Change Order Mgmt - lock out Quote/Opp?

Question

Currently in my org, an order is created when an order and opportunity reach their approved status. The data to build the order gets pulled from various objects, but once pulled, its static. The order then gets fulfilled by warehouse, and shipped, all while the opp/quote can still be edited and changed.

This is a frusterating void, and I recognize 2 solutions;

Find a way to lock out the opp/quote. Somehow make it read-only after a trigger

Send a notification to operations that a change has been made after the approved stage

I've read a few resoures about change-orders but none of them pertain to my problem. (https://success.salesforce.com/answers?id=9063A000000DbF9QAK)

Amnon Kruvi · Accepted Answer

Hi Geordie,    ​​​​​​   I can think of one easy solution for this: create an opportunity stage that means the order is being fulfilled. Then, using a validation rule, block making any change to the opportunity other than to the stage field (and any other fields you want to allow). Add another validation rule to opportunity product that blocks all changes if the opportunity's stage is Fulfillment.   Repeat the same idea for quotes.

Amnon Kruvi · Answer

You can also block opportunity products with a validation rule that looks at the opportunity.

Change Order Mgmt - lock out Quote/Opp?

Data Management

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