We have several standard items that are being added to a work order through a trigger automatically and calculating a charge for indirect costs based off of the number of hours worked.
Currently the standard item is added as a Misc Work completed line directly into Vista. However, the technician can see these standard items that are automatically added on the Work Order dashboard and also has the ability delete/edit them.
We need to be able to restrict the visibility of the Standard items so that they do not cause confusion and/or accidentially get deleted/edited by a tech. The manage lookups Standard Item Lookup Filter only restricts the items the techs can add, we need to restrict it items the tech can see/edit.
Company | Constructech Consulting, LLC |
Job Title / Role | Consultant |
I need it... | Yesterday...Come on already |
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We have standard items that are cost only and want to restrict the view for the technicians to keep the workorder simple.