In Business
Central, purchase orders typically allow users to either receive items, invoice
them, or both. However, in some cases, businesses may want to enforce a
workflow where only the "Receive" option is available by default,
preventing users from invoicing.
Solution:
Restrict Invoicing via User Setup
You can
achieve this by modifying the User Setup configuration:
1.
Navigate
to User Setup in Business Central.
2.
Locate
the user for whom you want to restrict invoicing.
3.
Set
Purch. Invoice Posting Policy to Prohibited.
Effect of
This Setting
- When the user attempts to post a
purchase order, Business Central will prompt a confirmation to post only
the Receipt.
Similar
Functionality for Sales and Service Orders:
The same
restriction can also be applied to Sales Orders and Service Orders
by setting the respective Invoice Posting Policy to Prohibited in
the User Setup.
