Locking the quantity in RFQ (created through Purchase Requisition)

Hi everyone,

An RFQ is created from purchase requisition (when the status of the PR is in either “In Review” or “Pending approval”). So the created RFQ has all the fields like quantity, item number, name pulled from the PR. Now is there a way where the quantity field (under Request for quotation lines) can be locked so that no one can edit that number?

Scenario is a requester or worker creates a PR. Now the approval or procurement manager shouldn’t be able to edit the quantity. But he should be able to do other vendor entries, RFQ reply edits.

Thanks.

Is this for AX 2012 or D365?

In normal case, you can use record level security here. But it seems you want users to edit specific fields on the row? Is that correct? If so, you need customization in the system to allow users with certain set roles to edit specific fields on the form.

1 Like

Thanks for your input, Krupa. Yes, it’s for AX 2012. It’s specifically for quantity field on the row and the approval manager should not be able to change the value. So, the customization to enable certain users be allowed to only view and not edit fields should be the right solution.