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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.  Can anyone help?

Hello,

   You are correct in that you need to create a new screen for this.  For the screen, you would need to create a new tab so you can set user permissions.  The permissions would allow certain users to see the read-only screen and not the editable invoice screen.

   For the screen itself, you need to make any field and grid read-only.  Also, you will have to make sure buttons like Save are off or inactivated.

You will find the read-only checkbox on Step one of the field setup menu.

For grids, you will find the read-only option under the Advanced options for the grid.

I'm hoping this helps.  Let me know if you need any more guidance or have any more questions.

Greg