Unable to Edit an Opportunity Line Item

Zumzum Financials Knowledge Base

    Once you have activated a Sales Invoice Plan key fields on the Opportunity Line Item become locked. There are 5 fields locked, which are:

    1. Quantity
    2. Unit Price
    3. Discount
    4. Create Sales Invoice Plan
    5. Sales Invoice Plan Template

    In order to change these fields, you are required to change the Status of the Sales Invoice Plan to “Draft

    If the Sales Invoice related to the Scheduled Sales Invoice has been generated, you would need to delete the Sales Invoice and the Batch Sales Invoice Job in order to set the Sales Invoice Plan to “Draft” status.

    If your Sales Invoice is set to “Posted” then you are no longer able to delete the Sales Invoice and therefore would need to handle the change via a Sales Credit.

    in Sales Tags: Line itemopportunitysalesSales Invoice