Sage200 - Power Automate Demonstration Application

How to setup a demo of Microsoft Power Automate with Sage 200.

Prerequisites

Before going through this article, you must ensure that you have created an Azure Active Directory application as per this article, and that you have created the custom connector as per this article.

Please revisit these articles if you are unsure of what you have done so far to check your setup.

This article takes you through importing the flow templates provided in the zip file from creating the custom connector.

Before importing a flow, you must ensure you have the following:

• A Site ID which you will have from following the steps here.
• A Company ID which you will have from following the steps here.

Sage have provided 2 example Microsoft Flows that utilise the Sage 200 API to process information received from your program into a business flow. Each flow will be executed against a single company.

To understand the support boundaries associated with Microsoft Power Automate & PowerApps, please go here.

Importing a Microsoft Flow

NOTE: We have a video on importing the demonstration flows and creating your own flow. Click here to watch.

Log into flow.microsoft.com using your Microsoft 365 credentials, ensuring you're in the correct environment. When you’ve logged in, select My flows on the left hand side then select the Import option at the top.

Click on Upload and select the .zip folder containing the flow you wish to import. This will initiate the package being uploaded to Flow.

You’ll then see the following screen:

Note: If you have already uploaded or created a Flow, the import setup for your new flow will default to update. To change this, click on the wrench icon under Action, then change the Setup from update to create as new. Hit Save. For each of your related resources, you’ll need to add a connector. To do this, select the wrench from underneath the Action column.

Note: If you have an existing connector from a previous flow, you can select it here and click Save.

• For the Connector, click Create new then select your Sage 200 Connector. Ensure this is ticked then click Save.
• For the Sage 200 Custom Connector Connection, select your Microsoft 365 email address in the link, then click Save.
• For the Microsoft 365 Outlook Connection, click on Create new, then New connection.

  Using the Search option in the top right, look for Microsoft 365 Outlook.

  Click on the + then click Create.

  This will ask you to select your Microsoft 365 email address and password.

  This will create your connector for email notifications.

  Go back to the previous window and refresh the list and select your new Microsoft 365 Outlook connector.

  Click Save.

• For Notifications, click Create new, then New connection.

  Click on the + next to the Notifications Microsoft connection, then click Create.

  Go back to the previous window, refresh the list and select the Notifications connector and click Save.

Once completed, your screen should look like this:

Click on Import. This will take a few moments to complete. If anything has gone wrong during the import, Microsoft will tell you what the issue is. If its been successful, you can then click on open flow to see the next screen.

In the above example we’re using the Purchase Requisition Authorisation flow. You can amend the Trigger field. By default this runs once per day at 4pm. To amend any of the flow fields, just click on them and it will open up the actions.

You’ll need to populate the following parts of the flow with information you have from the previous steps.

• Initialize SubscriptionKey – this will be your subscription key you copied (also known as your Primary key in the API registration website).
• Initialize SiteID – this will be the site_id you copied for the company you wish to run the flow for.
• Initialize CompanyID – this will be the company_id you copied for the company you wish to run the flow for.

Once these steps have been completed, click Save.

To test your flow,

1. Click on the Test icon in the top right hand corner.
2. Choose the option of I’ll perform the trigger action.
3. Click Test.
4. Once the flow has loaded, click on Run flow at the bottom of the window.

You should get a message stating "Your flow run successfully started. To monitor it, go to the Flow Runs Page". You can click on the Flow Runs Page and it will tell you whether the flow has been executed successfully.

The next steps are to use one of the demonstration flows to create your own flow. More information on how to get started doing this can be found here.

 

 

---