Multiple Users on Same Record

Nats

Hi,

We have many users who are entering Sales Orders, and one person with proper permission releasing them. Our problem is, if one particular Sales Order is currently being modified by a Sales Agent, how can it be prevented from being released.

In other words, what would be the best approach to highlight if a particular record ( or Sales Order ) is being viewed / modified by another user.

Any ideas / suggestions is welcome. Are there any third party tools which does this.

Savatage

well maybe I'm not getting it.....

but we do a similar thing in that we have one group entering sales orders and another invoicing them.

In case the order needs any changes due to out of stocks or whatever, we need the invoicers to wait & make sure the order is completed fully.

We simply added a boolean field on the sales header in which the order entry people can check off once everything is finalized.

( ) Order Ready To Be Invoiced

The invoicers can filter on the field & see which orders are ready to go.

Just a thought. Maybe if your handy you can add some code that if the boolean=false then it prevents the release.

Nats

Savatage...thanks for response.

Thats the option I have kept open, but was looking for a solution without adding any custom fields in the sales order table. If this is possible to be done at the form level.

Savatage

Adding a boolean to the sales header is a piece of cake - i thought this was at form level?

if you don't want to make any changes - i guess the order entry people can put a comment in the order notes saying "done" or something and the person releasing the order has to just click on the notes to see if it's ready to be released.