Edit document - I can't edit SO that has been transferred to DO?

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By default, all documents that have been transferred to other documents are not allowed to Edit...

Should you need to edit the transferred document, you should cancel/delete the document which it was transferred to.... and transfer again (to a new document) after the edition.

E.g. SO transferred to DO....to edit SO, you need to first cancel/delete the DO.... then only you can edit the SO... after that create a new DO by transfer from the modified SO.

 

If cancel/delete the DO is not you choice of option, you may opt for manually modifying the both bills. The same example can be illustrated as below:

First of all, to allow edit the SO that was transferred, set Can Edit Documents/Items that were transferred. (Please be reminded that changes made in SO will not update the DO automatically).

Then, in order to modify the DO, uncheck the check-boxes of related column in Tools > Options > Invoicing > Customize Invoicing, click Edit Column Lock...  (also refer to  the topic of I can't change the price of invoice that was transferred from DO?)

 

 

The following steps show how to set Can Edit Documents/Items that were transferred:

 

There are two places involved:

 

(1) Tools > Options > Invoicing > Document Control 2.... check the checkbox of Can Edit Documents/Items that were transferred..

 

 

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(2) General Maintenance > User Maintenance > Access Rights

Look into the document type that you wish to modify, then assign access rights of respective users/groups for Can Edit Items that were transferred....
 
 
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Then go to Tools > System Option Policy

 

 

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Look into Can Edit Documents/Items that were transferred: you may select either (a) Use Setting in Options, or (b) Use Setting in User Access Rights.

(a) according to the settings in Tools > Options: - which all users will share the same setting, OR

(b) according to the settings in General Maintenance > User Maintenance > Access Rights - which means different users can have their own setting.

For example, if controlled by Use Setting in Options, the system will use the setting as defined in Options > Invoicing > Document Control 2

 

 

 

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