Fusion5 Purchase Line Approval

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.