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Sales Order Screen - Order Number - View Only

  • February 14, 2025
  • 3 replies
  • 59 views

Hi everyone,

I am trying to restrict the Order Number field from certain roles and it seems to not be working, I don’t understand what could be the reasons to further investigate. At the moment I have it as view only and it works in the side panel but not on the same tab, new tab, or popup screen method.

Could anyone shed some light to help?

 

Below is the screenshot where I have restricted to view only. Under Sales order screen.

 

Thanks,

Clauber

Best answer by hkabiri

@cvianna This should be possible but there might be some other roles assigned to this user which override this setting. I recommend to check Access Right by User to see what is the computed access to these elements. If everything was set as expected, you can try reset caches from apply updates. I have just tested it on 2024R1 and managed to get it to work.
 

 

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3 replies

darylbowman
Captain II
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I would guess (although I can’t say for sure) it is because Order Type and Order Nbr are key fields. It is how Acumatica designed the system to be navigated.


hkabiri
Acumatica Moderator
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  • Acumatica Support Team
  • 226 replies
  • Answer
  • February 14, 2025

@cvianna This should be possible but there might be some other roles assigned to this user which override this setting. I recommend to check Access Right by User to see what is the computed access to these elements. If everything was set as expected, you can try reset caches from apply updates. I have just tested it on 2024R1 and managed to get it to work.
 

 


saifalisabri
Jr Varsity II
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  • Jr Varsity II
  • 44 replies
  • February 15, 2025

My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.

You can make the Order Nbr. field read-only in the Sales Orders (SO301000) screen using a customization package in Acumatica. Here’s how:

Option 1: Use the UI Customization (Recommended)

  1. Navigate to Customization > Customization Projects and create a new project or open an existing one.
  2. Go to the Screens section and select Sales Orders (SO301000).
  3. Find the Order Nbr. field in the layout.
  4. Set the Enabled property to false.
  5. Publish the customization package.

Option 2: Use a Customization Code (If UI Customization Doesn’t Work)

If you need a code-based solution, you can override the field’s behavior in the SOOrderEntry graph:

csharp  CopyEdit

public class SOOrderEntry_Extension : PXGraphExtension<SOOrderEntry> { protected void SOOrder_OrderNbr_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e) { sender.AllowUpdate = false; // Makes the field read-only } }

Publish the customization project, and the Order Nbr. field will now be view-only.


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