Block vendor payments for vendor invoices until PM approval
Important
This content is archived and is not being updated. For the latest documentation, go to Project Operations updates. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | 
Nov 3, 2023 |
Business value
This feature helps organizations hold subcontractor payments, even after recording the invoices, until the project manager approves them in Dataverse. This feature helps the accounts payable clerk mark the invoices for payment blockers when payment approval is required.
Feature details
This feature:
- Allows the accounts payable clerk to record the subcontractor invoice but holds the payments for project manager approval.
- Ensures the project manager approves the subcontractor invoices, performs three-way matching in Dataverse, and reconciles the invoice with the services delivered.
- Enables the accounts payable team to make the subcontractor payments using payment journals or the payment proposal process after the project manager gives approval.
See also
Block vendor payments until approved by a project manager (docs)
Confirm project vendor invoices (learn)