I am trying to hide certain field that come up on the invoice screen Cost Price and Margin columns on sales orders and invoices. How can I do that
I am trying to hide certain field that come up on the invoice screen Cost Price and Margin columns on sales orders and invoices. How can I do that
Try to use entry transaction(Setup>Sales>Entry transactions>Invoices and/or Orders) - you can hide them there.
After - you can use access codes to control which entry transactions are available to specific users.
Can you please provide more details on the access code and assigning to a specific person. A good example is let say. I want to hide on the sales order the gross price for user x. How would I do that.
Best examples are on SEED demo folder: (Setup>Sales>Entry transactions>Invoices and/or Orders) - entry transaction ALL is available for users with Access Code ADMIN, but entry transaction STD for all users.
In your case:
- start with creation of Access code (or use some of existing) : for example "SPEC" (Setup>Users>Access Code)
- assign that access code for user/-s whom you want (Setup>Users>Users - tab Access), it is possible to specify also rights (inquiry, modification, execute).
- create Order/Invoice transaction and assign Access code SPEC to it.
Test user rights. Note - all transaction which aren't specified with access code will be still available (like STD entry transaction). Those are needed to deactivate.
Best examples are on SEED demo folder: (Setup>Sales>Entry transactions>Invoices and/or Orders) - entry transaction ALL is available for users with Access Code ADMIN, but entry transaction STD for all users.
In your case:
- start with creation of Access code (or use some of existing) : for example "SPEC" (Setup>Users>Access Code)
- assign that access code for user/-s whom you want (Setup>Users>Users - tab Access), it is possible to specify also rights (inquiry, modification, execute).
- create Order/Invoice transaction and assign Access code SPEC to it.
Test user rights. Note - all transaction which aren't specified with access code will be still available (like STD entry transaction). Those are needed to deactivate.
I tried this method as well but it didnt do the trick. I also tried to go to the screen level and next to the fields that I wanted gone I put the access code. But for the users that did not have the access code they were able to see it.
Are you able to connect via Goto meeting and take a look real quick, in terms of what I am doing wrong.
*Community Hub is the new name for Sage City