How to Disable the Delete button on the Sales Order Form- AX2012

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I'm new with AX 2012 and I have a request from business user to disable the Delete button from Sales Order grid from all users but one.

Can you tell how do you figure out the name of the Delete button object, on personalization, it only shows as Delete, which I'm not sure how I would use it in AOT to figure out related roles, duties, privileges.

What would the right approach be, should I create two Sales Clerk roles one have full access, and the other one will not be able to Delete..

I would appreciate it if anyone can help.

Thanks,

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Faisal Fareed 10,796 User Group Leader on at

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Hi, Yes you got it right that you need to handle this security permissions and I would suggest you to create new privilege, duty and role for your requirements. It will be helpful in future if your company want to restrict list of users from other functions you can easily amend permissions as requested.

Security development tool will help you more quickly to dig out all security permissions under any role.

Just to start with SalesClerk role has Duties start with name Maintain*** and Inquire***. These Maintain*** duties if you look into privileges under it you will see it is allowing user to change/Edit/Delete records from forms. On the other hand if you see Inquire*** duties you will find privileges which are used to restrict user only to view records.

You can duplicate this ClerkRole and remove Maintain*** duties from that role and see does it fulfill your requirement.

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syed baber 11,633 on at

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Hi Michael,

Looks like you want to disable Remove button under Sales order lines fast tab. This is a command button as shown in the image below:

Take a look at below community post on how to manage command button security. The detail explanation is provided and you should be able to fulfill your requirements after reading this post:

https://community.dynamics.com/ax/f/33/t/107955

Please verify and let me know if you have further queries.

Thanks,

Baber.

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Community Member on at

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How do I figure out in AOT how to find this object, in personalization the System Name is Delete under the Layout tab, do I need to use the Information Tab? I'm in Sales Orders>All Sales Orders looking at the top menu under Sales Orders >Maintain and the delete button.

Aslot he image you have , how did you get to it?

Thanks,

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Community Member on at

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I have duplicated the Sales Clerk role and gave it a new name, I want to exclude the Delete Button only, if I strip the role from all maintain duties then the user will only have read only access, will not be able to edit or create new.

.

Thanks,

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syed baber 11,633 on at

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Hi Michael,

After right clicking -> Personlize form for Delete buutton, if you expand the node ActionPaneHeader, then Sales order, you will see the Delete button under Maintain group as shown below:

Now under AOT, if you expand SalesTable Designs -> Design -> ActionPaneHeader node, you need to select Sales order Action pane tab, and under that you need to select the button group with Caption property set to 'Maintain'. If you expand this node, you will see the Delete button there as shown in the image below:

Thanks,

Baber.

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syed baber 11,633 on at

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Hi Michael,

In the link I mentioned in my previous comment, it talked about the privilege SalesTableDetailsView, which provides View access on SalesTable menu item if you expand the Entry points node. You can add this privilege or related Duty to the specific role and then they won't be able to delete Sales order.

Please let me know if you have further queries.

Thanks,

Baber.

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Jonathan Halland 11,310 on at

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Hi All.

Just a note, be careful about simply disabling the delete button either via code or via security role as this will only remove the ability to click the button, but doesn't disable the ability to actually delete the record. You will still be able to press Alt+F9 or press "File -> Delete"

You need in addition to the above to control the actual data source's allowDelete properties either via code or via security (depending on your needs)

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