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LSA
Sage MAS Partner
LSA
Posts: 144
Registered: 12-08-2008
0

Quoting Versus Sales Order Security Options Available

We are implementing the Quote feature available in MAS200 Version 4.2.

 

I would like to setup security so that specific users can only enter Quotes and not have the ability to convert the Quote to a Sales Order or be able to edit a Sales Order.

 

I can't seem to find the correct security feature to achieve this.  Any suggestions?  Thanks in Advance.

Super Contributor
DFeller
Posts: 2,943
Registered: 10-28-2008
0

Re: Quoting Versus Sales Order Security Options Available

You can do this with the "Defaults" button and locking down the field in Custom Office, but it's not a security feature in MAS 90.

 

Dawn

Moderator
skirmoochsage
Posts: 181
Registered: 07-09-2010
0

Re: Quoting Versus Sales Order Security Options Available

[ Edited ]

Dawn appears to have given you a great workaround to accommodate your request to prevent certain users from turning sales order quotes into sales orders, but your request sounds like a very good enhancement request to security. Please feel free to submit an idea by clicking on the Product Feedback link above.

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LSA
Sage MAS Partner
LSA
Posts: 144
Registered: 12-08-2008
0

Re: Quoting Versus Sales Order Security Options Available

I was aware of this feature but was hoping this was not the only option.  I used this feature once and it corrupted the user ID so I wasn't too thrilled with it.  I will try this again and hope it functions properly.

 

I did submit a Enhancement Request.  Thanks for the info.:smileyvery-happy: