Finance | Project Operations, Human Resources, ...

Change Management -Activated - unable to delete records

(0) Share

Report

Posted on by Community Member

Unable to remove/delete record in Vendor Invoice. Error message - Changes to the document are only allowed in state DRAFT, because change management is activated. Invoice was entered against PO 202101199. It appears the Default From was left at Product receipt quantity in error. See screen print attached. This is the 2nd invoice I have like this. The first invoice is on PO 202101229 Grainger invoice .

change-Management-Activated.pdf

I have the same question (0)

All responses (6)

Answers (0)

Suggested answer

Ramit Paul 22,797 Most Valuable Professional on at

Like (0)

Report

Hi,

The PO has workflow activated, hence you can not change anything unless the workflow is rejected.

Once the same is rejected then rework on the PO and submit to workflow.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Ok, that is what it seems like is happening. what do you suggest for next steps?

Was this reply helpful? Yes No
Suggested answer

Ramit Paul 22,797 Most Valuable Professional on at

Like (0)

Report

Kindly get the workflow rejected for that PO and rework, amend and then send for approval.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

For one invoices, there is no workflow. It has been rejected but will not allow any changes. I go into the vendor invoice and see the line item and try to remove/delete it and i getting the message saying," changes to the document is only allowed in Draft state, because change management is activated. Not sure what to do here, any other suggestions?

Was this reply helpful? Yes No
Suggested answer

Ramit Paul 22,797 Most Valuable Professional on at

Like (0)

Report

What is the workflow status for this invoice?

Do you see any option called "request change" in the header, from there you can make the invoice in draft.

Was this reply helpful? Yes No
Suggested answer

Frank Hamelly | MVP... 46,623 Super User 2025 Season 2 on at

Like (0)

Report

The PO needs to be placed back in draft mode using the PO reset tool. Then delete the invoice, re-approve the PO and re-enter the invoice. I see this happen all the time. It seems to be a bug that MSFT has provided a hack for.

Was this reply helpful? Yes No