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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Stop Warehouse Team ac...
Small and medium business | Business Central, N...
Suggested Answer

Stop Warehouse Team accidentally using Receipt and Invoice

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Posted on by MJSuckling 11

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. 

I have the same question (0)
  • Suggested answer
    Alfredo_Iorio Profile Picture
    Alfredo_Iorio 1,264 on at

    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.

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,401 on at

    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
    Dallefeld Profile Picture
    Dallefeld 215 User Group Leader on at

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

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 97,089 Super User 2025 Season 2 on at

    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

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