Lock an invoice down

[Kiele]

Hi all,

I'm trying to come up with a way that I can lock the data in an Invoice, once it has been sent to the client, so that it can not be modified.

I thought about archiving the data, but then I still need it to display in my portal so that I can see the Client's history.

TIA for your help

Kie

Edited August 15, 2007 by Guest

[Tori Mitchell]

There are numerous strategies to this kind of thing. Here's two:

- Tilt bit type field where when set to 1 all the other fields validate false against it.

- Control access to the edit view once the invoice is marked 'complete' or somesuch. After complete, always bop them over to a view where you can't edit the fields.

[Kiele]

Hi Mike,

Thank you for the quick Reply, and suggestions. I've been with a client all day, so I just check and found your ideas.

I also have located a couple of example files that may help me. I'll study them, along with your suggestions, and come back if I need more help.

Thanks again,

Kie

Edited August 16, 2007 by Guest