How to restrict user edit transferred document (Header)

Created by QNE Software Sdn bhd, Modified on Tue, 09 Apr 2024 at 11:02 PM by QNE Software Sdn bhd

Scenario 

Some companies want to keep transaction documents unchanged when they are transferred. To ensure this, they restrict users from altering the document by setting access rights. For this setting, it applied to the transactions Header Part only. 

 

Solution 

 

Solution 

 

  1. Maintenance > User Role > Select the user roles you would like to control 

2. Permission > Other Operations > Allow Edit Transferred Document’s Header, unticked this setting 

 

3. When the particular user logs in to the system, the user cannot edit the transferred document, the header part. 

 

4. If the user’s access right allowed to edit the transferred document header, the user will see the document as below, which the column is in edit mode 


When we talk about transferred documents, it's not just limited to Purchase Requisitions. It also includes Purchase Orders, Goods Received Notes, Quotations, Sales Orders, and Deliveries that have already been sent or passed on to someone else.


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