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I cant find where the vendor reasons are. Can somebody help please. Are approval process is crazy and needs to be cleaned up because it is an out of system approval not the approval inside of BC. I have read a few other posts about this same thing but can't find where they are. I would like to have the option to enter in the invoice and if it hasnt been approved the way my company approves invoices I would like to have the option to place the invoice on hole so the vendor doesnt get paid until its not held anymore . I only have accounting manager rights so i am unsure if that is the reason. Please help TYIA
To add a picture, press the "Use Rich formatting" below the area where You enter the reply text - then You can just paste a picture.
In Vendor Ledger Entries, the field "On Hold" can only have 3 characters. It can be filled in - if You activate "Edit List".
Hi, This is kind of weird, I checked the standard code and there is no special permission control for this field. It is possible that the administrator has hidden this field.
Please try the Personalize feature.
More details: https://learn.microsoft.com/en-us/dynamics365/business-central/ui-personalization-user
Hope this helps.
Thanks.
ZHU
Can you show a picture of this free text field as I am not quite understanding
Thanks so much. I am super new to the program and feel like as a company we aren't using it in the best ways possible. I feel like there is so much more to this program that would help us save time which saves money. I would like to learn as much as I can however I am for sure a picture person.
thanks so much
ZHU
Thank you for your pictures and help on this however, please see my picture below....I show no status selection under my general area on my invoice...is there something we need to do to change that or is that a permissions thing
Dang it it wont let me post a picture not sure why?? But anyways I show nothing in the general section that says status...
please advise
Adding to ZHU answer - In Vendor Ledger entries, You can place the Posted Purchase Invoice "On Hold" - so it is not added to the generated payments to Vendors (by Suggest Vendor Payments process).
In Vendor Ledger Entries there is a field "On Hold" - it is a free text field, and if there is anything written in this field, it will not be processed when generating payments to Vendors.
Hi, Sorry I don't quite understand your question.
Approval outside the system means using Power Automate? Or a paper application form?
Also, the approval of the system is generally for Purchase Invoice, not for Posted Purchase invoice.
For Purchase Invoice, you can simply use Status to manage this.
And for Posted Purchase Invoice, you can use Due Date to manage the estimated payment date.
Hope this can give you some hints.
Thanks.
ZHU
Hi NatRRam,
I have moved your question from the Dynamics 365 Finance forum to the Business Central forum.
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