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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Receive & Invoice the ...
Small and medium business | Business Central, N...
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Receive & Invoice the item together

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Posted on by Sneha Mani 98
Dear Members, 
 
I need to receive and invoice together. For instance, Person A generates a PO, and Person B is responsible for receiving and invoicing the item. However, Person B does not have the permissions to receive and invoice from the PO. How can this be accomplished in BC? Is there a standard function that can achieve this? Please share your valuable ideas on this.
 
 
Thanks in advance,
Sneha
Categories:
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,883 Super User 2024 Season 2 on at
    Receive & Invoice the item together
    Hi, You just need permission management to do what you mentioned.
    If B cannot post, please check B's permissions.
    Also, if there are any error messages when posting, it would be very helpful if you can provide them.
     
    Thanks.
    ZHU
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,440 Super User 2024 Season 2 on at
    Receive & Invoice the item together
    Could you advise why person B shouldn't be able to receive and invoice from PO? If you don't want B to view detailed PO information, you could enable Receive on the location. So, person B could receive and post via the warehouse receipt, which don't have vendor and costing information. 
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,211 Super User 2024 Season 2 on at
    Receive & Invoice the item together
    If person B needs to receive and process invoices, why not simply grant them the necessary permissions to handle both tasks?
     
  • gdrenteria Profile Picture
    gdrenteria 13,057 Most Valuable Professional on at
    Receive & Invoice the item together

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