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Finance | Project Operations, Human Resources, ...
Answered

PO requisition via powerautomate

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Posted on by 75

Hi guys, 

im currently struggeling to find something that can help me to understand the possibility of creating POs thru powerautomate.

I thought about a process (Top-Lv) like this:

1. Person A is writing a email (purchase requisition) to a specific email

2. Validatiion of the costs should be done automatically and if the costs higher then >x they need to be approved (Might be possible that more then only one person need to approve the requisition)

3. If approved or under the approvel amount the requisition should be created in dynamics 365 

you ask yourself why? 

Its because i dont want to give log ins to all of the collegues in the company.

KR 

Amel 

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    306,468 Super User 2026 Season 1 on at

    Hi Amel,

    To be able to achieve it, you need a structured document. E.g. an Excel sheet. This can be added as attachment. Power Automate can find an attachment in a mail; save it on a cloud location such as OneDrive or Sharepoint and then open the file and start creating records using F&O actions in a flow.

  • Verified answer
    Guy Terry Profile Picture
    29,013 Moderator on at

    Hi Amel,

    You could nominate selected Purchase requisition preparers, who could raise PRs on behalf of others. Then you can just let F&O workflow take care of the approval.

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