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  • 1.  SO Screens keep creating User/Company custom panels

    Posted 05-24-2021 13:09
    Customer is on v2018 and has many UDF's in SO.  One in particular is a 'user responsible' lookup table at SO_SalesOrderHeader and the field is set to Required.
    Often I get a call from them that the field has gone missing and they can't proceed as it's Required.
    I connect in and there is a Custom Panel now that is User/Company specific (vs All/Company).  I delete it and all is good.
    My question is:  How does this new Custom Panel get created and is there anything I can do to stop it from happening?  
    Doing a Right Click-reset panel doesn't fix it and so they have to call.  I won't give them the directions to fix this, too many 'no attention to detail' hands in the pot.

    Thanks
    Nancy

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    Nancy Hanson
    Blytheco LLC
    Eagan MN
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  • 2.  RE: SO Screens keep creating User/Company custom panels

    Posted 05-24-2021 13:14
    There is an option in Role Maintenance - Security Options - Custom Office to 'allow customizations of forms via hot-key'.  Turn that off to prevent users from accidentally creating their own custom screens.

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    Dawn Kulbacki
    Capitol Computer Systems, Inc.
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