Prevent printing a quote for suspects and prospects

Epicor ERP 10
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1

Hi Guys,

I need to prevent users from printing a quote while the “customer” is still a suspect or prospect. The user can create a quote for pipeline purposes but should not be able to print/send it to the customer until the customer has been made a full customer with a credit limit.
Currently the suspect and prospect are created with credit hold which means the quote cannot be converted to an order which is fine.

What would the best way be to prevent the printing of the quote?

At the moment the quote cannot be printed if the Quoted checkbox is not true. So I was thinking if I can disable this checkbox on the quote, using a BPM, until the customer is no longer a suspect or prospect this should suffice. Any other suggestions?

2

You can use three options

  1. if you have CRM license use task functionality.
  2. Write BPM when user changes checkbox status show error message.
  3. Field level security assign to a group of people who can checkbox tick.
3

Would I be able to check the customer status somehow?

So if I use the first option is there a way to check the customer status before preventing the checkbox from being made true?

4

I managed to do this with a BPM on the method behind the Quoted checkbox.