Is it possible to set "receive" by default or disable options ?

(3) Share

Report

Posted on by Frank Pellerin

176

We have buyers who have a "Team" license and who are responsible for completing recetion in a purchase order.
When the user clicks on "post", the only logical choice, given their license and their role, is "Receive".

Without customization, Is it possible to

Disable options "Invoice" and "Receive and invoice" ?
or, set default to "receive" ?

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (8)

Answers (1)

Suggested answer

Suresh Kulla 50,247 Super User 2025 Season 2 on at

Like (0)

Report

Yes it is possible but you need customization to do this.

Was this reply helpful? Yes No
Suggested answer

Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

Like (1)

Report

Hello,

if you want to disable other options and ensure that only the "receive" option is available, you might need to customize the system or use specific permissions to restrict access to other posting options. This can be done through user permissions and roles within Business Central.

Was this reply helpful? Yes No
Verified answer

Mohana Yadav 61,005 Super User 2025 Season 2 on at

Like (2)

Report

You can disable it in User Setup by setting "Purch. Invoice Posting Policy" to "Prohibited".

If you try to post Purchase Order then it will ask the confirmation to post Receipt only.

Was this reply helpful? Yes No
Suggested answer

Khushbu Rajvi. 20,838 Super User 2025 Season 2 on at

Like (1)

Report

Agree with Mohana, You can disable invoice posting by setting "Purch. Invoice Posting Policy" to "Prohibited". This will disable "Invoice" and "Receive and Invoice", leaving only the "Receive" option when posting a purchase order.

Was this reply helpful? Yes No
Suggested answer

Gerardo Rentería Ga... 25,384 Most Valuable Professional on at

Like (1)

Report

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

Dynamics 365 Business Central: How to customize post options (Dialog: Ship, Invoice, Ship and Invoice) | Dynamics 365 Lab

Best Regards
Gerardo

Was this reply helpful? Yes No
Suggested answer

Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

Like (0)

Report

You can set the invoice posting policy to Prohibited under the User Setup.

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

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,750 Super User 2025 Season 2 on at

Like (0)

Report

Hi, hope the following helps as well.

Business Central 2023 wave 1 (BC22): Posting restrictions (Sales/Purch Invoice Posting Policy in User Setup)

https://yzhums.com/36604/

Business Central 2024 wave 1 (BC24): Define a service invoice posting policy for various users (Service Invoice Posting Policy in User Setup)

https://yzhums.com/49151/

Thanks.

ZHU

Was this reply helpful? Yes No
Suggested answer

Inkey Solutions 2,100 on at

Like (0)

Report

Hope this will help

System allows you to post only receive receipt

Was this reply helpful? Yes No