Good morning all. Does anyone know of a way to restrict roles other than Accounting from changing a customer's tax exempt status?

Is this feature a part of NS point of sale?

I don't know. Trying to figure out if I can use a workflow to lock the field without modifying the forms and assigning them to roles.

If it's just a field on the customer record, you can try a couple of things, but it depends on the level of security you're looking for. Lowest Security: • Create a custom form specifically for the Accounting team, and display the tax exempt field • Restrict other users to another form without access to that field • Note: Users may still be able to edit that field through In Line Edit. Medium Security: • Workflow would work, but only when the user interacts with the form. You can change the field display type for accounting users. • Note: Same issue here, users will still be able to edit the field through inline edit High Security: • SuiteScript ◦ User Event Script preventing users in non accounting roles ◦ Before User Submit entry point, validate the user role and throw an error if the user role doesn't match. You can simplify with a workflow to prevent editing on the record, and find a simple script on SuiteAnswers like: Answer Id: 70519

Awesome. Thank you for the link. I appreciate it.

You should be able to use a WF to change the display type for the {taxable} checkbox on the customer record:

It's been so long since I've touched workflows, I can't remember where to set the role option. 😄

I'm confused

Visual builder is not great. I just using the customer formula option now. Thanks for the help!

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Right. I was clicking the wrong area. 😂

Glad I could help!