Restrict AR Invoice, Document type for users

Hi @apallawala21 

We can achieve this through customization. We need to customize the Doc. Type field and restrict the types. Need to provide conditions based on the User Role.
 

 

Sample code:

public class SOInvoiceEntry_Extension : PXGraphExtension<SOInvoiceEntry>
    {
        #region Event Handlers
        [PXDBString(3, IsKey = true, IsFixed = true)]
        [PXDefault()]
        [ARInvoiceTypeExtn]
        [PXUIField(DisplayName = "Type", Visibility = PXUIVisibility.SelectorVisible, Enabled = true, TabOrder = 0)]
        [PXFieldDescription]
        protected virtual void ARInvoice_DocType_CacheAttached(PXCache cache)
        {
        }

        public class ARInvoiceTypeExtn : PXStringListAttribute
        {
            public ARInvoiceTypeExtn() : base(
                new[]
            {
              Pair(ARDocType.Invoice,ARDocType.GetDisplayName(ARDocType.Invoice)),
              Pair(ARDocType.CashSale,ARDocType.GetDisplayName(ARDocType.CashSale)),
              Pair(ARDocType.CashReturn,ARDocType.GetDisplayName(ARDocType.CashReturn)),
             // Pair(ARDocType.DebitMemo,ARDocType.GetDisplayName(ARDocType.DebitMemo)),            
               })
            { }
        }

        #endregion
    }