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Define an invoice posting policy for users

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Companies often have unique processes for posting sales and purchase invoices and shipments. For example, processes can vary from one person posting everything on a purchase order, to multiple employees. You can restrict users from posting invoices, or require that invoices are posted together with shipments or receipts.

To specify a posting policy

On the User Setup page, in the Sales Invoice Posting Policy and Purch. Invoice Posting Policy fields, choose one of the following options:

  • Allowed (Default) - Keep the current behaviour, where a user can choose the posting option to use, such as Ship, Invoice, and Ship and Invoice.
  • Prohibited - Prevent the user from posting invoices. Business Central will show a confirmation dialogue 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 dialogue with the Ship and Invoice or Receive and Invoice options.

Effect on documents

The following table describes how invoice posting policies affect documents.

Note

When you post sales and purchase invoices and credit memos, you don't have any posting options. The documents always post the physical and financial transactions together. You can't partially post invoices and credit memos.

Document Option 1: Allow
Displays a series of options		 Option 2: Prohibited
Confirmation dialogue		 Option 3: Mandatory
Confirmation dialogue
Sales order - Ship
- Invoice
- Ship and Invoice		 Do you want to post the shipment? Do you want to post the shipment and invoice?
Sales invoice No options Do you want to post the invoice? Do you want to post the invoice?
Sales credit memo No options Do you want to post the credit memo? Do you want to post the credit memo?
Sales return order - Receive
- Invoice
- Receive and Invoice		 Do you want to post the receipt? Do you want to post the receipt and invoice?
Inventory pick - Ship
- 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?
Purchase invoice No options Do you want to post the invoice? Do you want to post the invoice?
Purchase credit memo No options Do you want to post the credit memo? Do you want to post the credit memo?
Purchase Return Order - Ship
- Invoice
- Ship and Invoice		 Do you want to post the shipment? Do you want to post the shipment and invoice?
Inventory Put-away - Receive
- Receive and Invoice		 Do you want to post the receipt? Do you want to post the receipt and invoice?
Warehouse Shipment - Ship
- Ship and Invoice		 Do you want to post the shipment? Do you want to post the shipment and invoice?

Note

The setting doesn't affect posting of general journal lines where you can select Invoice in the Document Type field.

See Also

Invoice Sales
Record Purchases with Purchase Invoices and Orders
Purchase Items for a Sale by Creating Purchase Invoices Getting Ready for Doing Business