Security on Editing Quote Line Items

By | March 22, 2016

In Sage CRM, can manage security access rights across the organization by setting up Security Profiles and, if required, Territories. Profiles and territories are set up to reflect the structure of your organization. Users are then assigned a profile and home territory depending on their position in the organization. A profile is a way of grouping users when defining access rights (View, Update, Insert, and Delete). In addition to basic access rights profiles, you can also further divide user rights by territory.
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In this blog we will explain the set of permission which is required for a user to be able to delete line items on quote.
Refer below screenshot here the user is not given the permission to delete the line item.
Quote Line Item
Below are the steps to be followed to give the delete permission to a profile.
1) Navigate to Administration > Users > Security > Security Profiles.
Security Profile
2) Click on Edit all rights.
Security profiles
3) Check the Delete Check Box under Opportunity Column for the profile that you want to give permission to delete Line Item and click on Save button.
Security profiles
4) Now the user with this profile will be able to delete the Line Item.
Quote line item panel
In this way, we can restrict any User Profiles from editing Quote Line Items.

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Also Read:
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2) Accelerate your Line Item Entry process using GUMU Integration
3) Sorting of Line Item grid against Order
4) Multiple Line Items Entry using a Rapid Entry Screen depending on product selected
5) Multiple Line Items entry on Single Button Click