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

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Posted on by Frank Pellerin

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" ?

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Dynamics 365 Business Central

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Inkey Solutions 1,993 on at

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

Hope this will help

System allows you to post only receive receipt
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YUN ZHU 79,097 Super User 2025 Season 1 on at

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

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
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Teddy Herryanto (Th... 13,197 Moderator on at

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

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
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gdrenteria 15,635 Most Valuable Professional on at

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

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
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Khushbu Rajvi. 9,702 Super User 2025 Season 1 on at

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

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.
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Mohana Yadav 60,199 Super User 2025 Season 1 on at

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

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.
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Jainam M. Kothari 1,434 on at

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

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.
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Suresh Kulla 45,585 on at

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

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