Restrict editing of accounting distributions on invoices

This article explains how to require that the financial dimensions on a purchase order (PO) match the dimensions on the corresponding vendor invoice. You can set up specific financial dimensions that must match between a PO and an invoice that is created from it. For example, you can require that all financial dimensions match between POs and invoices. On invoices that are associated with a PO, you can't change the general ledger accounts on the invoice detail lines so that they differ from the accounts that were entered on the PO lines.

Set up locked financial dimensions

Follow these steps to define the financial dimensions that must match between a PO and related invoices.

1. Go to Accounts payable > Setup > Accounts payable parameters.
2. On the Accounts payable parameters page, select PO/Invoice matching validation.
3. Select the Matching required check box for the dimensions that must match. All the financial dimensions that are set up on the Financial dimensions page are available for selection.
4. Select Close.

Work with locked financial dimensions on an invoice

When you create a vendor invoice from a purchase order, you can't edit the locked financial dimensions. If you try to edit a locked financial dimension, you receive an error message, and the whole financial dimension string reverts to the original string.

You can view financial dimensions for the invoice.

1. Go to Accounts payable > Common > Vendor invoices > Pending vendor invoices.
2. Open the invoice.
3. On the Vendor invoice page, on the Lines FastTab, select Financials > Distribute amount.