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Vendor Approval Process Using Microsoft Power Automate and SharePoint list – Part 1

In today’s business landscape, developing a streamlined and efficient vendor approval process is crucial. It not only ensures that you work with the best vendors but also guarantees smooth operations in your supply chain or service delivery. Here’s a step-by-step guide on how you can structure a comprehensive vendor approval process. We will learn these things –  

 

  1. Vendor invitation 
  1. Registration Form automation 
  1. Approval Automation 

Building the Vendor List 

 

The very first step is to create a Vendor List in SharePoint. Create a list including columns like –  

Email – (Renamed List title columns, don’t be confused if I am using title in flow) 

Vendor Name – Type: String,  

Manager – Type: Person,  

Phone – Type: String,  

Status – Type: Choies,  

Business Details – Type: String,  

GST Number – Type: String,  

Address – Type: String.  

Where manager column will include approver manage as person in SharePoint. You can refer to this image. 

 

 

1. VAP.png

 

Creating the Power Automate Flow 

Our focus is to provide a real-time response to vendor registration, ensuring no delay in our collaboration processes. With the robust capabilities of Microsoft Power Automate, we’re implementing an automated cloud flow designed for precision and speed. 

 

The magic begins the moment a potential vendor enters our ecosystem. Our selected trigger, ‘When an item is created’, ensures that as soon as a vendor registers or submits their details, our automated process springs into action. This instantaneous response not only reduces manual intervention but also exemplifies our commitment to efficient and timely processes. 

 

Let start our flow for vendor approval. Create Automated Cloud flow using Microsoft power automate flow. And select trigger ‘When an item is created’. 

 

sandeepstw_1-1697550671572.png

 

 

Select SharePoint Site and targeted list for this process. In our case I used my demo site ‘Sandy’ and List name – ‘Vendors’.  Throughout this demo, I will use the same list and site. You can refer to yours accordingly.  

Step Name – ‘When Item is created’ 

Inputs  

Site Address – Sandy  

List Name – Vendors.  

 

sandeepstw_2-1697550671574.png

 

The subsequent action is to write an email to the vendor and attach the registration form in order to obtain the necessary information. The manager will provide their approval based on such information.  For the same – Add send an email (V2) from the outlook connector.  

sandeepstw_3-1697550671575.png

 

 

And add email content which we need to send to vendor like given image.  

We are using Title here for storing emails. So we mapped columsn like – 

To – Email (Topic) 

Subject – ‘On-Boarding Form’ 

Body –  

Hi @{triggerBody()?[‘VendorName’]} , 


 

Please complete the form using the below link .

 

https://forms.office.com/r/9LmmBSuB7w”> On-Boarding Form  


 


 

Thanks
 

HR Team 

 

 

sandeepstw_4-1697550671576.png

 

 

Create a vendor registration form using Microsoft forms and name is “Vendor Form”  

 

Add inputs – 

Vendor Name – String  

Phone – String  

Business Details – String  

GST Number – String  

Address – String  

 

 

 

Add new step to received response from Vendor form 

 

sandeepstw_5-1697550671577.png

 

 

Add a new step apply to each to get response from ‘Vendor Form’ add new step ‘Get response details’  

 

Form Id: ‘Vendor Form’ 

Response Id: Id (using dynamics content when item is created) 

 

 

 

 

 

sandeepstw_6-1697550671577.png

 

 

Then add new setup under apply to each section to update form which vendor will submit. and map columns like –  

 

Site Address – Sandy (as per my local environment you can update according to your environment) 

List Name – Vendors 

Id – ID (select ID using dynamics content under when item is created section) 

Title – Title (select Title using dynamics content under when item is created section) 

 

Vendor Name– Vendor Name (select Vendor Name using dynamics content under when the item is created section) 

 

Vendor Phone – Vendor Name (select Phone using dynamics content under when the item is created section) 

 

Status Value – ‘Submitted’  

 

Business Details – Vendor Name (select Business Details using dynamics content under when the item is created section) 

 

GST Number – Vendor Name (select GST Number using dynamics content under when the item is created section) 

 

Address– Vendor Name (select Address using dynamics content under when the item is created section) 

 

sandeepstw_7-1697550671578.png

 

 

Once you update an item in the SharePoint Vendor list by data submitted by the Vendor using Vendor form. It’s time to fetch data back so it can be utilized in approval submission.  

Add an action Step ‘Get Item’ from SharePoint connectors. Add details in input fields – 

Site Address – Sandy (as per my local environment you can update according to your environment) 

List Name – Vendors 

Id – ID (select ID using dynamics content under when item is created section) 

 

sandeepstw_8-1697550671579.png

 

Now add approval action step using action ‘Start and wait for an approval’. Add inputs as given below –  

Approval Type – ‘Approve/Reject – First to response’ 

Title – Approval Request for Vendor – Vendor Name (This title you can use as per your approval process and dynamics content using pick from ‘Dynamics content’ box from section ‘Get Item’) 

Assign To – Add Email address of manager who will approve it.  

Details – (You can add details as per requirement which needs to be send to manager for approval for example we are using sample details like given below) –  

 

Vendor Details are here  

  

Name – @{body(‘Get_item’)?[‘VendorName’]} 

Email – @{body(‘Get_item’)[‘Title’]} 

Phone – @{body(‘Get_item’)?[‘Phone’]} 

Business Details – @{body(‘Get_item’)?[‘BusinessDetails’]} 

GST Number – @{body(‘Get_item’)?[‘STWNumber’]} 

Address – @{body(‘Get_item’)?[‘Address’]} 

 

sandeepstw_9-1697550671580.png

 

 

 

 

 

 

To be continue in next part of this article using this link –https://powerusers.microsoft.com/t5/Power-Apps-Community-Blog/Vendor-Approval-Process-Using-Microsof… 

This post was originally published on this site

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