The Sysco app for Post Options provides a quick and easy solution to limit options presented to the user when posting transactions within Business Central.
For example, when receiving a purchase order, the default option when posting is Receive and Invoice which if not changed will cause issues for the accounts department when matching a supplier invoice.
Whilst permissions can limit the posting of a transaction, the Post Options app provides a fluid and flexible method to post the transaction to the correct status.
The following areas can be prioritised, and defaults set to help streamline the process.
- Sales (Orders, Return Orders).
- Purchases (Orders, Return Orders).
- Warehouse (Shipments, Invt. Pick, Invt. Put-away).
- Service Management (Orders).
With the configuration now applied a purchase order cannot be invoiced directly eliminating any issues further down the process.
