Greetings! If you wanted to lock a Sales Order lin...
# general
s
Greetings! If you wanted to lock a Sales Order line for changes by most users as soon as that line has been invoiced (in whole or in part), how would you do think about doing that?
t
I would make a workflow that has a Lock action under condition that user role = XYZ and then it cannot be edited by anyone without the right role (or you can do by user). The workflow would just have criteria looking for sales orders in the Sales Order Billed status instead of any other status
s
thanks! unfortunately i have to keep other lines editable for users - the lock has to be line by line