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Edit Released/Approved PI or PO

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Posted on by Maro9595

105

Hi All,

I know after Invoice been approved/released it does not allow editing of some information like Qty, Posting groups etc. Can some one please tell if is possible to edit without reopening of document.

I know reopening is working but will need again to send for approval process, I need to edit in released state

thank you

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Dynamics 365 Business Central

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Alfredo_Iorio 1,264 on at

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Only a few fields can be edited after an order is released.

Such fields are used for posting the document like posting date and invoice receipt date.

Changing the Qty of a document or the posting groups will impact financial data. Therefore, editing fields while the order is released defies the purpose of approvals.

I guess you can achieve what you want with code, but I would not recommend it. Better review your business processes and start the approval only after the final Qty and posting groups are defined in the invoice lines.

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JAngle 133 on at

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Numerous fields at header level can be updated - a few of these fields will updated line level information like dates or dimensions. It is line level fields which you will find cause errors.

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Maro9595 105 on at

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Yes,

Now is there a way to allow editing of that field(s) without reopening of document?

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JAngle 133 on at

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with modification it could be achieved but I'd limit it to an agreed set of fields and look to do it in a style similar to how you can edit specific posted documents:

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Maro9595 105 on at

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Thank you all,

Although this is not acceptable as per different post i have discover some way to handle this, by putting controls on field before sending for approval so as to ensure field is filled with values

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Reshma5 40 on at

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Hi Maroh

Can you please explain how you did it ? What controls you applied to make sure there is value in field before sending for approval ? I am trying to achieve same for one of the header field.

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Maro9595 105 on at

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Hello Reshma5,

I created a procedure on purchase header table through table extension

procedure CheckDimensionEntered()

begin

if "Shortcut Dimension 1 Code" = '' then

Error('Must select %1', FieldCaption("Shortcut Dimension 1 Code"));

end;

then after i extended purchase invoice page and i modified send approval request action then on before action trigger i called my procedure

modify(SendApprovalRequest)

{

trigger OnBeforeAction()

var

begin

//testing to ensure no empty field is sent for approval

rec.CheckDimensionEntered();

end;

}

hopefully will work

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Amit Baru 3,037 on at

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Hi,

In approval workflow, define the fields which you want to modify even PO is released.

Regards

Amit Sharma

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