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Supply chain | Supply Chain Management, Commerce
Suggested Answer

Update sales order line prices prompt is defaulted to incorrect value and grayed out

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Posted on by
We have multiple order entry team members that have the same security roles but only one of them does not have the ability to set or change the option under 'Update prices and discounts entered manually or by external document' when updating and saving a change to the header.
 
We have tried the following without success:
- Clearing all cached data for user account
- Deleting and re-adding user account
- Validated security roles match those of teammates that can do function.
 
I have exhausted everything I have read about and know to do. Can someone please help me out with this?
 
Best regards,
Mills Batman
I have the same question (0)
  • Suggested answer
    sannavajjala87 Profile Picture
    50 on at
    Hi Mills,
     
    Since you've already confirmed that the user's security roles match other users and you've ruled out cache and user recreation, I'd start looking beyond security. A few areas to investigate are:
     
    - User personalization: Reset the user's personalization for the Sales Order page (Settings > Personalization > Reset) or have an administrator clear it. Occasionally, corrupted personalization can cause unexpected UI behavior.
     
    - License and duty/privilege differences: Even if the security roles appear identical, verify the effective permissions using Security diagnostics or the View permissions tool. It's possible another role, privilege, or segregation of duties is affecting this specific action.
     
    - Legal entity and configuration: Confirm the user is working in the same legal entity and that no organization-specific configuration, sales parameters, or feature management settings differ from those of other order entry users.
     
    - Workflow or extensions: If your environment has customizations or ISV solutions, check whether any event handlers, form extensions, or business logic are conditionally disabling the Update prices and discounts entered manually or by external document option for certain users.
     
    - Browser/session test: Have the user sign in using an InPrivate/Incognito browser session or another workstation. If the issue follows the user rather than the device, it's more likely to be a user-specific configuration than a browser issue.
     
    One question that may help narrow this down:
     
    - Is the option completely missing, disabled (grayed out), or can the user select it but the value doesn't persist after saving?
     
    That distinction can help determine whether this is a UI/security issue, business logic validation, or a personalization problem.
  • Suggested answer
    Shri Ranjani Profile Picture
    141 on at
    Hi,

    Try adding person to the user
    • ​​​​​​​Go to System administration > Users > Users.
    • Select the affected user.
    • Verify the Person field is populated.
    • Compare it with another user who can successfully update the option.
    Alternatively, check:
    • Organization administration > Workers
    • Ensure the worker exists and is associated with the correct user.
  • Laurens vd Tang Profile Picture
    4,973 Super User 2026 Season 1 on at
    Hi Mills,
     
    Are the user roles identical to those assigned to the other colleagues?
     
    Best regards,
    Laurens van der Tang
  • Suggested answer
    Arvind Bharti Profile Picture
    1,017 Super User 2026 Season 1 on at
    Hi Mills,
     
    Below can be the possible Root Causes
     
    1. User-Specific Usage Data (Most Common)
    Even though usage data was cleared, sometimes personalized settings or cached preferences can still impact dialog behavior.
     
    Navigation:
    Settings > User options > Usage data
     
    Please check:
    • Clear usage data again
    • Clear personalization
    • Test with a new browser session/InPrivate mode
     
    2. User Has Different Personalization
    A form personalization can sometimes affect field behavior.
     
    Navigation:
    Open Sales Order > Options > Personalize > Clear personalization
     
    Also verify:
     
    Navigation:
    Settings > User options > Personalization
                                         
     
    If all users have the same roles and only one user is affected, I would first suspect user-specific personalization/usage data or a customization interacting with user settings rather than standard security. Out of the box, D365 F&O does not provide a parameter to change the default behavior of this dialog.
     
    Regards,
    Arvind Bharti
     

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