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Locking users not to be able to change SalesReps when proocessing in Order entry

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hushman

MIS
Jun 7, 2012
88
ZW
Hi

Is there a way that we can restrict users not to be able to change the sales rep when processing the order entry transactions .
 
Two ways:

You can create a customized version of the OE screen with a macro (or VB6) where you can implement that control.

Another way is to use Orchid's Extender product to build that business logic control.

If the salespeople codes are defaulted from what is in AR and shouldn't be changed, or, once the original sales order is created you don't want the SP codes to be changed, you could also look at a SQL trigger to send an email if someone changes them. That doesn't prevent the user from changing but you can send out an email to say: "Hey <username>, do not change the salesperson codes on orders like you did on order <order number>." That will stop them soon. :)
 
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