Remove Hyperlinks from Quote/Order Line Item Grid

By | June 7, 2016

Hi folks! This article is about removing hyperlinks on Quote/Quote line item grid. We know once line item has been entered in Sage CRM against Order/Quote, the same would be visible on line item grid as shown in below screenshots. Users can edit line items by clicking on product name hyperlink on individual items.
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In one of our previous blogs we have discussed about security on editing Quote line Items. Refer below link below. Security on Editing Quote Line Items
Now in this blog we will provide the option to disable hyperlinks on Product name field on line item grid so that Users cannot edit line items once it has been entered in Sage CRM.
In SAGE CRM we can add Multiple Products using New Line Item and New Free Text Item under Order and Quote Summary screen. Refer below screen shot.
Quote Summary Screen
In the above screen under Line Items Panel all products details which are added to context Order/Quote will be visible with hyperlink option on product name. Upon clicking on Product Name hyperlink it will allow Users to edit items data like Quoted Price, Quantity & UOM (Unit of Measurement). Refer the below screen shot.
Quote Edit Screen
Now to restrict Users to edit these options we can disable the hyperlink feature on product field name. Below steps can be followed to remove the hyperlinks.
1) Go to Administration -> Customization ->Primary Entities -> Quote
2) Select Screens > Quote Summary
3) Add below script on custom content
4) Click on Save.
Quote Summary Screen:
Quote Change Screen
Similarly follow same steps for Order entity by selecting Order summary screen from screens and copy same code under custom content section.
Quote Summary Without Hyperlink
Above code removes hyperlink option for all Users as shown in above screenshot.
If required we can also tweak condition to allow access to hyperlinks only for admin Users i.e. Users with admin rights will have the option to edit line item details and Users with non admin rights will not have the rights to edit the line item details.

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Also Read:
1) Creating Quote and Order for Non-Linked Customer in Sage CRM using GUMU Integration
2) Working with integrated Quotes and Orders screen
3) Clone Quotes and Orders in Sage CRM
4) Order and Quote Reference Number
5) How to enable Quotes & Orders tab against Opportunity?