Lock Salespeople Assigned to a Document

Description

Business Central, and iDynamics Commissions, will update the salesperson assigned to a sales document when the customer changes, or when a different ship-to address is selected, for example. The list of additional salespeople will also be updated if the salesperson assigned to the sales header changes.

Sometimes, though, you might want to lock all the salespeople assigned to a particular document, because you don't want them to change even if the document is updated (e.g. after partial shipment). For that, the app adds a Salespeople Locked field to the sales document. When set, the app will stop updating these values in cases (e.g. ship-to address changed) where it usually would.

Limit Who Can Change the Assigned Salespeople

When Salespeople Locked is locked, neither the main salesperson nor the additional salespeople assigned to the document or its lines can be changed. As this field can only be edited by users with the IDPCOS User or IDPCOS Admin permission sets, this means that users without these roles won't be able to change the salesperson assigned to a sales document, nor edit the list of additional salespeople.

Lock on Posting

When a sales document is posted, Salespeople Locked will be automatically set to true. This is done so that any processing done in the sales document while posting will not affect the list of assigned salespeople, and so that, if a document is partially posted, the salespeople assigned to it won't be updated unless explicitly specified (by setting this field to false).