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Finance | Project Operations, Human Resources, ...
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Restrict permissions for deleting Sales Orders

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Posted on by 55

Hi All,

I have a requirement to make so no one, or only system admins can delete sales orders. I've searched around and found a few suggestions that I've explored or tried. 

In this previous community post, the suggestion was to set permissions on the SalesOrder table to not allow users to delete. 

    

Based on that community post I explored using Table Permissions Framework to change the permissions for SalesOrder. I wasn't able to get it to work though, event extending the SalesOrder table doesn't allow me to change the parameter used for Table Permissions Framework.

Alternatively, I've tried to duplicate the Sales Clerk role and remove permissions to delete Sales Orders. Following another post I also tried in the UI to add a table reference to the role and set delete permissions to Deny. Both attempts also didn't have an effect on the user's ability to delete.

I even tried duplicating the SalesOrderMaintain permissions, changing delete to deny, and giving my duplicated Sales Clerk role these permissions instead of maintain, and they were still able to delete the SO. 

I am a little lost on what a realistic solution is to explore. Does anyone know what the preferred way to do something like this would be? Or is it likely I'm missing something obvious? Any help or clue in the right direction would be greatly appreciated. Thank you!

  • abracco1 Profile Picture
    2 on at
    Restrict permissions for deleting Sales Orders
    Hi Cody, did this solution work to remove the Sales Order delete permissions for the desired users?  And not remove additional unintended delete permissions?
  • Cody M Profile Picture
    55 on at
    RE: Restrict permissions for deleting Sales Orders

    Hi André,

    I set Deny on delete for SalesTableListPage like you suggested, as well as SalesTableDetails. Thank you!

  • Verified answer
    André Arnaud de Calavon Profile Picture
    293,043 Super User 2025 Season 1 on at
    RE: Restrict permissions for deleting Sales Orders

    Hi Cody,

    When I create a role with only Read, Create and Update access to the menu item for all sales orders (SalesTableListPage) or deny permissions for delete on the same menu item, I directly have the required situation.

    I would suggest managing the permissions on the display menu item SalesTableListPage. In case you are using Visual Studio, ensure you perform a database synchronization after the build of the model.

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