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hey i have a task to do that i want my user can make sales order but cannot create sales invoice how to set permission for this 
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    YUN ZHU Profile Picture
    YUN ZHU 77,245 Super User 2025 Season 1 on at
    permissions set
    A simple way to do this is to exclude the permissions for the Sales Invoice List (9301, List) page.
    PS: Dynamics 365 Business Central: Permission Exclusion (Exclude in Permission Set)
     
    Thanks.
    ZHU
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    Jun Wang Profile Picture
    Jun Wang 7,551 Super User 2025 Season 1 on at
    permissions set
    not sure what you mean by "cannot create sales invoice". Does it mean not to create a sales invoice document or unable to post the sales order? 
     
    For the former, you need to exclude the user from insert the sales invoice header and line table. 
    For the latter, you need to exclude the user from execute the post code unit of sales post.
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    Ramesh Kumar Profile Picture
    Ramesh Kumar 259 on at
    permissions set
    This can be achieved through User Setup (91), where you can block users from posting invoices. You don’t need a customized permission set for this.
     
     
    If this helped you, please check the box Does this answer your question?
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    Suresh Kulla Profile Picture
    Suresh Kulla 44,046 on at
    permissions set
    If you are using standard permission sets, then you can assign them D365 SALES DOC, EDIT  but not D365 SALED DOC, POST, which creates sales invoices, 
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    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 8,131 Super User 2025 Season 1 on at
  • gdrenteria Profile Picture
    gdrenteria 13,918 Most Valuable Professional on at
    permissions set

    Hi, good day
    I hope this can help you, and give you some hints.

    Define an invoice posting policy for users - Business Central | Microsoft Learn

    Best Regards
    Gerardo

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