How do we prevent users from deleting posted documents?

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We are using Dynamics 365 For Financials, Business Edition. We have noticed that all users, even limited Team Members with only D365 TEAM MEMBER permission have the ability to bring up a Posted Purchase Invoice and delete it. I understand that currently we do not have the ability to edit or create new permission sets. Is there any other workaround for this issue? Any timeline for providing the ability to modify and create permission sets?

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Financial Management

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ikoletic 2,202 on at

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Hi Morten,

You can prevent document deletion by setting Allow Document Deletion Before dates on Sales & Receivables Setup and Purchases & Payables Setup respectively.

For example lets say you need to keep last 5 years of financials records. Today being 2017, you'll need to keep records from 2012 till 2016, meaning you can delete records older from 2011.

So in this case in Allow Document Deletion Before date you'll set Jan 1st, 2012 and this will allow you to delete posted documents with posting dates before Jan 1st, 2012, but not the ones after it. You can set different dates for Sales and Purchase documents in their respective setups.

For demo purposes I've set the Allow Document Deletion Before date to Jan 1st, 2017. See the effect of it below.
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Many thanks Ivan. Exactly what I was looking for!