Model Driven Purchase Orders

Neil HaddleyMarch 2, 2024

Quick View

Business CentralPower Platformmodel-driven-apppower-appspurchase-ordersbusiness-central

I created a Power Platform Model Driven application to manage Business Central Purchase Orders.

I reset my Develop environment

I reset my Develop environment

I navigated to the Business Central Virtual Table app published on AppSource

I navigated to the Business Central Virtual Table app published on AppSource

I selected the Develop environment and clicked the Install button

I selected the Develop environment and clicked the Install button

The Business Central Virtual Entity Dynamics 365 app installed successfully

The Business Central Virtual Entity Dynamics 365 app installed successfully

I navigated to make.powerapps.com and ran the Business Central Configuration app

I navigated to make.powerapps.com and ran the Business Central Configuration app

No tables appeared

No tables appeared

I navigated to the Configurations page and clicked on the Business Central item

I navigated to the Configurations page and clicked on the Business Central item

I entered Production as the Environment name and Evaluation as the Default Company name

I entered Production as the Environment name and Evaluation as the Default Company name

I clicked the Save & Close button

I clicked the Save & Close button

I navigated to the Available Tables page and clicked on the purchaseOrder table

I navigated to the Available Tables page and clicked on the purchaseOrder table

I updated the Visible value to Yes. I clicked the Save & Close button

I updated the Visible value to Yes. I clicked the Save & Close button

The purchaseOrder table was now Visible

The purchaseOrder table was now Visible

I navigated the the Power Apps Tables list and clicked on the Purchase Order Table

I navigated the the Power Apps Tables list and clicked on the Purchase Order Table

I clicked on the Relationships link and could see that there was a relationship between the Purchase Order table and the Company table

I clicked on the Relationships link and could see that there was a relationship between the Purchase Order table and the Company table

I returned to the Business Central Configuration app and selected the purchaseOrderLine table

I returned to the Business Central Configuration app and selected the purchaseOrderLine table

I set the purchaseOrderTable to Visible. I clicked the Save & Close button

I set the purchaseOrderTable to Visible. I clicked the Save & Close button

The Visible property of the purchaseOrderLine table updated

The Visible property of the purchaseOrderLine table updated

The purchaseOrderLine table appeared in the Power Apps Tables list

The purchaseOrderLine table appeared in the Power Apps Tables list

I reviewed the purchaseOrder table's Relationships. A Document Id relationship was shown between the purchaseOrder table and the purchaseOrderLine table

I reviewed the purchaseOrder table's Relationships. A Document Id relationship was shown between the purchaseOrder table and the purchaseOrderLine table

I returned to the Business Central Configuration app and selected the vendor table

I returned to the Business Central Configuration app and selected the vendor table

I set the vendor to Visible. I clicked the Save & Close button

I set the vendor to Visible. I clicked the Save & Close button

The Visible property of the vendor table updated

The Visible property of the vendor table updated

The vendor table appeared in the Power Apps Tables list

The vendor table appeared in the Power Apps Tables list

I reviewed the purchaseOrder table's Relationships. A Vendor Id relationship was shown between the purchaseOrder table and the vendor table

I reviewed the purchaseOrder table's Relationships. A Vendor Id relationship was shown between the purchaseOrder table and the vendor table

I created a new publisher

I created a new publisher

I created a new Business Central solution

I created a new Business Central solution

I added a Model-driven app to the Business Central solution

I added a Model-driven app to the Business Central solution

I named the app Business Central

I named the app Business Central

I added a page to the app

I added a page to the app

I selected the "Dataverse table" option and clicked the Next button

I selected the "Dataverse table" option and clicked the Next button

I selected the Purchase Order table and checked the Show in navigation checkbox

I selected the Purchase Order table and checked the Show in navigation checkbox

The Model-driven app opened.

The Model-driven app opened.

I clicked the Edit View link on the Purchase Orders view item

I clicked the Edit View link on the Purchase Orders view item

The "All Purchase Orders" view only included the Purchase Order number (No.) column

The "All Purchase Orders" view only included the Purchase Order number (No.) column

I added the Order Date, Status, Total Amount Excluding Tax and Total Amount Including Tax columns to the view

I added the Order Date, Status, Total Amount Excluding Tax and Total Amount Including Tax columns to the view

I ran the model driven app. The Purchase Orders tab was selected and a list of Business Central Purchase Orders were displayed. I clicked the + New button

I ran the model driven app. The Purchase Orders tab was selected and a list of Business Central Purchase Orders were displayed. I clicked the + New button

The New Purchase Order form was displayed. I clicked the Save button

The New Purchase Order form was displayed. I clicked the Save button

The model driven app displayed an error (because to create a Purchase Order I needed to at least provide a Vendor)

The model driven app displayed an error (because to create a Purchase Order I needed to at least provide a Vendor)

I clicked the Edit form link on the Purchase Orders form

I clicked the Edit form link on the Purchase Orders form

I searched for the Vendor Id column.

I searched for the Vendor Id column.

Quick View

I configured the General tab to have two columns. I wanted to add a Quick View form to the right-hand column so I could select a Vendor Id on the left and see the corresponding Vendor details on the right.

The Vendor Id column appeared on the Purchase Order form

The Vendor Id column appeared on the Purchase Order form

I dragged the Purchase Order No. field into the header of the form (into the top right of the form)

I dragged the Purchase Order No. field into the header of the form (into the top right of the form)

I added the Order Date, Status, Total Amount Excluding Tax and Total Amount Including Tax columns into the General Section

I added the Order Date, Status, Total Amount Excluding Tax and Total Amount Including Tax columns into the General Section

I selected the General Tab and selected 2 columns

I selected the General Tab and selected 2 columns

A new section "New Section" appeared in the General Tab

A new section "New Section" appeared in the General Tab

I selected the Quick view component

I selected the Quick view component

I selected the Vendor Id Lookup and the Vendor Information Quick View form

I selected the Vendor Id Lookup and the Vendor Information Quick View form

I dragged the Quick View component to the right hand column (and hid the "New Section" label)

I dragged the Quick View component to the right hand column (and hid the "New Section" label)

I added the Vendor Quick View form to the solution

I added the Vendor Quick View form to the solution

I edited the Quick View form

I edited the Quick View form

I added the No. field

I added the No. field

I added the Address Line 1 and Address Line 2 fields

I added the Address Line 1 and Address Line 2 fields

I added the City field

I added the City field

I added the State field

I added the State field

I added the Zip Code field

I added the Zip Code field

I clicked Save & Publish

I clicked Save & Publish

I ran the Business Central app. I clicked the + New button

I ran the Business Central app. I clicked the + New button

I selected a Vendor

I selected a Vendor

The Vendor Id field populated and the Quick View form appeared on the right-hand side

The Vendor Id field populated and the Quick View form appeared on the right-hand side

I clicked the Save button

I clicked the Save button

Business Central saved the record and automatically assigned No. value 106034

Business Central saved the record and automatically assigned No. value 106034

The new purchase order appeared at the bottom of the "All Purchase Orders" view

The new purchase order appeared at the bottom of the "All Purchase Orders" view