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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Jainam M. Kothari 12,116 Super User 2025 Season 2 on at

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

Hello,

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

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Khushbu Rajvi. 18,797 Super User 2025 Season 2 on at

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

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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Gerardo Rentería Ga... 22,524 Most Valuable Professional on at

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

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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YUN ZHU 89,830 Super User 2025 Season 2 on at

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

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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OG-13051230-0 3 on at

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

Hello Brett

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

Thanks!

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Brett F 426 on at

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Workflow restricting invoice posting

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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Shauna Langley 887 Moderator on at

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Workflow restricting invoice posting

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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