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Session Id : SOsJv0eNEhZnZiPrsuxA4D
Power Automate - Building Flows
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Automate AR Collections process

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Posted on 24 Jan 2022 16:12:41 by 7

I'm trying to automate my AR Collections email process.

I have a SharePoint List, which I will update weekly. In that list, there will be a client name, email address, and invoice number. I'd like the invoice number in that list to be looked up in a SharePoint library of PDF'd copies of invoices. Then, an email will be created and sent with the invoice PDF attached. Attached is what I've got built so far. I can get it to work but it's not attaching the correct PDF; it's only choosing the first file.

NJ74_0-1643040584807.png

 

  • v-JessicaG-msft Profile Picture
    on 07 Feb 2022 at 02:59:42
    Re: Automate AR Collections process

    Hi @NJ74 ,

     

    You could send the email directly in the "Apply to each" that gets the attachment content without using a variable.

    vJessicaGmsft_0-1644202623542.png

    Best Regards,

    Jessica Gu

  • NJ74 Profile Picture
    7 on 28 Jan 2022 at 16:25:40
    Re: Automate AR Collections process

    Hi, Jessica.

    I've got it all working now and it's almost perfect. If I have multiple invoices going to the same email address, it sends it multiple times, each time adding the next invoice attached.

    Example: I have myself in there as the email address and tested with three invoices. First one sends fine with one attachment. Second one sends with first attachment and second attachment. Third email comes with all three PDFs attached. My preference would be either one attachment per email OR (ideally) one email with multiple attachments. Any idea how I could make that happen?

  • v-JessicaG-msft Profile Picture
    on 28 Jan 2022 at 01:32:46
    Re: Automate AR Collections process

    Hi @NJ74 ,

     

    Did you add the “initialization variable” action?

    vJessicaGmsft_0-1643333306324.png

    vJessicaGmsft_1-1643333497077.png

     

    Best Regards,

    Jessica Gu

     

  • NJ74 Profile Picture
    7 on 27 Jan 2022 at 16:37:52
    Re: Automate AR Collections process

    Thank you, Jessica. The append to array variable won't let me name it to save it. What am I missing?

  • v-JessicaG-msft Profile Picture
    on 27 Jan 2022 at 10:56:57
    Re: Automate AR Collections process

    Hi @NJ74 ,

     

    You could set an array variable in flow to store corresponding pdf files. I have a test for your reference, please refer to the screenshot:

     

    vJessicaGmsft_0-1643280673323.png

     

    vJessicaGmsft_1-1643280738357.png

    vJessicaGmsft_2-1643280887867.png

    vJessicaGmsft_3-1643280931802.png

     

    vJessicaGmsft_4-1643280988263.png

    Best Regards,

    Jessica Gu

     

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