How block price field in a quote

💬 General Discussion
1

Hi,

I have a problem. Right now, I created the product (in the product module) with a price for example $100. Then, my vendors create a quote, they inclute the product and the quote module show sales price $100 (everything ok!), then my venders change the price field and include other price (this is the problem!)

Do you have any idea about how block this field?

Maybe the excellent solution (suitecrm improvement) is:

  • Only users with permission in the Role Management to create, edit or modify Products can change price in the quote module.

or

  • Create a special permission to change price in the quote. Only the users include in this group can modify prices in the quotes.

Thanks for your help.-

2

Hi,

The full version of SecuritySuite, provided by SugarOutfitters, may have something that would interest you: https://www.sugaroutfitters.com/addons/securitysuite

With this, you can use field-level restrictions. This means that you could prevent certain groups and user roles from viewing specific fields on Quotes. i.e: The Line items

However, if you don’t wish to download/purchase SecuritySuite, an alternative could be to make fields read-only for specific Groups/Roles.
There is a blog post with a guide here: https://suitecrm.com/suitecrm/blog/entry/make-an-edit-view-field-read-only-based-on-user-role-in-suitecrm-or-sugarcrm-ce

3

Thanks John!

I’ll see both option.