We’re setting up the Customer Portal for one of our customers, and we want them to be able to choose from some of the Sales Order Order Types. Adding the SO type was easy, but now the customer has access to all SO Types. We want there to be some internal Order Types that the customer can’t select. Is this something that can be added? Would it be in the Order Type page or the Customization Projects?
Answer
Is it possible to have Internal Sales Order Types?
Best answer by aiwan
Hi
You may be able to do this through:
Creating a new generic inquiry which only contains internal/external SO types
Including a hyperlink to the sales order
Limiting the customer access rights to only be able to view the internal/external SO generic inquiry
You can also revoke the access rights of the customer to switch between sales orders.
Aleks
+15
Using low code you can create internal sales order Status
Acumatica Functional Consultant & Customer Experience Supervisor
Hi
You may be able to do this through:
Creating a new generic inquiry which only contains internal/external SO types
Including a hyperlink to the sales order
Limiting the customer access rights to only be able to view the internal/external SO generic inquiry
You can also revoke the access rights of the customer to switch between sales orders.
Aleks
Aleks
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