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Invoice discount amount can be changed when the document status is released

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Posted on by OkanAbat

Hello all,

We have encountered an issue in NAV 2013 R2 version where released sales order's invoice discount amount can be changed without further approval required or reopening the order required. I also tried the same scenario in BC 25 result is the same.

This leads a huge gap on approvals because we are using approval limits and as long as user keeps this within the limit document can be approved by himself and afterwards, he/she removes invoice discount amount. So, by this method user can approve whatever amount he/she wants.

Example: User B creates sales order, and its amount is $6000. According to approval user setup below it should be sent for approval of user A. However, when user B applies invoice discount for $1000 and sends for approval the sales order is automatically approved and released. What is weird is: when document is in released status user B can change invoice discount amount to $0 which makes the sales order's amount $6000 again which is not OK. I think in this case user should be forced to reopen the document and after changes send for approval again.

User	Approver	Sales Approval Limit
A		Unlimited
B	A	$5000

Is there anyone experienced this issue? Is this a bug or what? It's really weird to be able to make such a trick.

Any suggestions ?

Thanks in advance.

Best Regards.

Categories:

Dynamics 365 Business Central

Microsoft Dynamics NAV

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YUN ZHU 76,402 Super User 2024 Season 2 on at

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Invoice discount amount can be changed when the document status is released

I also think it is caused by customization. I have not encountered this problem in the standard.

Line Discount % cannot be modified either

Thanks.

ZHU
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Valentin Castravet 25,463 Super User 2024 Season 2 on at

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Invoice discount amount can be changed when the document status is released

How is the invoice discount changed? The invoice discount % field is only editable when the order status is open. If the status is released, the field is not editable.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
OkanAbat on at

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Invoice discount amount can be changed when the document status is released

Hello @Bilal Haider,

Thanks for your answer. I tried this on BC 25 with no custom extension-enabled environment. So, there is no customization.

I think somehow It does not trigger change on sales header, If it did, It would pop-up an error. I'm not sure.

If it will make sense: on Sales & Receivables setup the value of "Calculate Invoice Discount" is false.
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Bilal Haider 93 on at

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Invoice discount amount can be changed when the document status is released

Hi,

Unless user reopens the document one cannot modify Invoice Discount Amount. That's not possible.

And when user reopens document then it needs to go through approval process again.

Just check if you have any customization on the Invoice Discount Amount field. Otherwise when document is in Released status, those fields become un editable.