Process e-documents in two steps
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | Apr 2025 |
Business value
In most cases, businesses want to save time by fully automating as many processes as possible. However, there are cases where it's important to pause a process to allow time for a review. Business Central does both. You can configure Business Central to create purchase documents in a fully automated, one-step process, or a two-step process that requires approval. Pausing for review gives enhanced control over how you process e-documents and create purchase documents.
The review provides additional control over the processing of e-documents.
Feature details
You can choose whether to use automatic processing for purchase documents, where Business Central creates new documents right away, or a two-step process that requires explicit confirmation before creating a purchase document. In the two-step process, Business Central creates the e-document, but then you must confirm it before you can take the next step.
To set up the process, on the E-Documents Service page, choose one of the following options in the Processing field:
- One-step: Business Central uses your e-document setup to automatically create a purchase document based on the received e-document.
- Two-steps: Business Central creates the e-document, but you must use the Create Invoice or Create Order actions to create the purchase document. This allows you to review the received document before proceeding.
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