Dynamics Community Forum Thread Details

How to prevent users from editing the SO line after one of the items is shipped?

Hi All,

We invoice customers based on each sales order line. For instance, I have one sales order (SO) with three lines. The first line has been shipped, but the user realizes that the price for that line is incorrect. To correct this, the user edits the order by creating a negative quantity to reverse the initial charge and then creates a new sales order with the correct price. Unfortunately, this new order is released to the warehouse, resulting in an additional shipment to the customer and creating a duplicate delivery. How can I prevent users from editing an existing sales order, even if there are still open lines associated with it? Alternatively, how can I instruct the system to prevent multiple shipments for the same item on the same sales order?

I did a research and saw this option to "locked" it, but when I released the order to the warehouse, I went back and added another SO line (see screenshot 2), it let me added. So, this option is not working unless I'm missing a step, a setup, or something.