Hello,
I would like to ask if it is possible to configure permissions so that our Sales Manager can approve only Customer Orders, but not Internal Production Orders.
We want the system to prevent users with the Sales Manager role from approving any internal production order, while still allowing them to approve customer sales orders without issue.
Is there any existing permission setting or workflow customization that can achieve this?
Your guidance would be greatly appreciated.
Thank you.
Hi @rana826 ,
This depends on your approval process, specifically where you’re approving. For sales order, are you using the workflow tool in the top right on the order overview screen? And for work orders are you using the workflow tool on the work order page (not also overview page)? If so then these will be different pages and you can click into the ‘Edit Workflow Assignment Options’ text to edit which users/roles can be assigned to the various states.
If your approval process is utilizing the same overview page for both sales orders and work orders then there is not a way to segregate these out as the workflow tool here will be hitting the same configuration settings. Hope this helps!
Regards,
Cetec ERP Support
Also adding to this - if you’re approving from the quote page then it will also use the same settings. The transaction code on a quote will not change the assignment options, but will be the same for both build and stock transaction codes.