Microsoft Dynamics 365 Finance & SCM - Changes to Fully Invoiced Purchase Orders

Hello Everyone!

This blog post is about a business requirement where the business wants no changes to the PO once the purchase order is Invoiced by the Finance team.

Business Case:

It's usually the Standard operating procedure(SOP) of the organizations that they do not allow any changes to the purchase orders once the purchase orders are invoiced by the Finance.  

Proposed Solution:

Microsoft Dynamics 365 Finance and SCM is offering one standard out of the box functionality "Safety level of Invoiced Orders" available in the Procurement and Sourcing module.

Path: Procurement & Sourcing> Setup< Procurement and Sourcing Parameters> Delivery> Safety Level of Invoiced Orders

The functionality is offering three options

1. None: You can add new lines in the fully invoiced purchase orders. 
2. Warning: Changes allowed in the invoiced PO with a warning message. 
3. Locked: You can not make any changes to the invoiced purchase order.

I have selected the option locked in the safety level of invoiced orders. 

Scenario 1 Selection: "Locked"

Now, if I am trying to make any changes in the fully invoiced PO. 

Below is the Purchase order screenshot, the system is not allowing to me add lines in the Purchase order lines section. The option to add new line is disabled. 

Scenario 2 Selection: "Warning"

In this scenario, I have selected the option "Warning".

In the below screen for the PO, if I am trying to create the line in the fully invoiced Purchase order, the system will throw a warning "This purchase order has been fully invoiced. Do you want to modify it?

Below is the screenshot for PO

If you select "Yes" system allows you to add a line in the PO, below is the screenshot the line has been added in the PO lines even the PO is fully invoiced.

I hope this business case will be useful for your implementation. 

Cheers

Ali Danish 

Microsoft Dynamics 365 Business Consultant