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

N52 Formula Manager Solution

The Formula Manager 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                                                                                        

N52 Formula Manager 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



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


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

                                                            GetVar('InvoiceId')  ),
                                          SetAttribute('priceperunit', CurrentRecord('rate') ),
                                                       CurrentRecord('initialquantity') ),
                                                            CurrentRecord('productid')  ),
                                          SetAttributeLookup('uomid', 'uom',  CurrentRecord('uomid')  )

                            ) ,

   SmartFlowReturn( 'NoOp'  )


Did you know?

North52 helps Government (federal and state) departments with complex rules in their Dynamics 365 systems

Public sector organizations frequently deal with large user bases and complex rules and routings. The North52 Decision Suite helps government orgnizations with Dynamics 365 manage processes like:

  • Case Management - task checklists, routing, prioritization and approval
  • Eligibility checks for applications/enrollment
  • Licensing administration

Learn more about the North52 Decision Suite