Certainly we can’t be the only company using Acumatica that has this scenario.
User A creates a quote and user B has access to the branch the quote was created on. Both users have the ability to edit at the same time but user B selects SAVE first which causes “another process” error for user A and they loose their work.
I saw another discussion that was closed so opening up a new one. Workgroups wont’ work here, approvals are too heavy, neither would access or row level security.
I would think that the Created By user could edit and give access to employees to edit but if one user is in a transaction and another users accesses it it would tell them who is editing the transaction so they don’t overlap. Think shared Microsoft files with edit permissions.
Thoughts?
