Customer story: The need for flexible posting defaults
“Make new settings in Sales & Receivables and Purchases & Payables Setup to allow selecting new default values. We should also be able to set default values per user in User Setup that override these. The user must still be able to change the selection before posting.”
How we solved it: A tailored Business Central extension
For our customer’s workflow, defaulting to ship for sales and receive for purchases was much better.
We built new settings in sales & receivables setup and purchases & payables setup that allow selecting new default values. In addition, we made it possible to override the default selection per user in user setup — while still keeping the option changeable before posting.
This is a great example of a tailored Business Central modification. Even a small extension like this can significantly improve everyday efficiency.
Default posting options in Business Central
By default, Microsoft Dynamics 365 Business Central always suggests: Ship and Invoice for sales documents and Receive and Invoice for purchase documents.
For many companies, this standard setting does not match their most common business processes. That’s why custom modifications and extensions can make such a difference — they align Business Central with your actual workflows, saving time and reducing errors.
Read more about posting sales documents and posting purchases in Business Central on Microsoft Learn.
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