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Stop Warehouse Team accidentally using Receipt and Invoice

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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.

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Alfredo_Iorio 1,264 on at

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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.

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DAnny3211 11,397 on at

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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

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Dallefeld 211 User Group Leader on at

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

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YUN ZHU 95,718 Super User 2025 Season 2 on at

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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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