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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Sales Responsibility F...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Sales Responsibility Field Not Accessible in Grid Level – SalesQuotationListPage

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Posted on by CU03031101-1

In a All-quotations form - For one of the users- Rishi, in D365FO, The user roles assigned are SLMGR, WHOFF1, WHMGR, and Purchase Requisitions. Through security configuration, we added the Worker Sales Responsible field to the Sales Quotation list page and also provided HCM Worker access. However, we are still unable to access or view the Sales Responsible field in a grid level

This behavior is unexpected. Please let us know if we have missed any configuration or setup steps required to enable this field.

Thanks in advance.


 
 
 
 
Categories:
Dynamics 365 Supply Chain Management
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  • Suggested answer
    HardikPatel523 Profile Picture
    HardikPatel523 184 on at
    Hi,
    Just to confirm—are you able to access or view that field when using Admin access? Or is the issue occurring only for certain roles?
    I quickly checked SalesQuotationListPage and searched for the Sales Responsible field. In the data field properties, AllowAdd is set to Restricted, which means users cannot add this field through form personalization. In such cases, adding the field to the grid is only possible through customization. For a developer, it’s a simple drag-and-drop change.

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