Name of Feature/Request: Sales Order Permission
What financial, time savings, or quality of life improvements will occur from this: The customer is inquiring about limitations regarding the modification of the Sales Representative assigned to the Sales Order. They seek assurance that the correct sales representative receives compensation for their efforts, and to prevent unauthorized alterations to this assignment. | Frequency: This is a daily occurrence as it is integral to the customer’s regular operations. | The “Sales Order Add/Edit Permission” is a specialized authorization that places restrictions on the customer’s capabilities. Their intention is to authorize the addition of sales orders while retaining the restriction on editing them afterward. They aim to ensure that the appropriate sales representative receives due compensation for their contributions and to prevent unauthorized changes to this assignment.
Moreover, their Sales Representative collaborates with several customers. Therefore, implementing restrictions at the assignment level would be ineffective, as a single sales representative can be assigned to multiple customers simultaneously.
Attempted Solutions So Far: Our Audit Log currently lacks comprehensive information regarding updates to the Sales Rep field. There is no record specifying to whom the change was made and who initiated the modification.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Request Overview - To be filled out by Striven Team
Original Request: How do I restrict sales people from changing the sales rep on a sales order?
What is the Goal/Topic?: The customer is inquiring about limitations regarding the modification of the Sales Representative assigned to the Sales Order. They seek assurance that the correct sales representative receives compensation for their efforts, and to prevent unauthorized alterations to this assignment.
Where in the system is this located?: Company>>Settings>>Employees>>Roles
Customers>>Sales Order
Company>>Settings>>Customizations
How is the user accomplishing now / past: Customer is new and currently adopting with Striven
Steps Taken: - Ask for clarifying question - Shared the following resolutions: (Screenshots were shared through the discussion with the customer) 1. Since we currently lack permission settings preventing system users from editing the Sales Rep field, I recommend creating a custom field in the Sales Order specifically for the Sales Rep. This will allow you to track changes by enabling audit changes visibility. 2. We have an open Future Feature task in enhancing our audit log’s dynamism, ensuring that all changes made within Striven features are clearly specified. I can include you in this request, 3. Alternatively, we can initiate a Feature Request to implement a specific permission setting for editing the Sales Rep field in Sales Orders. | Previously accomplished: The customer regularly creates Sales Orders following the available process and conducts daily checks as part of their routine.
StrivenID: 4242565