Controlling Permissions On The 'View Order Information' Screen

Post date: Jan 30, 2012 4:42:20 PM

The 'View Order Information' screen includes several different sections, and several different links to go to other screens.  This screen is the central point for finding information about an order.  Depending upon the user's permissions, they will see different sections on the screens and their links will be limited as well.

This is a list of the SECTIONS currently on the screen, and the permissions required to see that section:

1) Order Header - SM View Order Information

1) Order Details - SM View Order Detail Information

2) Tax calculation - SM View Order Detail Information

3) Project information - SM View Project Information

4) Change orders - SM View Project Information

5) Billing summary - SM View Project Information

6) Critical dates - SM View Project Information

This is a list of the (secured) LINKS currently on the screen, and the permissions required to see that link:

1) View order documents - SM View Order Documents

2) Job cost - SM Job Cost Summary Report

3) Field check summary - SM Field check Summary

4) 'Installation' style work order - SM Print Installation Work Order

5) 'Service' style work order - SM Print Service Work Order

6) List call sheets - AR Print Call Sheets

7) Links to print invoices - Print Invoice

8) Link to customer information - View Customer Information

9) Link to edit orders - SM Manage Orders

10) Link to edit projects - SM Edit Projects

11) Link to edit change orders - SM Edit Change Orders

12) Link to view item information - IC Display Item Information