I have a requirement where i would like to restrict few users Say As "Sales Rep Users" for not creating the Schedules .I mean their can create a Opportunity record with the products but should not have the access for scheduling.How can i do this ?
For Example :When a "Sales Rep" is creating a Opportunity record say as "XYZ" and opportunity product given as "ABC".Now the Sales Rep should not have the Access to Schedule or Reschedule the products.How can i achieve this.
Any help very much appreciated.
2 answers
If the Rep can create the line items, they have to be able to create the Schedule. Otherwise, either a) the schedule wouldn't be created (which is a problem for Products that have schedules) or b) the Schedule won't be right (for Products with Schedules, you change the Quantity or Total Price by revising the Schedule).
