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Lock the Line item Description on a Proposal - Sales Order

  • July 8, 2024
  • 2 replies
  • 79 views




 

Iam wondering if it's possible to Lock the Line description for the sales team to not change the description anymore. I looked in the settings but couldn't find a solution 

Best answer by nhatnghetinh

Hi @SchoutenJ 

You make Access Rights to do this.

Step 1: Create Uses Role & Add the Users you want to lock "Line Description" of Sales Order Screen to this Role.

 

Step 2: Make the Access Right to lock the "Line Description" feature on the Sales Order screen.

 

 

 

 

 

Result: User has locked "Line Description" on Sales Order screen.

 

 

 

Best Regards,

NNT

2 replies

dcomerford
Captain II
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  • Captain II
  • July 8, 2024

Using Access rights you can prevent users from editing the field but as you want it to be conditional on whether it is a stock item vs a non stock item you will need a customisation.


nhatnghetinh
Captain II
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  • Captain II
  • Answer
  • July 8, 2024

Hi @SchoutenJ 

You make Access Rights to do this.

Step 1: Create Uses Role & Add the Users you want to lock "Line Description" of Sales Order Screen to this Role.

 

Step 2: Make the Access Right to lock the "Line Description" feature on the Sales Order screen.

 

 

 

 

 

Result: User has locked "Line Description" on Sales Order screen.

 

 

 

Best Regards,

NNT