We would like to remove the field “Create Order in Released Status” or make it read only in the “Create Order from Quotation” wizard. I have tried to find a permission that would allow me to stop our sales reps from checking this box. Does anyone know how to do this?
We have generally been told that popup screens are not possible to modify, though trying to do it with permissions sounds interesting. I do not know of a permission that granular, though.
What you might consider is writing a custom PL/SQL event attached to the “New” event for the LU being created. The PL/SQL code could make sure that flag is not checked, and could even base it on whether or not the order was added by a sales rep.
I have seen some issues with changing a record that has just been added, but I think it can be done as long as you make sure the event fires in “after” mode.
Goodluck,
Joe Kaufman
Hi,
I don’t think permission set idea will work here. Because if a particular user has access to see a screen he can see all the fields in a specific tab, unlike menu items.
As
Create a new custom event and write an action when a new object is created on the relevant table. You can use a Execute Online SQL as the Action Type. Write SQL command which updates the above check box field to ‘FALSE’ after adding a new record.
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