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Issue with Invoicing Items without Warehouse Receipt in DE Business Central 23.8

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Posted on by Lüneburger

Hello dear community,

Today, a rather curious issue came to light through a support case, and I was able to replicate it with testing:

Although our main warehouse location requires a Warehouse Receipt for item entry via a Purchase Order, we have discovered that it is possible to invoice a manually entered item in a Purchase INVOICE (without using the function that pulls lines from a posted purchase receipt) and thereby create an Item Ledger Entry / receipt without the document Warehouse Receipt. How is this possible? I have checked various setups but have found no way to disable this. Have I possibly overlooked a setup option? We are working with the version: DE Business Central 23.8.

Many thanks

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Gerardo Rentería Ga... 25,390 Most Valuable Professional on at

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Hi

I hope this can help you.

Receive items - Business Central | Microsoft Learn

Solved: warehouse handling is required - Can't post warehouse receipt (dynamics.com)

The purpose of using Warehouse Receipts - Dynamics 365 Business Central (usedynamics.com)

BR

GR

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Valentin Castravet 31,582 Super User 2025 Season 2 on at

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You haven't overlooked anything, its how the system works. Even though you set up your location card to require advanced warehousing documents, you can still receive directly from a purchase order/invoice without the warehousing documents such as a receipt or put away.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 95,763 Super User 2025 Season 2 on at

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As Valentin mentioned, this is standard behavior. For example, for some small companies that only need financial data and do not need inventory, they do not use Sales Order or Warehouse modules, only Sales Invoice.

If you want to disable this behavior, you can only customize it.

Hope this helps.

Thanks.

ZHU

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Jun Wang 8,202 Super User 2025 Season 2 on at

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you could disable user to create purchase invoice or create a workflow to restrict users creating purchase invoice

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Valentin Castravet 31,582 Super User 2025 Season 2 on at

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The problem is that even though locations are setup to require advanced warehousing documents you can still receive item's on a purchase order/invoice directly without the advanced warehousing documents. The problem is not that users need to be restricted from posting an invoice.

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Valentin Castravet 31,582 Super User 2025 Season 2 on at

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The problem is that even though locations are setup to require advanced warehousing documents you can still receive item's on a purchase order/invoice directly without the advanced warehousing documents. The problem is not that users need to be restricted from posting an invoice.

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Lüneburger 12 on at

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Hello Valentin, Jun, Yun,
thank you all for the information.

As Valentin mentioned, this is standard behavior. For example, for some small companies that only need financial data and do not need inventory, they do not use Sales Order or Warehouse modules, only Sales Invoice.

To be honest, I think this is a flaw in the product - because these companies could set up the location so that no advanced logistics is required. However, if I have set my location to require advanced logistics, in my opinion, it should not be possible to post in a Sales Invoice or Purchase Invoice without the corresponding warehouse documents.

I will now try to solve this with an addon for workflows.

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YUN ZHU 95,763 Super User 2025 Season 2 on at

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Hi, If you have any suggestions or better ideas for the standard, you can submit them to Microsoft through the page below.

Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas

Thanks.

ZHU

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