Hi, Readers.
The public preview for Dynamics 365 Business Central 2024 release wave 1 (BC24) is available. Learn more: Link.
I will continue to test and share some new features that I hope will be helpful.
Define a service invoice posting policy for various users:
Business value:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave1/smb/dynamics365-business-central/define-service-invoice-posting-policy-various-users?wt.mc_id=DX-MVP-5004336
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.
As you might know, when we post an order, we will see the following options, which cannot be hidden with permissions. If we only want users to see Ship or Invoice, this needs to be customized. More details: How to customize post options (Dialog: Ship, Invoice, Ship and Invoice)
With Business Central 2023 wave 1 (BC22), this is changed. Two new settings have been added to the User Setup, Sales Invoice Posting Policy and Purch. Invoice Posting Policy.
Sales Invoice Posting Policy
Specify if you want user who posts warehouse shipment, sales shipments, or inventory pick to be able to post invoice/credit-memo as well.
Purch. Invoice Posting Policy
Specify if you want user who posts purchase r
More details: Business Central 2023 wave 1 (BC22) new features: Posting restrictions (Sales/Purch Invoice Posting Policy in User Setup)
With this wave (BC24), Microsoft has once again improved this control by bringing it to the Services module. You can now 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:
Service Invoice Posting Policy
Specify if you want user who posts warehouse shipment or service shipments to be able to post invoice/credit-memo as well.
- 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. (I think this table has not been updated to the latest version)
| 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? |
Let’s see some simple examples: Service Order
Allowed:
Prohibited:
Mandatory:
Service Invoice: Prohibited
You cannot post the invoice because Service Invoice Posting Policy is Prohibited in User Setup.
Great. Give it a try!!!😁
END
Hope this will help.
Thanks for reading.
ZHU
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