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.
Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.
In our legacy system, we permitted non-sales people, such as order takers to pull up a quote and create an order directly from the quote. If I recall correctly in Apex, the user's security level must be high enough to enable update capability to the quote - which order takers would not have. Only then is the user able to use the wizard to create the order from the quote. Would be nice to have display only access to the quote - but still enable users to use the wizard to create an order.
You can do this by allowing a user to view quotes through user/program security, but not edit/insert/delete AND allowing them to use the wizard via checkbox in users/user groups windows
Will not implement this feature at this time.
I'll put this on the board to discuss.