Posting Restriction in Business Central for different users for Purchase and Sales documents
Introduction
Invoices and shipments are frequently handled differently by different businesses. Processes, for example, can range from one person posting everything on a purchase order to numerous employees working on their own sites.
On the User Setup page, you can now select how each user can handle invoices.
Steps to achieve the goal
1. Go to User Setup select the users you want to give this restriction and then there are two columns Sales Invoice publishing Policy and Purch. Invoice Posting Policy
2. There are three values in these options
- Allow (Default): Maintain the present behaviour, in which a user can select a posting option such as Ship, Invoice, or Ship and Invoice.
- Preventing the user from posting invoices is prohibited. Business Central will display a confirmation dialogue with only the Ship or Receive options available.
- Mandatory- Allow the user to post invoices alongside receipts or shipments. Business Central will display a confirmation dialogue with the options to Ship and Invoice or Receive and Invoice.
Below is the impact of the above three options in different documents of purchase and Sales transactions.
| Document | Option 1: Allow | Option 2: Prohibited | Option 3: Mandatory |
| Displays a series of options | Confirmation dialog | Confirmation dialog | |
| Sales Order | Ship | Do you want to post the shipment? | Do you want to post the shipment and invoice? |
| Invoice | |||
| Ship and Invoice | |||
| Sales Return Order | Receive | Do you want to post the receipt? | Do you want to post the receipt and invoice? |
| Invoice | |||
| Receive and Invoice | |||
| Inventory Pick | Ship | Do you want to post the shipment? | Do you want to post the shipment and invoice? |
| Ship and Invoice | |||
| Purchase Order | Receive | Do you want to post the receipt? | Do you want to post the receipt and invoice? |
| Invoice | |||
| Receive and Invoice | |||
| Purchase Return Order | Ship | Do you want to post the shipment? | Do you want to post the shipment and invoice? |
| Invoice | |||
| Ship and Invoice | |||
| Inventory Put-away | Receive | Do you want to post the receipt? | Do you want to post the receipt and invoice? |
| Receive and Invoice | |||
| Warehouse Shipment | Ship | Do you want to post the shipment? | Do you want to post the shipment and invoice? |
| Ship and Invoice |
Note: If you are trying to post invoice transactions from the general journal the above restriction would not be used in the General journal table.
Conclusion
Thus we saw how we can restrict the users to post the purchase and sales transactions.
Thank you very much for reading my work. I hope this helps!