Protect Transactions
Protect Transactions prevent users from modifying or deleting any saved transactions. (7034)
Protect Transactions prevent changes or deletion of all saved, dated transactions:
• Only affects transactions with dates, such as Quotes, Sales Orders, Invoices
• Does not affect (non-dated) Cards, such Customer, Vendor, or Item
• Allows the Employee to create and Save new transactions
• Allows the Employee Read-Only access to existing (Saved) transactions
• Prevents the Employee from Deleting existing (Saved) transactions
• Works with an All Access or limited access setting
To set the sytemt to Protect Transactions:
1. Go to the Company card.
2. Go to the Advanced tab.
3. Click the checkbox for Protect Transactions.
4. Click the OK button to save changes.
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