Skip to main content
Question

Title: How to freeze MR/IR/SR once they move to a downstream operation (PO, GRN, Issue, Appointment, Service Order)?

  • Nov 4, 2026 11:05 AM UTC
  • 0 replies
  • 1 view
  • Translate All

RuwanK
Freshman I

Hello Community,

We need to lock request documents (MR, IR, SR) once they progress to a second or later operation such as PO, GRN, Inventory Issue, Appointment or Service Order.

Current behavior: Users can still reopen, cancel or edit quantities after downstream documents exist, and the system sometimes reopens the request automatically after POs are generated or materials are issued.

Required behavior:

  1. Freeze the request completely once it moves to approval, PO, GRN, issue, appointment or service order.
  2. Block reopen, cancel and quantity edits after that point.
  3. Prevent automatic reopening after PO generation or stock issue.

Question: Does Acumatica have any built-in facility (workflow, automation steps, access rights or a setting) to manage this? If not, what is the recommended approach?