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  • 1.  Customer on 2016.5 wants to prevent the user from

    Posted 02-28-2018 13:38
    Customer on 2016.5 wants to prevent the user from changing the salesperson number at the time of SO Entry I don't think there is standard functionality that would allow restricting this. Anyone tackle this in any way other than custom office and disabling the field and/or scripting? I just want to be sure I'm not overlooking something really simple.


  • 2.  RE: Customer on 2016.5 wants to prevent the user from

    Posted 02-28-2018 13:59
    Either use a script, or (more simply) lock the field for those users that shouldn't have access. Alternatively, if those users aren't allowed to modify an existing record, you can remove that in Roles.


  • 3.  RE: Customer on 2016.5 wants to prevent the user from

    Posted 03-01-2018 06:40
    Customization Group and a panel edit seems about the easiest solution.