https://store-images.s-microsoft.com/image/apps.4077.b2fb7e39-372d-4aae-a975-3753f9c9d25c.1aa9a3cb-f5a0-48ad-977f-3083214baacb.26cdf083-4172-40dc-a330-0e56bbb50f1c
Fusion5 Purchase Line Approval
par Fusion5 Limited
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Approve Purchase Document Lines using Power Automate.
Purchase Line Approval
Must be enabled in Power Automate Flows.
- New fields Approval Status added to Lines in Purchase Documents. If empty, the record is not approved nor sent for approval. Available statuses: Approval Required, Pending Approval, Approved, Rejected.
- New option value in Purchase Document Status = Pending Line Approval.
- A new action, Send Approval Request to Lines and Header of Purchase Documents, emits a Purchase Line Approval Requested and Purchase Lines Approval Requested business event that can be consumed from Power Automate.
- Whenever any of the following fields is changed (the list of tracked fields can be changed by the user in Tracked Fields), the Approval Status is set to the blank value, and the record must be re-approved.
- No.
- Quantity
- Unit Price (LCY)
- Line Discount %
- VAT Base Amount
- Line Amount
- Direct Unit Cost
- You can use Record Limits to define Purchase Lines that must be approved whenever any of the tracked fields is changed.
Setup
New option Purchase Line Approval in Power Automate Flows table.
When changing the flow to disabled, the system checks whether there are any Purchase Documents with Status = Pending Line Approval. If any document with this status exist, they are automatically changed to Status = Open.
Vue d’ensemble
https://store-images.s-microsoft.com/image/apps.15467.b2fb7e39-372d-4aae-a975-3753f9c9d25c.66d2bb5f-e570-46ff-8a47-f6242b533096.5a3008e1-b8eb-402d-9e11-6369d6a9ef6a
https://store-images.s-microsoft.com/image/apps.39983.b2fb7e39-372d-4aae-a975-3753f9c9d25c.66d2bb5f-e570-46ff-8a47-f6242b533096.dff0d42f-d4c3-4323-8cf6-0fc11dc3ceaf
https://store-images.s-microsoft.com/image/apps.7915.b2fb7e39-372d-4aae-a975-3753f9c9d25c.66d2bb5f-e570-46ff-8a47-f6242b533096.d624e9dd-32b9-4026-a148-9f0dc0d7c8b3
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