Is it Possible to Set "Receive" by Default or Disable "Invoice" Options in Purchase Order?

In Business Central, purchase orders typically allow users to either receive items, invoice them, or both. However, in some cases, businesses may want to enforce a workflow where only the "Receive" option is available by default, preventing users from invoicing.

Solution: Restrict Invoicing via User Setup

You can achieve this by modifying the User Setup configuration:

1.      Navigate to User Setup in Business Central.

2.      Locate the user for whom you want to restrict invoicing.

3.      Set Purch. Invoice Posting Policy to Prohibited.

Effect of This Setting

• When the user attempts to post a purchase order, Business Central will prompt a confirmation to post only the Receipt.

Similar Functionality for Sales and Service Orders:

The same restriction can also be applied to Sales Orders and Service Orders by setting the respective Invoice Posting Policy to Prohibited in the User Setup.