Requirement
Client requires to generate the ‘Shared Vendor Bill’ record in the related records tab under the corresponding bill. Also needs to set up a customization to lock he bill corresponding to SVB record till the SVB approval completes.
Approach and Methodology
- To display the related shared vendor bill record under the corresponding bill ,we will develop a UserEvent Scipt that will be executed on Viewing the Bill record.
- Also,We will create a custom record to store the details of the ‘SVB’ record and this custom record will be placed under the related records subtab of the bill record.
- The Document number and the status of the SVb can be displayed using the custom record.
- We can lock the bill record if the status of the SVB is not approved. For this we will develop a WorkFlowAction script and set a workflow.
- On locking the record we can restrict the editing access to users other than the ‘Administrator’ role.
