On the Process Orders Screen, it is possible to process records that do not match filter criteria

Date: 10/10/2025

Status: Under Investigation 

Reference: # 131102321091 

Issue

On the Process Orders form, it is possible to process records that do not match filter criteria.

For example the 'End Date': when the user first selects the sales order and then changes the End Date to a value earlier than the Ship On date. Normally, records that no longer meet the filter criteria should be excluded from the list. However, since the selected record remains in the list, it is still possible to execute the processing action on it.

Workaround

Regarding the Shipment Date, the condition The date of the shipment or shipments to be created applies only if the shipment date criterion is later than the Ship On date of the sales order line. This is a legacy behavior and has always worked this way

The logic behind it is that the user initially requested the item for a specific date, and delivering it earlier might be inconvenient for the customer. Therefore, we recommend overriding the shipment date manually when necessary.

However, if you believe this condition should be ignored and the Shipment Date should be allowed to be earlier than the Ship On date (for example, in cases of early shipments where the user should not need to override it manually), starting from 2024 R2, you can customize this behavior.

To do so, in 2024 R2, you would need to create a GraphExtension for the SOShipmentEntry graph and override the GetShipmentDate method.