Small and medium business | Business Central, N...

Stop Warehouse Team accidentally using Receipt and Invoice

(0) Share

Report

Posted on by MJSuckling

Hello

We have the issue where PO's are being receipted and invoiced by the warehouse team - when they should be just receipting and Finance team capturing invoice.

Is there a way to stop this?

I have tried personalizing the warehouse role to hide that option but it doesn't seem possible.

I have checked permissions but not tested every set as we have only gone live two days ago so still learning a lot.

All responses (4)

Answers (0)

Suggested answer

YUN ZHU 84,557 Super User 2025 Season 1 on at

Like (1)

Report

RE: Stop Warehouse Team accidentally using Receipt and Invoice

Hi, I also recommend using permissions, there is a more convenient permission management way in BC21.

Permission Exclusion (Exclude in Permission Set)

https://yzhums.com/30562/

Hope this helps.

Thanks.

ZHU
Suggested answer

Dallefeld 175 User Group Leader on at

Like (1)

Report

RE: Stop Warehouse Team accidentally using Receipt and Invoice

You could also turned on Warehouse Shipment and Warehouse Receipts and keep them out of your POs.
Suggested answer

DAnny3211 9,278 Moderator on at

Like (1)

Report

RE: Stop Warehouse Team accidentally using Receipt and Invoice

hi

check this out

community.dynamics.com/.../restrict-posting-in-pos

maybe it can help you

DANiele

check my answer if it helped you, thanks
Suggested answer

Alfredo_Iorio 1,260 on at

Like (1)

Report

RE: Stop Warehouse Team accidentally using Receipt and Invoice

Use permissions. You can use the record function to create role-specific permissions. When you record, post a receipt without invoicing and the right permissions will be created.