Monday, May 27, 2019

Restrict Users from Creating a Stand Alone Sales Order using SuiteFlow

To Restrict Users from Creating a Stand Alone Sales Order using SuiteFlow

We can restrict users from creating directly from Transactions> Sales> Enter Sales Order if user follows the estimate to order process.

The unique identifier for Orders created from estimate and created directly was Created From. Users just need to use it as a condition.

However, this field is not available when Orders is not created from any estimate.

Below would be the settings of the Workflow that would restrict the order creation directly :

Workflow Summary
 Basic Information
  Name : Restrict SO
  Record Type : Transaction
  Sub Types : Sales Order
  Execute as Admin : Checked
  Release Status : Released
  Enable Logging : Checked
 Initiation
  Event Based : Selected
 Event Definition
  On Create : Checked
  Trigger Type : Before Record Load
 
 Create Workflow Field
  Name : Direct
  Type : Free-Form Text
  Store Value : Yes
  
State 1 : Set Workflow Field
 New Action : Set Field Value
  Trigger On : Before Record Load
  Field : Direct (Workflow)
  Value : Selected
   From Field : Current Record
   Record : Created From
State 2 : Error on Direct SO
 New Action : Return User Error
  Trigger On : Entry
  Condition
   Visual Builder :
    Field = Direct (Workflow)
    Compare Type = Is Empty
  Text : Creating Orders Directly is Not Available
Transition from State 1 : Set Workflow Field
 To : State 2 : Error on Direct SO  

 

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