Name of Feature/Request:
Add a permission to not allow user to view Pricing on Sales Orders
What financial, time savings, or quality of life improvements will occur from this:
Add more security for users to not be able to view Pricing from Sales Order but be able to view and edit the Order.
Frequency: Daily
Attempted Solutions So Far:
Was using the permission “Sales Orders - Add/Edit (only Items View)” to allow user to edit Sales Orders but not see Pricing however then user cannot view Custom Fields since it is Items View.
Digging deep -
The customer needs her Technicians to be able to add Items to the Contract but not see the Price and that they also need to see and fill out the Custom Fields. Right now she gives her Technicians the permission "Sales Orders - Add/Edit (only Items View) because she likes that the Price does not show. This however does not fully work because then it removes the ability for the user to view Custom Field information.
The permission “Sales Orders - View” overrides the prior permission however with view only access the user can view Custom Fields (good), Pricing (bad), and also cannot edit line items information (bad).
Finally, the permission “Sales Orders - Add/Edit” allows the user to edit line items, view Pricing, and view Custom Fields.
