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

  • 16 February 2023
  • 5 replies
  • 153 views

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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Userlevel 7
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Hi @chidao 

Please review this

 

 

Userlevel 6
Badge +2

@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.

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

Userlevel 6
Badge +2

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

Userlevel 2
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@DConcannon is it possible to check audit history for both notes and files?

@chidao There is an Idea here: 

 

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