Scenario
Some companies do not want employees to edit the document after it has been transferred.
To prevent user modify transferred documents, access right is set in user role.
Solution
- Go to Maintenance > User Roles
- Go to Users to set the role to user.
- Go to Permission > Other Operations
- Tick the documents to allow user to Modify Transferred Transactions (Purchase Module)
For example, in Purchase Order unit price is RM 300
User is able to modify to RM400.
- Untick Modify Transferred Transactions (Purchase Module)
Transferred transactions in purchase module will be dim and cannot edit.
- Tick Modify Transferred Transactions (Sales Module)
For example, this Quotation document have three different unit prices
User is able to modify the price of transferred quotation.
- Untick Modify Transferred Transactions (Sales Module)
Transferred transactions in sales module will be dim and cannot edit.