Hope You Are Doing Well and Safe!
So, Today We Will Discuss How to Convert Sales Quotes to Sales Order Using Power Automate.
And we need to use some properties like APIGroup, APIPublisher, and APIVersion because these properties are used in power automate.
So, Let’s create an API page.
We are converting Sales quotes to Sales Orders. So, add the sales header as a Source Table.
We need some properties from the Web service Action Context. Which are Set Object Type, Set Object Id, Set Result Code & Add Entity Key. So, Set these properties according to your requirement.
as you can see, we have two records here on the sales quotes page. With quote no. 1004 & 1005.
click on the new step to add another step to this flow. As per the below image.
you can also see our selected type to trigger our flow.
You can use the on-premises version also if you have reequipment for that.
So, add datils to that page and click on the save button.
As you can see below’s image.
You can also select automatically.
After selecting options. Click on the test button to test our flow.
So, let’s check
See we have only one record of a sales quote with no. 1004. That means the second record is converted into a sales order.
As you can see, on the sales order page we have one record with quote no. 1005. That means our flow was working properly.
Share your Business Central Concerns with us on Contact@madhda.com!
Thanking you all.