Views:

Applies to Product - Dynamics 365 Business Central


What’s happening?
Inquiry about the functionality of the Incoming Documents screen used for creating Purchase Invoice documents, specifically whether there is any point in the process, such as during release or posting, that would programmatically close the Incoming Document.
 

Reason:
Out-of-the-box Business Central does not automatically close the incoming document record during the release or posting steps. The standard posting process does not update the incoming document’s status (such as marking it as “closed” or “processed”) once an Incoming Document is used to create a Purchase Invoice.
 

Resolution:

  • The posting routines create and post the Purchase Invoice using the Incoming Document but do not include any built-in function to close it.
  • The incoming document remains open even after posting, allowing for future reviews (for auditing, troubleshooting, or further processing).
  • If the business process requires the automatic closure of the incoming document after posting, this would need to be implemented via a customization, such as a subscriber or extension on the posting process.