Define a service invoice posting policy for various users

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Mar 1, 2024	Apr 2, 2024

Business value

Companies often have unique processes for invoices and shipments. For example, processes can vary from one person posting everything on a service order to multiple employees, each working with their own pages. A setting on the User Setup page lets you specify how each user can process service invoices.

Feature details

You can use posting policies to restrict users from posting service invoices, or require them to post invoices together with the related service shipment. To specify a posting policy, on the User Setup page, choose one of the following options in the Service Invoice Posting Policy field:

• Allowed (Default): Keep the current behavior, where you can choose the posting option, such as Ship, Invoice, and Ship and Invoice.
• Prohibited: Prevent people from posting invoices. Business Central shows a confirmation dialog that provides only the Ship option.
• Mandatory: Let people post invoices along with service shipments. Business Central shows a confirmation dialog with the Ship and Invoice option.

The setting affects the following documents:

• Service orders
• Warehouse shipments
• Service invoices
• Service credit memos

The following table describes the effects on different documents.

Document	Option 1: Allow Displays a series of options	Option 2: Prohibited Confirmation dialog	Option 3: Mandatory Confirmation dialog
Service Order	- Ship - Invoice - Ship and Invoice	Do you want to post the shipment?	Do you want to post the shipment and invoice?
Warehouse Shipment	- Ship - Ship and Invoice	Do you want to post the shipment?	Do you want to post the shipment and invoice?
Service invoice	No options	Do you want to post the invoice?	Do you want to post the invoice?
Service credit memo	No options	Do you want to post the credit memo?	Do you want to post the credit memo?

Note

When you post service 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.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.