Block Custom Role User to Edit Item Rate on Sales Order When Custom Price Level Is Used
Published on
August 8, 2023 at 12:20:20 AM PDT August 8, 2023 at 12:20:20 AM PDTth, August 8, 2023 at 12:20:20 AM PDT
Scenario
User with access to create a Sales Order has also the access to change the Unit Price in Sales Order's Line Item when Price Level is set to Custom.By choosing the Custom Price Level, user can replace the existing price to the custom one. Currently,Enhancement43422is logged for the ability to restrict custom roles to edit Price Level.
The workaround is to hide Price Level fieldin the form so no user will be able to edit the Unit Price of an Item.A Standard Sales Order form shows the Price Level field. Therefore, the form has to be customized.
Solution
- View any existingSales Order
- Top right corner, clickCustomize
- ClickCustomize Form
- Name:EnterName
Example:Custom SO#1 - ClickSub-list Fields
- Show:RemoveCheck-markforLabel:Price Level
- ClickSave