Change user ability to delete item from invoice

Submitted by gretalloyd on Mon, 01/06/2015 - 18:37

General User's Discussion

Hi all,

I've had a request to see if it is possible to stop staff from being able to delete an item from an in progress invoice?

If I change the Roles within a User so they cannot remove.all, that works so they cannot delete an item from an invoice, but it also means they cannot delete an appointment etc.

Is there a way to change it so a particular user or role can just not delete an invoice item.

Thanks,

Greta

Re: Change user ability to delete item from invoice

Submitted by tanderson on Tue, 02/06/2015 - 12:33.

You can do this by removing the "Customer Charge Items Remove" authority from from the role. This will affect all users assigned the role.

-Tim

Re: Change user ability to delete item from invoice

Submitted by EastsideVetEmerg on Wed, 17/06/2015 - 01:55.

Is there a permission setting to stop entire invoices being deleted but allow deleting of individual invoice items. It doesn't happen often but occasionally an entire invoice is deleted. I did it the other day. Sigh. I have admin access so it wouldn't have stopped me but it would be nice to know others can't make the same mistake.

thanks,

Adrian

Re: Change user ability to delete item from invoice

Submitted by tgething (not verified) on Wed, 17/06/2015 - 03:26.

Adrian - since it is all done via the archetypes and since there are separate archetypes for the invoice header and invoice items, yes this is possible.

act.customerAccountCharges* covers counter sale, invoice and credit headers; act.customerAccount*Item covers their items - and in my system at least there are authorities to cover each of these.

Our Base role in fact includes the Customer Charge Items Remove authority (so they can delete items) but not Customer Charges Remove authority.

So a normal user in our system cannot delete an unfinalised invoice, credit or counter sale.

Be careful - there is also a Customer Account Act Remove authority (which covers both the headers and the line items) - so make sure that the Base role does not have this.

Regards, Tim G

Re: Change user ability to delete item from invoice

Submitted by EastsideVetEmerg on Wed, 17/06/2015 - 03:53.

Hi Tim,

thanks for that. Our base role is as yours is. Except that I was still able to delete an invoice. Is this becasuse the base role has Customer All Acts Remove selected? If I remove this then the access to deleting invoices is denied. However, am I going to break something else by doing this?