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Posted

Hello, I am building a retail solution for our small store and I want to create a solution so that when the user makes an invoice she will be able to to lock the invoice when finished.

I think it would logiically be when the customer pays for the invoice..

This will safen the system so that people cannot go back into the system and change the old invoices.

Thank you for your help!

Posted

Hello siou,

There are various ways to do this, but one of the easier ones is to:

1. Create an InvoiceStatus field and format it with a value list with the value 'Paid' (you can have other values as well if you wish).

2. Apply record level access restrictions for all the passwords that users log in with, to limit editing and deletion of records, with the formula:

not InvoiceStatus = "Paid"

Then whenever a user has changed the InvoiceStatus field to 'Paid', the record will be locked and will not be able to be changed or deleted.

You might, however, want to consider an over-ride (or an admin password which doesn't have this restriction) in case of genuine errors... wink.gif

This topic is 7708 days old. Please don't post here. Open a new topic instead.

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