How to set an Invoice to Lock after email/print

[Rachel_Young]

Question: by DGPExpress » Sat Mar 26, 2011 5:14 pm

How can I lock an invoice from changes after it is printed and mailed.

Regards
Don

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Hi Don,

Getting some help may be useful...but if you are feeling brave...here is the general sequence of things that need to be done.

(1) Define a new field (the name is arbitrary)...something like "Flag_Invoice_Locked"

(2) You need to limit emailing and printing of the invoice to a script.

(3) Once the script to email or print is run...include the line Setfield "Flag_Invoice_Locked" = 1

(4) Define a new privilege set in the security manager in the FileMaker database. This set should allow EDIT of Invoice table to a customer setting. Allow Editing if "Flag_Invoice_Locked" ≠ 1

(5) Make sure the users that will be restricted are using a username and password account...that is running on the privilege set. 

This is about a 30 minute exercise for a FM developer...a 3 day exercise for someone who is learning the tool.

- RIchard Carlton