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Posted on by CU23010706-0

Hello everyone, is there a permission that allows users to create a sales order or a quote but restricts them from posting it?

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Dynamics 365 Business Central

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Yi Yong 2,746 Super User 2026 Season 1 on at

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Hello,

There is an easier to do it.

You can use the 'Sales Invoice Posting Policy' on the User Setup page.

https://learn.microsoft.com/en-us/dynamics365/business-central/admin-setup-invoice-posting-policy

Otherwise, you will need to create your own permission set and Exclude TableData 112 Sales Invoice Header Insert.
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Gerardo Rentería Ga... 27,621 Super User 2026 Season 2 on at

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Hi

You may require team member licenses. Please analyze this possibility.

Dynamics 365 Business Central: Team Members license | Dynamics 365 Lab (yzhums.com)

BR

GR
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Touil Yahya 220 on at

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Hi

Use the standard approval workflow in Business Central to approve sales orders.

By using the standard approval workflow in Business Central, you can ensure that all sales orders are reviewed and approved by the appropriate users before they are processed. This can help to reduce errors, prevent fraud, and ensure that your sales orders are processed in a consistent and controlled manner.

Hope this will help.

Best regards,
Touil Yahya
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YUN ZHU 103,085 Super User 2026 Season 2 on at

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You need to create a custom permission set.

You can quickly record by the following method.

Dynamics 365 Business Central: How to create or modify permissions by recording your actions (Record Permissions)

https://yzhums.com/10068/

Hope this helps.

Thanks.

ZHU