Secure transaction

[former_member522789]

Hello

In order to secure sales I would like that operateur is able to create for cash customer only transactions down payment invoice and invoice + payment

is it poissible to do that? I presume by using stored procedure

[anna_shao · Accepted solution]

Hi, I forgot to say that such approval template should use Terms Based on User Queries on Terms tab of approval template. You need to write a query. I haven't tested, but I think you can try to write one.

[anna_shao]

Hi, I do not think you can set to block one user to create delivery for a certain customer. But I think you could consider to set an approval procedure for this user. Thus If he wants to save a delivery for a certain customer, there will be a approval procedure triggered and the delivery could only be saved as a draft, not a real one without approval.

[former_member583013]

I am not clear on what you mean by secure sales and your requirement for creating down payment invoice and invoice + payment

An example would help.

If the user who creates a Sales Order has a Professional license and the right authorization then they should be able to creating down payment invoice.

Suda

[former_member522789]

I EXPLAIN better

Customer code C99999 is cash customer

user (operateur) can only run down payment invoice and invoice + payment with that code if the enter a delivery with code C99999 they can not save the document an error message will pop up

[former_member583013]

When I read this can not save the document an error message will pop up, I understand it as you are currently getting an error when trying to save Delivery?

I believe this is not what you mean and are you saying the user (Operator) should not be able to create Delivery? RIGHT??