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
Applying posted credit memos to posted invoices isn't a hard task to complete in Microsoft Dynamics 365 Business Central. The example I use below is for a vendor credit, but the same process applies to customers. Version: US Business Central 20.0 Open up the vendors list. Search for vendor that you'd like to apply the credit memo to an invoice for. Click on Balance field to open up Vendor Ledger Entries window. This will show all the 'open' documents on the vendor ledger. Select the line for the Credit Memo that you want to apply to a posted invoice. Click Process > Apply Entries Within the Edit - Apply Vendor Entries window select the line(s) that you'd like the credit memo applied to. Click Process > Set Applies-to ID This will put the users name into the Applies-to ID field on the line selected. To post the application select Process > Post Application. Written by: Kristen Hosman, Microsoft MVP
The easiest way to send a remittance to a vendor is to open the vendor list and click on the vendor you'd like to send the remittance to. With the vendor selected click on Actions > Functions > Send Remittance Advice. You will then be welcomed with the Send Document to screen where you can decide how to process the remittance. In my case I want to email the remittance, so I make sure the Email is set to Yes. Once I click OK, I am able to preview the email that will be sent. You can add emails for who it will be sent to, update the subject and message fields, and add any other attachments that should be sent. Click send email when ready to send. Written by: Kristen Hosman, Microsoft MVP
If you've ever coded something to the wrong dimension and noticed after posting don't just assume a journal entry is the only way to fix it. Microsoft has included a Dimension Corrections tool within Business Central and it's pretty easy to use. Let's walk through the process of updating a posted entries dimension where the user forgot to add the dimensions in this case. Same process would apply if you needed to change a posted dimension as well. Within the General Ledger Entries page, select the line for the entry that needs to be corrected, then click on Entry > Correct Dimensions. Within the Draft Dimension Correction window go ahead and update the description if needed and mark Update Analyses Views if you're using those. Next section Dimension Correction Changes go ahead and add the updates. In my case my entry is missing two dimensions so I'm going to add each of those in there. Since my dimensions were missing the Dimension Value Code field is blank,...
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