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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How do you put Purchas...
Small and medium business | Business Central, N...
Answered

How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

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Posted on by joshtechsolutions 4,549

Hi Community,

I understand that there are some things you can do w/o a Developer license.

I want to improve and learn how.

Please advise the steps to insert Purchase Order Archive into one of my user/ User roles without the need of a developer license.

Thank you!

pastedimage1672811147719v1.png

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 78,034 Super User 2025 Season 1 on at
    RE: How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

    Yes, so you need to use the way I mentioned above to run the command to open the edit mode manually.

  • joshtechsolutions Profile Picture
    joshtechsolutions 4,549 on at
    RE: How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

    Hi Zhi Yun, for mine as it is Navision 2018, I think it can't allow me to customize the profiles.

    pastedimage1678084196936v1.png

    Thank you,

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 78,034 Super User 2025 Season 1 on at
    RE: How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

    As far as I know this is not needed as I also opened without a development license.

    In addition, this has become a standard feature in BC.

    pastedimage1677545515519v1.png

    Thanks.

    ZHU

  • joshtechsolutions Profile Picture
    joshtechsolutions 4,549 on at
    RE: How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

    Hi Zhu,

    May I ask does this configuration mode requires Developer license?

    Thank you!

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 78,034 Super User 2025 Season 1 on at
    RE: How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

    Hi, You can use the following method to modify the Profile (Role) used by the user.

    Configuring a Profile with the Microsoft Dynamics NAV Windows client in Configuration Mode

    https://learn.microsoft.com/en-us/dynamics-nav-app/admin-configure-user-interface#configuring-a-profile-with-the--in-configuration-mode

    pastedimage1677453516966v2.png

    pastedimage1677453530612v3.png

    pastedimage1677453565946v4.png

    pastedimage1677453598778v5.png

    Hope this helps.

    Thanks.

    ZHU

  • joshtechsolutions Profile Picture
    joshtechsolutions 4,549 on at
    RE: How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

    Hi Daniele,

    Thanks but I already know how to archive.

  • joshtechsolutions Profile Picture
    joshtechsolutions 4,549 on at
    RE: How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

    Hi Mohana,

    yes I want to add it.

    Do you happen to know how? Its to add in the user personalization.

  • joshtechsolutions Profile Picture
    joshtechsolutions 4,549 on at
    RE: How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

    Hi Zhu,

    For some reason, my user with a specific user personalization was not able to access the Purchase Order Archive when she do a search. I tried and also realize that the particular User Personalization does not allow her to access it.

    Hence I want to add the page to her role.

    Thank you!

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 78,034 Super User 2025 Season 1 on at
    RE: How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

    Hi, You can use Save as view feature to add this page to your Role Center. This does not require a development license.

    For example, to Home tab.

    pastedimage1676935051894v1.png

    Give it a name, and select Activity Group.

    pastedimage1676935076878v2.png

    Choose OK.

    pastedimage1676935139234v3.png

    Choose Yes.

    pastedimage1676935148972v4.png

    pastedimage1676935164406v5.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,274 Moderator on at
    RE: How do you put Purchase Order Archive in Object designer to one of your roles/user in object designer in Navision 2018?

    hi

    look this

    learn.microsoft.com/.../across-how-to-archive-documents

    check my answer if it helped you, thanks

    DAniele

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