Requirement:
After a sales order is created, I would like to create a customized procedure with a weekly time restriction for editing access. We don’t want to change the sale order without getting authorization in full. Is that even feasible? What should I do next?
Solution:
It’s definitely feasible to restrict editing access to sales orders with a weekly time limit and require full authorization. Here are the steps you can follow:
- Create a Workflow:Go to Customization > Workflow > Workflows > New.
- Select “Sales Order” as the record type.
- Add Condition:Set a condition based on the creation date (e.g., if it’s more than 7 days old).
- Action:Use the Set Field Display Type action to make fields read-only.
- Create a separate condition for authorized roles.
- Use SuiteScript:For advanced logic, you can implement SuiteScript to control access based on specific roles and time restrictions.