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How to prevent users from editing Notes/ Files on Sales Orders

  • February 16, 2023
  • 5 replies
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Semi-Pro I

HI Team,

There is any setting that we can lock the field Notes and File on Sales Orders after that SO is completed?

Best answer by DConcannon

@chidao There is no way within Access Rights to place a conditional statement of “lock field notes and files” based on Sales Order Document Status. You would need to investigate modifying Acumatica’s workflow engine to accomplish what you want.

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5 replies

Manikanta Dhulipudi
Captain II
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Hi @chidao 

Please review this

 

 

Acumatica Functional Consultant & Customer Experience Supervisor
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Chris Hackett
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DConcannon
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  • February 16, 2023

@chidao There is no way within Access Rights to place a conditional statement of “lock field notes and files” based on Sales Order Document Status. You would need to investigate modifying Acumatica’s workflow engine to accomplish what you want.

Chris Hackett
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GlenMartin34
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  • February 20, 2023

@DConcannon is it possible to check audit history for both notes and files?

DConcannon
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  • February 21, 2023

@chidao It is not possible to setup audit history for files and notes.

Chris Hackett
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GlenMartin34
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  • May 8, 2024
chidao wrote:

@DConcannon is it possible to check audit history for both notes and files?

@chidao There is an Idea here: 

https://community.acumatica.com/ideas/show-audit-trail-for-notes-960

 

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