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Document type on inventory transfer window

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Posted on by Laura Grewe 24
Hello,
I'm again having an issue with a new user and this Document type on the inventory transfer window.  As Beat Bucher had figured, it had nothing to do with the home page customization and their user role.   I did do all the other things that I tried that day back in 2022 though.  Does anyone have any other ideas?  We are now on Dynamics 18.5.1596, and Binary Stream v18.00.1101
Categories:
Administration and Setup
  • Suggested answer
    CU02071840-0 Profile Picture
    CU02071840-0 on at
    Document type on inventory transfer window
    Please reeply me 
  • Suggested answer
    BJ-09051414-0 Profile Picture
    BJ-09051414-0 133 on at
    Document type on inventory transfer window
    Hey Laura,

    The issue is due to not having the Inventory Document-Types assigned to a Security Task that is assigned to a Security Role assigned to the user.

    In the screenshot below, you can see the Security Task for Inventory Document Numbers.



    I believe that is what you are missing and what is missing for the user. You will need to either assign a Role to the user that has this or create a new Task and assign the task to a role that is assigned to the user.

    The default tasks that have this are:
     
    1. ACCOUNTING MANAGER*    
    2. AP CLERK*              
    3. AR CLERK*              
    4. BOOKKEEPER*            
    5. CERTIFIED ACCOUNTANT*  
    6. CUSTOMER SERVICE REP*  
    7. ESS EMPLOYEE MANAGER*  
    8. ESS EMPLOYEE*          
    9. ESS PURCHASE REQUESTER*
    10. IT OPERATIONS MANAGER* 
    11. LIMITED USER - FIN*    
    12. LIMITED USER - INV*    
    13. LIMITED USER - PAYRL*  
    14. LIMITED USER - PURCH*  
    15. LIMITED USER - SALES*  
    16. OPERATIONS MANAGER*    
    17. ORDER PROCESSOR*       
    18. PAYROLL CLERK*         
    19. PURCHASING AGENT*      
    20. PURCHASING MANAGER*    
    21. SALES WINDOWS          
    22. SHIPPING AND RECEIVING*
    23. WAREHOUSE MANAGER*     

    The article below also goes over how to address security errors like you are receiving.

    I hope this helps!

    Thank you!
  • Judy Profile Picture
    Judy Microsoft Employee on at
    Document type on inventory transfer window
    Hi, maybe you can try to check if there are any other factors that could be causing the issue.
    Hope other experts can suggest on this.

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