Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Sales Transaction Entry Edit

(1) ShareShare
ReportReport
Posted on by 5
Hello everyone.
I would like to know if it is possible to edit ( or transfer to another Type Id) the field Type Id, in Sales Transaction Entry, after it has been saved.
Some orders were placed under the wrong Type ID, and I'm trying not to delete them all and redo on the correct Type ID.
Thank you all for your help!!!

Please see the example below.

 
Categories:
  • Suggested answer
    BJ-09051414-0 Profile Picture
    277 on at
    Sales Transaction Entry Edit
    Hello,
     
    The supported answer is No, you cannot change this after it has been saved. The field becomes greyed out. You will either need to Void or delete and recreate.
     
    The unsupported answer is you could change the value in the backend for each of the transaction with this issue. This is unsupported as there could be multiple tables that would need to be changed and could have side effects if something is missed. Just a high chance of additional things occurring.
     
    My suggestion would be to bite the bullet and either void or delete then and recreate them so you know you do not have any issues going forward that would need to be corrected down the road.
     
    I hope this helps!
     
    Thank you!
     
    Brandon
    Enavate Functional Consultant.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,289 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,068 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Product updates

Dynamics 365 release plans