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:
- Freeze the request completely once it moves to approval, PO, GRN, issue, appointment or service order.
- Block reopen, cancel and quantity edits after that point.
- 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?