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Workflow while posting sales prepayment invoices

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Posted on by peter fun

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Hi,
I need to create a workflow for a user so that whenever they create a Sales Order and try to post a Prepayment Invoice, the system should prevent posting and prompt them to send an approval request to the approver first. please guide me the steps how to make it.
Thanks

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Dynamics 365 Business Central

Dynamics 365 Business Central migration

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OussamaSabbouh 12,808 Super User 2026 Season 1 on at

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Hello,

Use the Sales Order Approval Workflow and enable “Do Not Allow Posting while approval is pending.”

That automatically blocks Prepayment Invoice posting until the approver approves.

Regards,

Oussama Sabbouh

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peter fun 739 on at

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Hi,
may i ask is this "Do Not Allow Posting while approval is pending" option in workflows or in sales setup?

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Jainam M. Kothari 15,732 Super User 2026 Season 1 on at

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Hello,

To enforce approval before posting a prepayment invoice on a Sales Order in Business Central, set up a Sales Order Approval Workflow and add a condition that triggers when Prepayment % or Prepayment Amount is greater than zero.

Configure the workflow to change the order status to Pending Approval and create an approval request for the approver. Since posting is blocked when the status is pending, users cannot post until approval is granted.

For extra control, add an AL event subscriber on OnBeforePostPrepaymentInvoice in codeunit Sales-Post Prepayments to throw an error if the order is not approved.

This ensures compliance and prevents prepayment posting without prior approval.

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Valentin Castravet 32,157 Super User 2026 Season 1 on at

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You can use the standard sales order approval workflow. Go to the Workflows page, choose New Workflow from Template, and select the Sales Order Approval workflow. This workflow already prevents posting both regular invoices and prepayment invoices until the order status is Released (approved).

You don’t need to add any conditions based on prepayment %, and you definitely don’t need any customizations as suggested.

‘Do Not Allow Posting While Approval Is Pending’ is not an option in the system.

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

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Rishabh Kanaskar 6,219 Super User 2026 Season 1 on at

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Hi,

If you want to restrict all the posting without approval, use the standard Sales Order Approval Workflow. No extra conditions are needed because the template covers prepayment posting as part of the posting restriction.
But if you want to restrict only prepayment posting (and allow regular posting without approval), then you would need a custom workflow.

Thanks

Rishabh

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