http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/22750.aspxThu, 31 Jul 2014 16:28:46 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:22750Method_Greg0http://forums.method.me/cs/forums/thread/22750.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=22750<p><span style="overflow:hidden;" id="mce_0_start">Hello,<span style="overflow:hidden;" id="mce_27_start"></span></span></p> <p><span style="overflow:hidden;">&nbsp;&nbsp; You are correct in that you need to create a new screen for this.&nbsp; <span style="overflow:hidden;" id="mce_1_start">For the screen, y</span>ou would need to create a new tab<span style="overflow:hidden;" id="mce_2_start"> so you can set<span style="overflow:hidden;" id="mce_6_start"> user</span> permissions<span style="overflow:hidden;" id="mce_4_start"></span></span><span style="overflow:hidden;" id="mce_2_end"></span>.&nbsp; <span style="overflow:hidden;" id="mce_3_start">The permissions would allow certain users to see the read-only screen and not the editable invoice screen.<span style="overflow:hidden;" id="mce_7_start"></span></span></span></p> <p>&nbsp;&nbsp; For the screen itself, you need to make any field<span style="overflow:hidden;" id="mce_9_start"> and grid</span> read-only.&nbsp; <span style="overflow:hidden;" id="mce_8_start"><span style="overflow:hidden;" id="mce_21_start"></span><span style="overflow:hidden;" id="mce_14_start"><span style="overflow:hidden;" id="mce_26_start">Also, you will have to make sure buttons like Save are off or inactivated.<span style="overflow:hidden;" id="mce_28_start"></span></span></span></span></p> <p><span style="overflow:hidden;" id="mce_8_start"><span style="overflow:hidden;" id="mce_14_start"></span><span style="overflow:hidden;" id="mce_10_start"><span style="overflow:hidden;" id="mce_15_start"><span style="overflow:hidden;" id="mce_22_start">You will find the</span> read-only checkbox<span style="overflow:hidden;" id="mce_23_start"> on Step one of the field setup menu</span>.</span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><img src="http://i.imgur.com/VkSdLzh.png" height="322" width="565" alt="" /></span></span></p> <p><span style="overflow:hidden;" id="mce_13_start"><span style="overflow:hidden;" id="mce_16_start"><span style="overflow:hidden;" id="mce_24_start"></span></span></span></p> <p><span style="overflow:hidden;" id="mce_13_start"><span style="overflow:hidden;" id="mce_16_start"><span style="overflow:hidden;" id="mce_24_start"></span>For grids, you will find the <span style="overflow:hidden;" id="mce_25_start"></span><span style="overflow:hidden;" id="mce_25_start"></span>read-only option under the Advanced options for the grid.<br /></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><img src="http://i.imgur.com/iRjiovR.png" height="317" width="549" alt="" /><span style="overflow:hidden;" id="mce_17_start"></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_29_start"></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_29_start"></span>I&#39;m hoping this helps.&nbsp; Let me know if you need any more guidance or have any more questions.<br /></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><br /></span></span></p> <p><span style="overflow:hidden;" id="mce_13_start"></span><span style="overflow:hidden;" id="mce_20_start">Greg</span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_3_start"><span style="overflow:hidden;" id="mce_7_start"></span><span style="overflow:hidden;" id="mce_5_start"></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_3_start"></span><span style="overflow:hidden;" id="mce_3_end"></span>&nbsp;&nbsp; <br /></span></p>http://forums.method.me/cs/forums/thread/22742.aspxThu, 31 Jul 2014 15:36:54 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:22742MTN PATH0http://forums.method.me/cs/forums/thread/22742.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=22742<p><span id="mce_0_start" style="overflow:hidden;">I want our Sales Reps to be able to view Invoices but I do not want them to be able to make any changes to the invoices or add new invoices (orders will be entered via Sales Orders). I understand that we need to customize the Invoices Sheet but not sure how to do this. &nbsp;Can anyone help?</span></p>