Allow Create Sales Order only

polo02332polo02332 Member Posts: 13
Without modification; is it possible to restrict a user to only be able to create a Sales Order?

A client has specific roles that will be allowed to create a Sales Invoice, Blanket Order, Sales Order, etc.

Thank you.


  • matttraxmatttrax Member Posts: 2,309
    You can try security filters if you're running SQL, but you may run into problems.

    If you limit them to the Sales Order, Sales Invoice, etc forms individually, they will still be able to insert records, but won't have a form to do it on.
  • themavethemave Member Posts: 1,058
    you could try setting up differnent menus for different users also.
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