D365: Safety level of invoiced orders. Allow/disallow changes to a fully invoiced sales order (purchase order)

In account receivable parameters there is an option that control what you can do with the fully invoiced sales order. This option is valid for purchase order as well. With this setup you allow or disallow to make any changes in the invoiced sales order (purchase order).

Go to Accounts receivable > Setup > Accounts receivable parameters.

On the Updates tab, Safety level of invoiced orders field is presented.

Safety level of invoiced orders field has three options:

• None: You can add new order lines to an invoiced sales order (purchase order) without any messages.
• Warning: You can add new order lines to an invoiced sales order (purchase order), but a warning message is displayed.
• Locked: You cannot make any changes to an invoiced sales order (purchase order).

Let’s review all of them.

If Safety level of invoiced orders = Warning

Go into Sales orders.

Find any Invoice sales order (Status = Invoiced).

Try to add new line, warning message will pop up. If you click yes, new line will be added.

If Safety level of invoiced orders = Locked

Go into Sales orders.

Find any Invoice sales order (Status = Invoiced).

Notice that all buttons that allow you to edit an order are grayed out.

If Safety level of invoiced orders = None

Go into Sales orders.

Find any Invoice sales order (Status = Invoiced).

Try to add new line, warning message will NOT pop up. All buttons are editable.