Customize Sales Order Form to Remove User’s Permission to Close Sales Orders without Editing Permission of the User’s Role

Customize Sales Order Form to Remove User's Permission to Close Sales Orders without Editing Permission of the User's Role

1. Navigate to Customization > Forms > Transaction Forms

2. Click Edit/Customize link to modify the preferred sales order form.

3. Under Actions tab > Standard Actions subtab > Look for Close field and remove the mark on the Show box.

4. Under Roles tab > Look for the roles that should not have the permission to close a sales order and mark the box beside the role.

5. Save the custom form and check the effect of the changes by logging in using the role that should not have the permission to close the sales order.

Note:  If user doesn't want to remove the permission to close the whole sales order but only line items, skip Step 4.