Disable Create new Option

(0) Share

Report

Posted on by LearnBC

224

Hello All,

How can we restrict to create transfer order/ Sales Invoices for some users. but they should have the options for modify and Post the document. so how can we disable Create new option from List page and card page

Thanks to all in Advance

I have the same question (0)

All responses (16)

Answers (3)

Suggested answer

Marco Mels on at

Like (0)

Report

Hello,

Please have a look here:

docs.microsoft.com/.../ui-define-granular-permissions

Not sure if it helps for this specific question, but it is a start.

Thank you.

Was this reply helpful? Yes No
LearnBC 224 on at

Like (0)

Report

Can we do it with the help of User setup with a boolean value, so that which all the users are selected that users cant able to create new?

if it is possible how it will be mentioned in OnOpenTrigger

Pls advice

Was this reply helpful? Yes No

Suggested answer

Nitin Verma

21,708 Moderator on at

Like (1)

Report

Hi,

you have to create a Boolean field in user setup and mark it true and write the below code on OnInsert Trigger.

trigger OnInsertRecord(BelowxRec: Boolean): Boolean

var

UserSetup: Record "User Setup";

begin

UserSetup.get(UserId);

if not UserSetup."Boolean field" then

Error('You dont have permission to insert the record.');

end;

Was this reply helpful? Yes No

LearnBC 224 on at

Like (0)

Report

is it possible, if we put these 4 users under one user group and call this usergroup instead of user id?

if we put this, is it allow the users to modify the entries (Only we cant to stop/restrict creating new records)

Was this reply helpful? Yes No
Suggested answer

Nitin Verma 21,708 Moderator on at

Like (0)

Report

You can try this as well.

Was this reply helpful? Yes No
Verified answer

Amit Baru 3,037 on at

Like (0)

Report

Hi,

Pls find the below code for above requirement.

trigger OnInsertRecord(BelowxRec: Boolean): Boolean

var

UserSetup: Record "User Setup";

begin

UserSetup.get(USERID);

if not UserSetup."Restrict New Sales Order" then

Error('You do not have permission to insert the record in Sales order.');

end;

Regards

Amit Sharma

www.erpconsultors.com

https://www.linkedin.com/in/amit-sharma-94542440/

Press Yes if info is useful.

Was this reply helpful? Yes No
LearnBC 224 on at

Like (0)

Report
it is not working, is there any mistake i made while doing

i want to Restrict the users from Create New transfer Orders from list and Transfer Orders page (same user can allow to modify and post the jobs )

tableextension 55004 "User SetupPage(For Job Crate)" extends "User Setup" { fields { // Add changes to table fields here-- field(55100; JobCr; Boolean) { Caption = 'Job Creation'; InitValue = True; DataClassification = CustomerContent; } } }

pageextension 55006 "User Setup Job Cr" extends "User Setup" { layout { // Add changes to page layout here addafter("Register Time") { field(JobCr; Rec.JobCr) { ApplicationArea = all; Caption = 'Job Creation'; Width = 10; } } } }

pageextension 55005 "Job Card Disable Create" extends "Job Card" { layout { // Add changes to page layout here } actions { // Add changes to page actions here } trigger OnInsertRecord(JobCr: Boolean): Boolean var UserSetup: Record "User Setup"; begin UserSetup.get(UserId); if not UserSetup."JobCr" then Error('You dont have permission to insert the record.'); end; }

Was this reply helpful? Yes No
Verified answer

Alfredo_Iorio 1,264 on at

Like (0)

Report

You might want to use permissions before developing new code.

Creating new records is managed by specific permissions.

You can create a new permission set and a group and assign those users to it.

If you want to disable the option to create new sales invoices you need to remove the Insert Permissions on table 36.

If you want the users to post or modify the document, give them Indirect permissions on Delete (the posting action means indirect deletion of table records) and Yes on Modify.

You need to do the same on the Sales Lines table.

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,111 Moderator on at

Like (1)

Report

Totally agree with Alfredo. You should not develop a special solution for your scenario but use the permission functionality built into the system.

Was this reply helpful? Yes No
LearnBC 224 on at

Like (0)

Report

Okay Thanks for the Reply.

Actually in our scenario, Users are doing multiple jobs so if we give other/Higher permission it will overwrite .Right?

So my Better Understanding, For any Sales/Pur/Job/ transactions, if the user dont have the option for Create New documents Means "we need to set Insert as Blank " & Modify -> Yes and for posting (Delete-> Indirect)

ie, the Below setup is right for Sales? (Block new creation &, Only allows the user to Modify the record and post the documents)

Was this reply helpful? Yes No