New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Process E-Documents In Two Steps

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 11th of the new functionality in the E-commerce section is process e-documents in two steps.

In most cases, businesses want to save time by fully automating as many processes as possible. However, there are cases where it’s important to pause a process to allow time for a review. Business Central does both. You can configure Business Central to create purchase documents in a fully automated, one-step process, or a two-step process that requires approval. Pausing for review gives enhanced control over how you process e-documents and create purchase documents.

The review provides additional control over the processing of e-documents.

Enabled for: Users, automatically
Public Preview: –
General Availability: Apr 2025

Feature Details

You can choose whether to use automatic processing for purchase documents, where Business Central creates new documents right away, or a two-step process that requires explicit confirmation before creating a purchase document. In the two-step process, Business Central creates the e-document, but then you must confirm it before you can take the next step.

To set up the process, on the E-Documents Service page, choose one of the following options in the Processing field:

• One-step: Business Central uses your e-document setup to automatically create a purchase document based on the received e-document.
• Two-steps: Business Central creates the e-document, but you must use the Create Invoice or Create Order actions to create the purchase document. This allows you to review the received document before proceeding.