Hello,
We are looking for a supported way to automate the creation of Purchase Requisitions in Dynamics 365 Finance & Operations, as we have scenarios where a requisition may contain more than 100 lines, making any manual process unfeasible.
Current situation
We are attempting to create Purchase Requisitions via connector / integration.
The requisition and its lines are created successfully.
Financial dimensions (DefaultDimension) are populated correctly.
However, the Accounting distribution (LedgerDimension / Main account) is not generated.
When sending the requisition for approval, the workflow fails with an error requesting the main account.
Business model
We do not use procurement categories, posting groups, or fixed expense accounts in master data.
The expense account is defined at the requisition context, depending on the purpose of the purchase.
Manual adjustments after creation are not acceptable, as the goal is full automation.
Objective question
We would like guidance on:
What is the correct and supported way in Dynamics 365 F&O to automate the creation of Purchase Requisitions, ensuring that the Accounting distribution (main account / LedgerDimension) is properly created;
If creation via connector is not the appropriate approach, what other options exist to automate this process;
How the system expects the expense account to be provided or derived for automatically created requisitions, without any manual intervention.
Our goal is to understand the recommended Dynamics approach for this scenario and how to implement the automation end-to-end.
Thank you in advance.
We can help either by road-mapping the approach or by giving architectural guidance to make this easier to reason about. In most cases, it comes down to understanding how F&O handles accounting, things like LedgerDimension vs DefaultDimension, when business logic runs, and what workflow expects before approval.
This isn’t something Microsoft expects to “just work” out of the box in fully automated scenarios, and that’s usually where a solution partner helps bridge the gap. With the right design, automating requisitions with correct accounting distributions is definitely achievable.
I was able to populate the remaining fields via the connector; only the LedgerDimension is the one I’m not able to set. I would appreciate it if someone could help me with this.
I can help you with this. Kindly check your Personal Messages.
Maria,
are you able to create and process PR successfully directly in D365FO, or are you getting the same error?
Ola. Eu consegui resolver. Obrigada
Automating purchase requisitions in Microsoft Dynamics 365 Finance & Operations is usually done by combining standard features with simple automation.
Common ways:
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Data Entities (OData): Create requisitions programmatically
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Power Automate: Trigger automatic creation from forms, emails, or apps
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Workflow: Auto-approve or route requisitions
The key part is making sure financial details (like main account / ledger) are set correctly.
In short: use data entities, Power Automate, and workflows to automate the process easily.
Obrigada pelo retorno.
E a sequência númerica é automática ou tenho que criar primeiro o cabeçalho da requisição?
Sou do Brasil,não se se impacta.
Being from Brazil makes no difference here; the behavior is the same across regions for this.
On your question, the number sequence is automatic, but the request header needs to be created first. Once the header is in place, the system takes care of the rest.
Hope that helps! Feel free to reach out if you need anything further.