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Customer Profile class selection and changes at Customer account

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edited Mar 19, 2020 12:22PM in Receivables & Collections 1 comment

Summary

Customer Profile class selection and changes at Customer account

Content

We have a requirement given below-

1. When new customer is created, a customer service user should be able to choose the Profile Class from Default to any other value (but user should not be allowed to modify any of the attributes under the profile class).  **Note- Default is the system defaulted value .

2. Once customer service user changes that profile class, then later on any customer service user should not be able to change the profile class.

3. But an AR user should be able to change profile class anytime and also all attributes under it.

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