Default Options for Posting Sales

In N24 Core Extension Setup, the ability to select default options for posting sales documents has been added:

  • Standard - leaving this option will result in the standard, current system behavior
  • Shipment
  • Invoice
  • Shipment and Invoice

Default Options for Posting Purchases

In N24 Core Extension Setup, the ability to select default options for posting purchase documents has been added:

Available options:

  • Standard - leaving this option will result in the standard, current system behavior
  • Receipt
  • Invoice
  • Receipt and Invoice

Examples and Scenarios

Scenario: Warehouse always ships only, invoicing done by accounting

Need: In a logistics company, warehouse workers post sales orders but should not issue invoices — that's the accounting department's job. Currently, they must manually choose the "Ship" option every time, which leads to mistakes.

Configuration:

  1. Open N24 Core Extension Setup.
  2. In the Default Sales Posting Option field, select Shipment.

Result: When a warehouse worker clicks Post on a sales order, the system defaults to the Ship option. The risk of accidentally posting an invoice by a warehouse worker is eliminated.

Scenario: Small company — always invoice immediately on purchase

Need: In a small trading company, every purchase order is invoiced immediately upon goods receipt. The employee doesn't want to choose "Receipt and Invoice" every time.

Configuration:

  1. Open N24 Core Extension Setup.
  2. In the Default Purchase Posting Option field, select Receipt and Invoice.

Result: After clicking Post on a purchase order, the system immediately suggests Receipt and Invoice — the employee confirms with a single click without selecting from a list.