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Read-Only Access to Transactions but with ability to Complete Transaction

in Receivables & Collections 5 comments

Summary:

How to give AR Manager Role read-only access to transactions but with ability to 'Complete' them?

Content (please ensure you mask any confidential information):

Since there are no approval workflows in AR, we plan to do the following as a workaround:

  • The 'Complete' button should be disabled for AR Specialist role = This has been achieved through Page Customization.
  • The 'Complete' button should be visible for AR Manager role so that they can "approve" a transaction by completing it. The issue is that the AR Manager should have read-only access to the transactions they are approving - they should not be able to edit fields before completing the transaction. How can we achieve this?
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