Nada Ahmed
06/19/2025, 6:24 PMCeligo AI
06/19/2025, 6:24 PMAI generated answer (using internal Slack threads):To prevent users from editing sales orders in a closed period, you can follow these steps: 1. Close the Accounting Period: This is the most straightforward way to prevent any changes to transactions within a specific period. Once an accounting period is closed, no transactions can be edited, added, or deleted within that period. You can close the period by navigating to Setup > Accounting > Manage Accounting Periods, select the period you want to close, and click on the 'Close' button. 2. Remove 'Override Period Restrictions' Permission: If users are still able to perform transactions in a closed period, it might be because their roles have the 'Override Period Restrictions' permission. This permission allows users to post to a locked period. You can remove this permission from those roles by going to Setup > Users/Roles > Manage Roles, select the role, and uncheck the 'Override Period Restrictions' permission. 3. Use Workflows: If you want to prevent changes to specific sales orders or line items, you can create a workflow that locks the sales order or line item once it has been billed. The workflow can be set to trigger when the sales order status changes to 'Billed', and the action would be to lock the sales order or line item. This would prevent any user without the appropriate permissions from editing the sales order or line item. Please note that these steps should be taken with caution and it's recommended to have a clear understanding of the implications of each step. Always test in a sandbox environment before implementing in a live environment. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
06/19/2025, 6:24 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813465953
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810881495
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808265388
Celigo AI
06/19/2025, 6:24 PM