This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.
The 4th of the new functionality in the Application section is define a service invoice posting policy for various users.
Companies often have unique processes for invoices and shipments. For example, processes can vary from one person posting everything on a service order to multiple employees, each working with their own pages. A setting on the User Setup page lets you specify how each user can process service invoices.
Enabled for: Users by admins, makers, or analysts
Public Preview: Mar 2024
General Availability: Apr 2024
Feature Details
You can use posting policies to restrict users from posting service invoices, or require them to post invoices together with the related service shipment. To specify a posting policy, on the User Setup page, choose one of the following options in the Service Invoice Posting Policy field:
- Allowed (Default): Keep the current behavior, where you can choose the posting option, such as Ship, Invoice, and Ship and Invoice.
- Prohibited: Prevent people from posting invoices. Business Central shows a confirmation dialog that provides only the Ship option.
- Mandatory: Let people post invoices along with service shipments. Business Central shows a confirmation dialog with the Ship and Invoice option.
The setting affects the following documents:
- Service orders
- Warehouse shipments
- Service invoices
- Service credit memos
The following table describes the effects on different documents.
| Document | Option 1: Allow Displays a series of options |
Option 2: Prohibited Confirmation dialog |
Option 3: Mandatory Confirmation dialog |
|---|---|---|---|
| Service Order | – Ship – Invoice – Ship and Invoice |
Do you want to post the shipment? | Do you want to post the shipment and invoice? |
| Warehouse Shipment | – Ship – Ship and Invoice |
Do you want to post the shipment? | Do you want to post the shipment and invoice? |
| Service invoice | No options | Do you want to post the invoice? | Do you want to post the invoice? |
| Service credit memo | No options | Do you want to post the credit memo? | Do you want to post the credit memo? |
Note
When you post service invoices and credit memos, you don’t have any posting options. The documents always post the physical and financial transactions together. You can’t partially post invoices and credit memos.
My Opinion
I’ve not done much with the service module, but this looks like there are some good new controls being introduced, which could help in reducing issues.
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