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Sales Order is Created > Lock Processed Estimate

edited Feb 8, 2022 11:28PM in Ask A Guru 4 comments

Hello Experts,

I am trying to find a way to somehow lock the estimate record from editing once the sales order has been pushed through it.

Lot of time our Sales rep creates Estimate and ask Customer care team to create sales order from that estimate. Once Sales order has been generated from that estimate, sales rep sometime change the estimate without customer care team being aware of that.

Is there a way to lock estimate once sales order is generated and only Administrator or customer care role can update the estimate?



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