How can we prevent users from deleting/removing sales order lines in D365 FO

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Posted on by Zubair Shaik

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Hi Experts,

Your expertise and assistance are needed to achieve the following requirement from user interface.

How can we prevent users from deleting/removing sales order lines, especially after the order has been confirmed or a purchase order has been created from the sales order.

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Dynamics 365 Supply Chain Management

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Zubair Shaik 230 on at

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How can we prevent users from deleting/removing sales order lines in D365 FO

Hi Andre & Adis thanks for responding.

Following the suggestion, we successfully implemented this through customization.
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André Arnaud de Cal... 296,017 Super User 2025 Season 1 on at

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How can we prevent users from deleting/removing sales order lines in D365 FO

Hi Zubair,

Overall, you can use security configuration or develop security roles where you will not grant delete permissions on the sales order lines. In your scenario, I do understand that it will be based on the status of a sales order line. That can be done only with a customization. You can e.g. implement security policies using the eXtensible Data Security framework (XDS). You can read more about XDS on my blog page: XDS Archives - Dynamicspedia

You can create a security policy where a user can view, insert, and update data where you can build a query with a condition when the user is or isn't allowed to delete records.
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Adis 5,149 Super User 2025 Season 1 on at

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How can we prevent users from deleting/removing sales order lines in D365 FO

Hi,

You simply cant as far as I know. The idea is that the last confirmation is the last confirmed status of the order. Its absolutely valid to change things and create a new confirmation, making the latest confirmation obsolete.

If you consider a customization, I would suggest to check the following parameter. Its fulfills a similar requirement, however, the lines have to be invoiced and not only confirmed. Therefore, I would let a developer check how it works and create a new parameter that works for confirmed sales order.

There are some explanations in a bit more detail here:

Dynamics 365 - How To Prevent Updates To Fully Invoiced Sales and Purchase Orders | Ellipse Solutions

Kind regards, Adis

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