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How to Restrict Users from Cloning Documents in Sage X3

How to Restrict Users from Cloning Documents in Sage X3

Restrict Users from Cloning Documents

How to Restrict Users from Cloning Documents in Sage X3

Sales Order (GESSOH) is one of the main functions that allow users to clone existing documents to speed up the document creation process. However, sometimes, management may want to restrict users from copying or creating new sales processes. Fortunately, there are steps that users can take to set up additional restrictions.
An effective approach is to establish user roles and permissions within the system. By defining specific roles, administrators can control the actions each user is allowed to perform. For instance, restricting the “Clone” and “Create” permissions for particular roles ensures that only authorized personnel can initiate these actions. This granular control helps prevent accidental or intentional misuse of the cloning feature.

How to Stop the Cloning of Documents

  1. Go to Development > Script dictionary > Screens > Screens
  1. Select ‘SOH0′ from the left list
  1. Go to the Fields tab
  1. Find the line for the SOHNUM field, and change the Input value to “Display”
  • ‘Enter’ = allows the document to be copied
  • ‘Display’ = viewing only
  1. Add an Activity code to protect your changes.
How to Restrict Users from Cloning Documents in Sage X3 image-1
  1. Click ‘Save’
  1. Click ‘Validation’

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Greytrix Middle East Subsidiary of Greytrix India Pvt Ltd, Headquartered in Mumbai. It is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300 People (HRMS), and Sage Intacct, which covers Dubai, Saudi Arabia, and Qatar region.

Our methodology involves a techno-functional expert team to analyze the client’s business processes, workflow, current system situation, and plans. Then, based on the analysis, we propose solutions that meet their requirement regarding the product consideration. In addition, we ensure to serve our clients with robust, future-proof, business-critical solutions that deliver best practices, processes, and functionality designed specifically for the business and its people.

We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics).

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