Regarding post process in Dynamics 365 Business central

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Posted on by YD-10050155-0

Hello Everyone,

I am very new to Dynamics Business Central. I have several questions regarding post process in Dynamics 365 business central.

1, In general, which department (Finance, Sales, Warehouse )will be responsible for post after sales order is created?

2, If Finance will be in charge of post, how the sales and warehouse team will know what the status of the sales order? (completed or not)

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Service management

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YUN ZHU 69,116 Super User 2024 Season 2 on at

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Regarding post process in Dynamics 365 Business central

It depends on the needs of the company.
For example, if the company is large, the departments are completely separated.
Orders are created by the business department (Sales Order), shipments are posted by the warehouse department (Warehouse Shipment), and invoices are posted by the finance department (Sales Invoice)

If the company is small and only has a finance department, then only the Sales Order module or Sales Invoice module is needed.

Hope this helps.

Thanks.

ZHU
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Valentin Castravet 22,018 Super User 2024 Season 2 on at

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Regarding post process in Dynamics 365 Business central

The team responsible can vary by company, but it’s typically the finance or accounting department.

Once a sales order is first shipped, and then fully invoiced, the system removes it, indicating that the order is complete. This raises a question: why does the warehouse team need to know the status of a sales order (if it was invoiced or not)? They typically ship items based on instructions or unshipped orders, or they work from pick/ship documents. The invoicing status is not something they consider. The same question applies to the sales team. Could you clarify your current process?

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/