draft" and finalize them ? 

Thanks in advance for any feedback ! :)

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  • Suggested answer
    Mohit Rampal Profile Picture
    12,565 Moderator on at

    Hi, You can't use standard sales order header Data entity (SalesOrderHeaderV2Entity) as there is a range on SalesType field with value 'Sales'. You can duplicate this entity and remove the range in SalesTable datasource, expose SalesType field in the Data Entity fields, change Public collection name of entity and use it in Power Automate.

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