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.
Adding a new licensed user isn't hard to do within Business Central (BC). Prerequisite: license is purchased and available to assign to user. You also must me an Internal Admin or have proper security within BC to complete these tasks. Microsoft 365 admin center Assign BC license to user. Dynamics 365 Business Central Navigate to Users page. Select Process > Update users from Microsoft 365 Update users from Microsoft 365 > Next Update users from Microsoft 365 > Next Update users from Microsoft 365. Review the updates within this window and click finish. Version: US Business Central 22.1 (Platform 22.0.58213.0 + Application 22.1.55890.56216) Written by: Kristen Hosman, Microsoft MVP
This blog is inspired by something I just learned from James Bowles . Scenario: I have a General Journal with multiple lines and only want to post certain transactions/lines. In my example I am going to filter on the Posting Date field so only the 04/30 transaction is posted. Once the posting is completed you will see the remaining lines in the journal. Review the General Ledger Entries and you see only entry posted was the 04/30. Written by: Kristen Hosman, Microsoft MVP
Disclaimer provided by Microsoft The checklist is designed to assist customers in onboarding companies to Business Central and assist Partners in the selling process by highlighting features to explore from the checklist. Microsoft relies on partners to bring the relevant checklist items for a given customer if they think the default ones will not suffice, which in most cases they will certainly not. The very first default checklist item for Business Manager in non-evaluation companies is the "Company details" task, whose purpose is to open a wizard and guide users through/check if their company name is correct. This wizard has a long history in the product and has previously served multiple purposes. One of these, importing of configuration packages when having created a new company, under certain circumstances. A bug caused this code path to be reached for one of my clients. It's important to know that the Microsoft has fixed this bug in the wizard, and the fix is in
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