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Functionality

How to use​

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
  • Tracked fields support tolerance definition (both absolute and percentage). The tolerance can be allowed for all purchase document types or only for selected ones.
  • Purchase Line Approval supports additional tracked table - Document Dimension. Tracked dimensions can be configured through the Power Automate Flow -> Additional Tracked Tables.
  • You can use Record Limits to define Purchase Lines that must be approved whenever any tracked fields are 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.

Approval User Setup​

Approval User Setup has been extended with two new fields: Purchase Line Approval Limit and Unlimited Purchase Line Approver. These fields are available in Power Automate through the purchaseLineApprovalLimits API (see below.)

Power Automate Flow Extended Setup​

The extended setup (available from the Power Automate Flow page) has two new setup fields to define behaviour for nonapproved documents and printing: Purchase Order Print Conditions and Purchase Return Order Print Conditions.

Power Automate​

Do you want to know more about the workflow & approval process using Power Automate and our Fusion5 addon? See the documentation for Fusion5 Pack for Power Automate.

To configure the Power Automate flow, open https://make.powerautomate.com/ with the tenant account with the BC license assigned. The BC license is needed to be able to use Premium BC connectors without additional licenses.

In Power Automate, go to Solutions -> Import Solution.

Download Power Automate Template​

Single Approver Power Automate Flow template solution is available from Power Automate Templates.

Available API Pages​

All API pages have APIPublisher = 'fusion5', APIGroup = 'purchaseLineApproval';

  • Purchase Line Limits (View line approvers and their limits)

    • APIVersion = 'v1.0';
    • EntityName = 'purchaseLineApprovalLimit';
    • EntitySetName = 'purchaseLineApprovalLimits';

  • Purchase Lines (View existing Purchase Lines)

    • APIVersion = 'v1.0';
    • EntityName = 'purchaseLine';
    • EntitySetName = 'purchaseLines';

  • Purchase Headers (View existing Purchase Headers)

    • APIVersion = 'v1.0';
    • EntityName = 'purchaseHeader';
    • EntitySetName = 'purchaseHeaders';

Available External Business Events for Power Automate​

  • Purchase Lines (Fusion5)
    • Purchase Line Approval Requested, Triggered when a purchase line is requested for single line
    • Purchase Line Approval Requested for Whole Document, Triggered when a purchase line is requested for the whole document