Restrict Custom Role From Using Custom as Price Level on Sales Order

A custom role should be restricted from using Custom as a Price Level on Items sublist when editing a Sales Order record.

Solution

1. Customize Sales Order form to hide the Price Level column
   1. Navigate to Customization > Forms > Transaction Forms
   2. Preferred Form: Click Customize/Edit
   3. Click Sublist Fields tab
   4. Price Level:
      • Show: Remove Checkmark
   5. Click Save
2. Restrict Custom Role to use the Custom Form
   1. Navigate to Setup > Users/Roles > Manage Roles
   2. Preferred Custom Role: Click Edit
   3. Click Forms tab
   4. Click Transaction subtab
   5. Preferred Form Name:
      1. Enabled: Enter Checkmark
      2. Preferred: Enter Checkmark
      3. Restricted: Enter Checkmark
   6. Click Save