Welcome, Guest. Please Login.
11/01/24 at 15:34:32
News:
Home Help Search Login


Pages: 1
Send Topic Print
Sales Order Revision Control (Read 286 times)
Lynn_Pantic
Administrator
*****


evolution (n) -
gradual change to a
different form

Posts: 5681
Sales Order Revision Control
05/10/04 at 09:17:55
 
Along the lines of tracking the revisions to Sales Orders, I have also had requests for some sort of password control limiting who can change a Sales Order.  
 
One approach would be to first have a default setting to turn the whole thing on or off so people woh don't want the control don't have to mess with it.  Then, if the default were set to control SO Revisions, the Entered By field in the Sales Order would become a required field and be validated against the Contact Manager Rep fields (which have passwords).  Once the SO is saved, any changes to the SO would require entry of the password for the Rep who created the order.
 
Comments and Feedback please!
Back to top
 
 

Lynn Pantic
IS Tech Support
lynn@istechsupport.com
Email   IP Logged
tdlugosh
Member
**




Posts: 59
Re: Sales Order Revision Control
Reply #1 - 05/10/04 at 13:46:30
 
Our company doesn't use sales reps, but obviously could work around that problem.  I think controlling changes is important and, at first blush, your approach seems to work.  Would you be able to set it up so that anyone who had contact passwords could make a change so that the creator could designate someone to make the changes for him?
Back to top
 
 

Classic & EVO-ERP 10/31/06 update
Pervasive 9.5 Client Server W2k3 Standard
  IP Logged
Pages: 1
Send Topic Print