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Can a Team Member Enter Purchase or Sales Orders?

Jun Wang Profile Picture Jun Wang 7,072 Super User 2024 Season 2

A Team Member license in Microsoft Dynamics 365 Business Central has limited functionality compared to a Full User license. Team Members are typically designed for light usage and certain tasks such as viewing data, running reports, and approving workflows, but their ability to create and modify records is restricted.

Key Capabilities of a Team Member License:

  • Read Access: Team Members can read data across most Business Central modules, including finance, sales, purchasing, and inventory.
  • Update Existing Entries: Team Members can modify existing records for very limited fields, such as updating basic information (e.g., changing the due date or the description on a purchase or sales order).
  • Approval Actions: They can approve or reject documents in workflows (such as purchase or sales orders).
  • Run Reports: They can view and run reports and analytics.
  • Create Limited Entries: Team Members can create and edit "timesheets" and "expense reporting" entries, as well as input job-related data.


No, a Team Member license cannot enter new purchase or sales orders. Only users with a Full User license can create and fully manage sales and purchase documents, such as:

  • Creating new sales orders or purchase orders
  • Managing the entire sales/purchase order process (creating, updating, posting, invoicing)

Team Members are primarily for users who need to interact with data, perform approvals, or view reports but not engage in operational tasks like order entry.

Summary:

If your user needs to enter sales or purchase orders, they will require a Full User license in Business Central. Team Member licenses are more suited to users performing light tasks, such as reviewing data or approving orders.

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