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Finance | Project Operations, Human Resources, ...
Suggested Answer

Purchase return order - Security to allow to choose a Vendor account from the dropdown

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Posted on by 26
Trying to create a purchase return order from a sales return order. I get to the page to create the purchase order but it will not allow me to choose a vendor account from the dropdown. It doesn't even show the dropdown. I've added all the security required, but the vendor account dropdown still won't work.  Anyone know what security is needed to get this to work? The system admin role is able to do it, but unable to figure out the security for it.
Form name: PurchCreatefromSalesOrder
Control name: SpecifyVendAccount
 
Role has all the required duties:
Maintain sales order
Maintain sales return order
Maintain purchase order
Maintain vendor master (shouldn't need this but I tried it just in case)
 
Yes I have a vendor account dropdown if I try to create a PO in the procurement module.
 
Purchase return order from module: Sales and Marketing>All Return orders
 
 
Procurement module:
 
 
  • Hana Xue Profile Picture
    Microsoft Employee on at
    Hi,
    Do you mean, as shown in the screenshot, creating a purchase order from a sales order, the dropdown list doesn't have a vendor account? When you create a purchase order in the Procurement module, will the vendor account be displayed?


    Best Regards,
    Hana
  • Suggested answer
    saurabh bharti Profile Picture
    15,059 Moderator on at
    Hi ,
     
    Can you try Maintain vendor master duty ?
  • TAgnew Profile Picture
    26 on at
    Yes I have the duty Maintain vendor master.
     
    Yes I have a vendor account dropdown if I try to create a PO in the procurement module.
     
    Purchase return order from module: Sales and Marketing>All Return orders
     
     
    Procurement module:
     
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,633 Moderator on at
    Does your user have "Maintain sales return order" and "Maintain purchase order" duties?
  • TAgnew Profile Picture
    26 on at
    Role has all the duties required:
    Maintain sales return order
    Maintain purchase order
    I added maintain vendor master (shouldn't need it).
     
    It's weird that the role can access the vendor account drop down when creating a new purchase order, but the same vendor account drop down on a purchase return order will not work. I've gotten my D365 technical support involved as the issue does not seem to be with security.
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,633 Moderator on at
    I agree with you.  Is it possible there's a customization at play?
  • Hana Xue Profile Picture
    Microsoft Employee on at
    Hi,
    Yes, if it is not a security issue, you need to check if the system has any customization, because as shown in the previous screenshot, it is normal in my standard test environment.
    Best Regards,
    Hana
     
  • Hana Xue Profile Picture
    Microsoft Employee on at
    Hi,
    Is your problem resolved? If the following answer is helpful, please mark it as verified to help more people with similar issues.
    Best Regards,
    Hana

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