Restrict ability to edit accounting distribution on vendor invoices
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|Enabled for||Public preview||General availability|
|Users by admins, makers, or analysts||-||Apr 30, 2021|
This feature gives you added flexibility by letting you choose whether the accounts used in transactions that reference related encumbrance documents must be exactly the same, or whether they can be changed on related transactions in the future. Typically, the related documents are purchase orders.
This feature lets you restrict the accounting distributions that can be edited on Accounts payable vendor invoices. We’ve added a new tab, PO/Matching validation, to the Accounts payable parameters page (Accounts payable > Setup > Accounts payable parameters > PO/Invoice matching validation). You can use the new tab to set restrictions on which financial account dimensions can be edited on vendor invoices that were created from a purchase order.
When you require specific financial dimensions to match on a purchase order and an invoice that’s created from that purchase order, the financial dimensions that are on the vendor invoice can’t be changed. If you do try to change the dimension on a locked segment, you’ll receive an error message, and the entire financial dimension will revert to the value from the related purchase order line. There is an exception to this if you’re using derived dimensions, advanced rules, or fixed dimensions. If you are using one of those features, any changes to a locked financial dimension will be allowed based on the rules you defined. Manual changes won't be allowed.