Microsoft Dynamics AX (Archived)

How to disable invoice button on Sales Order form

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Posted on by Luan Nguyen

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Dear Expert,

Backrgound:

I want to disable Invoice button live pic below base on Security permission.

Problem:

I did create new Role and new Duty for this,

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In Custom Duty, I add some standard Privileges , one of these is Change/edit customer invoice journal, this Privilege contain permission like picture below,

5822.3.png

As you can see here CustInvoiceJournal_Action (menuitem) is Invoice button, I tried to give them no access but it did not work.

Please give me solution for this.

Thank in Advanced

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André Arnaud de Cal... 298,669 Super User 2025 Season 2 on at

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RE: How to disable invoice button on Sales Order form

Hi Max,

If you have a new privilege, mentioning entry points with no access has no use. Then it would be recommended to delete the entry point.

If you are changing a standard privilege, you can set the entry level to 'No access'.

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Luan Nguyen 689 on at

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RE: How to disable invoice button on Sales Order form

Hi All,

thank all for reply,

I fixed it by deleting CustInvoiceJournal_Action from Privilege of that user (delete, do not set No Access). And this button invisible on user perspective.

I dont know this is best practice or not but it worked for me this moment.

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Luan Nguyen 689 on at

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RE: How to disable invoice button on Sales Order form

Hi André,

I was aware about this, and I mentioned previous reply I I only added maintain SalesOrder and Change/edit customer invoice journal custom privileges for this user.

I did not understand why the button still visible, do have any idea ?

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André Arnaud de Cal... 298,669 Super User 2025 Season 2 on at

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RE: How to disable invoice button on Sales Order form

Hi Max,

I'm not aware which roles are assigned or not. You have to:

- remove a role from the user, or

- remove a duty from one or more of the roles, or

- remove a privilege from one of the duties, or

- set the menu item access to none on the privilege.

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Luan Nguyen 689 on at

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RE: How to disable invoice button on Sales Order form

Hi André,

Thank for your answer,

You were right, I followed your guide, then here what I got

I had some Role customizations, mean also have CustInvoiceJournal_Action.

What should I do next ?

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André Arnaud de Cal... 298,669 Super User 2025 Season 2 on at

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RE: How to disable invoice button on Sales Order form

HI Max,

The screenshot above is from the Sales order list page. I know the CustInvoiceJournal_Action menu item is used here.

The Sales orders details form used the CustInvoiceJournal menu item.

I do understand from your reply that the on the sales orders details the menu item is now correctly hidden for some users, but on the list page the button is still visible?

I would recommend to verify again if the CustInvoiceJournal_Action is not used in another privilege. You can do this by going to the menu item in the AOT, right click > Add-ins > Security tools > View related security roles. On this form you can filter on your role and see how this menu item is granted or not.

Do the users only have one role or multiple roles assigned?

Standard AX does have two privileges for this menu item. As I can see you created (at least) a third.

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Luan Nguyen 689 on at

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RE: How to disable invoice button on Sales Order form

Hi Iulian Cordobin, thank for your reply

Custinvoice journal is inquiry form, as I know, we can access from 2 places, Account receivable > inquiry (it is CustInvoiceJournal menuitem) and in sales order form > invoice button (CustInvoiceJournal_action). As you can see at final pic, I give no access for both, only CustInvoiceJournal worked.

Actually, I duplicated invoice button to test, it does not have any customization, this AX is 2012R2

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Iulian Cordobin 8,201 on at

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RE: How to disable invoice button on Sales Order form

First of all what do you mean it worked for CustInvoiceJournal. Your initial screenshot shows the button in the ribbon.

Second, what version are you on and do you have customization done on your Sales form? Because that doesn't look like the std I have (of course I have an R3, not sure about your version) - please clarify.

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Luan Nguyen 689 on at

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RE: How to disable invoice button on Sales Order form

Hi Viz,

Actually, I did not change any standard thing in AOT (we should not), that's why I created custom role, duty, Privilege for this and added CustInvoiceJournal & CustInvoiceJournal_Action with no access for this. But it did not work.

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Luan Nguyen 689 on at

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RE: How to disable invoice button on Sales Order form

Hi Iulian Cordobin,

Sure, I added to specific user

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