Batch posting has been in the product for some time but I am not seeing a clear way, happy to be wrong, on batch post and e-mail. Here are my options (below) as a user conducting the posting. Yes, I have post via the job queue as well but from what I’ve tested this isn’t sending my e-mail for me. Even the print option breeds no results here. Thought it would at least use the “Document Sending Profile” on the customer record.

Even when you use the “Post Batch” you get nothing about e-mailing? 😬 Not forgetting the workflows in BC have no option for “Post & Send” it’s just “Post”. Usually these gaps would need filling with a code modification but not in this blog.

Where there is a will there is a way and my idea here is to use Power Automate to do the heavy lifting. On this occasion I will use a manual trigger but if this was a production ready scenario I would use a scheduled type flow.

The connector for BC in Power Automate is fairly small but I’m sure it will get better over time. There is a slight restriction though as the action of posting and emailing exists but it’s on a singular level like it is in the regular UI. So the first thing I need to do is fire in some data I can use in Power Automate from BC. I will of course need the GUID ID reference to the sales invoice as that’s what the BC Power Automate connector likes. The page that fits the bill here is available as a web service already. I will use the top one in the list 2811. This page is a mixture of open and posted sales invoices so some filtering is needed:

Example of the payload from this page:

Adding a filter to the ODATA query so I only post invoices that are ready to be posted. In the case of this page the “status” values are different to regular BC. In my case I have a choice between draft aka “Open” or open aka “Released”. So I have added ?$filter=status%20eq%20%27Draft%27%20and%20totalAmountIncludingTax%20gt%200 to the end of the web service URL I got from BC. Reason being the feature in the Power Automate BC connector restricts me to draft only and I don’t want to post invoices with a 0 value. Will log something on the Power Automate forum about the connector wanting “Open” invoices rather than “Released”. Backwards logic otherwise, what if I’m using approvals for instance. I think this is possibly wrong so I have posted this to find out more: https://powerusers.microsoft.com/t5/Connecting-To-Data/Is-the-Business-Central-Post-amp-Send-Invoice-action-correct/m-p/637081#M9492

Anyway….

Our flow starts to take shape like this. Check out my last blog for a more detailed account on the parse JSON part (https://joshanglesea.wordpress.com/2020/07/22/power-automate-purchase-order-alerts-to-vendor/)

Once we add the “id” from the parse JSON step you will get an “Apply to each” wrap around the chosen BC action which is exactly what we want (automatically). Remember our goal Batch post and e-mail invoices – so we better placed than standard.

In my case a small batch of invoices have been handled and emails dished out accordingly. I added an extra step for updating the posting date as well. Just so it takes something useful from the existing “Batch Posting” feature 👍

2 thoughts on “Business Central Batch post and e-mail with Power Automate – no code

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