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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Sales order approval w...
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Sales order approval workflow

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Posted on by Community member 6
Hi expert's,
 
 
We have a requirement when user creates a sales order it should go to the supervisor for approval. I understand there is no standard workflow available to achieve this but is there any alternative workaround that I can do?
 
TIA
  • Suggested answer
    andreasraithel Profile Picture
    andreasraithel 4,834 Super User 2024 Season 2 on at
    Sales order approval workflow
    Hy,
     
    as there is no out of the box D365FO Workflow for Sales Order approval.
     
    Beside that you build a customezied solution using X++ code or you use Power Platform to build Workflow using PowerAutomate or Logic App.
     
    A possible flow could be:
    - Use any Data event as DataEvent_SalesOrderHeaderEntity_Create or another event to indicate the Sales order is prepared
    - If the event is triggered start your Power Automate or LogicApp.
    - First step in PowerAutomate/LogicApp should be to set the Sales Order to "on Hold" using a predefined Hold Code (e.g. "not approved") to avoid the Sales Oder will be processed as long as the SO is not approved.
    - Then start PowerAutomate/LogicApp approval with this Sales Order and assign to a person (may be supervisor, persons manager, sales responsible, ... ) or member of a predefined User Group
    - When the step is approved remove the Sales Order Hold code and Sales Order should be free for further propcessing.
     
    Just as an idea.
     
     
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 10,694 Super User 2024 Season 2 on at
    Sales order approval workflow
    Hi,
     
    you can do it through the code x++
     
    Best regards,
    Mohamed Amine MAHMOUDI

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