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Change Sales Order

Former Member
0 Kudos

Hello,

We have created Custom Sales order Statuses. If the order is on a particular order user status, then we do not want the customer service to be able to change the order.

Is there any way that this can be controlled through Security roles ? If not is there any alternative way we achieve this ?

Thanx

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Answers (1)

Answers (1)

RBM
Active Participant
0 Kudos

Hi,

I'm not understanding all the requirement but users status works fine, if the sales order reach lock status the order can not be modified. Also you could use authorization code for status profiles.

Authorization code is the user authorization object the user must possess in order to make changes relating to that status.

Hope this helps!

Regards!

Former Member
0 Kudos

Yes, But if the Status has LOCK then no body will be able to change. We dont want that, we want only customer service not being able to change the sales order when it is in a particular status ( EXT). Organizational roles above customer service should still be able to change the sales order when it is in EXT status.

My understanding was that if we have authorization code is assigned to the status, then only people with that authorization would be able to change the status from one to another. This means that people without this authorization can still make other changes to the order but not the status change.

if my understanding is wrong then please suggest me what authorization code needs to be set up and how it should be configured in order to make sure that customer service people do not edit the sales order when it is in EXT status

RBM
Active Participant
0 Kudos

Hi,

Your understanding is correct, the authorization code to allow certain people to change even states, allowing them to edit the document according to the state selected. The authorization defines which fields can be modified so that the authorization applies to those fields.

I suggest review your request, from my point of view customer service should have a total lock and other areas needs to play with the status.

Regards!

moazzam_ali
Active Contributor
0 Kudos

hi

please check the link below