Closed Projects

SUGGESTED

Is there a way to "lock" the job status field once it has been set to closed? I have closed several FY 17 projects but since our Project Managers also have access to this area (AR-Jobs), they have the ability to change a job from closed to open again. I don't see a way to change this access (F7) as the area is shaded out (I am logged in as Supervisor). We are currently using Sage 100C v.19.7 but will be converting/upgrading to v.20 in the next couple of weeks.

Thank you

  • 0
    SUGGESTED
    Hello Catdc1,
    On the 3-5 Jobs window, you can use the F7 key on the Job Status field and select Lock after save option. This prevents users from editing the information after saving the record. Only users logged in as supervisor can edit the information. That would take away the ability from anyone changing the field from Closed back to Open...only drawback is that it prevents any user from changing that field. So if you have someone else changing the field from Current to Closed, they would need to be logged as the supervisor as well.

    I can let you know that we are currently working on another option of making the Job inactive and not immediately visible. This capability is made possible only because of the move to the SQL platform and will be available in v20 once testing is complete.

    If you have any questions, please let me know.

    Thank you,
    Denise Johnson
    [email protected]