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Invoice discount amount can be changed when the document status is released

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Posted on 30 Jan 2025 11:54:58 by 20
Hello all,

We have encountered an issue in NAV 2013 R2 version where released sales order's invoice discount amount can be changed without further approval required or reopening the order required. I also tried the same scenario in BC 25 result is the same.

This leads a huge gap on approvals because we are using approval limits and as long as user keeps this within the limit document can be approved by himself and afterwards, he/she removes invoice discount amount. So, by this method user can approve whatever amount he/she wants.
 
Example: User B creates sales order, and its amount is $6000. According to approval user setup below it should be sent for approval of user A. However, when user B applies invoice discount for $1000 and sends for approval the sales order is automatically approved and released. What is weird is: when document is in released status user B can change invoice discount amount to $0 which makes the sales order's amount $6000 again which is not OK. I think in this case user should be forced to reopen the document and after changes send for approval again.
 
User Approver Sales Approval Limit
A   Unlimited
B A $5000
 
Is there anyone experienced this issue? Is this a bug or what? It's really weird to be able to make such a trick.
 
Any suggestions ? 
 
Thanks in advance.
 
Best Regards.
  • OkanAbat Profile Picture
    OkanAbat 20 on 31 Jan 2025 at 08:12:33
    Invoice discount amount can be changed when the document status is released
     
    First of all, thank you for your answers.
     
    I found out that it happens only when I send for approval. When I close sales order card page after sending for approval, the field is not editable anymore. However, If I stay in document after sending for approval regardless the document on "Pending Approval" or "Released" status the invoice discount fields are still editable.
     
    I will share what is the current version and what extensions I have in the environment other than Microsoft published. Then I will share my test results.
     
    Publisher = <>Microsoft
     
    Version Info. : 
     
     
    Sales Order Workflow Approver Type:
     
    Approval User Setup:
     
     
    Sales Order:
     
    It is right after I sent for approval and it is automatically approved due to sales approval limit and it is seen as editable.
     
     
    When I try to change the "Invoice Discount Amount Excl. Tax":
     
     
    Pending approval case:
     
    Applying Invoice discount while the document is on "Pending Approval" status.
     
     
    Thanks in advance,
     
    Best Regards,
     
    Okan Abat
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 77,515 Super User 2025 Season 1 on 30 Jan 2025 at 23:36:49
    Invoice discount amount can be changed when the document status is released
    I also think it is caused by customization. I have not encountered this problem in the standard.
     
    Line Discount % cannot be modified either
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,794 Super User 2025 Season 1 on 30 Jan 2025 at 18:11:08
    Invoice discount amount can be changed when the document status is released
    How is the invoice discount changed? The invoice discount % field is only editable when the order status is open. If the status is released, the field is not editable. 
     
     
     
     
     
     
     
  • OkanAbat Profile Picture
    OkanAbat 20 on 30 Jan 2025 at 14:01:51
    Invoice discount amount can be changed when the document status is released
     
    Thanks for your answer. I tried this on BC 25 with no custom extension-enabled environment. So, there is no customization.
     
    I think somehow It does not trigger change on sales header, If it did, It would pop-up an error. I'm not sure.
     
    If it will make sense: on Sales & Receivables setup the value of "Calculate Invoice Discount" is false.
  • Suggested answer
    Bilal Haider Profile Picture
    Bilal Haider 193 on 30 Jan 2025 at 13:30:10
    Invoice discount amount can be changed when the document status is released
    Hi,
     
    Unless user reopens the document one cannot modify Invoice Discount Amount. That's not possible.
     
    And when user reopens document then it needs to go through approval process again.
     
    Just check if you have any customization on the Invoice Discount Amount field. Otherwise when document is in Released status, those fields become un editable.

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