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good day,
I'm trying to make the name of the customer not to be editable but on sales transaction entry window. The problem is that i write false and assign on a user but it's still available to be edited.
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Hello Aaron,
Thanks I will test it our around, But i just figured out another problem because what i had assumed then was to removed it so only the cashier could place the name on the invoice if it was a special customer but the problem now is that the sales clerk need to place the name of the customer on the quotes.
But thank you very much for being such a great sport in helping me out.
I figured it out. You can add the window and the Customer Name field to VBA and add the following on the Window_AfterActivate() event:
SalesTransactionEntry.CustomerName.Enabled = False
I tried this,and the field is now "greyed" out and is not editable.
I have not tested this to see if there are any advers affects, so you should play around with this alot until you feel comfortable witht the results. I hate to assume but I'm wondering if there is a reason that Dynamics doesn't allow for you to change the property settings on the form so be very careful.
If it seems to work, you can package the form up and import it on your user's workstation.
Aaron
Sorry I wasn't any help to you. Even though I don't have a need to restrict this field, now I'm interested to know if it can be done. Maybe we'll here from one of MVP's on this matter.....
Aaron
Hello Aaron,
don't worry. I appreciate your concern and thank you very much.
Maybe some else has got a clue on solving this GP riddle
Have a nice day
I see what you are saying. I too cannot set the edit flag to false. I should have tested it sooner myself, sorry. I wonder if it's a GP thing? Since the Customer name is required by SOP, we may not be able to restrict that field in any way.
We have Field level security and I am not allowed to apply a lock restriction on that field from there either. Frankly, I don't think this can be done....
Aaron
Good day Aaron,
- yes
-yes
- I have several id's but i'm assigning it specifically to the sales clerk id setup. I have setup this with several other windows the problem specifically is being presented on the customer name field which doesn`t allow me to make it uneditable.
On the 3rd party note i really don`t think so because we only purchased GP and not had time yet to purchase other softwares to include in GP.
Thanks
Ok. So,
-You are modifying the editable property of the field to 'false'
-You have confirmed that security is set to view the modifyed form
Do you have more than one ID setup for the Alternate/Modified Reports? If so, check the user accounts that you want this form to be used for and make sure that the Alternate/Modified Reports ID is the same as the one you set to use this modified form.
The other thing you might want to check is if you are using any 3rd party dictionaries. If you are, confirm that these dictionaries do not include an alternate version of the form. If so, and you are using that form versus the GP form, then you would need to apply the modification to the alternate form and set security accordingly.
Hope this helps,
Aaron
Good day Aaron,
I'm using the properties of that field and modifying it.
Are you actually writing VBA code to do this or are you using the properties for that field?
Aaron
Good day Aaron,
Yes I actually have. I apologize for not stating it before. It's quite odd what's happening.
Thank you
Have a nice day
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