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

  • February 16, 2023
  • 5 replies
  • 254 views
C
Semi-Pro II

HI Team,

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

Best answer by DConcannon

@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.

5 replies

Manikanta Dhulipudi
Captain II
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Hi @chidao 

Please review this

 

 

Acumatica Functional Consultant & Customer Experience Supervisor
Kandy Beatty
Chris Hackett
C
DConcannon
Varsity II
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  • DConcannon
  • Varsity II
  • Answer
  • February 16, 2023

@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.

Chris Hackett
C
Glen Martin
C
Semi-Pro II
  • Christine
  • Author
  • February 20, 2023

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

DConcannon
Varsity II
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  • DConcannon
  • Varsity II
  • February 21, 2023

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

Chris Hackett
Glen Martin
Acumatica Moderator
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  • Glen Martin
  • Acumatica Moderator
  • May 8, 2024

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

@chidao There is an Idea here: 

 

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C
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