Microsoft Dynamics 365 Business Central has Workflows built into the product that just need to be setup and enabled. Many of my clients like the ability to have sales or purchase documents auto post once approved. The steps below outline how to configure the system so a purchase invoice would be posted automatically once approved. The steps are similar for a sales document as well.
I would recommend doing this in a test company first and testing to make sure it works as desired before implementing in the production company.
Note: auto posting general ledger transactions/batches currently isn't available in BC version 15, no idea if this will be available in a later version either.
Workflow Event/Response Combinations
Step 1: open up the Workflow Event/Response Combinations window and find the row for the 'An approval request is approved' and check the box to enable the 'Post the sales or purchase document in the background.'
Workflow
Step 2: next open up the workflow for the Purchase Invoice Approval Workflow. Disable the workflow so you can edit it. Click on the '(+) Remove record restriction' text on the 'An approval request is approved' line.
Workflow Responses - An Approval Request Is Approved
Step 3: add the 'Post the sales or purchase document in the background'
Hi, I have a scenario for dynamic 365 business central.
Scenario: I want to make an approval workflow for due payments. Example: I have create an invoice with the posting date of 01/01/2022 and due date of (according to payment terms) 1/27/2022. Now i want to create a workflow for due date as befor invoice is due system will give me a notification or send me email with the subject of due payments.
If the invoice is already posted then I would use Power Automate to send out the reminder as Business Central workflows can't do this. You could also use Power BI to make a dashboard to review.
HI Kristen, we are having the same problem, we did all the step but still the approved purchase invoice is not being posted after sending it for approval. Could you help give us some recomendation? Thank you
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Comments
I have a scenario for dynamic 365 business central.
Scenario:
I want to make an approval workflow for due payments.
Example:
I have create an invoice with the posting date of 01/01/2022 and due date of (according to payment terms) 1/27/2022.
Now i want to create a workflow for due date as befor invoice is due system will give me a notification or send me email with the subject of due payments.
If you see this comment reach out to me directly on LinkedIn and lets connect to review your issue.
Kristen