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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Permissions
Small and medium business | Business Central, N...
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Permissions

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Posted on by CU23010706-0 2
Hello everyone, is there a permission that allows users to create a sales order or a quote but restricts them from posting it?
Categories:
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,064 Super User 2024 Season 2 on at
    Permissions
    You need to create a custom permission set.
    You can quickly record by the following method.
    Dynamics 365 Business Central: How to create or modify permissions by recording your actions (Record Permissions)
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    T.yahya Profile Picture
    T.yahya 109 on at
    Permissions
    Hi 
     
    Use the standard approval workflow in Business Central to approve sales orders.
     
    By using the standard approval workflow in Business Central, you can ensure that all sales orders are reviewed and approved by the appropriate users before they are processed. This can help to reduce errors, prevent fraud, and ensure that your sales orders are processed in a consistent and controlled manner.
     
     
    Hope this will help.
     
    Best regards,
    Touil Yahya
     
  • Suggested answer
    gdrenteria Profile Picture
    gdrenteria 13,156 Most Valuable Professional on at
    Permissions
    Hi
    You may require team member licenses. Please analyze this possibility.
    BR
    GR
  • Suggested answer
    Yi Yong Profile Picture
    Yi Yong 1,685 Super User 2024 Season 2 on at
    Permissions
    Hello,
     
    There is an easier to do it.
    You can use the 'Sales Invoice Posting Policy' on the User Setup page.
     
    Otherwise, you will need to create your own permission set and Exclude TableData 112 Sales Invoice Header Insert.

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