We did a mod to display a warning message if the user try to convert a quote to sales order for a prospect. The warning message tells the user a sales order cannot be created, please contact AR to create customer...
For the user to view the customer (without the ability to create them), use the Axapta security system. --- In Axapta-Knowledge-Village@yahoogroups.com, "jaykay_nl" <[EMAIL PROTECTED]> wrote: > I want to prevent that a user can create a customer when converting a > CRM quotation to a sales order. > > In CRM a quotation can be made for i.e. a prospect (a non-customer). > When converting this quotation to a sales order, Axapta also converts > the business relation to the type "customer" and creates a record in > the customer table. > > Last step is not want, as this process is separated within the > organization. So converting a CRM quotation of a prospect to a sales > order should not be possible as this function should not be able to > create a customer record. Still a user must be able to view the > customer table. > > Any idea how this can be solved? ------------------------ Yahoo! Groups Sponsor --------------------~--> Has someone you know been affected by illness or disease? Network for Good is THE place to support health awareness efforts! http://us.click.yahoo.com/Rcy2bD/UOnJAA/cosFAA/kGEolB/TM --------------------------------------------------------------------~-> Sharing the knowledge on Axapta. Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/Axapta-Knowledge-Village/ <*> To unsubscribe from this group, send an email to: [EMAIL PROTECTED] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
