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#44622 - 02/17/15 01:22 PM OE-Can we restrict Orders only?
Samuel Kopstick Online   content
Adagio Maestro

Registered: 06/15/07
Posts: 922
Loc: GTA & North America (Remote Su...
A client has a new person entering Orders in OE.

They do not want to give this user permission to post Invoices (or Cr Notes), only Orders.

How can this be done?
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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#44623 - 02/17/15 01:29 PM Re: OE-Can we restrict Orders only? [Re: Samuel Kopstick]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11571
Loc: Vancouver, BC Canada
Hi Samuel,

Edit the Security Group to which this user belongs, click the 'Entry Template' button, and ensure that the options to 'Allow the invoicing of orders' and 'Allow create credit note' are both not selected.
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Regards,
Softrak Tech Support

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#44624 - 02/17/15 01:37 PM Re: OE-Can we restrict Orders only? [Re: Softrak Support]
Samuel Kopstick Online   content
Adagio Maestro

Registered: 06/15/07
Posts: 922
Loc: GTA & North America (Remote Su...
Excellent - It is in the Entry Template section.
Thank you for the rapid response!
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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