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Big Business Solutions Database

Solution Number: 
5541 

Name: 
Access to Customer Terms (Modified) 

Description: 
Prior to version 3.04 of Big Business, disabling an Employee's Access to Customer Terms only restricted the employee from changing the Terms on sales transactions (Sales Orders and Invoices can enforce Credit Verification).

Any employee who had access to the History tab of a Customer Card could subvert the Credit Verification process by changing the Terms, Credit Hold, or Credit Limit on the Customer Card. (5541) 

Status: 
Added in 3.0.5 

Picture: 
 

Solution: 
Big Business 3.0.5 modifies an Employee's Access to Customer Terms. Any employee who does not have All Access and who does not have Access to Customer Terms (pictured), cannot change:

Customer Terms selected on a Quote
Customer Terms selected on a Sales Order
Customer Terms selected on an Invoice

Customer Terms selected on the History tab of the Customer Card
Customer Credit Limit on the History tab of the Customer Card
Customer Credit Hold on the History tab of the Customer Card.

 
 
 

Related: 
 


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