Hi Kasun,Thanks for the information/advice. I’ll look into setting this up. From head, main challenge in accessing project transactions directly is permission sets (project transactions contain information on internal price, which is sensitive), but I guess it can be managed via permission sets.Regards,Alexis
@Kasun Manuranga Thanks for the prompt reply. I’ll raise the idea, hopefully it will be picked up.On the access to new projects, we have limited the use of that checkbox (as it grants access to all new projects, regardless of company).
Hi @Bhagya Wickramasinghe , I cannot access the post you linked (based on the url it seems to be restricted to employee and partners only). Regards, Alexis
Hi @Bhagya Wickramasinghe , Thanks for that. Okay, then I understand the rationale behind. Regards,Alexis
Hi @Bhagya Wickramasinghe ,I’ve tried that, but event still does not trigger when I copy order. No issue with the segment code, as event triggers when I create PO from scratch and supplier has RED in its segment code. Regards,Alexis
@CallumW I tried your suggestion but got an error message when I try to copy (or create). Eventually figured out that record_general is used with Error_Sys. In that case, the message indeed pops up when I want to copy - but prevents user from proceeding. The custom field solution would work when creating a PO from scratch. However, it would not work when copying one (user would be stuck on the Copy Order wizard).I’ll see if I can figure out something else otherwise I’ll discuss with the end user if alternative solutions you suggest (streams message / email) is acceptable. Regards,Alexis
@CallumW Just to provide a final feedback. After discussing with the end user, we went a different route, with a combo event / check box. The event triggers an error message when releasing the PO (instead of doing so at creation stage) asking user to double check and tick a custom checkbox. Regards,Alexis
Already have an account? Login
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
