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Supply chain | Supply Chain Management, Commerce
Answered

Security config to disable New button in purchase order form

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Posted on by 70

Hi

How can I achieve the following using security role  â€“

Users must be able to edit purchase orders but not create new purchase orders. Basically, disable 'New' button in purchase order form.

Cheers

Harsha

I have the same question (0)
  • Suggested answer
    NikolajSorensen Profile Picture
    1,792 on at

    It is not clear if you are using standard or custom roles.

    Which approach to solve your requirement heavily depends on the structure of your current security setup.

    The way you can approach this requirement, is to create a new privilege and grant "Update" access on the relevant menu items.

    Leave the "Create" and "Delete" access to "Unset".

    This privilege then needs to be added to your relevant role and/or duty if you want to assign duties to your roles.

    Be aware that if the users already have access to maintain purchase orders, then you should remove the duty/privilege granting maintain access from the security role as well. As security is cumulative, the combined access level across every role/duty/privilege assigned to a user, will be the users effective access.  

  • Harsha Setty Profile Picture
    70 on at

    Hi

    I am creating custom roles and I have tried your approach already but not getting the desired result.

    Thanks

  • Suggested answer
    Harsha Setty Profile Picture
    70 on at

    Hi

    I was able to achieve the result finally.

    I started by creating a duplicate of privilege - View purchase order details. under Display menu items, except for Delete I enabled Grant for Read, update, create for the below menu items.

    PurchLine +

    PurchLineProject +

    PurchTable +

    PurchTable_Action +

    PurchTableDetails +

    PurchTableForEdit_Action + (Grant, delete for this)

    PurchTableLineQuantity

    ProjPurchTable +

    Probably I did not have to work on all these menu items but by this time I had spent a lot of time so cant really go back to decide which one among the above worked.

  • Verified answer
    NikolajSorensen Profile Picture
    1,792 on at

    There are numerous forms that allow access to create purchase orders, which is one of the reasons why the privilege you duplicated contains a lot of different menu items.

    To be certain that you achieve your intended result, you might want to ensure that you have all of the entry points covered that allows for purchase order creation. 

    You probably should not grant "Create" access as this will potentially allow users to create new purchase orders. 

    As I mentioned you should only grant access to "Read" and "Update" while leaving "Create" and "Delete" to unset.

  • Suggested answer
    Harsha Setty Profile Picture
    70 on at

    Hi

    It was a typo, I did not actually give create access to the menu items listed. Create and delete was set to unset. Thanks

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