How to create a sales quotations using power automate?
Scenario – There was a scenario where a customer wanted to create the Sales Quotations automatically for those orders that were expiring in the next 15 days.
We used power automate scheduled cloud flow where the flow will run every day to check the expiry date of the sales order. Each sales order has an expiry date.
Step 1: List all the sales orders that match the condition.
Step 2: For each Order, create a new Quote. Put all the relevant details.
Step 3: List Order Lines for the selected orders.
Step 4: For each order lines create new quote lines.
Add all the relevant details.
Step 5: Save and turn on the flow.
Every day this flow will run and check the expiry date of the order. Based on the expiry date system will automatically create a sales quotations by power automate in draft stage.
