Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
is there a way to lock or disallow AP users form changing the Unit price and line net amount on a PO invoice out of the box? any recommendations?
Procurement does not want AP to change any pricing on a PO invoice and if the vendor sends the invoice where the pricing is not matching then AP needs to speak to procurement to fix the pricing or ask the vendor the revise the invoice but not to allow AP users to directly make the price changes on the PO invoice.
Can't you simply make a use of the standard invoice workflow functionality and let the invoice post if it matches exactly?
In case there is a variance you send the workflow to your purchasing people for review / clarification.
That would be a standard way how this can be achieved.
Dr. Ludwig, I agree the client already has workflow in place however there are situations where this is missed due to human error. so we would like to enforce it. do you think invoice validation parameters can achieve this ask? or whats your recommendation?
I think you can do this either by some custom role or creating an workflow.
Would this condition that separates your invoices in the workflow do the job?
Please see the first screenshot on the following site.
It looks like it can provide what I am looking for however I am still not able to find a way to disallow changing the unit price. meaning that if the user can still make the unit price '$0' and enter the correct line net amount $4,353.00 and the matching rules will pass. I need a way to disallow the user from changing the unit price also.
Try making this change in the security role assigned to the user/ group of users. Make this field to read only mode for specific user role. Try this. I beleive this should work.
Got your point but if you really want to prevent that users don't mess around with that then you have to look into security or XDS.
Personally, I would consider XDS first because it seems quite limited and faster/easier to me.
If you need some information on XDS, have a look at Andre's blog.
There are a lot of examples provided there.
You can achieve it with Override permissions and set individual table and field access like mentioned by Pranav. The XDS concept mentioned by Ludwig is for record based security; not individual fields.
Business Applications communities