Skip to main content

Guard rails and validation rules

These rules apply automatically; you don't configure them beyond the setup toggles in First-time setup.

  1. Document type restriction: Inventory Handling can only be set on Credit Memo lines. Trying to set it, for example through the API or a copy-from-document action that carries the value across, on any other document type is rejected with an error.
  2. Application clearing: moving a line off Return to Stock while it has an Appl.-from Item Entry set always prompts for confirmation before clearing that link (Setting Inventory Handling, step 5). If no user is available to confirm, for example an automated or API-driven posting, the application is cleared automatically without a prompt, since there's no one to ask.
  3. Setup-driven option disabling: if Enable Credit Only Option or Enable Credit + Write Off Stock Option is turned off in Sales & Receivables Setup, trying to set a line to that option is rejected with an error (see Message reference), regardless of who's trying it or how.
  4. Related-order guard (optional): if Block If Related Purchase/Special Order Exists is turned on in Sales & Receivables Setup, a line that has a Purchasing Code (meaning it's linked to a special order or drop shipment purchase) cannot be moved off Return to Stock at all.