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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Identifying a new or c...
Finance | Project Operations, Human Resources, ...
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Identifying a new or changed Purchase Order using Workflow

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Posted on by MBates237 233
Hello,
 
I'm working on a requirement where a purchase order should be treated differently by workflow on whether it is a new purchase order, or an existing one that has changed. I'm unable to figure out how to do this within the workflow. I have attempted using the /delta amount/ in the purchase order, however, it seems that the total value of a new purchase order is considered to also be the delta amount. I then considered using PO status, but as soon as a change is requested, the status becomes draft, i.e. no different to a new purchase order.
 
Any suggestions would be appreciated.
 
Thanks
  • Verified answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    To identify whether a purchase order is new or has been changed in Dynamics 365 using a workflow, you can consider the following approaches:

    • Modified On field: Utilize the “Modified On” field of the Purchase Order entity. Compare the modified date with the created date to determine if any changes have been made since the creation (If this field is not available, you need to customize the creation first, and update the “Modified On” field every time the order is modified).

    • Custom Field: Using a custom field: Add a custom field (e.g., “IsChanged”) to the purchase order entity. In the workflow, check if this field is set to true. If it is true, then the purchase order has been changed; otherwise, it is a new purchase order. You can update this custom field whenever any changes are made to the purchase order.

    (note: You can add new fields where the screenshot shows)

    Best regards,

    Kevin

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