Restrict user not to modify the lead when status is CLOSED

[Former Member]

Hi,

Is it possible to configure the system not to allow any modifications to the lead once the status is set to CLOSED (one of the user status)?

Any input is appreciated.

Regards,

Venu.

[Former Member]

Hi Venu,

In user status profile, if you double click on any of user status, you can see few business transactions set for this user status. Now if you want to use new business transaction select the button "create", all business transactions will appear out of those for the business transaction "No Change Allowed" select the radio button "Allowed".

This means when ever your user status "CLOSED" is active in any lead transaction it will not allow any changes to that transaction. Try to set this for your user status. If you still faces a problem please reply.

<b>Reward points if it helps</b>

Murali

[Former Member]

Problem solved. Thanks!

[Former Member]

Hi,

This is little interesting!

Now I’m not able to set the REASON though we haven’t saved the lead

Initially problem didn't get solved as suggested. i.e., Business Transaction Control -> No Change Allowed (Set Influence to Allowed)

I don't know why?

But i'm able to solve by setting LNCH (No Change Allowed) for status Closed in “User Status Profile” (last column in the table i.e., Trans).

But now because of these settings as soon as i change the lead status to CLOSED before setting a reason it self system is internally making the lead 'transferred' and hence not saving the REASON.

<b>How to configure the lead in such a way that: When i set the lead status CLOSED, i should be able to set the REASON for the corresponding status and should be able to save now. From next time onwards system should not allow user to edit the lead as the status is CLOSED</b>.

Please suggest whether it’s possible with configuration. <b><i>If not then i want to know why SAP reverting back the changes we are doing for lead "after setting status to CLOSED and before clicking on SAVE"</i></b>.

Regards,

Venu.