web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Lock Payment Terms in ...
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Lock Payment Terms in Sales Order Header

(0) ShareShare
ReportReport
Posted on by oldman.logan 565

Hi. I want to be able to lock payment terms in the sales order header so that the sales guys aren't able to change it when posting the invoice. We noticed that sometimes the sales are trying to give some more grace date to the customer regardless of what the actual terms are with the company. We want this field to be automatically populated from the customer data. We have locked the customer to be modified only by the finance. We want to do the same in the sales order header. Thanks in advance for the help!

I have the same question (0)
  • SREEPRIYA KOLAGANI Profile Picture
    SREEPRIYA KOLAGANI Microsoft Employee on at

    Hi Vijay,

    I see this is the flexibility given to the customer / user to change it based on the requirement during sales order creation time. Hence it can't be locked. You may need to do customization to meet the requirement.

    Regards,

    Sreepriya.

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

    Note: This post is my own opinion and does not necessarily reflect the opinion or view of my company.

  • oldman.logan Profile Picture
    oldman.logan 565 on at

    Hi. Actually we don't want to provide this flexibility for the sales staff. This information is already taken from the customer profile during sales order creation time and we don't want the sales staff to change it on the sales order. I think its quite straight forward and does not require a customizations.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
11manish Profile Picture

11manish 152

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 73 Super User 2026 Season 1

#3
ManoVerse Profile Picture

ManoVerse 55 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!
Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans