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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Lock Payment Terms in ...
Microsoft Dynamics 365 | Integration, Dataverse...
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Lock Payment Terms in Sales Order Header

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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!

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  • 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.

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