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Small and medium business | Business Central, N...
Suggested Answer

How can we prevent users from deleting un-posted sales invoices

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Posted on by 287

How can we prevent user from deleting un-posted sales invoice in Business central? Can we do it from user permission or is there any other way round. This user is the person who raises the sales invoice and posts the invoice. But sometimes the user deletes the invoice befor posting. 

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  • Suggested answer
    JAngle Profile Picture
    150 on at

    Permissions would be tricky given the table in question is used for all sales documents - orders, quotes, return orders, credit memos etc.

    Some things to try instead. Turn on the change log so you can find out who the culprit is - follow this guide: docs.microsoft.com/.../across-log-changes

    The other thing is to turn on auto archiving for sales invoices. This will create a backup of the invoice. I believe restoring is possible from there.

    A preventative measure would probably be with a modification. An event subscriber for the OnDelete action of the page. This should be a last resort if the change log breeds no results and training doesn’t take place

  • Nirmala Karunarathna Profile Picture
    287 on at

    Can we turn on auto archiving for sales invoice. It is possible to turn on auto archiving for sales orders. But for sales invoice is it possible?

    [quote user="Josh Anglesea"]

    Permissions would be tricky given the table in question is used for all sales documents - orders, quotes, return orders, credit memos etc.

    Some things to try instead. Turn on the change log so you can find out who the culprit is - follow this guide: docs.microsoft.com/.../across-log-changes

    The other thing is to turn on auto archiving for sales invoices. This will create a backup of the invoice. I believe restoring is possible from there.

    A preventative measure would probably be with a modification. An event subscriber for the OnDelete action of the page. This should be a last resort if the change log breeds no results and training doesn’t take place

    [/quote]

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