I identify below validation issue related with the MR / SR and Purchase orders.
Please advice is it resolved through configuration or is it customization? .
Hi
Please go through below - hope it helps!!
| # | Validation Issue | Configuration or Customization? | Primary Reason |
|---|---|---|---|
| 1 | MRN / SRN can be cancelled after completing the PO process | Customization (Recommended) (Partially possible via Workflow Configuration) | Disabling the document-level "Cancel" action can partially be configured via the Acumatica Workflow Engine, but verifying that all linked line-level Purchase Orders/Receipts are completed requires a C# Graph Extension for reliable validation. |
| 2 | MRN / SRN allows removing the "Mark for PO" tick after completing the PO process | Customization Required | "Mark for PO" (POCreate) is a line-level (grid) field. Acumatica’s Low-Code Workflow Engine does not support dynamic row-by-row cell locking based on foreign table statuses (linked POLine/POOrder status). |
| 3 | After paying 100% prepayment, unit price can be reduced on the PO | Customization Required | Standard Acumatica purchasing preferences do not provide a setting to lock line prices against prepayment amounts. Enforcing an arithmetic check (Order Total ≥ Prepayment Paid) requires code in a C# Graph Extension. |
| 4 | After completing the purchase receipt, PO allows changing the currency type | Customization (Recommended) (Partially possible via Workflow Configuration) | While the header field CuryID can be disabled via the Workflow Engine when ReceiptCntr > 0, the Currency Rate dialog and backend APIs can bypass this unless locked via a C# Graph Extension. |
+7@Godawela, Rakshanda's table covers where code would come in. Before you build anything for 3 and 4, look at how the edits are getting made.
A stock purchase order can't be edited once it's Open or Completed. Those workflow states lock the header, the currency rate and the line prices. So if a price or the currency changed after a prepayment or a receipt, someone put the PO back on Hold first.
On Hold, the unit cost is editable again. Inventory ID stays locked on received lines, but the price doesn't. Nothing on Purchase Orders (PO301000) compares the new total with what's already been prepaid. That check sits on the AP side, when a prepayment is applied to the order or released. Currency on Hold follows the vendor's Enable Currency Override setting, not whether anything's been received.
That gives you two configuration levers. In Access Rights by Screen (SM201020), revoke the Hold action on PO301000 for roles that shouldn't be reopening Open POs for edits. Then clear Enable Currency Override on vendors who only bill in one currency. New vendors take it from the vendor class. With it off, the currency on that vendor's POs is locked.
Checked against the 2025 R2 and 2026 R2 source.
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