Hello,
Is there a way to restrict sales order type to a certain type? For example, we want a project manager to only be able to submit sales orders that are type ‘PJ’. Is there a good way to do this?
Thanks!
Brent
Answer
Sales order restricted to a specific order type
Best answer by Laura03
Hi,
I think you will need two Sales Order Roles - one for project managers and another for Sales Order users. Then a small customization to default the Order Types in Sales Order screen based on Roles, and a small adjustment to the Access Rights for the Roles, to make order type field Read-Only in Sales Order screen.
Let us know if we can help you further.
Laura
+19Hello,
The following post asks the same question about limiting Purchase Order types. I expect the answer can be re-purposed to solve your question about limiting Sales Order types for certain roles:
Please vote for these related ideas; post your Use Case if you like.
Laura
~ Laura Barber, WM Synergy
Hello Laura,
Thank you for the response. Unfortunately, I need to lock the order type to PJ and not allow any others to be selected. I currently cannot see any option to lock that in. The above link alludes to the same thing with a lack of an answer.
Thanks!
Brent
+19Making the Order Type field default to Project Drop Ship and be View Only for the Project Manager’s Role did not work?
Laura
+19Hi,
I think you will need two Sales Order Roles - one for project managers and another for Sales Order users. Then a small customization to default the Order Types in Sales Order screen based on Roles, and a small adjustment to the Access Rights for the Roles, to make order type field Read-Only in Sales Order screen.
Let us know if we can help you further.
Laura
~ Laura Barber, WM Synergy
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