Hello!
I have no experience with BPMs, but I would like to create one that does not allow people to access the Terms drop down in (Sales) Order Entry.
Can anyone offer some advice or point me to a guide to start?
(Not sure if this matters, but we use a slightly customized version of Sales Order Entry)
Field Security Maintenance lets you control access to who can change fields. You should be able to set TermsCode to read only, which would force the user to accept whatever terms are set on the customer.
Hello and thank you for your reply.
I found it and TermsCode but it won’t allow me to set it to Read Only.
The TermsCode on the Terms table is a primary key, probably why you can’t change it.
Look for the one on OrderHed table. That’s the one you want to lock down.
This. The Terms.TermsCode is a primary key for the master terms record. You don’t want to touch that. You just want to prevent the order entry peeps from modifying the OrderHed.TermsCode on their individual sales orders.
This has been resolved. I have put some users on Read and tested it myself that it is now no longer interactive for them.
Thank you!!
