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Scenario Overview

In this business scenario the end user needed the ability on a yearly basis to generate an Invoice from a Contract.  We decided to set this up so that a user could run a workflow called 'Generate Invoice from Contract' that would,

  • Use the Contract record to create the Invoice record
  • Use the Contract line item records to create the Invoice line items

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A formula of type 'Process Genie' is created so it can execute as a step within a workflow
  • When it reaches the 'Process Genie' step in the workflow it will execute the formula
  • The formula first creates the Invoice record from the details on the Contract record
  • Next the formula retrieves all the contract line items & creates an invoice line item for each one                                                                                        

North52 Decision Suite Steps

The following set of steps outline how to create this Formula

  • Create a new formula of type 'Process Genie'
  • Set the Source Entity to 'Contract'
  • Copy & paste the formula below into the formula 
  • Click save & test
     

Workflow Steps

The following set of steps outline how to create this Formula

  • Create a new workflow named 'Generate Invoice From Contract' on the Contract entity
  • Set it to run only 'On Demand'
  • Add a new step to the workflow to call the North52 Process Genie
  • Set the formula shortcode to be the one on the formula you just created, in this case 'lup'
  • Publish the workflow
  • You are now ready to test

Workflow Configuration

 

Process Genie Configuration

Formula

SmartFlow(

   SetVar('InvoiceId', CreateRecord('invoice', 
                           SetAttribute('name', [contract.title] ),
                           SetAttributeLookup('pricelevelid', 'pricelevel',  FindValue('pricelevel', 
                                                                                       'name',
                                                                                      'DefaultList', 
                                                                                      'pricelevelid') 
                                               ),
                           SetAttributeCustomer('customerid', 'account', [contract.customerid] , '' )
                          )
                 ),

    ForEachRecord(

                             FindRecords('contractdetail', 'contractid', [contract.contractid] , '*'), 

                             CreateRecord('invoicedetail', 
                                          SetAttributeLookup('invoiceid',
                                                             'invoice',
                                                            GetVar('InvoiceId')  ),
                                          SetAttribute('priceperunit', CurrentRecord('rate') ),
                                          SetAttribute('quantity',
                                                       CurrentRecord('initialquantity') ),
                                          SetAttributeLookup('productid',
                                                             'product', 
                                                            CurrentRecord('productid')  ),
                                          SetAttributeLookup('uomid', 'uom',  CurrentRecord('uomid')  )

                                                   )
                            ) ,
  

   SmartFlowReturn( 'NoOp'  )
)

 

Did you know?

North52 Helps with Complex Logic as Part of a Workflow / Power Automate Flow

The North52 Decision Suite provides functionality for you embed complex logic as part of a native Dynamics Process (Workflow/Action) or a Power Automate Flow.  

Imagine if you could do an elibility check with several hundred possible combinations as part of your workflow process? You can do this easily by combining North52's Process Genie functionality with a Decision Table.

Even something as mundane as returning the next working day for your workflow (surprisingly difficult to achieve without code) can be easily done with North52.

Learn more about Process Genie

Keywords: Process Genie, Smartflow, FindValue, FindRecords, ForEachRecord, CurrentRecord, CreateRecord, SetAttribute, SetAttributeLookup, SetAttributeCustomer, GetVar, SmartFlow, SetVar, Formula Manager