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In researching sales order status - an invoiced sales order reflects a sales order where all lines have been shipped and invoiced. However, it is possible to edit an invoiced sales order to add lines, thus changing the status to Open, delivered etc. Essentially, restarting the lifecycle of a sales order.
We would like to close/lock sales orders once we have completed the invoicing cycle for all lines.
I have searched various forums to determine the configuration options that will allow us to mark a sales order as "completed" in the lifecycle and disable the ability to restart the lifecycle by adding lines to the order...any insight from this forum would be appreciated.
Note, I understand that we can delete or archive the sales order - we will investigate that option but would like to have them available for research in the "all sales order view" for a period until we delete/archive otherwise disposition.
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Please go to AR parameters
Specify whether to allow changes to a fully invoiced sales order:
None – You can make any changes to an invoiced sales order, such as adding sales order lines.
Warning – You can make any changes to an invoiced sales order, but a warning message is displayed.
Locked – You cannot make any changes to an invoiced sales order.
If it is not solve your problem, then you need small customization for same.
Hi AXJane, In addition to what you already investigated have you checked the AR parameter "safety level of invoiced orders" that can be found in the updates section of the AR parameters form? If you set this parameter to "locked" users should not be able to make changes to invoiced sales orders. Hope it helps, Ludwig
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