Microsoft Dynamics 365 offers price locking on sales order products, which can cause users to experience difficulties when they attempt to update unit pricing. When this situation arises, it can be managed in two ways:
- Via the toolbar ribbon
- Via the lock icon found directly above the sales order products sub-grid
By default, when sales orders are created from sales quotes, order product prices are flagged as locked.
This means that if a given user attempts to modify an order product from a given sales order, the action of overriding the Price Per Unit will be unavailable.
In other cases, “Pricing” might be available; however, an error message might still show up with the following details: “The product and the unit cannot be updated while the entity is locked.”
Unlocking the capability of overriding order product unit pricing can be done via the sales order form by clicking on “Use Current Pricing” or the lock icon (shown unlocked) as seen below:
From there, reopening the order product form will allow the user to switch the Pricing to “Override Price” to unlock the Price Per Unit field for updating.
Locking order product pricing is done via the same means, by clicking on “Lock Pricing” or the lock icon (shown locked) as seen below:
Note that some users might not be able to see the button on the toolbar ribbon. This might be due to or to some ribbon customization. For more information, contact your system administrator.