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The following is the structure of a Quote entry screen’s rights

 

Object.WorkorderQuote = parent

 Object.WorkorderItem = child

         Object.WorkorderItemUnit =grandchild

         Object.WorkorderItemScheduledUser = grandchild

         Object.WorkorderItemTasks = grandchild

         Object.WorkorderItemLabor = grandchild

         Object.WorkorderItemParts = grandchild

         Object.WorkorderItemTravel = grandchild

         Object.WorkorderItemOutsideService = grandchild

         Object.WorkorderItemMiscExpenses = grandchild

         Object.WorkorderItemLoan = grandchild

         Object.WorkorderItemCustom = grandchild

 

•Note that all objects under the parent apply to all three: service workorders, quotes and PM's entry screens.

 

For example, the Scheduled Users subsection will NOT show in any service workorder entry screen, quote entry screen or PM entry screen for users of that security group if you set Object.WorkorderItemScheduledUser to Forbidden in that security group.

 

This is because what you set for Object.WorkorderItemScheduledUser is applied to all three - service workorders, quotes and PM's.

 

•Note how the WorkorderItem is a "child" of the Workorder; and the WorkorderItemLabor is a child of the WorkorderItem and a "grandchild" of the Workorder

 

•If the object is a “child” of another object, the “child” will only ever have at maximum the rights of the “parent”

 

•Only access rights set for a “child” less or equal to the rights of the “parent” will take effect

 

•Access rights set for a “child” that are greater than the rights of the “parent” will not take effect.

 

•A "grandchild" will only be given the maximum rights set of the "child" regardless what you set in the security group. And the "child" will only be given the maximum rights set of the "parent" regardless what you set in the security group.

 

 

Example 1:

If you have set Read Only access to the Quote root object (Object.WorkorderQuote) for a security group, even if you set Read/Write access to any of the child objects – Read / Write access will be ignored as the Quote root object access right takes precedence.  Users of the security group where you set this will only be able to view a quote and its items and subsections (labor, parts, etc) but not edit.

 

Example 2:

If you want users of the security group to be able to view and edit all aspects of the quote except only view the Scheduled Users subsection, you would set all the related objects to Read/Write, but set Object.WorkorderItemScheduledUser to Read Only

 

Example 3:

If you want users of a specific security group to not even see the Tasks subsection, you would set all the workorder related objects to Read/Write but set Object.WorkorderItemTask to Forbidden.