Delete a Sales Order with status invoiced

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Posted on by Finance and operations

Hi,
A user has accidently deleted a Sales Order with INVOICED status. I found it in Voided SO (but cannot restore it). This happened because our setup allows it.

I tested the 3 options:

None: You can add new order lines to an invoiced sales order without any messages.
Warning: You can add new order lines to an invoiced sales order , but a warning message is displayed.
Locked: You cannot make any changes to an invoiced sales order -> you cannot create any credit note against

So the best setup will remains Warning.

Is there any other setup to complete in order to have another option that PREVENT SO to be deleted but in the same time to be able to create a Credit note

Thank you !
Kamel.

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André Arnaud de Cal... 299,576 Super User 2025 Season 2 on at

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RE: Delete a Sales Order with status invoiced

Hi Kamel,

There would be an option to prevent deleting sales order with help of security. Via the security role, you can lower the permissions. As side-effect, user cannot even delete orders without being processed. They then only have the option to cancel an order. A manager could have more rights.

WIth help of the eXtensible Data Security (XDS), you can create a security policy to prevent users from deleting an order based on conditions set in the XDS security query.

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