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Creating Sales Orders without the Risk of Premature Posting

Jun Wang Profile Picture Jun Wang 4,262 Super User

 Empowering Your Team: Creating Sales Orders without the Risk of Premature Posting

 

Have you ever wondered if it's possible to allow your team to create sales orders and quotes, but prevent them from posting them prematurely? The solution lies within Business Central itself.

By leveraging the 'Sales Invoice Posting Policy' found on the User Setup page, you can fine-tune user permissions with ease. This policy allows users to craft orders and quotes while restricting the posting function to authorized personnel only, maintaining control over the final transaction processing.

For more intricate control, custom permission sets can be created. This involves setting up specific exclusions for actions like inserting records into the Sales Invoice Header table.

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