How to Create New Posting Rules in Business Central

Gustavo Alves -

Learn how to configure custom posting rules within your Business Central environment to streamline your inventory and replenishment processes. This guide provides a step-by-step walkthrough for setting up new criteria and status fields effectively.

PDF WITH STEP BY STEP AT THE BOTTOM

Here is the Posting Rule Matrix active in Business Central:
Item Availability Condition: Posting rules for item availability allow you to define the criteria that control the document-independent availability or availability to cover safety stock and minimum stock of your inventory. Using different criteria, your items or lots in inventory will be shown as available or not available in general.

All status that are NOT EQUAL to the ones below are BLOCKED from action:

<>RELEASED&<>APPLE TEST&<>APPLE-INT&<>CONV-INT&<>CONV-JC/SC&<>CONV-VIN&<>TEST&<>QA 1.03&<>QA 3.00&<>QA 3.00*&<>QA 3.01&<>QA 3.02&<>QA 3.03&<>QA 4.00&<>QA 4.01&<>QA 4.02&<>QA 4.03&<>QA 4.04&<>SAUCE

 

Pick/Provision/Replenishment Conditions: Posting rules for Pick/Provision/Replenishment allow you to control which item, lots or serial numbers should be available for Pick, Provision or Replenishment. You can define the criteria according to which a Pick-, Provision- or Replenishment line creation or registration is allowed or prevented.

All status that are NOT EQUAL to the ones below are BLOCKED from action:

<>RELEASED&<>APPLE-INT&<>CONV-INT&<>CONV-VIN&<>QA 5.06&<>QA-SCAR 3&<>QA-SCAR 4&<>CONV-JC/SC&<>PRESSTEST

 

Positive Adjustment Conditions: Posting rules allow you to control the criteria according to which your positive adjustment postings are allowed or prevented.

The positive adjustment posting can be performed

  • via Worksheet (even Reclassification Worksheet or Whse. Reclassification Worksheet)
  • via Purchase Order (or follow-on documents such as posting the warehouse receipt or creating and registering the put-away) or
  • through Physical Inventory
  • in a Warehouse Movement that has been created via Replenishment Wksh. or
  • Inventory Movements

All statuses below are BLOCKED from action.

QA 2.00|QA 3.01|QA 3.02|QA 3.03|QA 4.00|QA 4.01|QA 4.02|QA 4.03|QA 4.04|QA 5.06

 

Production Consumption Conditions: Posting rules allow you to control the criteria according to which your production consumption postings are allowed or prevented. You can set up your rules according to different conditions.

All status that are NOT EQUAL to the ones below are BLOCKED from action.

<>RELEASED&<>CONV-JC/SC&<>CONV-VIN&<>JUICE&<>PRESSTEST&<>QA 2.10&<>QA 2.16&<>QA 4.00&<>QA 4.03&<>QA 4.04&<>QA-SCAR 6&<>RD 6.00&<>RD 6.01&<>RD 6.02&<>RD 6.03&<>RD 6.04&<>RD 6.05&<>SAUCE&<>VINEGAR

 

Sales Shipment Conditions: Posting rules allow you to control the criteria according to which postings to your sales deliveries are permitted or prevented.

All statuses below are BLOCKED from action.

QA Status 1

APPLE TEST|DESTROY|JUICE|QA 1.00|QA 1.01|QA 1.02|QA 1.03|QA 1.04|QA 1.05|QA 2.00|QA 2.01|QA 2.02|QA 2.03|QA 2.04|QA 2.05|QA 2.06|QA 2.07|QA 2.08|QA 2.09|QA 2.10|QA 2.11|QA 2.12|QA 2.13|QA 2.14|QA 2.15|QA 2.16|QA 3.00|QA 3.00*|QA 3.01|QA 3.02|QA 3.03

QA Status 2

QA 4.00|QA 4.01|QA 4.02|QA 4.03|QA 4.04|QA 4.05|QA 5.00|QA 5.01|QA 5.02|QA 5.03|QA 5.04|QA 5.05|QA 5.07|QA 5.08|QA 5.09|QA 5.10|QA- SCAR 6|QA-CAT 2.3|QA-SCAR|QA-SCAR 1|QA-SCAR 2|QA-SCAR 5|QA-SCAR 7|QA-TERRA|RD 6.00|RD 6.01|RD 6.02|RD 6.03|RD 6.04

QA Status 3

RD 6.05|RD 6.06|RETURN C|RETURN V|ROUTER INT|SAUCE|VINEGAR

 

Please note that these conditions have to be setup this way due of the number of statuses that Manzana has the character limits within the condition field.

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