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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Adis 6,069 Super User 2025 Season 2 on at

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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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André Arnaud de Cal... 301,132 Super User 2025 Season 2 on at

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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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Zubair Shaik 259 on at

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Hi Andre & Adis thanks for responding.

Following the suggestion, we successfully implemented this through customization.

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