Prevent unauthorized changes to pricelists associated with customer contacts and sales quotations. This restriction ensures pricing consistency, minimizes errors, and upholds business rules for pricing policies.
Functionality Details:
- Contact Pricelist Restriction:
- Users without specific permissions cannot edit the pricelist field on customer contact forms.
- The pricelist field will be locked for users lacking the required access rights.
- Quotation Pricelist Restriction:
- When creating or editing sales quotations, users will not be able to modify the default pricelist assigned to the customer.
- The pricelist field will display as read-only unless the user has the appropriate rights.
- Access Control:
- Managers or users with specific roles can be granted permissions to edit pricelists.
- A new security group will manage access to this functionality.
User Experience:
- Restricted Users:
- Pricelist fields on both contact forms and quotations will be non-editable.
- Any attempt to modify the pricelist will trigger a notification indicating insufficient permissions.
- Authorized Users:
- Users with permissions will have full access to edit the pricelist on contacts and quotations.
Business Impact:
- Ensures consistency in pricing policies.
- Reduces the risk of pricing discrepancies and errors.
- Strengthens control over pricing changes, supporting compliance with business rules.
Configuration Options:
- Administrators can assign or revoke permissions for pricelist modification via user roles or groups.
Restrict users from changing the pricelist on contacts and quotations