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Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

Status Future consideration
Created by Kurtis Patton
Created on Jan 26, 2017

Add the ability to limit access to using sales & invoice templates during order/quote entry to a RegionID

Not all Sales and Invoice templates are created equal.  If we can limit what users can choose (preferably to their RegionID) while entering in Sales Orders or Quotes, the chance of sending out an incorrect invoice header is minimized. 

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  • Deleted User
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    Feb 15, 2017

    Kurtis - how many templates would you need? Or, should the templates be configurable based on who is logged in? Thoughts?

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