Invoice Locking
With the Advanced Localization Features SuiteApp, you can set the invoice locking level for each subsidiary. Invoice locking prevents you from editing an already approved or sent invoice.
To turn on the invoice locking for a certain subsidiary, go to Setup > Company > Classifications > Subsidiary and select a subsidiary. To learn more, see Creating Subsidiary Records or Editing Subsidiary Records. Use the Lock Invoice dropdown list to select the locking level and click Save.
You can also view and adjust locking levels for existing subsidiaries using the Customize Document Template page.. Go to Setup > Accounting > Customize Document Template, click the Subsidiary-specific Setup subtab, and check the values in the Lock Invoice column.
The following locking levels are available:
-
No Lock – No editing restrictions apply (the default setting).
-
When Posting – Approved / GL impacting invoices can't be edited.
-
When Submitted – Invoices printed and submitted (posted or emailed) to customers can't be edited.
If you try to edit a locked invoice, a warning message will be displayed and you will not be allowed to proceed.