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How can I restrict the users to edit/make any change in the freight document after settlement

Jul 10, 2017 at 08:23 AM

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Former Member

Once at least one Freight settlement document is created and accruals posted , how can we prevent selected users to make any change in the freight document after that.

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1 Answer

Joseph Hou
Jul 14, 2017 at 06:35 PM
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To summarize your issue:

1. You have a FSD with accruals posted.

2. You want to prevent certain users from making any changes to the freight document (FO, FSD) after accruals posted.

Therefore, you will probably need an authorization check and a save strategy. The save strategy checks the authorization and whether the FSD is already in accruals posted. If user fails authorization check then the save strategy prevents the save.

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Former Member

Thanks Joseph,

I will need to create a custom save strategy with the checks and include the same in freight booking types customizing settings?

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Right, the custom save strategy will need to check:

  1. The role and authorization of the current user
  2. If there are any FSD already created with status acrruals posted for the FB.

If both are true, then the FB cannot be saved by this user.

This is one way to do it. There are other ways as well.

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