Business Central | Invoice Posting Policy ver. 22
With the release of Business Central version 22, Microsoft has included the ability to specify how each user can process invoices. Companies can have different processes for shipping/receiving and invoicing, so now you can restrict the options by the user.
On the User Setup page, you will now find the following fields Sales Invoice Posting Policy and Purchase Invoice Posting Policy fields, which will allow for restricting of posting or require the invoices to post together with the shipment/receipt. You can choose one of the following options:
- Allowed (Default): Keep the current behavior, where a user can choose the posting option, such as Ship, Invoice, and Ship and Invoice.
- Prohibited: Prevent the user from posting invoices. Business Central will show a confirmation dialog that provides only the Ship or Receive options.
- Mandatory: Allow the user to post invoices together with receipts or shipments. Business Central will show a confirmation dialog with the Ship and Invoice or Receive and Invoice options.
The new settings affects the following document types in Business Central:
- Sales orders
- Sales return orders
- Purchase orders
- Purchase return orders
- Warehouse shipments
- Inventory picks
- Inventory put-aways
Here are some examples of how specific document types are changed with the new settings.
| Document | Option 1: Allow Displays a series of options |
Option 2: Prohibited Confirmation dialog |
Option 3: Mandatory Confirmation dialog |
| Sales Order | – Ship – Invoice – Ship and Invoice |
Do you want to post the shipment? | Do you want to post the shipment and invoice? |
| Purchase Order | – Receive – Invoice – Receive and Invoice |
Do you want to post the receipt? | Do you want to post the receipt and invoice? |
For additional information on this new feature or questions regarding Business Central, please contact support@bondconsultingservices.com or click here to schedule a free consultation with one of our expert consultants.