[denversasha Contributions: 0Level 1☆]

We consider some of the information on our purchase orders confidential; specifically the rate and amount. But we want sales reps to see what inventory is inbound. How do we allow them to view purchase orders without seeing the rate and amount?

Thanks everyone
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[cdelacruz Contributions: 0Level 1☆]

Hello,

If you customize the Purchase Order form and remove the Label of the fields under Screen Fields tab > Columns subtab, the fields won’t be visible even if it’s marked to Show. You can then set the form as the preferred from for the Sales Rep.

[denversasha Contributions: 0Level 1☆]

Hi there, I tried that but the ‘amount’ field is grayed out and I cannot uncheck it. So they can still see the cost.

[michoel Contributions: 0Level 1☆]

Even when you are not able to uncheck the ‘Show’ Checkbox, you can often (but in my experience, no always) hide the column in the UI by removing all the text from the ‘Label’ field.

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