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Approval Workflow restricting Purchase Order invoice posting, not release of Purchase Order

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Posted on by Brett F

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We want to set up a purchase order approval workflow that only restricts the invoice posting of the purchase order if it is not approved. Is this possible, or does the restriction have to be on the release of the purchase order? Basically, I want the approval restriction to be Post Invoice, not Release.

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Dynamics 365 Business Central

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Shauna Langley 893 Moderator on at

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Hi,

Do you mean that you don't want the user to have the ability to post (i.e. Invoice) the purchase order?

Depending on the version you are using there are new fields on the user setup table.

If you use Prohibited then the user will only be allowed to receive the order.

Mandatory option will post and invoice the purchase order.

Hope that helps,

Shauna

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Brett F 450 on at

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Hi, I have discovered that feature (it's a great one!). But what I meant was an approval workflow (should have stated that more clearly). I would like the restriction on the approval workflow to only be for posting the invoice, not for the release of the order or for posting a receipt.

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OG-13051230-0 3 on at

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Hello Brett

Where you able to achieve this configuration? I'm trying to do exactly the same thing.

Thanks!

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YUN ZHU 95,307 Super User 2025 Season 2 on at

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Hi, hope the following helps.

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

https://yzhums.com/36604/

Thanks.

ZHU

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Gerardo Rentería Ga... 25,078 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

How to restrict and allow usage of a record - Business Central | Microsoft Learn

Best Regards
Gerardo

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Khushbu Rajvi. 20,234 Super User 2025 Season 2 on at

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Hope this helps:https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-restrict-and-allow-usage-of-a-record

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Jainam M. Kothari 15,627 Super User 2025 Season 2 on at

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Hello,

You can Configure the Purchase Invoice Approval Workflow instead of Purchase Order Approval Workflow.

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