Process e-documents in two steps

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	-	Apr 1, 2025

Business value

In most cases, businesses want to save time by automating as many processes as possible. However, some cases require pausing a process to allow time for a review. Business Central supports both approaches. You can configure Business Central to create purchase documents in a fully automated, one-step process or in a two-step process that requires approval. Pausing for review gives you greater control over how you process e-documents and create purchase documents.

Reviewing e-documents gives you more control over their processing.

Feature details

You can choose to use automatic processing for purchase documents, where Business Central creates new documents right away, or a two-step process that requires explicit confirmation before creating a purchase document. In the two-step process, Business Central creates the e-document, but you must confirm it before you can take the next step.

To set up the process, turn on or turn off the Automatic processing toggle on the E-Documents Service page:

• Turn on: Business Central uses your e-document setup to automatically create a purchase document from the received e-document.
• Turn off: Business Central creates the e-document. You use the Create Invoice or Create Order actions to create the purchase document. You can review the received document before proceeding.

Geographic areas

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Language availability

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Additional resources

Set up e-documents (docs)