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Restrict SO's with payments

  • May 8, 2026
  • 1 reply
  • 16 views

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Is it possible to restrict a Sales Orders with 100% prepayment required but an applied payment in Authorize-only status from advancing to shipping? 

 

(also is there a way to edit the subject of this topic… I hit send a bit too quick!)

1 reply

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  • Captain II
  • May 11, 2026

@kyle90 

 

I do not think you can update the subject after posting, I’ve been hit by this too!

 

From what I understand, you would like to stop the Sales Order from being modified when there is a 100% prepayment required? Would this be configured in payment terms or something like this?

 

If my understanding is correct, you could do this fairly simply with a workflow customisation. I would need some more details on what you actually require to give any more detail. I did something similar for Sales Orders which require a deposit, then utilising access rights for who can remove the “deposit hold” as we call it.