BC Friday Tips #40 Sales Invoice Posting Policy

#BCFridayTips time for msdyn365bc consultants.

💡Did you know about the Sales Invoice Posting Policy?

When posting Sales documents, users can choose between:

➡️ Ship
➡️ Invoice
➡️ Ship and Invoice

But sometimes, you don’t want to give them that choice.

The Sales Invoice Posting Policy lets you control this behavior:

➡️ Prevent users from posting the invoice.
➡️ Require shipment and invoicing to be posted together.

Why use it?

✅ Work out of the box. No development needed.
✅ Avoids mistakes during posting.

There’s also a Purchase Invoice Posting Policy if you need one on the Purchasing side.

🔗 Learn more:

https://learn.microsoft.com/en-nz/dynamics365/business-central/admin-setup-invoice-posting-policy

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