d365fo_download_purchase_order
Download purchase order reports as PDF files from Dynamics 365 Finance & Operations for vendor documentation and record-keeping purposes.
Instructions
Download a purchase order report as PDF from D365 Finance & Operations.
This is a convenience tool specifically configured for purchase orders using the PurchPurchaseOrderController. Purchase orders are documents sent to vendors to order goods or services.
To find available purchase orders to download, query the Purchase Order Confirmation Headers entity:
Entity name: PurchPurchaseOrderConfirmationHeaderEntity
Collection name: PurchaseOrderConfirmationHeaders
Key fields: PurchaseOrderNumber, ConfirmationNumber, ConfirmationDate, OrderVendorAccountNumber, TotalConfirmedAmount, dataAreaId
Use d365fo_query_entities tool to search for purchase orders
Example query to find purchase orders: d365fo_query_entities( entityName="PurchaseOrderConfirmationHeaders", filter="ConfirmDate ge 2024-01-01", select=["PurchaseOrderNumber", "ConfirmDate", "VendorAccount", "OrderStatus"] )
Args: purchase_order_id: The purchase order ID (e.g., 'PO-000123', 'P00001234') legal_entity: The legal entity/company code (e.g., 'USMF', 'DEMF') save_path: Full path where PDF should be saved (optional, auto-generates if not provided) profile: Configuration profile name (default: 'default')
Returns: Dictionary with download result including saved file path
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| purchase_order_id | Yes | ||
| legal_entity | Yes | ||
| save_path | No | ||
| profile | No | default |