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How to prevent users from editing Notes/ Files on Sales Orders

  • 16 February 2023
  • 4 replies
  • 130 views
C
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HI Team,

There is any setting that we can lock the field Notes and File on Sales Orders after that SO is completed?

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Best answer by DConcannon 16 February 2023, 17:48

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manikantad18
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Userlevel 7
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Hi @chidao 

Please review this

 

 

Acumatica Functional Consultant
DConcannon
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Userlevel 6
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@chidao There is no way within Access Rights to place a conditional statement of “lock field notes and files” based on Sales Order Document Status. You would need to investigate modifying Acumatica’s workflow engine to accomplish what you want.

C
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@DConcannon is it possible to check audit history for both notes and files?

DConcannon
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Userlevel 6
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@chidao It is not possible to setup audit history for files and notes.

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