Set up posting default
The posting default setup automates document posting by enabling users to configure default options like shipping, invoicing, or both. This improves efficiency, reduces errors, and ensures consistency in financial transactions tailored to the specific needs and industry requirements of businesses.
With this feature, you can configure default values that will be considered upon posting the documents. When you select the post action, the posting dialog box appears with the option preselected, as configured on the Posting Default Setup page. You can select another option if needed.The following procedures describe how to perform this activity.
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Select the Search icon
, enter Posting Default Setup, and then choose the related link.
The Posting Default Setup page opens. -
On the General FastTab, enable the following toggles:
Field Description Sales Enable this to modify the configured posting default setup for sales-related documents. Purchase Enable this to modify the configured posting default setup for purchasing-related documents.
Upon turning off the Sales and Purchase toggles, the relevant fields will be greyed out and the system doesn’t consider configurations from the Posting Default Setup page.
- On the Sales FastTab, select the desired values from the dropdown list for each field.
The fields on the Sales FastTab have the following options to choose from:
Ship & Invoice: The system will create a posted sales invoice and warehouse shipment document.
Ship: The system will only generate an associated warehouse shipment document.
Invoice: The system will only generate an associated posted sales invoice document.
- On the Purchase FastTab, select the desired values from the dropdown list for each field.
The fields on the Purchase FastTab have the following options to choose from:
Receive & Invoice: The system generates associated purchase invoices and warehouse receipt documents.
Receive: The system generates the associated warehouse receipt document.
Invoice: The system generates associated purchase invoices.
The Posting Default setup is completed.
The posting default setup mirrors Business Central's User Setup functionality. When configured, the Sales Invoice Posting Policy and Purch. Invoice Posting Policy field values take precedence over the Posting Default Setup. For further details on User Setup, see Define an invoice posting policy for various users.