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 

 

  1. Go to Maintenance > User Roles

  1. Go to Users to set the role to user. 

  1. Go to Permission > Other Operations

  1. 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.

  1. Untick Modify Transferred Transactions (Purchase Module)

Transferred transactions in purchase module will be dim and cannot edit.

  1. 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.

  1. Untick Modify Transferred Transactions (Sales Module)

Transferred transactions in sales module will be dim and cannot edit.