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Disallow AP users form changing the Unit price and line net amount on a PO invoice?

Posted on by 3,252

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?

Scenario:

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.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,696 Super User on at
    RE: Disallow AP users form changing the Unit price and line net amount on a PO invoice?

    Hi GeorgeK,

    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.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Disallow AP users form changing the Unit price and line net amount on a PO invoice?

    Hi Georgek,

    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.

    https://dynamicspedia.com/

    There are a lot of examples provided there.

    Best regards,

    Ludwig

  • RE: Disallow AP users form changing the Unit price and line net amount on a PO invoice?

    Hi Georgek,

    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. 

    Thanks

    Pranav

  • Gilbert Khayat Profile Picture
    Gilbert Khayat 3,252 on at
    RE: Disallow AP users form changing the Unit price and line net amount on a PO invoice?

    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.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Disallow AP users form changing the Unit price and line net amount on a PO invoice?

    Hello Georgek,

    Would this condition that separates your invoices in the workflow do the job?

    Please see the first screenshot on the following site.

    senortalks.com/.../

    Best regards,

    Ludwig

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 18,383 Super User on at
    RE: Disallow AP users form changing the Unit price and line net amount on a PO invoice?

    Hi,

    I think you can do this either by some custom role or creating an workflow.

  • Gilbert Khayat Profile Picture
    Gilbert Khayat 3,252 on at
    RE: Disallow AP users form changing the Unit price and line net amount on a PO invoice?

    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?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Disallow AP users form changing the Unit price and line net amount on a PO invoice?

    Hi Georgek,

    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.

    Best regards,

    Ludwig

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